Q2 2026 13F · SEC CIK 1634149

Anchor Investment Management, LLC

Wealth managerFiled 2026-09-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 1,207
Top holdings a year, 3 yrs: +15.7%
Assets under management: $1.5B

Anchor Investment Management, LLC is a wealth manager that reported 1,207 positions worth $1.3B in its Q2 2026 13F, filed 2026-09-15. Its largest holdings were Microsoft Corp (MSFT, 3.0%), Apple Inc (AAPL, 2.8%), Visa Inc (V, 2.7%). A portfolio copying its top holdings returned 15.7% a year over the last 3 years, against 18.8% for the S&P 500.

Anchor Investment Management, LLC holdings largest 50 of 1,207 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Anchor Investment Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	3.0%	3.1%	105,520	+3.7%	$39.4M
AAPLApple Inc	2.8%	2.8%	130,094	+0.1%	$37.6M
VVisa Inc	2.7%	2.7%	106,436	-1.0%	$36.5M
GOOGAlphabet Inc	2.7%	2.1%	100,052	+11.9%	$35.4M
SCHXSchwab Strategic Tr	2.6%	2.6%	1,193,627	+0.0%	$35.1M
FCNCAFirst Ctzns Bancshares Cl A	2.5%	2.1%	15,975	+20.8%	$33.2M
VGTVanguard World Fd	1.9%	1.6%	213,636	+669.7%	$25.5M
BSCSInvesco Exch Trd Slf Idx Fd	1.9%	2.0%	1,236,417	+7.2%	$25.2M
BSCRInvesco Exch Trd Slf Idx Fd	1.9%	2.0%	1,282,426	+4.3%	$25.2M
QQQMInvesco Exch Traded Fd Tr II	1.8%	1.5%	77,218	-0.1%	$23.4M
BSCTInvesco Exch Trd Slf Idx Fd	1.7%	1.8%	1,243,500	+9.2%	$23.1M
GOOGLAlphabet Inc	1.7%	1.8%	63,507	-14.4%	$22.7M
ABBVAbbvie Inc	1.6%	1.6%	86,246	-1.8%	$21.7M
JNJJohnson & Johnson	1.6%	1.8%	84,604	-3.4%	$21.5M
GLWCorning Inc	1.4%	0.9%	74,897	-6.0%	$19.1M
NVDANvidia Corporation	1.4%	1.3%	90,989	+4.7%	$18.2M
AMZNAmazon Com Inc	1.3%	1.3%	73,472	-0.6%	$17.5M
BRK-BBerkshire Hathaway Inc Del	1.3%	1.4%	34,902	-2.1%	$17.5M
QQQInvesco Qqq Tr	1.2%	1.1%	22,158	-4.3%	$16.3M
LLYEli Lilly & Co	1.1%	1.0%	12,682	-3.8%	$15.2M
MUMicron Technology Inc	1.1%	—	12,303	—	$14.2M
CATCaterpillar Inc	0.9%	0.7%	11,863	-2.0%	$12.6M
JPMJpmorgan Chase & Co	0.9%	1.0%	38,543	-5.3%	$12.6M
XOMExxonmobil Holdings Corp	0.9%	—	89,385	—	$12.2M
UNPUnion Pac Corp	0.9%	0.9%	44,559	-3.2%	$12.1M
UNHUnitedhealth Group Inc	0.9%	0.7%	28,060	-4.6%	$11.7M
AMATApplied Matls Inc	0.9%	—	15,702	—	$11.4M
METAMeta Platforms Inc	0.8%	1.0%	19,453	-2.7%	$11.0M
DUKDuke Energy Corp New	0.8%	0.9%	82,510	-0.5%	$10.4M
LOWLowes Cos Inc	0.8%	0.9%	46,315	-2.8%	$10.2M
KOCoca Cola Co	0.7%	0.8%	119,853	+0.0%	$9.7M
JPSTJ P Morgan Exchange Traded F	0.7%	0.7%	183,523	+5.4%	$9.3M
AVGOBroadcom Inc	0.7%	0.6%	24,233	+1.9%	$9.2M
SOXXIshares Tr	0.7%	—	14,267	—	$9.1M
WSOWatsco	0.7%	0.7%	21,509	+0.0%	$9.0M
FDXFedex Corp	0.7%	0.8%	27,755	-1.9%	$8.7M
RSGRepublic Svcs Inc	0.6%	0.7%	39,637	-2.3%	$8.4M
FTNTFortinet Inc	0.6%	—	53,106	—	$8.2M
MRKMerck & Co Inc	0.6%	0.7%	63,047	-3.7%	$8.1M
COSTCostco Wholesale Corporation	0.6%	0.7%	8,329	-2.2%	$7.8M
WMTWalmart Inc	0.6%	0.8%	68,779	-6.6%	$7.8M
PMPhilip Morris Intl Inc	0.6%	0.6%	42,887	+1.0%	$7.8M
SCHMSchwab Strategic Tr	0.6%	0.5%	204,286	-0.4%	$7.5M
SOSouthern Co	0.5%	0.6%	76,038	+0.1%	$7.3M
CVXChevron Corporation	0.5%	0.8%	43,435	-0.2%	$7.2M
HDHome Depot Inc	0.5%	0.6%	20,339	-0.8%	$7.2M
PGProcter & Gamble Co	0.5%	0.6%	48,741	-3.7%	$7.1M
VOOVanguard Index Fds	0.5%	—	9,957	—	$6.8M
MDTMedtronic PLC	0.5%	0.7%	84,404	-7.7%	$6.6M
MCKMckesson Corp	0.5%	0.6%	8,728	-0.1%	$6.6M

