Anchor Investment Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 19, 2025), Anchor Investment Management, LLC reported 1,043 stock positions worth $1.1 billion. Its top holding was Microsoft (MSFT) at 4.5% of the portfolio, followed by Visa Class A (V, 3.3%) and Apple (AAPL, 2.5%). Compared with Q1 2025, it opened 36 new positions, sold out of 32, added to 227 and reduced 245. The biggest buy was First Citizens Bcshs Class A (FCNCA, shares +54%) and the biggest sale Thermo Fisher Scientific (TMO, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0001634149
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0001634149-25-000005 ↗ filed Aug 19, 2025
Holdings Value
Holdings 1,043 stocks · $1.1B
| MSFT Microsoft Corp. | 4.48% | 102,679 | $51.1M | Reduce -2.2% |
| V Visa Inc. Class A | 3.30% | 106,081 | $37.7M | Reduce -0.9% |
| AAPL Apple Inc. | 2.46% | 136,659 | $28.0M | Add +0.8% |
| SCHX Schwab US Large-Cap ETF | 2.42% | 1,130,555 | $27.6M | Reduce -0.2% |
| FCNCA First Citizens Bcshs Class A | 2.24% | 13,036 | $25.5M | Add +54.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.90% | 39,216 | $21.6M | Reduce -6.1% |
| BSCR Invesco Bulletshares 2027 CB | 1.87% | 1,086,314 | $21.3M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 1.75% | 112,603 | $20.0M | Add +23.8% |
| BSCQ Invesco Bulletshares 2026 CB | 1.75% | 1,019,256 | $19.9M | Add +2.7% |
| BSCS Invesco Bulletshares 2028 CB | 1.74% | 965,775 | $19.8M | Add +3.4% |
| VGT Vanguard Info Tech ETF | 1.71% | 29,382 | $19.5M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.58% | 37,166 | $18.1M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.42% | 73,854 | $16.2M | Add +5.7% |
| ABBV Abbvie Inc. | 1.39% | 85,278 | $15.8M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 1.37% | 88,632 | $15.6M | Reduce -15.2% |
| META Meta Platforms Inc. Class A | 1.28% | 19,793 | $14.6M | Add +0.2% |
| JNJ Johnson & Johnson | 1.18% | 87,702 | $13.4M | Add +1.7% |
| NVDA Nvidia Corp. | 1.16% | 83,907 | $13.3M | Add +5.2% |
| JPM JPMorgan Chase & Co. | 1.02% | 40,297 | $11.7M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.96% | 14,054 | $11.0M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.96% | 101,516 | $10.9M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.91% | 46,628 | $10.3M | Add +2.5% |
| UNP Union Pacific Corp. | 0.90% | 44,676 | $10.3M | Add +2.4% |
| DUK Duke Energy Corp. | 0.85% | 82,300 | $9.7M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.85% | 60,929 | $9.7M | Reduce -6.4% |
| ORCL Oracle Corp. | 0.84% | 43,822 | $9.6M | Add +10.3% |
| MDT Medtronic PLC | 0.84% | 109,475 | $9.5M | Add +2.3% |
| RSG Republic Services Inc. | 0.81% | 37,305 | $9.2M | Reduce -5.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.80% | 40,070 | $9.1M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.77% | 28,098 | $8.8M | Add +19.4% |
| KO The Coca-Cola Co. | 0.74% | 118,948 | $8.4M | Reduce -1.8% |
| NFLX Netflix Inc. | 0.73% | 6,196 | $8.3M | Reduce -4.7% |
| COST Costco Wholesale Corp. | 0.71% | 8,152 | $8.1M | Reduce -1.6% |
| WSO Watsco Inc. | 0.71% | 18,266 | $8.1M | No change |
| PM Philip Morris International | 0.69% | 42,937 | $7.8M | Reduce -5.0% |
| JPST JPMorgan Ultra-Short Income | 0.68% | 152,449 | $7.7M | Add +7.4% |
| WMT Walmart Inc. | 0.66% | 76,995 | $7.5M | Reduce -5.8% |
| HD Home Depot Inc. | 0.65% | 20,192 | $7.4M | Add +0.7% |
| ABT Abbott Laboratories | 0.63% | 52,952 | $7.2M | Reduce -0.5% |
| SO The Southern Co. | 0.61% | 75,684 | $7.0M | Add +0.9% |
