Anchor Investment Management, LLC
CIK 1634149 · Holdings on Dec 31, 2025 · First reported Feb 26, 2026
Top ten holdings
Q4 2025- MSFT4.09%
- V3.07%
- AAPL2.89%
- GOOG2.78%
- SCHX2.56%
- FCNCA2.30%
- BSCR1.95%
- GOOGL1.87%
- BSCS1.82%
- BSCQ1.74%
Share classes counted separately25.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQWeight decreased · -0.75 pp1.93% → 1.18%Shares -15.28K (-39.30%)
- QQQMWeight increased · +0.72 pp0.86% → 1.58%Shares +35.04K (+83.28%)
- GOOGWeight increased · +0.53 pp2.25% → 2.78%Shares -2.56K (-2.29%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $50.27M | 4.09% | 103.95K shares | 4.42% → 4.09%-0.33 pp +893 (+0.87%) | Added | ↗▾ |
| 02 | VVISA INC-CLASS A SHARESStock View history and evidence | $37.78M | 3.07% | 107.72K shares | 3.02% → 3.07%+0.05 pp +760 (+0.71%) | Added | ↗▾ |
| 03 | AAPLAPPLE INCStock View history and evidence | $35.51M | 2.89% | 130.63K shares | 2.81% → 2.89%+0.08 pp -2.69K (-2.02%) | Reduced | ↗▾ |
| 04 | GOOGALPHABET INC-CL CStock View history and evidence | $34.25M | 2.78% | 109.15K shares | 2.25% → 2.78%+0.53 pp -2.56K (-2.29%) | Reduced | ↗▾ |
| 05 | SCHXSCHWAB US LARGE-CAP ETFETF View history and evidence | $31.55M | 2.56% | 1.17M shares | 2.52% → 2.56%+0.04 pp +17.60K (+1.52%) | Added | ↗▾ |
| 06 | FCNCAFIRST CITIZENS BCSHS -CL AStock View history and evidence | $28.36M | 2.30% | 13.21K shares | 1.93% → 2.30%+0.37 pp +184 (+1.41%) | Added | ↗▾ |
| 07 | BSCRINVESCO BULLETSHARES 2027 CBETF View history and evidence | $23.98M | 1.95% | 1.21M shares | 1.84% → 1.95%+0.11 pp +86.05K (+7.62%) | Added | ↗▾ |
| 08 | GOOGLALPHABET INC-CL AStock View history and evidence | $23.06M | 1.87% | 73.67K shares | 1.75% → 1.87%+0.12 pp -13.39K (-15.38%) | Reduced | ↗▾ |
| 09 | BSCSINVESCO BULLETSHARES 2028 CBETF View history and evidence | $22.40M | 1.82% | 1.09M shares | 1.71% → 1.82%+0.11 pp +81.93K (+8.15%) | Added | ↗▾ |
| 10 | BSCQINVESCO BULLETSHARES 2026 CBETF View history and evidence | $21.39M | 1.74% | 1.09M shares | 1.69% → 1.74%+0.05 pp +48.44K (+4.64%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 46
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KEL KELLANOVA | Non-derivative | -41,942 | -$3.44M | SEC filing ↗ | SEC filing ↗ |
| 904767704 UNILEVER PLC SPON ADR NEW | Non-derivative | -40,527 | -$2.40M | SEC filing ↗ | SEC filing ↗ |
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -1,203 | -$92.29K | SEC filing ↗ | SEC filing ↗ |
3 / 46 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1230651202
}Research all 1,046 reported holdings.
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