Anchor Investment Management, LLC Top Holdings and 13F Report (2026) About Anchor Investment Management, LLCInvestment ActivityAnchor Investment Management, LLC has $1.33 billion in total holdings as of June 30, 2026.Anchor Investment Management, LLC owns shares of 1,207 different stocks, but just 114 companies or ETFs make up 80% of its holdings.Approximately 6.64% of the portfolio was purchased this quarter.About 4.38% of the portfolio was sold this quarter.This quarter, Anchor Investment Management, LLC has purchased 1,066 new stocks and bought additional shares in 324 stocks.Anchor Investment Management, LLC sold shares of 260 stocks and completely divested from 37 stocks this quarter.Largest Holdings Microsoft $39,361,169Apple $37,643,905Visa $36,516,973Alphabet $35,351,349Schwab US Large-Cap ETF $35,128,433 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $12,220,731 Holding314352105 - FEDEX FGHT HLDG CO INC COMMON STOCK $2,022,041 Holding72201R585 - PIMCO Multi Sector Bond Active ETF $405,952 Holding84858T749 - INDEXPERTS YIELD FOCUSED FIXED INCOME ETF $400,890 Holding84858T764 - INDEXPERTS GORILLA AGGRESSIVE GROWTH ETF $351,799 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 185,882 shares (about $22.22M)EXXONMOBIL HOLDINGS CORP COM SHS 89,385 shares (about $12.22M)First Citizens BancShares 2,755 shares (about $5.73M)Vanguard Growth ETF 52,888 shares (about $4.56M)Alphabet 10,617 shares (about $3.75M) Largest Sales this Quarter Alphabet 10,681 shares (about $3.82M)iShares Semiconductor ETF 3,404 shares (about $2.18M)SPDR S&P 500 ETF Trust 1,903 shares (about $1.42M)Corning 4,770 shares (about $1.22M)lululemon athletica 9,662 shares (about $1.10M) 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$39,361,169$1,392,487 ▲3.7%105,5203.0%TechnologyAAPLApple$37,643,905$54,689 ▲0.1%130,0942.8%TechnologyVVisa$36,516,973$369,163 ▼-1.0%106,4362.7%FinanceGOOGAlphabet$35,351,349$3,751,302 ▲11.9%100,0522.7%Communication ServicesSCHXSchwab US Large-Cap ETF$35,128,433$7,799 ▲0.0%1,193,6272.6%ETFFCNCAFirst Citizens BancShares$33,240,620$5,732,576 ▲20.8%15,9752.5%FinanceVGTVanguard Information Technology ETF$25,533,817$22,216,653 ▲669.7%213,6361.9%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$25,179,638$1,694,613 ▲7.2%1,236,4171.9%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$25,154,790$1,033,377 ▲4.3%1,282,4261.9%ETFQQQMInvesco NASDAQ 100 ETF$23,394,773$15,149 ▼-0.1%77,2181.8%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$23,098,014$1,938,896 ▲9.2%1,243,5001.7%ETFGOOGLAlphabet$22,695,536$3,817,076 ▼-14.4%63,5071.7%Communication ServicesABBVAbbVie$21,703,059$396,335 ▼-1.8%86,2461.6%HealthcareJNJJohnson & Johnson$21,486,812$763,939 ▼-3.4%84,6041.6%HealthcareGLWCorning$19,130,972$1,218,403 ▼-6.0%74,8971.4%TechnologyNVDANVIDIA$18,206,084$810,169 ▲4.7%90,9891.4%TechnologyAMZNAmazon.com$17,511,264$97,481 ▼-0.6%73,4721.