| IHI iShares U.S. Medical Devices | 0.60% | 108,478 | $6.8M | Add +1.6% |
| QCOM Qualcomm Inc. | 0.59% | 42,563 | $6.8M | Add +5.8% |
| WM Waste Management Inc. | 0.59% | 29,330 | $6.7M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.56% | 22,964 | $6.3M | Add +11.5% |
| FDX FedEx Corp. | 0.55% | 27,789 | $6.3M | Add +0.6% |
| MCK McKesson Corp. | 0.55% | 8,592 | $6.3M | Reduce -0.3% |
| CVX Chevron Corp. | 0.54% | 42,693 | $6.1M | Add +3.8% |
| SHW The Sherwin-Williams Co. | 0.53% | 17,518 | $6.0M | Add +2.1% |
| FISV Fiserv Inc. | 0.51% | 34,038 | $5.9M | Reduce -1.5% |
| ADBE Adobe Inc. | 0.50% | 14,795 | $5.7M | Reduce -11.8% |
| SCHM Schwab US Mid Cap ETF | 0.50% | 201,359 | $5.6M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.49% | 9,844 | $5.6M | Reduce -4.3% |
| MRK Merck & Co. Inc. | 0.47% | 68,356 | $5.4M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 0.46% | 9,277 | $5.2M | Add +0.1% |
| ENB Enbridge Inc. | 0.46% | 114,430 | $5.2M | Reduce -2.7% |
| GLW Corning Inc. | 0.45% | 98,536 | $5.2M | Add +1.7% |
| CAT Caterpillar Inc. | 0.45% | 13,186 | $5.1M | Add +2.4% |
| VZ Verizon Communications Inc. | 0.44% | 115,702 | $5.0M | Reduce -1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 40,299 | $5.0M | Reduce -7.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 8,044 | $5.0M | Reduce -0.5% |
| FTNT Fortinet Inc. | 0.44% | 46,911 | $5.0M | Add +8.7% |
| SOXX iShares Semiconductor ETF | 0.43% | 20,325 | $4.9M | Add +10.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.42% | 60,487 | $4.8M | Add +6.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.42% | 57,082 | $4.8M | Add +2.1% |
| ADP Automatic Data Processing | 0.41% | 15,098 | $4.7M | Reduce -2.0% |
| GEM Goldman Sachs Activebeta Em | 0.38% | 116,302 | $4.3M | Add +6.4% |
| GSIE Goldman Sachs Activebeta Int | 0.38% | 109,036 | $4.3M | Add +0.0% |
| MCD McDonald's Corp. | 0.38% | 14,636 | $4.3M | Reduce -2.0% |
| AZO AutoZone Inc. | 0.37% | 1,143 | $4.2M | Reduce -0.3% |
| SCHA Schwab US Small-Cap ETF | 0.37% | 167,046 | $4.2M | Add +1.9% |
| EMR Emerson Electric Co. | 0.37% | 31,649 | $4.2M | Add +3.4% |
| VDE Vanguard Energy ETF | 0.37% | 35,153 | $4.2M | Add +12.5% |
| VFH Vanguard Financials ETF | 0.36% | 32,340 | $4.1M | Reduce -2.8% |
| GBDC Golub Capital BDC Inc. | 0.36% | 280,435 | $4.1M | Add +0.4% |
| TSCO Tractor Supply Company | 0.35% | 75,796 | $4.0M | Add +97.3% |
| VHT Vanguard Health Care ETF | 0.35% | 15,904 | $3.9M | Add +1.1% |
| LPLA LPL Financial Holdings Inc. | 0.34% | 10,358 | $3.9M | Add +6.0% |
| UPS United Parcel Service Class B | 0.34% | 37,857 | $3.8M | Reduce -5.8% |
| NEE Nextera Energy Inc. | 0.33% | 54,366 | $3.8M | Add +5.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 79,720 | $3.8M | Reduce -2.0% |
| VCR Vanguard Consumer Discre ETF | 0.33% | 10,340 | $3.7M | Reduce -0.4% |
| SYK Stryker Corp. | 0.33% | 9,460 | $3.7M | Reduce -3.3% |
| CSCO Cisco Systems Inc. | 0.33% | 53,852 | $3.7M | Reduce -2.0% |
| NSC Norfolk Southern Corp. | 0.32% | 14,427 | $3.7M | Reduce -0.3% |
| GS Goldman Sachs Group Inc. | 0.31% | 5,052 | $3.6M | Add +8.9% |
| BKNG Booking Holdings Inc. | 0.30% | 591 | $3.4M | Reduce -3.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.30% | 17,084 | $3.4M | Add +3.0% |
| K Kellanova | 0.29% | 41,898 | $3.3M | Add +1.7% |
| ORLY O'reilly Automotive Inc. | 0.28% | 35,900 | $3.2M | Reduce -2.5% |
| VGSH Vanguard Short-Term Treasury | 0.28% | 54,969 | $3.2M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 10,623 | $3.2M | Reduce -6.4% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 120,855 | $3.2M | Add +5.5% |
| UNM Unum Group | 0.28% | 39,533 | $3.2M | Reduce -20.0% |
| VOX Vanguard Communication Servi | 0.27% | 18,281 | $3.1M | Add +0.5% |
| TSLA Tesla Inc. | 0.27% | 9,812 | $3.1M | Add +12.6% |
| TXN Texas Instruments Inc. | 0.27% | 14,756 | $3.1M | Reduce -13.4% |
| ISRG Intuitive Surgical Inc. | 0.27% | 5,618 | $3.1M | Add +487.0% |
| CPK Chesapeake Utilities Corp. | 0.27% | 25,124 | $3.0M | Add +2.2% |
| TFC Truist Financial Corp. | 0.26% | 69,963 | $3.0M | Reduce -4.7% |
| DG Dollar General Corp. | 0.26% | 26,275 | $3.0M | Reduce -0.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 21 | $2K | No change |
Lines left out (1) · $128 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EG Everest Group Ltd. | COM | 0 | $128 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.1B.
Portfolio Sells Q1 2025 → Q2 2025
| TMO Thermo Fisher Scientific Inc. | Reduce -49.3% | 0.21% | −0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 1.58% | −0.27 |
| FISV Fiserv Inc. | Reduce -1.5% | 0.51% | −0.20 |
| EW Edwards Lifesciences Corp. | Reduce -70.2% | 0.09% | −0.20 |
| V Visa Inc. Class A | Reduce -0.9% | 3.30% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -6.4% | 0.85% | −0.18 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.96% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -15.2% | 1.37% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -2.3% | 0.47% | −0.11 |
| MELI MercadoLibre Inc. | Reduce -95.6% | 0.01% | −0.10 |
| ADBE Adobe Inc. | Reduce -11.8% | 0.50% | −0.10 |
| UNM Unum Group | Reduce -20.0% | 0.28% | −0.10 |
| PFE Pfizer Inc. | Reduce -18.0% | 0.23% | −0.08 |
| RSG Republic Services Inc. | Reduce -5.2% | 0.81% | −0.08 |
| UPS United Parcel Service Class B | Reduce -5.8% | 0.34% | −0.08 |
| KO The Coca-Cola Co. | Reduce -1.8% | 0.74% | −0.07 |
| MCD McDonald's Corp. | Reduce -2.0% | 0.38% | −0.06 |
| PEP Pepsico Inc. | Reduce -2.6% | 0.25% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -79.1% | 0.01% | −0.06 |
| SNPS Synopsys Inc. | Reduce -42.0% | 0.11% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.44% | −0.06 |
| WM Waste Management Inc. | Reduce -0.8% | 0.59% | −0.05 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -28.3% | 0.06% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -2.5% | 0.28% | −0.04 |
| CLX Clorox Company | Reduce -9.0% | 0.09% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -9.0% | 0.18% | −0.04 |
| AZO AutoZone Inc. | Reduce -0.3% | 0.37% | −0.04 |
| ENB Enbridge Inc. | Reduce -2.7% | 0.46% | −0.03 |
| ADP Automatic Data Processing | Reduce -2.0% | 0.41% | −0.03 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.63% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -12.0% | 0.04% | −0.03 |
| AFL Aflac Inc. | Reduce -1.8% | 0.18% | −0.03 |
| GSK GSK PLC-Spon ADR | Reduce -10.0% | 0.12% | −0.02 |
| CPRT Copart Inc. | Reduce -4.5% | 0.08% | −0.02 |
| PAYX Paychex Inc. | Reduce -0.5% | 0.17% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 0.71% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.4% | 0.22% | −0.02 |
| ACN Accenture PLC Class A | Reduce -5.1% | 0.11% | −0.02 |
| TFC Truist Financial Corp. | Reduce -4.7% | 0.26% | −0.02 |
| RTX RTX Corp. | Reduce -10.8% | 0.21% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -13.4% | 0.27% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -6.3% | 0.06% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -11.2% | 0.16% | −0.02 |
| WMB Williams Cos Inc. | Reduce -35.9% | 0.03% | −0.02 |
| SBUX Starbucks Corp. | Reduce -4.0% | 0.08% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -48.5% | 0.01% | −0.01 |
| INTC Intel Corp. | Reduce -11.1% | 0.06% | −0.01 |
| BAX Baxter International Inc. | Reduce -1.2% | 0.06% | −0.01 |
| CMA Comerica Inc. | Reduce -50.0% | 0.01% | −0.01 |
| MO Altria Group Inc. | Reduce -8.9% | 0.06% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| FCNCA First Citizens Bcshs Class A | Add +54.3% | 2.24% | +0.78 |
| GOOG Alphabet Inc. Class C | Add +23.8% | 1.75% | +0.43 |
| NVDA Nvidia Corp. | Add +5.2% | 1.16% | +0.36 |
| ORCL Oracle Corp. | Add +10.3% | 0.84% | +0.32 |
| VGT Vanguard Info Tech ETF | Add +1.9% | 1.71% | +0.25 |
| AVGO Broadcom Inc. | Add +11.5% | 0.56% | +0.23 |
| ISRG Intuitive Surgical Inc. | Add +487.0% | 0.27% | +0.22 |
| META Meta Platforms Inc. Class A | Add +0.2% | 1.28% | +0.22 |
| AMZN Amazon.com Inc. | Add +5.7% | 1.42% | +0.18 |
| TSCO Tractor Supply Company | Add +97.3% | 0.35% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 1.02% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +50.7% | 0.23% | +0.11 |
| SOXX iShares Semiconductor ETF | Add +10.5% | 0.43% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +8.9% | 0.31% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +1296.9% | 0.08% | +0.08 |
| TMUS T-Mobile US Inc. | Add +2599.2% | 0.07% | +0.06 |
| TSLA Tesla Inc. | Add +12.6% | 0.27% | +0.06 |
| EMR Emerson Electric Co. | Add +3.4% | 0.37% | +0.06 |
| CAT Caterpillar Inc. | Add +2.4% | 0.45% | +0.05 |
| FTNT Fortinet Inc. | Add +8.7% | 0.44% | +0.05 |
| FTEC Fidelity MSCI Info Tech Indx | Add +3.0% | 0.30% | +0.05 |
| C Citigroup Inc. | Add +227.1% | 0.06% | +0.05 |
| LPLA LPL Financial Holdings Inc. | Add +6.0% | 0.34% | +0.04 |
| GEM Goldman Sachs Activebeta Em | Add +6.4% | 0.38% | +0.04 |
| GLW Corning Inc. | Add +1.7% | 0.45% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +6.3% | 0.25% | +0.04 |
| INTU Intuit Inc. | Add +3.4% | 0.17% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.6% | 0.24% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +31.1% | 0.11% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +5.7% | 0.24% | +0.03 |
| VLO Valero Energy Corp. | Add +20.5% | 0.20% | +0.03 |
| VOX Vanguard Communication Servi | Add +0.5% | 0.27% | +0.02 |
| ICFI Icf International Inc. | New | 0.02% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.21% | +0.02 |
| BSJR Invesco Bulletshares 2027 HY | Add +775.2% | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | Add +5.8% | 0.59% | +0.02 |
| ADM Archer-Daniels-Midland Co. | Add +5.3% | 0.22% | +0.02 |
| GSIE Goldman Sachs Activebeta Int | Add +0.0% | 0.38% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +221.3% | 0.02% | +0.02 |
| CI The Cigna Group | Add +18.2% | 0.15% | +0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +2.1% | 0.42% | +0.01 |
| ITOT iShares Core S&P Total U.S. | New | 0.01% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +1.9% | 0.37% | +0.01 |
| LIN Linde PLC | Add +16.2% | 0.14% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +19.5% | 0.06% | +0.01 |
| IMKTA Ingles Markets Inc. Class A | Add +127.0% | 0.02% | +0.01 |
| BSMS Invesco Bulletshares 2028 MB | New | 0.01% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +3.4% | 0.18% | +0.01 |
| EEFT Euronet Worldwide Inc. | New | 0.01% | +0.01 |
| MKL Markel Group Inc. | Add +28.3% | 0.04% | +0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| EXR Extra Space Storage Inc. | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |