Anchor Investment Management, LLC
CIK 1634149 · Holdings on Sep 30, 2023 · First reported Jan 2, 2024
Top ten holdings
Q3 2023- MSFT3.90%
- V2.82%
- AAPL2.54%
- BSCP1.95%
- SCHX1.92%
- BSCO1.82%
- QQQ1.79%
- JNJ1.68%
- ABBV1.63%
- EXMOC1.60%
Share classes counted separately21.65%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPStock View history and evidence | $29.84M | 3.90% | 94.50K shares | — | ↗▾ | |
| 02 | VVISA INC-CLASS A SHARESStock View history and evidence | $21.57M | 2.82% | 93.79K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INCStock View history and evidence | $19.49M | 2.54% | 113.82K shares | — | ↗▾ | |
| 04 | BSCPINVESCO BULLETSHARES 2025 CBETF View history and evidence | $14.93M | 1.95% | 742.36K shares | — | ↗▾ | |
| 05 | SCHXSCHWAB US LARGE-CAP ETFETF View history and evidence | $14.67M | 1.92% | 289.97K shares | — | ↗▾ | |
| 06 | BSCOINVESCO BULLETSHARES 2024 CBETF View history and evidence | $13.91M | 1.82% | 672.94K shares | — | ↗▾ | |
| 07 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $13.70M | 1.79% | 38.24K shares | — | ↗▾ | |
| 08 | JNJJOHNSON & JOHNSONStock View history and evidence | $12.90M | 1.68% | 82.82K shares | — | ↗▾ | |
| 09 | ABBVABBVIE INCStock View history and evidence | $12.47M | 1.63% | 83.65K shares | — | ↗▾ | |
| 10 | EXMOCEXXON MOBIL CORPStock View history and evidence | $12.29M | 1.60% | 104.51K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 47
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WEP MAGELLAN MIDSTREAM PARTNERS | Non-derivative | — | — | SEC filing ↗ | |
| DLAPQ DELTA APPAREL INC | Non-derivative | — | — | SEC filing ↗ | |
| KRE SS SPDR S&P REGIONAL BANK | Non-derivative | — | — | SEC filing ↗ |
3 / 47 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1634149 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2024-01-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 765909125
}Research all 971 reported holdings.
This page includes 30 of 971 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 971 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1634149","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1634149","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.