Anchor Investment Management
Anchor Investment Management reported 1,238 stocks worth $1.3B in its 13F filing for Q3 2026, filed Nov 10, 2026. Its largest holdings are MSFT (3.9%), AAPL (3.2%) and V (2.8%). Compared with Q1 2026, the fund opened new positions in XOM, added to MSFT, SCHX and GOOG, trimmed V, VGT and ABBV and sold out of XOM, OKE and WTM.
Latest filing: what Anchor Investment Management did in Q3 2026
vs Q1 2026
Dollar changes use the share change at the quarter end price. New and sold out show the whole position.
Portfolio at a glance
share of reported value · Q3 2026Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $52.4M | 3.9% | 102K | +446 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $43.2M | 3.2% | 130K | No change | 8 of 8 | |
| 3 |  V Visa Inc | $37.6M | 2.8% | 105K | −2,749 (−3%) | 8 of 8 | |
| 4 |  SCHX Schwab US Large Cap ETF | $36.2M | 2.7% | 1.2M | +12K (+1%) | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $34.4M | 2.6% | 101K | +11K (+13%) | 8 of 8 | |
| 6 |  FCNCA First Ctzns Bancshares Inc N | $32.9M | 2.5% | 16K | +2,749 (+21%) | 8 of 8 | |
| 7 |  VGT Vanguard World FD | $26.3M | 2.0% | 209K | −13K (−6%) | 8 of 8 | |
| 8 |  BSCS Invesco Exch Trd Slf Idx FD | $26.2M | 2.0% | 1.3M | +149K (+13%) | 8 of 8 | |
| 9 |  BSCR Invesco Exch Trd Slf Idx FD | $25.6M | 1.9% | 1.3M | +80K (+7%) | 8 of 8 | |
| 10 |  BSCT Invesco Exch Trd Slf Idx FD | $24.2M | 1.8% | 1.3M | +191K (+17%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $14.2M | 84K |
TOPBUILD CORP | $606K | 1,725 |
 OKE Oneok Inc New | $295K | 3,263 |
HOLOGIC INC | $275K | 3,642 |
HONEYWELL INTL INC | $216K | 954 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 10, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Anchor Investment Management 13F FAQ
What does Anchor Investment Management own?
Anchor Investment Management reported 1,238 stocks worth $1.3B in its 13F filing for Q3 2026, filed Nov 10, 2026. Its largest holdings are MSFT (3.9%), AAPL (3.2%) and V (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Anchor Investment Management buy and sell in Q3 2026?
Compared with Q1 2026: 221 new positions, 314 added to, 330 trimmed and 49 sold out. New positions include XOM. It sold all of XOM, OKE and WTM.
When will Anchor Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Anchor Investment Management's portfolio worth?
The Q3 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.