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$17,464,637$373,291 ▼-2.1%34,9021.3%FinanceQQQInvesco QQQ$16,317,494$732,733 ▼-4.3%22,1581.2%ETFLLYEli Lilly and Company$15,211,764$597,339 ▼-3.8%12,6821.1%HealthcareMUMicron Technology$14,201,230$280,492 ▲2.0%12,3031.1%TechnologyCATCaterpillar$12,632,420$251,307 ▼-2.0%11,8630.9%IndustrialsJPMJPMorgan Chase & Co.$12,616,257$708,341 ▼-5.3%38,5430.9%FinanceEXXONMOBIL HOLDINGS CORP COM SHS$12,220,731$12,220,731 ▲New Holding89,3850.9%StockUNPUnion Pacific$12,120,029$395,487 ▼-3.2%44,5590.9%IndustrialsUNHUnitedHealth Group$11,662,659$561,520 ▼-4.6%28,0600.9%HealthcareAMATApplied Materials$11,352,320$49,886 ▼-0.4%15,7020.9%TechnologyMETAMeta Platforms$10,957,562$300,794 ▼-2.7%19,4530.8%Communication ServicesDUKDuke Energy$10,444,170$54,556 ▼-0.5%82,5100.8%UtilitiesLOWLowe's Companies$10,211,969$294,353 ▼-2.8%46,3150.8%Consumer DiscretionaryKOCocaCola$9,740,463$650 ▲0.0%119,8530.7%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$9,280,744$477,987 ▲5.4%183,5230.7%ETFAVGOBroadcom$9,154,153$169,612 ▲1.9%24,2330.7%TechnologySOXXiShares Semiconductor ETF$9,141,628$2,181,124 ▼-19.3%14,2670.7%ETFWSOWatsco$8,963,446$2,084 ▲0.0%21,5090.7%IndustrialsFDXFedEx$8,690,948$171,909 ▼-1.9%27,7550.7%IndustrialsRSGRepublic Services$8,445,782$196,245 ▼-2.3%39,6370.6%IndustrialsFTNTFortinet$8,158,144$146,553 ▼-1.8%53,1060.6%TechnologyMRKMerck & Co., Inc.$8,101,567$311,614 ▼-3.7%63,0470.6%HealthcareCOSTCostco Wholesale$7,791,564$177,740 ▼-2.2%8,3290.6%Consumer StaplesWALMART INC COM$7,789,903$549,424 ▼-6.6%68,7790.6%StockPMPhilip Morris International$7,758,685$73,449 ▲1.0%42,8870.6%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$7,532,036$32,888 ▼-0.4%204,2860.6%ETFSOSouthern$7,277,615$10,624 ▲0.1%76,0380.5%UtilitiesCVXChevron$7,199,831$13,924 ▼-0.2%43,4350.5%EnergyHDHome Depot$7,173,302$57,488 ▼-0.8%20,3390.5%Consumer DiscretionaryPGProcter & Gamble$7,147,391$275,390 ▼-3.7%48,7410.5%Consumer StaplesVOOVanguard S&P 500 ETF$6,838,717$41,210 ▲0.6%9,9570.5%ETFMDTMedtronic$6,602,925$547,610 ▼-7.7%84,4040.5%HealthcareMCKMcKesson$6,594,912$9,823 ▼-0.1%8,7280.5%HealthcareGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$6,425,442$396,449 ▼-5.8%123,5660.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$6,256,254$109,680 ▲1.8%136,8980.5%ETFSHWSherwin-Williams$6,248,684$9,641 ▲0.2%18,1480.5%MaterialsWMWaste Management$6,225,033$85,809 ▼-1.4%27,9300.5%IndustrialsEFAViShares MSCI EAFE Min Vol Factor ETF$6,143,667$234,713 ▲4.0%70,0450.5%ETFORCLOracle$6,048,363$42,792 ▼-0.7%41,2720.5%TechnologySCHASchwab US Small-Cap ETF$5,926,423$143,038 ▼-2.4%164,0310.4%ETFCSCOCisco Systems$5,921,697$204,496 ▼-3.3%50,4150.4%TechnologyENBEnbridge$5,897,940$229,417 ▼-3.7%108,7980.4%EnergyQCOMQualcomm$5,843,889$567,499 ▼-8.9%31,6240.4%TechnologyIHIiShares U.S. Medical Devices ETF$5,762,377$247,494 ▲4.5%116,6240.4%ETFVHTVanguard Health Care ETF$5,570,037$140,238 ▲2.6%18,6280.4%ETFVZVerizon Communications$5,497,366$285,074 ▲5.5%129,8390.4%Communication ServicesTXNTexas Instruments$5,483,201$90,314 ▲1.7%18,3960.4%TechnologyTSMTaiwan Semiconductor Manufacturing$5,433,314$233,054 ▲4.5%11,3770.4%TechnologyVUGVanguard Growth ETF$5,334,041$4,555,767 ▲585.4%61,9230.4%ETFVDEVanguard Energy ETF$5,242,106$325,032 ▼-5.8%34,9170.4%ETFNFLXNetflix$5,082,609$93,891 ▲1.9%71,1850.4%Communication ServicesMAMastercard$4,947,509$134,050 ▼-2.6%9,6330.4%FinanceABTAbbott Laboratories$4,814,648$5,989 ▼-0.1%53,0600.4%HealthcareVFHVanguard Financials ETF$4,814,525$73,827 ▲1.6%36,5850.4%ETFGSThe Goldman Sachs Group$4,719,527$68,780 ▲1.5%4,6660.4%FinanceNEENextEra Energy$4,697,380$10,269 ▲0.2%53,5190.4%UtilitiesEMREmerson Electric$4,608,828$114,376 ▲2.5%32,1960.3%IndustrialsGEGE Aerospace$4,576,576$176,022 ▲4.0%12,2460.3%IndustrialsFTECFidelity MSCI Information Technology Index ETF$4,531,583$98,525 ▼-2.1%15,8680.3%ETFSPYSPDR S&P 500 ETF Trust$4,514,867$1,421,070 ▼-23.9%6,0460.3%ETFVCRVanguard Consumer Discretionary ETF$4,465,590$182,050 ▲4.3%11,2590.3%ETFSCHDSchwab US Dividend Equity ETF$4,430,249$147,642 ▲3.4%139,7110.3%ETFNSCNorfolk Southern$4,389,362$23,594 ▼-0.5%13,9530.3%IndustrialsBACBank of America$4,383,213$90,770 ▼-2.0%76,9250.3%FinanceMCDMcDonald's$4,218,765$145,158 ▲3.6%15,6070.3%Consumer DiscretionaryAMDAdvanced Micro Devices$4,183,679$477,504 ▼-10.2%7,2020.3%TechnologyTMOThermo Fisher Scientific$4,127,231$982,674 ▲31.3%8,2320.3%HealthcareVTVVanguard Value ETF$4,090,492$581,647 ▼-12.4%18,7700.3%ETFCSXCSX$4,023,415$47,863 ▼-1.2%84,6500.3%IndustrialsVTIVanguard Total Stock Market ETF$3,999,815$147,648 ▼-3.6%10,8090.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,973,894$144,073 ▲3.8%50,2830.3%ETFVLOValero Energy$3,969,230$30,472 ▼-0.8%15,2400.3%EnergyTSLATesla$3,936,395$180,858 ▼-4.4%9,3590.3%Consumer DiscretionaryADBEAdobe$3,932,288$329,673 ▲9.2%19,1800.3%TechnologySCHWCharles Schwab$3,925,996$361,422 ▲10.1%42,5490.3%FinanceVISVanguard Industrials ETF$3,808,056$245,053 ▼-6.0%10,5670.3%ETFDISWalt Disney$3,721,494$34,361 ▼-0.9%38,6650.3%Communication ServicesUNMUnum Group$3,520,607$21,099 ▼-0.6%39,3800.3%FinanceAZOAutoZone$3,480,379$198,148 ▼-5.4%1,0890.3%Consumer DiscretionaryVOXVanguard Communication Services ETF$3,474,936$112,207 ▲3.3%18,8910.3%ETFTROWT. Rowe Price Group$3,280,340$170,537 ▼-4.9%28,8530.2%FinanceCINFCincinnati Financial$3,260,686$12,404 ▲0.4%17,6120.2%FinanceADPAutomatic Data Processing$3,237,492$16,797 ▼-0.5%14,4560.2%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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