Anchor Investment Management, LLC Top Holdings and 13F Report (2026)

About Anchor Investment Management, LLC

Investment Activity

Anchor Investment Management, LLC has $1.20 billion in total holdings as of March 31, 2026.
Anchor Investment Management, LLC owns shares of 1,067 different stocks, but just 118 companies or ETFs make up 80% of its holdings.
Approximately 3.77% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Anchor Investment Management, LLC has purchased 1,045 new stocks and bought additional shares in 299 stocks.
Anchor Investment Management, LLC sold shares of 213 stocks and completely divested from 33 stocks this quarter.

Largest Holdings

Microsoft: $37,678,629
Apple: $32,968,559
Visa: $32,494,450
Schwab US Large-Cap ETF: $30,597,803
Alphabet: $25,655,333

Largest New Holdings this Quarter

72348N109 - PINNACLE FINL PARTNERS INC COM: $1,155,519 Holding
03831W108 - APPLOVIN CORP COM CL A: $616,104 Holding
18915M107 - Cloudflare: $483,867 Holding
46138J460 - Invesco BulletShares 2030 Corporate Bond ETF: $164,432 Holding
46138J494 - Invesco BulletShares 2027 Municipal Bond ETF: $146,655 Holding

Largest Purchases this Quarter

Invesco BulletShares 2029 Corporate Bond ETF: 1,104,643 shares (about $20.61M)
Invesco BulletShares 2028 Corporate Bond ETF: 65,953 shares (about $1.35M)
PINNACLE FINL PARTNERS INC COM: 13,414 shares (about $1.16M)
Verizon Communications: 14,222 shares (about $713.94K)
PepsiCo: 4,260 shares (about $661.53K)