What Anchor Investment Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+669.7% shares
FCNCA First Ctzns Bancshares Cl A+20.8% shares
GOOG Alphabet Inc+11.9% shares
BSCT Invesco Exch Trd Slf Idx Fd+9.2% shares
BSCS Invesco Exch Trd Slf Idx Fd+7.2% shares
JPST J P Morgan Exchange Traded F+5.4% shares

Reduced

GOOGL Alphabet Inc-14.4% shares
MDT Medtronic PLC-7.7% shares
WMT Walmart Inc-6.6% shares
GLW Corning Inc-6.0% shares
JPM Jpmorgan Chase & Co-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.4% /yr; S&P 500 +20.1%
3 years: +15.7% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	1,207
Q1 2026	$1.2B	1,067
Q4 2025	$1.2B	1,046
Q3 2025	$1.2B	1,065
Q2 2025	$1.1B	1,045
Q1 2025	$1.1B	1,040
Q4 2024	$1.1B	1,023
Q3 2024	$1.1B	1,048
Q2 2024	$971.8M	1,000
Q1 2024	$954.1M	1,030
Q4 2023	$873.4M	952
Q3 2023	$765.9M	970

Questions about Anchor Investment Management, LLC's portfolio

What stocks does Anchor Investment Management, LLC own?

Anchor Investment Management, LLC's latest 13F, for Q2 2026 and filed Sep 15, 2026, lists 1,207 positions worth $1.3B. The largest are Microsoft Corp (MSFT) at 3.0%, Apple Inc (AAPL) at 2.8%, Visa Inc (V) at 2.7%, Alphabet Inc (GOOG) at 2.7% and Schwab Strategic Tr (SCHX) at 2.6%.

What did Anchor Investment Management, LLC buy last quarter?

In Q2 2026, Anchor Investment Management, LLC added Vanguard World Fd (VGT) (+669.7% shares), First Ctzns Bancshares Cl A (FCNCA) (+20.8% shares) and Alphabet Inc (GOOG) (+11.9% shares), compared with its Q1 2026 filing.

What did Anchor Investment Management, LLC sell last quarter?

In Q2 2026, Anchor Investment Management, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Waste Mgmt Inc Del (WM), cut from its top 50 Vanguard World Fd (VDE), cut from its top 50 Verizon Communications Inc (VZ), Alphabet Inc (GOOGL) (-14.4% shares), Medtronic PLC (MDT) (-7.7% shares) and Walmart Inc (WMT) (-6.6% shares), compared with its Q1 2026 filing.

How has Anchor Investment Management, LLC's portfolio performed?

A portfolio copying Anchor Investment Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +19.4% against +20.1%.

When is Anchor Investment Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Anchor Investment Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Anchor Investment Management, LLC manage?

Anchor Investment Management, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.