Anchor Investment Management, LLC Top Holdings and 13F Report (2026) About Anchor Investment Management, LLCInvestment ActivityAnchor Investment Management, LLC has $1.34 billion in total holdings as of September 30, 2026.Anchor Investment Management, LLC owns shares of 1,238 different stocks, but just 111 companies or ETFs make up 80% of its holdings.Approximately 2.07% of the portfolio was purchased this quarter.About 1.66% of the portfolio was sold this quarter.This quarter, Anchor Investment Management, LLC has purchased 1,207 new stocks and bought additional shares in 285 stocks.Anchor Investment Management, LLC sold shares of 269 stocks and completely divested from 42 stocks this quarter.Largest Holdings Microsoft $52,435,483Apple $43,230,715Visa $37,644,432Schwab US Large-Cap ETF $36,160,365Alphabet $34,387,470 Largest New Holdings this Quarter 30609A109 - ONEOK INC COM $278,236 Holding46436E387 - iShares iBonds 2028 Term High Yield and Income ETF $93,121 Holding46436E379 - iShares iBonds 2029 Term High Yield and Income ETF $77,508 Holding09789C861 - BondBloxx Bloomberg One Year Target Duration US Treasury ETF $65,865 HoldingM96088105 - Urogen Pharma $60,945 Holding Largest Purchases this Quarter Invesco BulletShares 2029 Corporate Bond ETF 86,651 shares (about $1.58M)Intel 11,775 shares (about $1.42M)Marvell Technology 5,154 shares (about $1.36M)Invesco BulletShares 2028 Corporate Bond ETF 66,091 shares (about $1.33M)ARISTA NETWORKS INC COM SHS 4,785 shares (about $974.18K) Largest Sales this Quarter Microsoft 3,287 shares (about $1.69M)ASML 650 shares (about $1.18M)Uber Technologies 13,502 shares (about $925.02K)T-Mobile US 4,814 shares (about $785.07K)Alnylam Pharmaceuticals 3,002 shares (about $740.71K) 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$52,435,483$1,685,908 ▼-3.1%102,2333.9%TechnologyAAPLApple$43,230,715$93,246 ▼-0.2%129,8143.2%TechnologyVVisa$37,644,432$601,158 ▼-1.6%104,7632.8%FinanceSCHXSchwab US Large-Cap ETF$36,160,365$351,540 ▲1.0%1,205,3452.7%ETFGOOGAlphabet$34,387,470$295,762 ▲0.9%100,9202.6%Communication ServicesFCNCAFirst Citizens BancShares$32,899,334$12,361 ▼0.0%15,9692.5%FinanceVGTVanguard Information Technology ETF$26,303,630$544,026 ▼-2.0%209,3072.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$26,212,973$1,330,081 ▲5.3%1,302,5082.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$25,602,978$537,957 ▲2.1%1,309,9501.9%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$24,208,752$1,577,048 ▲7.0%1,330,1511.8%ETFQQQMInvesco NASDAQ 100 ETF$23,835,553$311,950 ▲1.3%78,2421.8%ETFABBVAbbVie$22,503,054$58,073 ▼-0.3%86,0241.7%HealthcareGOOGLAlphabet$22,445,977$594,568 ▲2.7%65,2351.7%Communication ServicesJNJJohnson & Johnson$21,777,521$620,551 ▼-2.8%82,2601.6%HealthcareNVDANVIDIA$20,911,039$130,862 ▲0.6%91,5621.6%TechnologyAMZNAmazon.com$18,075,540$229,965 ▼-1.3%72,5491.