Largest Sales this Quarter

Invesco BulletShares 2026 Corporate Bond ETF: 1,078,615 shares (about $21.07M)
Alphabet: 19,717 shares (about $5.66M)
Uber Technologies: 19,967 shares (about $1.44M)
Microsoft: 2,166 shares (about $801.79K)
ServiceNow: 5,657 shares (about $591.44K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$37,678,629	$801,791 â–¼	-2.1%	101,787	3.1%	Computer and Technology
AAPL Apple	$32,968,559	$184,505 â–¼	-0.6%	129,905	2.8%	Computer and Technology
V Visa	$32,494,450	$63,773 â–¼	-0.2%	107,512	2.7%	Business Services
SCHX Schwab US Large-Cap ETF	$30,597,803	$532,774 â–²	1.8%	1,193,362	2.6%	ETF
GOOG Alphabet	$25,655,333	$5,656,021 â–¼	-18.1%	89,435	2.1%	Computer and Technology
FCNCA First Citizens BancShares	$24,915,205	$9,423 â–²	0.0%	13,220	2.1%	Finance
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$24,133,708	$290,666 â–²	1.2%	1,229,743	2.0%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$23,551,914	$1,346,959 â–²	6.1%	1,153,205	2.0%	ETF
JNJ Johnson & Johnson	$21,415,797	$260,328 â–¼	-1.2%	87,612	1.8%	Medical
GOOGL Alphabet	$21,333,494	$147,518 â–²	0.7%	74,188	1.8%	Computer and Technology
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$21,256,398	$20,613,081 â–²	3,204.2%	1,139,118	1.8%	ETF
VGT Vanguard Information Technology ETF	$19,364,352	$348,857 â–¼	-1.8%	27,754	1.6%	ETF
ABBV AbbVie	$19,100,287	$134,410 â–²	0.7%	87,821	1.6%	Medical
QQQM Invesco NASDAQ 100 ETF	$18,360,487	$37,782 â–²	0.2%	77,268	1.5%	ETF
BRK.B Berkshire Hathaway	$17,082,545	$138,010 â–¼	-0.8%	35,648	1.4%	Finance
AMZN Amazon.com	$15,387,150	$449,862 â–²	3.0%	73,881	1.3%	Retail/Wholesale
NVDA NVIDIA	$15,162,419	$60,692 â–²	0.4%	86,940	1.3%	Computer and Technology
XOM ExxonMobil	$14,197,132	$65,658 â–¼	-0.5%	83,680	1.2%	Energy
QQQ Invesco QQQ	$13,363,162	$262,611 â–¼	-1.9%	23,153	1.1%	Finance
LLY Eli Lilly and Company	$12,122,218	$228,096 â–¼	-1.8%	13,180	1.0%	Medical
JPM JPMorgan Chase & Co.	$11,974,239	$169,728 â–²	1.4%	40,707	1.0%	Finance
META Meta Platforms	$11,435,038	$29,178 â–¼	-0.3%	19,987	1.0%	Computer and Technology
LOW Lowe's Companies	$11,258,741	$15,831 â–¼	-0.1%	47,650	0.9%	Retail/Wholesale
UNP Union Pacific	$11,163,744	$112,819 â–²	1.0%	46,013	0.9%	Transportation
DUK Duke Energy	$10,860,305	$20,296 â–²	0.2%	82,941	0.9%	Utilities
GLW Corning	$10,832,390	$509,075 â–¼	-4.5%	79,667	0.9%	Computer and Technology
FDX FedEx	$10,081,175	$307,735 â–¼	-3.0%	28,304	0.8%	Transportation
WALMART INC COM	$9,150,729	$31,940 â–²	0.4%	73,630	0.8%	Stock
KO CocaCola	$9,114,203	$40,078 â–²	0.4%	119,845	0.8%	Consumer Staples
CVX Chevron	$9,004,060	$128,898 â–²	1.5%	43,519	0.8%	Energy
RSG Republic Services	$8,882,920	$113,451 â–²	1.3%	40,558	0.7%	Business Services
JPST JPMorgan Ultra-Short Income ETF	$8,809,723	$129,308 â–²	1.5%	174,071	0.7%	ETF
CAT Caterpillar	$8,571,669	$238,043 â–¼	-2.7%	12,099	0.7%	Industrials
COST Costco Wholesale	$8,488,609	$43,843 â–²	0.5%	8,519	0.7%	Retail/Wholesale
UNH UnitedHealth Group	$7,958,401	$395,606 â–²	5.2%	29,411	0.7%	Medical
MDT Medtronic	$7,920,157	$65,074 â–¼	-0.8%	91,404	0.7%	Medical
MRK Merck & Co., Inc.	$7,875,575	$147,595 â–¼	-1.8%	65,472	0.7%	Medical
WSO Watsco	$7,822,940	$109,137 â–¼	-1.4%	21,504	0.7%	Construction
MCK McKesson	$7,564,112	$180,860 â–²	2.4%	8,741	0.6%	Medical
AVGO Broadcom	$7,361,451	$220,992 â–²	3.1%	23,784	0.6%	Computer and Technology
SO Southern	$7,328,426	$45,847 â–²	0.6%	75,927	0.6%	Utilities
PG Procter & Gamble	$7,311,433	$31,199 â–²	0.4%	50,619	0.6%	Consumer Staples
PM Philip Morris International	$7,023,729	$61,010 â–¼	-0.9%	42,481	0.6%	Consumer Staples
HD Home Depot	$6,743,050	$9,209 â–¼	-0.1%	20,502	0.6%	Retail/Wholesale
NFLX Netflix	$6,718,001	$252,875 â–²	3.9%	69,870	0.6%	Consumer Discretionary
WM Waste Management	$6,506,421	$228,868 â–¼	-3.4%	28,315	0.5%	Business Services
VDE Vanguard Energy ETF	$6,416,715	$128,743 â–²	2.0%	37,082	0.5%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$6,352,301	$77,059 â–¼	-1.2%	205,178	0.5%	ETF
VZ Verizon Communications	$6,179,910	$713,943 â–²	13.1%	123,106	0.5%	Computer and Technology
EFAV iShares MSCI EAFE Min Vol Factor ETF	$6,155,462	$344,919 â–²	5.9%	67,369	0.5%	ETF
ENB Enbridge	$6,119,444	$20,790 â–¼	-0.3%	113,030	0.5%	Energy
ORCL Oracle	$6,114,510	$122,249 â–²	2.0%	41,564	0.5%	Computer and Technology
IHI iShares U.S. Medical Devices ETF	$5,954,683	$49,349 â–²	0.8%	111,615	0.5%	ETF
VOO Vanguard S&P 500 ETF	$5,914,206	$10,159 â–¼	-0.2%	9,897	0.5%	ETF
SHW Sherwin-Williams	$5,808,313	$45,197 â–²	0.8%	18,120	0.5%	Basic Materials
SOXX iShares Semiconductor ETF	$5,807,855	$150,200 â–²	2.7%	17,671	0.5%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$5,800,886	$528,083 â–²	10.0%	134,498	0.5%	ETF
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	$5,667,397	$432,734 â–²	8.3%	131,190	0.5%	ETF
ABT Abbott Laboratories	$5,454,415		0.0%	53,126	0.5%	Medical
AMAT Applied Materials	$5,390,263	$48,533 â–²	0.9%	15,771	0.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$5,169,397	$35,117 â–²	0.7%	7,949	0.4%	Finance
NEE NextEra Energy	$4,960,009	$20,991 â–²	0.4%	53,402	0.4%	Utilities
VHT Vanguard Health Care ETF	$4,945,355	$220,320 â–²	4.7%	18,159	0.4%	ETF
MA Mastercard	$4,943,413	$36,474 â–²	0.7%	9,894	0.4%	Business Services
SCHA Schwab US Small-Cap ETF	$4,885,162	$35,187 â–¼	-0.7%	167,990	0.4%	ETF
MCD McDonald's	$4,683,457	$73,966 â–²	1.6%	15,070	0.4%	Retail/Wholesale
QCOM Qualcomm	$4,468,031	$18,802 â–²	0.4%	34,695	0.4%	Computer and Technology
FTNT Fortinet	$4,417,783	$57,122 â–²	1.3%	54,060	0.4%	Computer and Technology
VFH Vanguard Financials ETF	$4,352,054	$192,450 â–²	4.6%	36,024	0.4%	ETF
ADBE Adobe	$4,271,407	$219,745 â–²	5.4%	17,572	0.4%	Computer and Technology
VTV Vanguard Value ETF	$4,206,311	$265,261 â–²	6.7%	21,439	0.4%	ETF
SCHD Schwab US Dividend Equity ETF	$4,143,473	$218,042 â–²	5.6%	135,055	0.3%	ETF
EMR Emerson Electric	$4,113,624	$12,578 â–¼	-0.3%	31,397	0.3%	Industrials
MU Micron Technology	$4,074,350	$650,342 â–²	19.0%	12,060	0.3%	Computer and Technology
CSCO Cisco Systems	$4,046,749	$53,537 â–¼	-1.3%	52,156	0.3%	Computer and Technology
NSC Norfolk Southern	$4,025,900	$58,546 â–¼	-1.4%	14,028	0.3%	Transportation
VUG Vanguard Growth ETF	$3,946,313	$15,287 â–²	0.4%	9,035	0.3%	ETF
GS The Goldman Sachs Group	$3,890,224	$47,380 â–²	1.2%	4,598	0.3%	Finance
AZO AutoZone	$3,887,825	$40,533 â–²	1.1%	1,151	0.3%	Retail/Wholesale
VCR Vanguard Consumer Discretionary ETF	$3,877,372	$9,334 â–²	0.2%	10,800	0.3%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$3,841,391	$174,392 â–¼	-4.3%	48,460	0.3%	ETF
BAC Bank of America	$3,827,729	$70,005 â–²	1.9%	78,518	0.3%	Finance
VLO Valero Energy	$3,794,480	$19,026 â–²	0.5%	15,357	0.3%	Energy
DIS Walt Disney	$3,760,928	$66,502 â–²	1.8%	39,022	0.3%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$3,679,938	$59,141 â–²	1.6%	10,889	0.3%	Computer and Technology
TSLA Tesla	$3,639,061	$99,629 â–²	2.8%	9,789	0.3%	Auto/Tires/Trucks
SCHW Charles Schwab	$3,630,635	$38,062 â–²	1.1%	38,632	0.3%	Finance
VTI Vanguard Total Stock Market ETF	$3,595,760	$183,510 â–²	5.4%	11,208	0.3%	ETF
PEP PepsiCo	$3,564,628	$661,525 â–²	22.8%	22,955	0.3%	Consumer Staples
CSX CSX	$3,516,220	$8,210 â–¼	-0.2%	85,657	0.3%	Transportation
TXN Texas Instruments	$3,512,539	$50,864 â–¼	-1.4%	18,093	0.3%	Computer and Technology
VIS Vanguard Industrials ETF	$3,511,634	$117,710 â–²	3.5%	11,247	0.3%	ETF
TSCO Tractor Supply	$3,446,722	$21,789 â–¼	-0.6%	76,087	0.3%	Retail/Wholesale
FTEC Fidelity MSCI Information Technology Index ETF	$3,373,115	$187,245 â–¼	-5.3%	16,213	0.3%	ETF
GE GE Aerospace	$3,341,274	$29,227 â–¼	-0.9%	11,775	0.3%	Aerospace
VOX Vanguard Communication Services ETF	$3,287,711	$65,463 â–²	2.0%	18,281	0.3%	ETF
LPLA LPL Financial	$3,274,238	$65,581 â–²	2.0%	10,884	0.3%	Finance
UPS United Parcel Service	$3,243,795	$67,587 â–¼	-2.0%	32,972	0.3%	Transportation
CPK Chesapeake Utilities	$3,204,105	$42,713 â–²	1.4%	25,355	0.3%	Utilities
ORLY O'Reilly Automotive	$3,136,971	$100,803 â–¼	-3.1%	33,983	0.3%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Anchor Investment Management, LLC Top Holdings and 13F Report (2026)

About Anchor Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Anchor Investment Management, LLC Top Holdings and 13F Report (2026)

About Anchor Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAnchor Investment Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools