Anchor Investment Management, LLC Top Holdings and 13F Report (2025) About Anchor Investment Management, LLCInvestment ActivityAnchor Investment Management, LLC has $1.14 billion in total holdings as of June 30, 2025.Anchor Investment Management, LLC owns shares of 1,045 different stocks, but just 118 companies or ETFs make up 80% of its holdings.Approximately 3.94% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Anchor Investment Management, LLC has purchased 1,040 new stocks and bought additional shares in 230 stocks.Anchor Investment Management, LLC sold shares of 241 stocks and completely divested from 34 stocks this quarter.Largest Holdings Microsoft $51,073,349Visa $37,664,116Apple $28,038,279Schwab US Large-Cap ETF $27,630,773First Citizens BancShares $25,504,543 Largest New Holdings this Quarter 44925C103 - ICF International $249,156 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $150,164 Holding46138J486 - Invesco BulletShares 2028 Municipal Bond ETF $116,150 Holding298736109 - Euronet Worldwide $101,380 Holding25459W102 - Direxion Daily Technology Bull 3X Shares $59,423 Holding Largest Purchases this Quarter First Citizens BancShares 4,585 shares (about $8.97M)Alphabet 21,667 shares (about $3.84M)O'Reilly Automotive 33,445 shares (about $3.01M)Intuitive Surgical 4,661 shares (about $2.53M)Tractor Supply 37,371 shares (about $1.97M) Largest Sales this Quarter Alphabet 15,844 shares (about $2.79M)Thermo Fisher Scientific 5,726 shares (about $2.32M)Edwards Lifesciences 29,279 shares (about $2.29M)MercadoLibre 561 shares (about $1.47M)Invesco QQQ 2,539 shares (about $1.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnchor Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$51,073,349$1,169,406 ▼-2.2%102,6794.5%Computer and TechnologyVVisa$37,664,116$361,796 ▼-1.0%106,0813.3%Business ServicesAAPLApple$28,038,279$207,427 ▲0.7%136,6592.5%Computer and TechnologySCHXSchwab US Large-Cap ETF$27,630,773$60,171 ▼-0.2%1,130,5552.4%ETFFCNCAFirst Citizens BancShares$25,504,543$8,970,415 ▲54.3%13,0362.2%FinanceQQQInvesco QQQ$21,632,897$1,400,600 ▼-6.1%39,2161.9%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$21,346,063$788,181 ▲3.8%1,086,3141.9%ETFGOOGAlphabet$19,974,647$3,843,509 ▲23.8%112,6031.8%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$19,895,883$522,414 ▲2.7%1,019,2561.7%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$19,788,730$647,812 ▲3.4%965,7751.7%ETFVGTVanguard Information Technology ETF$19,488,550$361,489 ▲1.9%29,3821.7%ETFBRK.BBerkshire Hathaway$18,054,152$77,723 ▼-0.4%37,1661.6%FinanceAMZNAmazon.com$16,202,786$872,731 ▲5.7%73,8541.4%Retail/WholesaleABBVAbbVie$15,829,288$65,338 ▲0.4%85,2781.4%MedicalGOOGLAlphabet$15,619,677$2,792,199 ▼-15.2%88,6321.4%Computer and TechnologyMETAMeta Platforms$14,608,819$23,619 ▲0.2%19,7931.3%Computer and TechnologyJNJJohnson & Johnson$13,396,497$220,571 ▲1.7%87,7021.2%MedicalNVDANVIDIA$13,256,522$649,026 ▲5.1%83,9071.2%Computer and TechnologyJPMJPMorgan Chase & Co.$11,682,471$96,830 ▲0.8%40,2971.0%FinanceLLYEli Lilly and Company$10,955,219$29,621 ▲0.3%14,0541.0%MedicalXOMExxon Mobil$10,943,438$54,116 ▼-0.5%101,5161.0%EnergyLOWLowe's Companies$10,345,254$252,042 ▲2.5%46,6280.9%Retail/WholesaleUNPUnion Pacific$10,278,963$237,671 ▲2.4%44,6760.9%TransportationDUKDuke Energy$9,711,444$91,922 ▲1.0%82,3000.9%UtilitiesPGProcter & Gamble$9,707,182$665,478 ▼-6.4%60,9290.9%Consumer StaplesORCLOracle$9,580,843$898,573 ▲10.3%43,8220.8%Computer and TechnologyMDTMedtronic$9,542,936$216,094 ▲2.3%109,4750.8%MedicalRSGRepublic Services$9,199,719$500,121 ▼-5.2%37,3050.8%Business ServicesQQQMInvesco NASDAQ 100 ETF$9,099,907$74,943 ▼-0.8%40,0700.8%ETFUNHUnitedHealth Group$8,765,832$1,421,351 ▲19.4%28,0980.8%MedicalKOCocaCola$8,415,572$151,405 ▼-1.8%118,9480.7%Consumer StaplesNFLXNetflix$8,297,249$404,417 ▼-4.6%6,1960.7%Consumer DiscretionaryCOSTCostco Wholesale$8,070,431$126,719 ▼-1.5%8,1520.7%Retail/WholesaleWSOWatsco$8,066,6310.0%18,2660.7%ConstructionPMPhilip Morris International$7,820,160$411,252 ▼-5.0%42,9370.7%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$7,726,106$534,015 ▲7.4%152,4490.7%ETFWMTWalmart$7,528,536$459,857 ▼-5.8%76,9950.7%Retail/WholesaleHDHome Depot$7,403,126$48,396 ▲0.7%20,1920.6%Retail/WholesaleABTAbbott Laboratories$7,202,024$37,131 ▼-0.5%52,9520.6%MedicalSOSouthern$6,950,095$64,373 ▲0.9%75,6840.6%UtilitiesIHIiShares U.S. Medical Devices ETF$6,795,092$105,298 ▲1.6%108,4780.6%ETFQCOMQUALCOMM$6,778,582$368,528 ▲5.7%42,5630.6%Computer and TechnologyWMWaste Management$6,711,376$51,256 ▼-0.8%29,3300.6%Business ServicesAVGOBroadcom$6,330,107$653,850 ▲11.5%22,9640.6%Computer and TechnologyFDXFedEx$6,316,625$40,461 ▲0.6%27,7890.6%TransportationMCKMcKesson$6,296,046$18,320 ▼-0.3%8,5920.6%MedicalCVXChevron$6,113,177$224,377 ▲3.8%42,6930.5%EnergySHWSherwin-Williams$6,014,956$125,669 ▲2.1%17,5180.5%Basic MaterialsFIFiserv$5,868,492$91,377 ▼-1.5%34,0380.5%Business ServicesADBEAdobe$5,723,897$768,732 ▼-11.8%14,7950.5%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$5,648,134$66,703 ▼-1.2%201,3590.5%ETFVOOVanguard S&P 500 ETF$5,591,739$248,231 ▼-4.3%9,8440.5%ETFMRKMerck & Co., Inc.$5,411,088$128,952 ▼-2.3%68,3560.5%MedicalMAMastercard$5,213,301$5,620 ▲0.1%9,2770.5%Business ServicesENBEnbridge$5,185,968$145,613 ▼-2.7%114,4300.5%EnergyGLWCorning$5,182,031$87,983 ▲1.7%98,5360.5%Computer and TechnologyCATCaterpillar$5,119,104$121,902 ▲2.4%13,1860.4%IndustrialsVZVerizon Communications$5,006,405$83,641 ▼-1.6%115,7020.4%Computer and TechnologyDISWalt Disney$4,997,440$384,800 ▼-7.1%40,2990.4%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$4,969,935$26,567 ▼-0.5%8,0440.4%FinanceFTNTFortinet$4,959,431$397,296 ▲8.7%46,9110.4%Computer and TechnologySOXXiShares Semiconductor ETF$4,851,526$459,731 ▲10.5%20,3250.