Anchor Capital Management Group Inc Top Holdings and 13F Report (2025) About Anchor Capital Management Group IncInvestment ActivityAnchor Capital Management Group Inc has $217.26 million in total holdings as of March 31, 2025.Anchor Capital Management Group Inc owns shares of 19 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 6.00% of the portfolio was purchased this quarter.About 25.34% of the portfolio was sold this quarter.This quarter, Anchor Capital Management Group Inc has purchased 18 new stocks and bought additional shares in 1 stock.Anchor Capital Management Group Inc sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco QQQ $119,938,013SPDR S&P 500 ETF Trust $44,751,200First American $19,083,239iShares MSCI EAFE ETF $13,076,800Global X Nasdaq 100 Covered Call ETF $2,818,785 Largest New Holdings this Quarter 78433H576 - NEOS $683,480 Holding67073D110 - Nuveen $5,250 Holding Largest Purchases this Quarter First American 12,337,578 shares (about $12.34M)NEOS 14,000 shares (about $683.48K)Nuveen 175,000 shares (about $5.25K) Largest Sales this Quarter Invesco QQQ 85,000 shares (about $39.86M)SPDR S&P 500 ETF Trust 20,000 shares (about $11.19M)iShares MSCI EAFE ETF 40,000 shares (about $3.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnchor Capital Management Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$119,938,013$39,858,200 ▼-24.9%255,77555.2%FinanceSPYSPDR S&P 500 ETF Trust$44,751,200$11,187,800 ▼-20.0%80,00020.6%FinanceFirst American$19,083,239$12,337,578 ▲182.9%19,083,2398.8%COMEFAiShares MSCI EAFE ETF$13,076,800$3,269,200 ▼-20.0%160,0006.0%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$2,818,7850.0%169,5001.3%ManufacturingPDIPIMCO Dynamic Income Fund$2,461,1400.0%124,3001.1%Financial ServicesJEPIJPMorgan Equity Premium Income ETF$2,285,6000.0%40,0001.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,915,8600.0%37,0000.9%ETFPDOPimco Dynamic Income Opportunities Fund$1,866,8600.0%134,5000.9%Basic MaterialsFTHIFirst Trust BuyWrite Income ETF$1,464,6200.0%67,0000.7%ETFDefiance$1,444,3010.0%54,8330.7%COMDefiance$1,403,0240.0%40,0000.6%COMFTQIFirst Trust NASDAQ BuyWrite Income ETF$1,394,9000.0%74,0000.6%ETFJQCNuveen Credit Strategies Income Fund$941,5000.0%175,0000.4%Financial ServicesNEOS$683,480$683,480 ▲New Holding14,0000.3%COMBSTBlackRock Science and Technology Trust$593,8200.0%18,0000.3%Financial ServicesYYYAmplify High Income ETF$570,5000.0%50,0000.3%ETFJPCNuveen Preferred & Income Opportunities Fund$557,2000.0%70,0000.3%Financial ServicesNuveen$5,250$5,250 ▲New Holding175,0000.0%COMNEOS Nasdaq-100 Hedged Equity Income ETF$0$729,680 ▼-100.0%00.0%NUSIShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
