Holders — by stockHoldings — by fund
Anchor Investment Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001634149
$1.33B
disclosed book value
1,207
positions
3%
largest position share
Positions, as of 2026-06-30
top 100 of 1,207 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP COM | 105,520 | $39.4M | 3% |
| 2 | AAPLAPPLE INC COM | 130,094 | $37.6M | 2.8% |
| 3 | VVISA INC COM CL A | 106,436 | $36.5M | 2.7% |
| 4 | GOOGALPHABET INC CAP STK CL C | 100,052 | $35.4M | 2.7% |
| 5 | SCHXSCHWAB U.S. LARGE-CAP ETF | 1.2M | $35.1M | 2.6% |
| 6 | FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | 15,975 | $33.2M | 2.5% |
| 7 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 213,636 | $25.5M | 1.9% |
| 8 | BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 1.2M | $25.2M | 1.9% |
| 9 | BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 1.3M | $25.2M | 1.9% |
| 10 | QQQMINVESCO NASDAQ 100 ETF | 77,218 | $23.4M | 1.8% |
| 11 | BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 1.2M | $23.1M | 1.7% |
| 12 | GOOGLALPHABET INC CAP STK CL A | 63,507 | $22.7M | 1.7% |
| 13 | ABBVABBVIE INC COM | 86,246 | $21.7M | 1.6% |
| 14 | JNJJOHNSON & JOHNSON COM | 84,604 | $21.5M | 1.6% |
| 15 | GLWCORNING INC COM | 74,897 | $19.1M | 1.4% |
| 16 | NVDANVIDIA CORPORATION COM | 90,989 | $18.2M | 1.4% |
| 17 | AMZNAMAZON COM INC COM | 73,472 | $17.5M | 1.3% |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 34,902 | $17.5M | 1.3% |
| 19 | QQQINVESCO QQQ TRUST SERIES I | 22,158 | $16.3M | 1.2% |
| 20 | LLYELI LILLY & CO COM | 12,682 | $15.2M | 1.1% |
| 21 | MUMICRON TECHNOLOGY INC COM | 12,303 | $14.2M | 1.1% |
| 22 | CATCATERPILLAR INC COM | 11,863 | $12.6M | 0.9% |
| 23 | JPMJPMORGAN CHASE & CO COM | 38,543 | $12.6M | 0.9% |
| 24 | XOMEXXONMOBIL HOLDINGS CORP COM SHS | 89,385 | $12.2M | 0.9% |
| 25 | UNPUNION PAC CORP COM | 44,559 | $12.1M | 0.9% |
| 26 | UNHUNITEDHEALTH GROUP INC COM | 28,060 | $11.7M | 0.9% |
| 27 | AMATAPPLIED MATLS INC COM | 15,702 | $11.4M | 0.9% |
| 28 | METAMETA PLATFORMS INC CL A | 19,453 | $11.0M | 0.8% |
| 29 | DUKDUKE ENERGY CORP NEW COM NEW | 82,510 | $10.4M | 0.8% |
| 30 | LOWLOWES COS INC COM | 46,315 | $10.2M | 0.8% |
| 31 | KOCOCA COLA CO COM | 119,853 | $9.7M | 0.7% |
| 32 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 183,523 | $9.3M | 0.7% |
| 33 | AVGOBROADCOM INC COM | 24,233 | $9.2M | 0.7% |
| 34 | SOXXISHARES SEMICONDUCTOR ETF | 14,267 | $9.1M | 0.7% |
| 35 | WSOWATSCO INC COM | 21,509 | $9.0M | 0.7% |
| 36 | FDXFEDEX CORP COM | 27,755 | $8.7M | 0.7% |
| 37 | RSGREPUBLIC SVCS INC COM | 39,637 | $8.4M | 0.6% |
| 38 | FTNTFORTINET INC COM | 53,106 | $8.2M | 0.6% |
| 39 | MRKMERCK & CO INC COM | 63,047 | $8.1M | 0.6% |
| 40 | COSTCOSTCO WHOLESALE CORPORATION COM | 8,329 | $7.8M | 0.6% |
| 41 | WMTWALMART INC COM | 68,779 | $7.8M | 0.6% |
| 42 | PMPHILIP MORRIS INTL INC COM | 42,887 | $7.8M | 0.6% |
| 43 | SCHMSCHWAB U.S. MID-CAP ETF | 204,286 | $7.5M | 0.6% |
| 44 | SOSOUTHERN CO COM | 76,038 | $7.3M | 0.5% |
| 45 | CVXCHEVRON CORPORATION COM | 43,435 | $7.2M | 0.5% |
| 46 | HDHOME DEPOT INC COM | 20,339 | $7.2M | 0.5% |
| 47 | PGPROCTER & GAMBLE CO COM | 48,741 | $7.1M | 0.5% |
| 48 | VOOVANGUARD S&P 500 ETF | 9,957 | $6.8M | 0.5% |
| 49 | MDTMEDTRONIC PLC SHS | 84,404 | $6.6M | 0.5% |
