Anchyra Partners LLC Top Holdings and 13F Report (2026) About Anchyra Partners LLCInvestment ActivityAnchyra Partners LLC has $416.39 million in total holdings as of June 30, 2026.Anchyra Partners LLC owns shares of 350 different stocks, but just 110 companies or ETFs make up 80% of its holdings.Approximately 11.60% of the portfolio was purchased this quarter.About 2.83% of the portfolio was sold this quarter.This quarter, Anchyra Partners LLC has purchased 275 new stocks and bought additional shares in 157 stocks.Anchyra Partners LLC sold shares of 83 stocks and completely divested from 23 stocks this quarter.Largest Holdings T. Rowe Price Group $51,623,559NVIDIA $25,950,272Apple $18,346,292Microsoft $11,249,910Alphabet $9,898,434 Largest New Holdings this Quarter 859241101 - Sterling Infrastructure $3,444,733 Holding24703L202 - Dell Technologies $865,940 Holding464288414 - iShares National Muni Bond ETF $863,866 Holding80004C200 - SANDISK CORP $777,616 Holding33830T103 - Five Star Bancorp $720,661 Holding Largest Purchases this Quarter Sterling Infrastructure 4,104 shares (about $3.44M)iShares Russell 1000 Growth ETF 25,605 shares (about $3.18M)KLA 4,448 shares (about $1.34M)Dell Technologies 2,007 shares (about $865.94K)iShares National Muni Bond ETF 8,027 shares (about $863.87K) Largest Sales this Quarter T. Rowe Price Group 8,123 shares (about $923.50K)Microsoft 1,340 shares (about $499.85K)Visa 1,291 shares (about $442.93K)iShares Russell 2000 ETF 960 shares (about $288.43K)Mastercard 444 shares (about $228.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnchyra Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTROWT. Rowe Price Group$51,623,559$923,504 â–¼-1.8%454,07312.4%FinanceNVDANVIDIA$25,950,272$431,394 â–²1.7%129,6936.2%Computer and TechnologyAAPLApple$18,346,292$848,982 â–²4.9%63,4034.4%Computer and TechnologyMSFTMicrosoft$11,249,910$499,847 â–¼-4.3%30,1592.7%Computer and TechnologyGOOGLAlphabet$9,898,434$148,309 â–²1.5%27,6982.4%Computer and TechnologyIWViShares Russell 3000 ETF$8,523,310$653,245 â–²8.3%19,9892.0%ETFMUMicron Technology$8,389,380$171,989 â–²2.1%7,2682.0%Computer and TechnologyMETAMeta Platforms$7,880,427$241,088 â–²3.2%13,9901.9%Computer and TechnologyAVGOBroadcom$6,937,001$360,751 â–²5.5%18,3641.7%Computer and TechnologyAMZNAmazon.com$6,631,572$224,755 â–¼-3.3%27,8241.6%Retail/WholesaleGLDSPDR Gold Shares$5,359,9290.0%14,5501.3%FinanceMRVLMarvell Technology$5,320,911$146,562 â–¼-2.7%17,8621.3%Computer and TechnologyARISTA NETWORKS INC$4,556,012$149,325 â–²3.4%26,8191.1%COM SHSCOHRCoherent$4,522,204$214,986 â–²5.0%11,4641.1%Business ServicesJBLJabil$4,222,933$215,483 â–¼-4.9%10,9551.