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$17,515,922$136,439 ▲0.8%35,1761.3%FinanceQQQInvesco QQQ$16,070,764$321,060 ▼-2.0%21,7241.2%ETFLLYEli Lilly and Company$14,864,374$189,768 ▲1.3%12,8461.1%HealthcareMETAMeta Platforms$14,409,203$302,397 ▲2.1%19,8701.1%Communication ServicesEXXONMOBIL HOLDINGS CORP COM SHS$14,315,437$231,918 ▼-1.6%87,9601.1%StockMUMicron Technology$13,176,476$72,427 ▲0.6%12,3711.0%TechnologyJPMJPMorgan Chase & Co.$12,821,423$70,137 ▲0.6%38,7551.0%FinanceUNPUnion Pacific$12,029,222$96,606 ▼-0.8%44,2040.9%IndustrialsGLWCorning$11,223,329$292,757 ▼-2.5%72,9930.8%TechnologyUNHUnitedHealth Group$10,305,295$5,139 ▲0.0%28,0740.8%HealthcareKOCoca-Cola$10,114,207$202,718 ▼-2.0%117,4980.8%Consumer StaplesCATCaterpillar$9,534,960$83,512 ▼-0.9%11,7600.7%IndustrialsJPSTJPMorgan Ultra-Short Income ETF$9,362,042$117,967 ▲1.3%185,8650.7%ETFDUKDuke Energy$9,278,677$128,261 ▼-1.4%81,3850.7%UtilitiesFTNTFortinet$9,174,142$319,087 ▼-3.4%51,3210.7%TechnologyMRKMerck & Co., Inc.$9,117,803$43,593 ▼-0.5%62,7470.7%HealthcareAVGOBroadcom$8,947,113$436,873 ▲5.1%25,4770.7%TechnologyCVXChevron$8,895,602$25,730 ▲0.3%43,5610.7%EnergyLOWLowe's Companies$8,601,620$66,161 ▲0.8%46,6740.6%Consumer DiscretionaryRSGRepublic Services$8,293,215$25,394 ▼-0.3%39,5160.6%IndustrialsPMPhilip Morris International$8,125,594$58,009 ▼-0.7%42,5830.6%Consumer StaplesSOXXiShares Semiconductor ETF$8,101,413$11,373 ▼-0.1%14,2470.6%ETFFDXFedEx$7,894,301$18,245 ▼-0.2%27,6910.6%IndustrialsAMATApplied Materials$7,797,363$232,162 ▼-2.9%15,2480.6%TechnologyCOSTCostco Wholesale$7,735,404$152,942 ▲2.0%8,4970.6%Consumer StaplesMCKMcKesson$7,447,871$4,269 ▼-0.1%8,7230.6%HealthcareWALMART INC COM$7,382,865$235,378 ▲3.3%71,0440.6%StockPGProcter & Gamble$7,143,578$62,471 ▲0.9%49,1710.5%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$7,042,429$92,603 ▲1.3%207,0080.5%ETFMDTMedtronic$7,017,621$265,601 ▼-3.6%81,3260.5%HealthcareVOOVanguard S&P 500 ETF$6,899,964$78,496 ▼-1.1%9,8450.5%ETFWSOWatsco$6,501,479$9,081 ▼-0.1%21,4790.5%IndustrialsQCOMQualcomm$6,464,054$643,958 ▲11.1%35,1230.5%TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$6,410,099$27,609 ▲0.4%70,3480.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$6,332,288$56,887 ▲0.9%138,1390.5%ETFGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$6,327,420$13,184 ▲0.2%123,8240.5%ETFVDEVanguard Energy ETF$6,205,951$194,711 ▲3.2%36,0480.5%ETFSOSouthern$6,191,516$111,238 ▼-1.8%74,6960.5%UtilitiesVHTVanguard Health Care ETF$6,012,261$124,222 ▲2.1%19,0210.4%ETFIHIiShares U.S. Medical Devices ETF$6,009,208$43,887 ▲0.7%117,4820.4%ETFVZVerizon Communications$5,975,202$19,495 ▲0.3%130,2640.4%Communication ServicesSHWSherwin-Williams$5,887,902$21,335 ▲0.4%18,2140.4%MaterialsVLOValero Energy$5,829,596$77,521 ▼-1.3%15,0400.4%EnergyHDHome Depot$5,748,655$37,552 ▼-0.6%20,2070.4%Consumer DiscretionaryWMWaste Management$5,732,860$37,318 ▲0.7%28,1130.4%IndustrialsORCLOracle$5,683,914$17,300 ▲0.3%41,3980.4%TechnologyABTAbbott Laboratories$5,511,977$268,028 ▲5.1%55,7720.4%HealthcareTMOThermo Fisher Scientific$5,499,699$57,380 ▼-1.0%8,1470.4%HealthcareVUGVanguard Growth ETF$5,475,106$104,798 ▼-1.9%60,7600.4%ETFSCHASchwab US Small-Cap ETF$5,423,685$71,362 ▲1.3%166,2180.4%ETFTSMTaiwan Semiconductor Manufacturing$5,402,658$212,585 ▲4.1%11,8430.4%TechnologyCSCOCisco Systems$5,176,534$249,592 ▼-4.6%48,0960.4%TechnologyMAMastercard$5,151,430$161,034 ▼-3.0%9,3410.4%FinanceENBEnbridge$5,022,733$35,286 ▼-0.7%108,0390.4%EnergyEMREmerson Electric$4,990,894$2,637 ▼-0.1%32,1790.4%IndustrialsAMDAdvanced Micro Devices$4,906,890$501,028 ▲11.4%8,0210.4%TechnologyNFLXNetflix$4,843,533$109,519 ▼-2.2%69,6110.4%Communication ServicesVFHVanguard Financials ETF$4,806,313$46,963 ▲1.0%36,9460.4%ETFFTECFidelity MSCI Information Technology Index ETF$4,761,3520.0%15,8680.4%ETFVTVVanguard Value ETF$4,735,805$680,001 ▲16.8%21,9170.4%ETFSCHDSchwab US Dividend Equity ETF$4,620,770$75,958 ▲1.7%142,0460.3%ETFSPYSPDR S&P 500 ETF Trust$4,609,912$763 ▼0.0%6,0450.3%ETFTXNTexas Instruments$4,607,717$544,770 ▼-10.6%16,4510.3%TechnologyADBEAdobe$4,572,787$29,273 ▼-0.6%19,0580.3%TechnologyCRMSalesforce$4,466,224$337,922 ▲8.2%19,4550.3%TechnologyBACBank of America$4,353,214$166,175 ▲4.0%79,9780.3%FinanceNSCNorfolk Southern$4,222,169$89,301 ▼-2.1%13,6640.3%IndustrialsVCRVanguard Consumer Discretionary ETF$4,177,932$71,845 ▲1.7%11,4560.3%ETFVTIVanguard Total Stock Market ETF$4,029,568$15,719 ▼-0.4%10,7670.3%ETFGEGE Aerospace$4,026,712$202,366 ▲5.3%12,8940.3%IndustrialsNEENextEra Energy$3,995,111$58,395 ▼-1.4%52,7480.3%UtilitiesCSXCSX$3,950,838$13,767 ▲0.3%84,9460.3%IndustrialsPEPPepsiCo$3,876,590$863,084 ▲28.6%30,5920.3%Consumer StaplesVOXVanguard Communication Services ETF$3,782,522$182,017 ▲5.1%19,8460.3%ETFMCDMcDonald's$3,765,513$161,198 ▲4.5%16,3050.3%Consumer DiscretionarySCHWCharles Schwab$3,753,998$404,741 ▼-9.7%38,4080.3%FinanceTSLATesla$3,690,734$370,067 ▲11.1%10,4020.3%Consumer DiscretionaryADPAutomatic Data Processing$3,627,496$102,964 ▼-2.8%14,0570.3%IndustrialsGSThe Goldman Sachs Group$3,555,991$644,580 ▼-15.3%3,9500.3%FinanceDISWalt Disney$3,495,385$560,588 ▼-13.8%33,3210.3%Communication ServicesVCSHVanguard Short-Term Corporate Bond ETF$3,474,000$410,351 ▼-10.6%44,9710.3%ETFUNMUnum Group$3,454,875$88 ▲0.0%39,3810.3%FinanceVISVanguard Industrials ETF$3,422,545$35,578 ▲1.1%10,6780.3%ETFLPLALPL Financial$3,398,830$46,786 ▲1.4%11,1150.3%FinanceShowing largest 100 holdings. 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