| 50 | MCKMCKESSON CORP COM | 8,728 | $6.6M | 0.5% |
| 51 | GEMGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | 123,566 | $6.4M | 0.5% |
| 52 | GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 136,898 | $6.3M | 0.5% |
| 53 | SHWSHERWIN WILLIAMS CO COM | 18,148 | $6.2M | 0.5% |
| 54 | WMWASTE MGMT INC DEL COM | 27,930 | $6.2M | 0.5% |
| 55 | EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | 70,045 | $6.1M | 0.5% |
| 56 | ORCLORACLE CORP COM | 41,272 | $6.0M | 0.5% |
| 57 | SCHASCHWAB U.S. SMALL-CAP ETF | 164,031 | $5.9M | 0.4% |
| 58 | CSCOCISCO SYS INC COM | 50,415 | $5.9M | 0.4% |
| 59 | ENBENBRIDGE INC COM | 108,798 | $5.9M | 0.4% |
| 60 | QCOMQUALCOMM INC COM | 31,624 | $5.8M | 0.4% |
| 61 | IHIISHARES U.S. MEDICAL DEVICES ETF | 116,624 | $5.8M | 0.4% |
| 62 | VHTVANGUARD HEALTH CARE ETF | 18,628 | $5.6M | 0.4% |
| 63 | VZVERIZON COMMUNICATIONS INC COM | 129,839 | $5.5M | 0.4% |
| 64 | TXNTEXAS INSTRS INC COM | 18,396 | $5.5M | 0.4% |
| 65 | TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 11,377 | $5.4M | 0.4% |
| 66 | VUGVANGUARD MORNINGSTAR GROWTH ETF | 61,923 | $5.3M | 0.4% |
| 67 | VDEVANGUARD ENERGY ETF | 34,917 | $5.2M | 0.4% |
| 68 | NFLXNETFLIX INC. COM | 71,185 | $5.1M | 0.4% |
| 69 | MAMASTERCARD INCORPORATED CL A | 9,633 | $4.9M | 0.4% |
| 70 | ABTABBOTT LABORATORIES COM | 53,060 | $4.8M | 0.4% |
| 71 | VFHVANGUARD FINANCIALS ETF | 36,585 | $4.8M | 0.4% |
| 72 | GSGOLDMAN SACHS GROUP INC COM | 4,666 | $4.7M | 0.4% |
| 73 | NEENEXTERA ENERGY INC COM | 53,519 | $4.7M | 0.4% |
| 74 | EMREMERSON ELEC CO COM | 32,196 | $4.6M | 0.3% |
| 75 | GEGE AEROSPACE COM NEW | 12,246 | $4.6M | 0.3% |
| 76 | FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 15,868 | $4.5M | 0.3% |
| 77 | SPYSTATE STREET SPDR S&P 500 ETF | 6,046 | $4.5M | 0.3% |
| 78 | VCRVANGUARD CONSUMER DISCRETIONARY ETF | 11,259 | $4.5M | 0.3% |
| 79 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 139,711 | $4.4M | 0.3% |
| 80 | NSCNORFOLK SOUTHN CORP COM | 13,953 | $4.4M | 0.3% |
| 81 | BACBANK OF AMER CORP COM | 76,925 | $4.4M | 0.3% |
| 82 | MCDMCDONALDS CORP COM | 15,607 | $4.2M | 0.3% |
| 83 | AMDADVANCED MICRO DEVICES INC COM | 7,202 | $4.2M | 0.3% |
| 84 | TMOTHERMO FISHER SCIENTIFIC INC COM | 8,232 | $4.1M | 0.3% |
| 85 | VTVVANGUARD MORNINGSTAR VALUE ETF | 18,770 | $4.1M | 0.3% |
| 86 | CSXCSX CORP COM | 84,650 | $4.0M | 0.3% |
| 87 | VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 10,809 | $4.0M | 0.3% |
| 88 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 50,283 | $4.0M | 0.3% |
| 89 | VLOVALERO ENERGY CORP COM | 15,240 | $4.0M | 0.3% |
| 90 | TSLATESLA INC COM | 9,359 | $3.9M | 0.3% |
| 91 | ADBEADOBE INC COM | 19,180 | $3.9M | 0.3% |
| 92 | SCHWCHARLES SCHWAB CORP (THE) COM | 42,549 | $3.9M | 0.3% |
| 93 | VISVANGUARD INDUSTRIALS ETF | 10,567 | $3.8M | 0.3% |
| 94 | DISDISNEY WALT CO COM | 38,665 | $3.7M | 0.3% |
| 95 | UNMUNUM GROUP COM | 39,380 | $3.5M | 0.3% |
| 96 | AZOAUTOZONE INC COM | 1,089 | $3.5M | 0.3% |
| 97 | VOXVANGUARD COMMUNICATION SERVICES ETF | 18,891 | $3.5M | 0.3% |
| 98 | TROWPRICE T ROWE GROUP INC COM | 28,853 | $3.3M | 0.2% |
| 99 | CINFCINCINNATI FINL CORP COM | 17,612 | $3.3M | 0.2% |
| 100 | ADPAUTOMATIC DATA PROCESSING INC COM | 14,456 | $3.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.