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$4,112,510$3,179,373 â–²340.7%33,1201.0%ETFBRK.BBerkshire Hathaway$4,053,159$110,586 â–²2.8%8,1001.0%FinanceXLKTechnology Select Sector SPDR Fund$3,883,9410.0%20,3860.9%ETFPANWPalo Alto Networks$3,623,679$101,283 â–²2.9%10,6260.9%Computer and TechnologyCSCOCisco Systems$3,446,629$67,540 â–²2.0%29,3430.8%Computer and TechnologySTRLSterling Infrastructure$3,444,733$3,444,733 â–²New Holding4,1040.8%ConstructionSPYSPDR S&P 500 ETF Trust$3,396,310$123,217 â–²3.8%4,5480.8%FinanceSOSouthern$3,350,807$11,007 â–²0.3%35,0100.8%UtilitiesIWDiShares Russell 1000 Value ETF$3,262,138$212,611 â–²7.0%13,4560.8%ETFXOMExxonMobil$3,194,189$53,868 â–¼-1.7%23,3630.8%EnergyMARMarriott International$3,054,773$7,782 â–²0.3%8,2430.7%Consumer DiscretionaryLLYEli Lilly and Company$2,952,997$197,906 â–²7.2%2,4620.7%MedicalJPMJPMorgan Chase & Co.$2,842,206$175,449 â–²6.6%8,6830.7%FinanceTSLATesla$2,757,874$158,987 â–²6.1%6,5570.7%Auto/Tires/TrucksAMATApplied Materials$2,620,875$179,304 â–²7.3%3,6250.6%Computer and TechnologyNSCNorfolk Southern$2,531,506$41,526 â–¼-1.6%8,0470.6%TransportationGOOGAlphabet$2,481,790$561,441 â–²29.2%7,0240.6%Computer and TechnologyWALMART INC$2,472,692$37,036 â–¼-1.5%21,8320.6%COMAMDAdvanced Micro Devices$2,471,191$241,659 â–²10.8%4,2540.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,455,412$356,620 â–²17.0%23,6370.6%FinanceCDNSCadence Design Systems$2,280,820$15,388 â–²0.7%6,0770.5%Computer and TechnologyGEGE Aerospace$2,247,238$41,110 â–²1.9%6,0130.5%AerospaceDEDeere & Company$2,026,684$2,537 â–²0.1%3,1950.5%IndustrialsETNEaton$2,021,939$29,828 â–²1.5%4,7450.5%IndustrialsRTXRTX$1,936,954$86,327 â–²4.7%10,2090.5%AerospaceORCLOracle$1,895,038$149,334 â–²8.6%12,9310.5%Computer and TechnologyGE VERNOVA INC$1,862,153$77,541 â–¼-4.0%1,5850.4%COMPGProcter & Gamble$1,842,532$62,762 â–¼-3.3%12,5650.4%Consumer StaplesGOLDMAN SACHS ETF TR$1,819,080$52,531 â–¼-2.8%36,5330.4%TECHNOLOGY OPPORTWLOTwilio$1,731,728$40,647 â–²2.4%8,3930.4%Computer and TechnologyMSMorgan Stanley$1,714,755$855,810 â–²99.6%8,2030.4%FinanceJNJJohnson & Johnson$1,700,837$86,096 â–²5.3%6,6970.4%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,696,2020.0%7,9720.4%ETFQQQInvesco QQQ$1,659,846$223,129 â–²15.5%2,2540.4%FinanceNFLXNetflix$1,608,356$58,048 â–¼-3.5%22,5260.4%Consumer DiscretionaryASMLASML$1,607,468$117,377 â–²7.9%8080.4%Computer and TechnologyVBVanguard Small-Cap ETF$1,557,127$67,899 â–¼-4.2%5,1370.4%ETFNTAPNetApp$1,531,660$291,877 â–²23.5%9,8970.4%Computer and TechnologyHDHome Depot$1,506,649$18,339 â–¼-1.2%4,2720.4%Retail/WholesaleDALDelta Air Lines$1,500,340$111,455 â–¼-6.9%16,0190.4%TransportationGRMNGarmin$1,498,877$26,367 â–¼-1.7%6,3100.4%Computer and TechnologyKLACKLA$1,481,698$1,342,006 â–²960.7%4,9110.