Anchor Investment Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed September 15, 2026), Anchor Investment Management, LLC reported 1,205 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 3.0% of the portfolio, followed by Apple (AAPL, 2.8%) and Visa Class A (V, 2.7%). Compared with Q1 2026, it opened 168 new positions, sold out of 31, added to 322 and reduced 268. The biggest buy was Micron Technology (MU, shares +2%) and the biggest sale Chevron (CVX, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0001634149
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001634149-26-000005 ↗ filed Sep 15, 2026
Holdings Value
Holdings 1,205 stocks · $1.3B
| MSFT Microsoft Corp. | 2.96% | 105,520 | $39.4M | Add +3.7% |
| AAPL Apple Inc. | 2.83% | 130,094 | $37.6M | Add +0.1% |
| V Visa Inc. Class A | 2.75% | 106,436 | $36.5M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 2.66% | 100,052 | $35.4M | Add +11.9% |
| SCHX Schwab US Large-Cap ETF | 2.64% | 1,193,627 | $35.1M | Add +0.0% |
| FCNCA First Citizens Bcshs Class A | 2.50% | 15,975 | $33.2M | Add +20.8% |
| VGT Vanguard Info Tech ETF | 1.92% | 213,636 | $25.5M | Reduce -3.8% |
| BSCS Invesco Bulletshares 2028 CB | 1.89% | 1,236,417 | $25.2M | Add +7.2% |
| BSCR Invesco Bulletshares 2027 CB | 1.89% | 1,282,426 | $25.2M | Add +4.3% |
| QQQM Invesco Nasdaq 100 ETF | 1.76% | 77,218 | $23.4M | Reduce -0.1% |
| BSCT Invesco Bulletshares 2029 CB | 1.74% | 1,243,500 | $23.1M | Add +9.2% |
| GOOGL Alphabet Inc. Class A | 1.71% | 63,507 | $22.7M | Reduce -14.4% |
| ABBV Abbvie Inc. | 1.63% | 86,246 | $21.7M | Reduce -1.8% |
| JNJ Johnson & Johnson | 1.62% | 84,604 | $21.5M | Reduce -3.4% |
| GLW Corning Inc. | 1.44% | 74,897 | $19.1M | Reduce -6.0% |
| NVDA Nvidia Corp. | 1.37% | 90,989 | $18.2M | Add +4.7% |
| AMZN Amazon.com Inc. | 1.32% | 73,472 | $17.5M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.31% | 34,902 | $17.5M | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.23% | 22,158 | $16.3M | Reduce -4.3% |
| LLY Eli Lilly & Co. | 1.14% | 12,682 | $15.2M | Reduce -3.8% |
| MU Micron Technology Inc. | 1.07% | 12,303 | $14.2M | Add +2.0% |
| CAT Caterpillar Inc. | 0.95% | 11,863 | $12.6M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.95% | 38,543 | $12.6M | Reduce -5.3% |
| XOM Exxonmobil Holdings Corp. | 0.92% | 89,385 | $12.2M | Add +6.8% |
| UNP Union Pacific Corp. | 0.91% | 44,559 | $12.1M | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.88% | 28,060 | $11.7M | Reduce -4.6% |
| AMAT Applied Materials Inc. | 0.85% | 15,702 | $11.4M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.82% | 19,453 | $11.0M | Reduce -2.7% |
| DUK Duke Energy Corp. | 0.79% | 82,510 | $10.4M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.77% | 46,315 | $10.2M | Reduce -2.8% |
| KO The Coca-Cola Co. | 0.73% | 119,853 | $9.7M | Add +0.0% |
| JPST JPMorgan Ultra-Short Income | 0.70% | 183,523 | $9.3M | Add +5.4% |
| AVGO Broadcom Inc. | 0.69% | 24,233 | $9.2M | Add +1.9% |
| SOXX iShares Semiconductor ETF | 0.69% | 14,267 | $9.1M | Reduce -19.3% |
| WSO Watsco Inc. | 0.67% | 21,509 | $9.0M | Add +0.0% |
| FDX FedEx Corp. | 0.65% | 27,755 | $8.7M | Reduce -1.9% |
| RSG Republic Services Inc. | 0.64% | 39,637 | $8.4M | Reduce -2.3% |
| FTNT Fortinet Inc. | 0.61% | 53,106 | $8.2M | Reduce -1.8% |
| MRK Merck & Co. Inc. | 0.61% | 63,047 | $8.1M | Reduce -3.7% |
| COST Costco Wholesale Corp. | 0.59% | 8,329 | $7.8M | Reduce -2.2% |
| WMT Walmart Inc. | 0.59% | 68,779 | $7.8M | Reduce -6.6% |
| PM Philip Morris International | 0.58% | 42,887 | $7.8M | Add +1.0% |