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,808,706$277,852 ▲6.1%60,4870.4%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$4,798,318$101,124 ▲2.2%57,0820.4%ETFADPAutomatic Data Processing$4,656,223$93,137 ▼-2.0%15,0980.4%Computer and TechnologyGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$4,327,606$261,178 ▲6.4%116,3020.4%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$4,324,387$1,864 ▲0.0%109,0360.4%ETFMCDMcDonald's$4,276,121$88,818 ▼-2.0%14,6360.4%Retail/WholesaleAZOAutoZone$4,243,079$14,849 ▼-0.3%1,1430.4%Retail/WholesaleSCHASchwab US Small-Cap ETF$4,226,262$80,530 ▲1.9%167,0460.4%ETFEMREmerson Electric$4,219,711$136,662 ▲3.3%31,6490.4%IndustrialsVDEVanguard Energy ETF$4,187,445$465,285 ▲12.5%35,1530.4%ETFVFHVanguard Financials ETF$4,116,924$118,390 ▼-2.8%32,3400.4%ETFGBDCGolub Capital BDC$4,108,375$14,826 ▲0.4%280,4350.4%FinanceTSCOTractor Supply$3,999,755$1,972,068 ▲97.3%75,7960.4%Retail/WholesaleVHTVanguard Health Care ETF$3,949,678$43,212 ▲1.1%15,9040.3%ETFLPLALPL Financial$3,883,939$220,107 ▲6.0%10,3580.3%FinanceUPSUnited Parcel Service$3,821,304$233,778 ▼-5.8%37,8570.3%TransportationNEENextEra Energy$3,774,100$183,825 ▲5.1%54,3660.3%UtilitiesBACBank of America$3,772,356$78,551 ▼-2.0%79,7200.3%FinanceVCRVanguard Consumer Discretionary ETF$3,746,343$15,580 ▼-0.4%10,3400.3%ETFSYKStryker$3,742,660$128,580 ▼-3.3%9,4600.3%MedicalCSCOCisco Systems$3,736,244$75,693 ▼-2.0%53,8520.3%Computer and TechnologyNSCNorfolk Southern$3,692,967$12,543 ▼-0.3%14,4270.3%TransportationGSThe Goldman Sachs Group$3,575,756$290,902 ▲8.9%5,0520.3%FinanceBKNGBooking$3,422,434$115,818 ▼-3.3%5910.3%Retail/WholesaleFTECFidelity MSCI Information Technology Index ETF$3,369,306$96,441 ▲2.9%17,0840.3%ETFKKellanova$3,332,143$54,319 ▲1.7%41,8980.3%Consumer DiscretionaryORLYO'Reilly Automotive$3,235,667$3,014,398 ▲1,362.3%35,9000.3%Retail/WholesaleVGSHVanguard Short-Term Treasury ETF$3,231,0780.0%54,9690.3%ETFVTIVanguard Total Stock Market ETF$3,228,737$221,875 ▼-6.4%10,6230.3%ETFSCHDSchwab US Dividend Equity ETF$3,202,663$167,427 ▲5.5%120,8550.3%ETFUNMUnum Group$3,192,685$797,101 ▼-20.0%39,5330.3%FinanceVOXVanguard Communication Services ETF$3,126,640$16,932 ▲0.5%18,2810.3%ETFTSLATesla$3,116,880$349,426 ▲12.6%9,8120.3%Auto/Tires/TrucksTXNTexas Instruments$3,063,718$476,292 ▼-13.5%14,7560.3%Computer and TechnologyISRGIntuitive Surgical$3,052,885$2,532,840 ▲487.0%5,6180.3%MedicalCPKChesapeake Utilities$3,020,374$65,760 ▲2.2%25,1240.3%UtilitiesTFCTruist Financial$3,007,692$147,197 ▼-4.7%69,9630.3%FinanceDGDollar General$3,005,352$3,431 ▼-0.1%26,2750.3%Retail/WholesaleShowing 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. 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