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,409,772$9,007 â–¼-0.6%14,2430.3%FinanceLAM RESEARCH CORP$1,377,989$110,066 â–²8.7%3,1800.3%COM NEWINTCIntel$1,370,748$230,529 â–²20.2%9,8170.3%Computer and TechnologyABBVAbbVie$1,355,333$3,271 â–¼-0.2%5,3860.3%MedicalMKLMarkel Group$1,326,094$23,436 â–¼-1.7%6790.3%Multi-Sector ConglomeratesCATCaterpillar$1,319,411$85,192 â–²6.9%1,2390.3%IndustrialsVVisa$1,289,675$442,929 â–¼-25.6%3,7590.3%Business ServicesCVXChevron$1,269,390$18,234 â–²1.5%7,6580.3%EnergyMRKMerck & Co., Inc.$1,252,361$68,748 â–²5.8%9,7460.3%MedicalGSThe Goldman Sachs Group$1,237,917$137,546 â–²12.5%1,2240.3%FinanceADIAnalog Devices$1,230,035$40,114 â–²3.4%3,0970.3%Computer and TechnologyCOSTCostco Wholesale$1,183,370$93,547 â–²8.6%1,2650.3%Retail/WholesaleHWMHowmet Aerospace$1,171,961$12,099 â–²1.0%4,3590.3%AerospaceAPHAmphenol$1,138,498$549,237 â–²93.2%6,4570.3%Computer and TechnologySERVICETITAN INC$1,127,259$49,214 â–¼-4.2%15,9420.3%SHS CL AAMGNAmgen$1,120,399$37,660 â–²3.5%3,0940.3%MedicalWFCWells Fargo & Company$1,115,640$12,313 â–¼-1.1%13,5000.3%FinanceVTVVanguard Value ETF$1,103,1620.0%5,0620.3%ETFBACBank of America$1,076,523$39,145 â–¼-3.5%18,8930.3%FinanceXPOXPO$1,073,461$70,620 â–¼-6.2%5,2290.3%TransportationCMECME Group$1,069,480$46,374 â–¼-4.2%4,8430.3%FinanceUTHRUnited Therapeutics$1,059,819$2,167 â–²0.2%1,9560.3%MedicalWMWaste Management$1,051,325$31,203 â–¼-2.9%4,7170.3%Business ServicesRBLXRoblox$1,011,196$14,737 â–²1.5%18,5950.2%Consumer DiscretionaryUSBU.S. Bancorp$1,002,942$15,402 â–²1.6%16,6050.2%FinanceUBERUber Technologies$979,716$90,922 â–¼-8.5%13,5770.2%Computer and TechnologyMAMastercard$976,867$228,038 â–¼-18.9%1,9020.2%Business ServicesKOCocaCola$963,862$83,302 â–²9.5%11,8600.2%Consumer StaplesCXCemex$907,692$18,384 â–²2.1%75,6410.2%ConstructionPHParker-Hannifin$904,761$22,497 â–²2.5%9250.2%IndustrialsSTTState Street$897,014$1,526 â–²0.2%5,2890.2%FinanceMCKMcKesson$890,852$3,778 â–²0.4%1,1790.2%MedicalLMTLockheed Martin$874,743$68,268 â–¼-7.2%1,7170.2%AerospacePCARPACCAR$869,068$2,643 â–¼-0.3%7,2350.2%Auto/Tires/TrucksUPSUnited Parcel Service$868,385$34,615 â–²4.2%8,0780.2%TransportationBXBlackstone$866,287$7,178 â–²0.8%7,3620.2%FinanceDELLDell Technologies$865,940$865,940 â–²New Holding2,0070.2%Computer and TechnologyMUBiShares National Muni Bond ETF$863,866$863,866 â–²New Holding8,0270.2%ETFVEEVVeeva Systems$847,597$29,992 â–¼-3.4%4,7760.2%MedicalCOFCapital One Financial$840,197$18,457 â–²2.2%4,1880.2%FinanceQCOMQualcomm$824,163$233,205 â–²39.5%4,4600.2%Computer and TechnologyWSTWest Pharmaceutical Services$810,263$11,847 â–²1.5%2,2570.2%MedicalIBMInternational Business Machines$805,385$12,373 â–²1.6%2,8640.2%Computer and TechnologyShowing largest 100 holdings. 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