| SCHM Schwab US Mid Cap ETF | 0.57% | 204,286 | $7.5M | Reduce -0.4% |
| SO The Southern Co. | 0.55% | 76,038 | $7.3M | Add +0.1% |
| CVX Chevron Corp. | 0.54% | 43,435 | $7.2M | Reduce -0.2% |
| HD Home Depot Inc. | 0.54% | 20,339 | $7.2M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.54% | 48,741 | $7.1M | Reduce -3.7% |
| VOO Vanguard S&P 500 ETF | 0.51% | 9,957 | $6.8M | Add +0.6% |
| MDT Medtronic PLC | 0.50% | 84,404 | $6.6M | Reduce -7.7% |
| MCK McKesson Corp. | 0.50% | 8,728 | $6.6M | Reduce -0.1% |
| GEM Goldman Sachs Activebeta Em | 0.48% | 123,566 | $6.4M | Reduce -5.8% |
| GSIE Goldman Sachs Activebeta Int | 0.47% | 136,898 | $6.3M | Add +1.8% |
| SHW The Sherwin-Williams Co. | 0.47% | 18,148 | $6.2M | Add +0.1% |
| WM Waste Management Inc. | 0.47% | 27,930 | $6.2M | Reduce -1.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.46% | 70,045 | $6.1M | Add +4.0% |
| ORCL Oracle Corp. | 0.45% | 41,272 | $6.0M | Reduce -0.7% |
| SCHA Schwab US Small-Cap ETF | 0.45% | 164,031 | $5.9M | Reduce -2.4% |
| CSCO Cisco Systems Inc. | 0.45% | 50,415 | $5.9M | Reduce -3.3% |
| ENB Enbridge Inc. | 0.44% | 108,798 | $5.9M | Reduce -3.7% |
| QCOM Qualcomm Inc. | 0.44% | 31,624 | $5.8M | Reduce -8.8% |
| IHI iShares U.S. Medical Devices | 0.43% | 116,624 | $5.8M | Add +4.5% |
| VHT Vanguard Health Care ETF | 0.42% | 18,628 | $5.6M | Add +2.6% |
| VZ Verizon Communications Inc. | 0.41% | 129,839 | $5.5M | Add +5.5% |
| TXN Texas Instruments Inc. | 0.41% | 18,396 | $5.5M | Add +1.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 11,377 | $5.4M | Add +4.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 61,923 | $5.3M | Add +14.2% |
| VDE Vanguard Energy ETF | 0.39% | 34,917 | $5.2M | Reduce -5.8% |
| NFLX Netflix Inc. | 0.38% | 71,185 | $5.1M | Add +1.9% |
| MA Mastercard Inc. Class A | 0.37% | 9,633 | $4.9M | Reduce -2.6% |
| ABT Abbott Laboratories | 0.36% | 53,060 | $4.8M | Reduce -0.1% |
| VFH Vanguard Financials ETF | 0.36% | 36,585 | $4.8M | Add +1.6% |
| GS Goldman Sachs Group Inc. | 0.35% | 4,666 | $4.7M | Add +1.5% |
| NEE Nextera Energy Inc. | 0.35% | 53,519 | $4.7M | Add +0.2% |
| EMR Emerson Electric Co. | 0.35% | 32,196 | $4.6M | Add +2.5% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 12,246 | $4.6M | Add +4.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.34% | 15,868 | $4.5M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 6,046 | $4.5M | Reduce -23.9% |
| VCR Vanguard Consumer Discre ETF | 0.34% | 11,259 | $4.5M | Add +4.3% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 139,711 | $4.4M | Add +3.5% |
| NSC Norfolk Southern Corp. | 0.33% | 13,953 | $4.4M | Reduce -0.5% |
| BAC Bank of America Corp. | 0.33% | 76,925 | $4.4M | Reduce -2.0% |
| MCD McDonald's Corp. | 0.32% | 15,607 | $4.2M | Add +3.6% |
| AMD Advanced Micro Devices | 0.31% | 7,202 | $4.2M | Reduce -10.2% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 8,232 | $4.1M | Add +31.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 18,770 | $4.1M | Reduce -12.4% |
| CSX CSX Corp. | 0.30% | 84,650 | $4.0M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 10,809 | $4.0M | Reduce -3.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.30% | 50,283 | $4.0M | Add +3.8% |
| VLO Valero Energy Corp. | 0.30% | 15,240 | $4.0M | Reduce -0.8% |
| TSLA Tesla Inc. | 0.30% | 9,359 | $3.9M | Reduce -4.4% |
| ADBE Adobe Inc. | 0.30% | 19,180 | $3.9M | Add +9.2% |
| SCHW Schwab (charles) Corp. | 0.30% | 42,549 | $3.9M | Add +10.1% |
| VIS Vanguard Industrials ETF | 0.29% | 10,567 | $3.8M | Reduce -6.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 38,665 | $3.7M | Reduce -0.9% |
| UNM Unum Group | 0.26% | 39,380 | $3.5M | Reduce -0.6% |
| AZO AutoZone Inc. | 0.26% | 1,089 | $3.5M | Reduce -5.4% |
| VOX Vanguard Communication Servi | 0.26% | 18,891 | $3.5M | Add +3.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.25% | 28,853 | $3.3M | Reduce -4.9% |
| CINF Cincinnati Financial Corp. | 0.25% | 17,612 | $3.3M | Add +0.4% |
| ADP Automatic Data Processing | 0.24% | 14,456 | $3.2M | Reduce -0.5% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $34K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 430 | $17K | No change |
| PG&E CORP (PCG 6 12/01/27 A) | PFD CONV SER A | 400 | $17K | No change |
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -0.2% | 0.54% | −0.21 |
| FDX FedEx Corp. | Reduce -1.9% | 0.65% | −0.19 |
| WMT Walmart Inc. | Reduce -6.6% | 0.59% | −0.18 |
| LOW Lowe's Cos Inc. | Reduce -2.8% | 0.77% | −0.17 |
| JNJ Johnson & Johnson | Reduce -3.4% | 1.62% | −0.17 |
| MDT Medtronic PLC | Reduce -7.7% | 0.50% | −0.16 |
| VDE Vanguard Energy ETF | Reduce -5.8% | 0.39% | −0.14 |
| MCK McKesson Corp. | Reduce -0.1% | 0.50% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -2.7% | 0.82% | −0.13 |
| LULU Lululemon Athletica Inc. | Reduce -92.2% | 0.01% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -2.2% | 0.59% | −0.12 |
| DUK Duke Energy Corp. | Reduce -0.5% | 0.79% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 1.31% | −0.11 |
| RSG Republic Services Inc. | Reduce -2.3% | 0.64% | −0.11 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.36% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -23.9% | 0.34% | −0.09 |
| WDAY Workday Inc. Class A | Reduce -80.9% | 0.02% | −0.08 |
| WM Waste Management Inc. | Reduce -1.4% | 0.47% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -14.4% | 1.71% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.54% | −0.07 |
| INTU Intuit Inc. | Reduce -44.9% | 0.03% | −0.07 |
| ENB Enbridge Inc. | Reduce -3.7% | 0.44% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -68.6% | 0.03% | −0.06 |
| AZO AutoZone Inc. | Reduce -5.4% | 0.26% | −0.06 |
| SPOT Spotify Technology SA | Reduce -65.6% | 0.02% | −0.06 |
| ORCL Oracle Corp. | Reduce -0.7% | 0.45% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -3.3% | 0.15% | −0.05 |
| DG Dollar General Corp. | Reduce -10.2% | 0.19% | −0.05 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -87.2% | 0.01% | −0.05 |
| PFE Pfizer Inc. | Reduce -3.3% | 0.15% | −0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -97.0% | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -5.3% | 0.95% | −0.05 |
| GSK GSK PLC-Spon ADR | Reduce -21.2% | 0.10% | −0.05 |
| BLD Topbuild Corp. | Reduce -95.1% | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -3.7% | 0.61% | −0.05 |
| GDX Vaneck Gold Miners ETF | Reduce -36.8% | 0.04% | −0.05 |
| CPK Chesapeake Utilities Corp. | Reduce -4.8% | 0.22% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -76.6% | 0.01% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -12.4% | 0.31% | −0.04 |
| SYK Stryker Corp. | Reduce -3.3% | 0.22% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -12.9% | 0.06% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -2.6% | 0.37% | −0.04 |
| RTX RTX Corp. | Reduce -3.8% | 0.21% | −0.04 |
| UPS United Parcel Service Class B | Reduce -11.6% | 0.24% | −0.04 |
| CTSH Cognizant Tech Solutions-A | Reduce -24.8% | 0.03% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.28% | −0.03 |
| LIN Linde PLC | Reduce -15.6% | 0.13% | −0.03 |
| ADM Archer-Daniels-Midland Co. | Reduce -9.0% | 0.21% | −0.03 |
| FISV Fiserv Inc. | Reduce -18.3% | 0.06% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -84.5% | 0.01% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +2.0% | 1.07% | +0.73 |
| GOOG Alphabet Inc. Class C | Add +11.9% | 2.66% | +0.52 |
| FCNCA First Citizens Bcshs Class A | Add +20.8% | 2.50% | +0.42 |
| TXN Texas Instruments Inc. | Add +1.7% | 0.41% | +0.12 |
| CRM Salesforce Inc. | Add +184.5% | 0.21% | +0.11 |
| NVDA Nvidia Corp. | Add +4.7% | 1.37% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.5% | 0.41% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Add +0.0% | 2.64% | +0.09 |
| AAPL Apple Inc. | Add +0.1% | 2.83% | +0.08 |
| AVGO Broadcom Inc. | Add +1.9% | 0.69% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +14.2% | 0.40% | +0.07 |
| GEV GE Vernova Inc. | Add +31.0% | 0.19% | +0.07 |
| GE General Electric | Add +4.0% | 0.34% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +31.3% | 0.31% | +0.05 |
| APH Amphenol Corp. Class A | Add +1299.6% | 0.05% | +0.05 |
| APP AppLovin Corp. Class A | Add +49.1% | 0.09% | +0.04 |
| PYLD PIMCO Multisector Bond Actv | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +1.5% | 0.35% | +0.03 |
| YFFI Indexperts Yield Ffi ETF | New | 0.03% | +0.03 |
| BSMT Invesco Bulletshares 2029 MB | Add +71.7% | 0.08% | +0.03 |
| FTCS First Trust Capital Strength | Add +366.0% | 0.04% | +0.03 |
| RILA Indexperts Gorilla Agr G ETF | New | 0.03% | +0.03 |
| QIDX Indxperts QLTY Earn Fcus ETF | New | 0.03% | +0.03 |
| UBER Uber Technologies Inc. | Add +57.2% | 0.09% | +0.03 |
| SPCX Space Exploration Techn Class A | New | 0.03% | +0.03 |
| GILD Gilead Sciences Inc. | Add +843.7% | 0.03% | +0.02 |
| BDX Becton Dickinson and Co. | Add +249.6% | 0.03% | +0.02 |
| NET Cloudflare Inc. Class A | Add +46.4% | 0.06% | +0.02 |
| WSO Watsco Inc. | Add +0.0% | 0.67% | +0.02 |
| KLAC KLA Corp. | Add +32.5% | 0.04% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 0.51% | +0.02 |
| BSMS Invesco Bulletshares 2028 MB | Add +53.3% | 0.07% | +0.02 |
| MRVL Marvell Technology Inc. | Add +60.4% | 0.02% | +0.02 |
| CVS CVS Health Corp. | Add +0.0% | 0.08% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +7.0% | 0.14% | +0.02 |
| IBM Intl Business Machines Corp. | Add +4.4% | 0.18% | +0.02 |
| CINF Cincinnati Financial Corp. | Add +0.4% | 0.25% | +0.01 |
| URI United Rentals Inc. | Add +17.5% | 0.04% | +0.01 |
| WFC Wells Fargo & Co. | Add +22.9% | 0.11% | +0.01 |
| SHOP Shopify Inc. Class A | Add +33.6% | 0.10% | +0.01 |
| AJG Arthur J Gallagher & Co. | Add +13.1% | 0.18% | +0.01 |
| KKR KKR & Co. Inc. | New | 0.01% | +0.01 |
| TDG Transdigm Group Inc. | Add +6.3% | 0.14% | +0.01 |
| USB US Bancorp | Add +34.7% | 0.04% | +0.01 |
| VCR Vanguard Consumer Discre ETF | Add +4.3% | 0.34% | +0.01 |
| DDOG Datadog Inc. Class A | Add +197.6% | 0.01% | +0.01 |
| DOC Healthpeak Properties Inc. | Add +12.3% | 0.04% | +0.01 |
| BSMV Invesco Bulletshares 2031 MB | New | 0.01% | +0.01 |
| PGR Progressive Corp. | Add +37.6% | 0.03% | +0.01 |
| BSCU Invesco Bulletshares 2030 CB | Add +78.3% | 0.02% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,205 | $1.3B | MSFT, AAPL, V, GOOG, SCHX |
| Q1 2026 | 1,064 | $1.2B | MSFT, AAPL, V, SCHX, GOOG |
| Q4 2025 | 1,043 | $1.2B | MSFT, V, AAPL, GOOG, SCHX |
| Q3 2025 | 1,060 | $1.2B | MSFT, V, AAPL, SCHX, GOOG |
| Q2 2025 | 1,043 | $1.1B | MSFT, V, AAPL, SCHX, FCNCA |
| Q1 2025 | 1,038 | $1.1B | MSFT, V, AAPL, SCHX, BSCR |
| Q4 2024 | 1,021 | $1.1B | MSFT, V, AAPL, SCHX, QQQ |
| Q3 2024 | 1,049 | $1.1B | MSFT, AAPL, V, SCHX, QQQ |
| Q2 2024 | 1,002 | $971.8M | MSFT, V, AAPL, SCHX, QQQ |
| Q1 2024 | 1,031 | $954.1M | MSFT, V, AAPL, SCHX, QQQ |