Anchor Investment Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Anchor Investment Management, LLC reported 1,060 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 4.4% of the portfolio, followed by Visa Class A (V, 3.0%) and Apple (AAPL, 2.8%). Compared with Q2 2025, it opened 37 new positions, sold out of 20, added to 225 and reduced 200. The biggest buy was Johnson & Johnson (JNJ, shares +1%) and the biggest sale First Citizens Bcshs Class A (FCNCA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0001634149
- Portfolio Value
- $1.2B (Q3 2025)
- SEC Filing
- 0001634149-25-000008 ↗ filed Nov 14, 2025
Holdings Value
Holdings 1,060 stocks · $1.2B
| MSFT Microsoft Corp. | 4.42% | 103,060 | $53.4M | Add +0.4% |
| V Visa Inc. Class A | 3.02% | 106,963 | $36.5M | Add +0.8% |
| AAPL Apple Inc. | 2.81% | 133,320 | $33.9M | Reduce -2.4% |
| SCHX Schwab US Large-Cap ETF | 2.52% | 1,154,986 | $30.4M | Add +2.2% |
| GOOG Alphabet Inc. Class C | 2.25% | 111,711 | $27.2M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.93% | 38,892 | $23.3M | Reduce -0.8% |
| FCNCA First Citizens Bcshs Class A | 1.93% | 13,031 | $23.3M | Reduce -0.0% |
| BSCR Invesco Bulletshares 2027 CB | 1.84% | 1,128,884 | $22.3M | Add +3.9% |
| VGT Vanguard Info Tech ETF | 1.83% | 29,553 | $22.1M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 1.75% | 87,067 | $21.2M | Reduce -1.8% |
| BSCS Invesco Bulletshares 2028 CB | 1.71% | 1,005,320 | $20.7M | Add +4.1% |
| BSCQ Invesco Bulletshares 2026 CB | 1.69% | 1,044,115 | $20.4M | Add +2.4% |
| ABBV Abbvie Inc. | 1.62% | 84,661 | $19.6M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.57% | 37,721 | $19.0M | Add +1.5% |
| JNJ Johnson & Johnson | 1.36% | 88,654 | $16.4M | Add +1.1% |
| AMZN Amazon.com Inc. | 1.33% | 72,954 | $16.0M | Reduce -1.2% |
| NVDA Nvidia Corp. | 1.27% | 82,325 | $15.4M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 1.17% | 19,222 | $14.1M | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 1.09% | 41,559 | $13.1M | Add +3.1% |
| ORCL Oracle Corp. | 1.00% | 42,725 | $12.0M | Reduce -2.5% |
| LOW Lowe's Cos Inc. | 0.97% | 46,399 | $11.7M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.95% | 101,640 | $11.5M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.90% | 14,250 | $10.9M | Add +1.4% |
| UNP Union Pacific Corp. | 0.87% | 44,383 | $10.5M | Reduce -0.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.86% | 42,072 | $10.4M | Add +5.0% |
| MDT Medtronic PLC | 0.86% | 108,573 | $10.3M | Reduce -0.8% |
| DUK Duke Energy Corp. | 0.84% | 82,336 | $10.2M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.77% | 60,754 | $9.3M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 0.73% | 25,470 | $8.8M | Reduce -9.3% |
| RSG Republic Services Inc. | 0.71% | 37,146 | $8.5M | Reduce -0.4% |
| HD Home Depot Inc. | 0.69% | 20,521 | $8.3M | Add +1.6% |
| JPST JPMorgan Ultra-Short Income | 0.68% | 162,995 | $8.3M | Add +6.9% |
| WMT Walmart Inc. | 0.66% | 76,776 | $7.9M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.65% | 118,716 | $7.9M | Reduce -0.2% |
| NFLX Netflix Inc. | 0.64% | 6,481 | $7.8M | Add +4.6% |
| COST Costco Wholesale Corp. | 0.64% | 8,287 | $7.7M | Add +1.7% |
| AVGO Broadcom Inc. | 0.64% | 23,243 | $7.7M | Add +1.2% |
| WSO Watsco Inc. | 0.61% | 18,266 | $7.4M | No change |
| GLW Corning Inc. | 0.60% | 88,618 | $7.3M | Reduce -10.1% |
| SO The Southern Co. | 0.59% | 75,299 | $7.1M | Reduce -0.5% |
| ABT Abbott Laboratories | 0.59% | 53,119 | $7.1M | Add +0.3% |
| PM Philip Morris International | 0.56% | 41,907 | $6.8M | Reduce -2.4% |
| MCK McKesson Corp. | 0.55% | 8,592 | $6.6M | No change |
| CVX Chevron Corp. | 0.55% | 42,636 | $6.6M | Reduce -0.1% |
| WM Waste Management Inc. | 0.54% | 29,307 | $6.5M | Reduce -0.1% |
| IHI iShares U.S. Medical Devices | 0.53% | 107,398 | $6.5M | Reduce -1.0% |
| FDX FedEx Corp. | 0.52% | 26,654 | $6.3M | Reduce -4.1% |
| CAT Caterpillar Inc. | 0.52% | 13,133 | $6.3M | Reduce -0.4% |
| SCHM Schwab US Mid Cap ETF | 0.50% | 204,874 | $6.1M | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 0.50% | 9,826 | $6.0M | Reduce -0.2% |
| SHW The Sherwin-Williams Co. | 0.50% | 17,368 | $6.0M | Reduce -0.9% |
| ENB Enbridge Inc. | 0.48% | 114,308 | $5.8M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.47% | 34,296 | $5.7M | Reduce -19.4% |
| MRK Merck & Co. Inc. | 0.47% | 67,413 | $5.7M | Reduce -1.4% |
| MA Mastercard Inc. Class A | 0.45% | 9,609 | $5.5M | Add +3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 8,064 | $5.4M | Add +0.3% |
| SOXX iShares Semiconductor ETF | 0.44% | 19,683 | $5.3M | Reduce -3.2% |
| VZ Verizon Communications Inc. | 0.43% | 117,754 | $5.2M | Add +1.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.43% | 60,798 | $5.2M | Add +6.5% |
| ADBE Adobe Inc. | 0.43% | 14,579 | $5.1M | Reduce -1.5% |
| GEM Goldman Sachs Activebeta Em | 0.42% | 124,319 | $5.1M | Add +6.9% |
| AZO AutoZone Inc. | 0.40% | 1,131 | $4.9M | Reduce -1.1% |
| GSIE Goldman Sachs Activebeta Int | 0.40% | 116,739 | $4.8M | Add +7.1% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 169,598 | $4.7M | Add +1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.38% | 39,560 | $4.5M | Reduce -1.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.37% | 55,716 | $4.5M | Reduce -7.9% |
| MCD McDonald's Corp. | 0.37% | 14,628 | $4.4M | Reduce -0.1% |
| ADP Automatic Data Processing | 0.37% | 15,098 | $4.4M | No change |
| VFH Vanguard Financials ETF | 0.37% | 33,593 | $4.4M | Add +3.9% |
| VDE Vanguard Energy ETF | 0.36% | 34,899 | $4.4M | Reduce -0.7% |
| FISV Fiserv Inc. | 0.36% | 33,724 | $4.3M | Reduce -0.9% |
| NSC Norfolk Southern Corp. | 0.36% | 14,378 | $4.3M | Reduce -0.3% |
| TSCO Tractor Supply Company | 0.36% | 75,517 | $4.3M | Reduce -0.4% |
| VHT Vanguard Health Care ETF | 0.36% | 16,533 | $4.3M | Add +4.0% |
| VCR Vanguard Consumer Discre ETF | 0.35% | 10,711 | $4.2M | Add +3.6% |
| EMR Emerson Electric Co. | 0.34% | 31,387 | $4.1M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.34% | 53,683 | $4.1M | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 78,063 | $4.0M | Reduce -2.1% |
| TSLA Tesla Inc. | 0.33% | 8,968 | $4.0M | Reduce -8.6% |
| FTNT Fortinet Inc. | 0.33% | 46,773 | $3.9M | Reduce -0.3% |
| GBDC Golub Capital BDC Inc. | 0.32% | 285,575 | $3.9M | Add +1.8% |
| ORLY O'reilly Automotive Inc. | 0.32% | 36,040 | $3.9M | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 8,084 | $3.9M | Add +28.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.31% | 17,097 | $3.8M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.31% | 4,732 | $3.8M | Reduce -6.3% |
| CSCO Cisco Systems Inc. | 0.31% | 53,914 | $3.7M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 19,063 | $3.6M | Add +16.1% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 129,369 | $3.5M | Add +7.0% |
| VOX Vanguard Communication Servi | 0.29% | 18,760 | $3.5M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 10,613 | $3.5M | Reduce -0.1% |
| SYK Stryker Corp. | 0.29% | 9,420 | $3.5M | Reduce -0.4% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 11,543 | $3.5M | Add +2.2% |
| K Kellanova | 0.28% | 41,942 | $3.4M | Add +0.1% |
| LPLA LPL Financial Holdings Inc. | 0.28% | 10,269 | $3.4M | Reduce -0.9% |
| CPK Chesapeake Utilities Corp. | 0.28% | 24,801 | $3.3M | Reduce -1.3% |
| BKNG Booking Holdings Inc. | 0.27% | 611 | $3.3M | Add +3.4% |
| TXN Texas Instruments Inc. | 0.27% | 17,804 | $3.3M | Add +20.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 11,632 | $3.2M | Add +1.5% |
| UBER Uber Technologies Inc. | 0.27% | 32,887 | $3.2M | Add +7.5% |
| TFC Truist Financial Corp. | 0.26% | 69,506 | $3.2M | Reduce -0.7% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $18K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PG&E CORP (PCG 6 12/01/27 A) | PFD CONV SER A | 400 | $16K | New |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 21 | $2K | No change |
Lines left out (3) · $155 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EG Everest Group Ltd. | COM | 0 | $133 |
| BBY Best Buy Co. Inc. | COM | 0 | $11 |
| COIN Coinbase Global Inc. Class A | COM CL A | 0 | $11 |
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: $1.2B.
Portfolio Sells Q2 2025 → Q3 2025
| FCNCA First Citizens Bcshs Class A | Reduce -0.0% | 1.93% | −0.31 |
| FISV Fiserv Inc. | Reduce -0.9% | 0.36% | −0.15 |
| PM Philip Morris International | Reduce -2.4% | 0.56% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -19.4% | 0.47% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -2.9% | 1.17% | −0.11 |
| FTNT Fortinet Inc. | Reduce -0.3% | 0.33% | −0.11 |
| RSG Republic Services Inc. | Reduce -0.4% | 0.71% | −0.10 |
| UPS United Parcel Service Class B | Reduce -8.6% | 0.24% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 1.33% | −0.09 |
| CMG Chipotle Mexican Grill Inc. | Reduce -56.3% | 0.04% | −0.09 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.65% | −0.09 |
| DHR Danaher Corp. | Reduce -48.3% | 0.08% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.77% | −0.08 |
| ADBE Adobe Inc. | Reduce -1.5% | 0.43% | −0.08 |
| CI The Cigna Group | Reduce -40.2% | 0.07% | −0.07 |
| EQH Equitable Holdings Inc. | Reduce -81.7% | 0.01% | −0.07 |
| DIS The Walt Disney Co. | Reduce -1.8% | 0.38% | −0.06 |
| IHI iShares U.S. Medical Devices | Reduce -1.0% | 0.53% | −0.06 |
| LPLA LPL Financial Holdings Inc. | Reduce -0.9% | 0.28% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -7.9% | 0.37% | −0.05 |
| WM Waste Management Inc. | Reduce -0.1% | 0.54% | −0.05 |
| LULU Lululemon Athletica Inc. | Reduce -4.0% | 0.10% | −0.05 |
| DG Dollar General Corp. | Reduce -2.0% | 0.22% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -2.5% | 0.20% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -9.3% | 0.73% | −0.04 |
| SYK Stryker Corp. | Reduce -0.4% | 0.29% | −0.04 |
| FDX FedEx Corp. | Reduce -4.1% | 0.52% | −0.03 |
| CTAS Cintas Corp. | Reduce -69.6% | 0.01% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.7% | 0.87% | −0.03 |
| PAYX Paychex Inc. | Reduce -1.8% | 0.14% | −0.03 |
| PFE Pfizer Inc. | Reduce -13.3% | 0.20% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -0.9% | 0.50% | −0.03 |
| EMR Emerson Electric Co. | Reduce -0.8% | 0.34% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.1% | 0.20% | −0.03 |
| TGT Target Corp. | Reduce -51.1% | 0.02% | −0.03 |
| IFF Intl Flavors & Fragrances | Reduce -72.1% | 0.01% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -24.1% | 0.07% | −0.03 |
| PEP Pepsico Inc. | Reduce -10.5% | 0.22% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -3.4% | 0.26% | −0.02 |
| UL Unilever PLC | Reduce -0.6% | 0.20% | −0.02 |
| SO The Southern Co. | Reduce -0.5% | 0.59% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -13.6% | 0.03% | −0.01 |
| SNPS Synopsys Inc. | Reduce -3.1% | 0.10% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -2.0% | 0.25% | −0.01 |
| SBUX Starbucks Corp. | Reduce -3.2% | 0.06% | −0.01 |
| WDAY Workday Inc. Class A | Reduce -1.5% | 0.15% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -24.7% | 0.03% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -6.1% | 0.06% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -0.2% | 0.09% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -38.9% | 0.02% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| JNJ Johnson & Johnson | Add +1.1% | 1.36% | +0.19 |
| VGT Vanguard Info Tech ETF | Add +0.6% | 1.83% | +0.12 |
| SCHX Schwab US Large-Cap ETF | Add +2.2% | 2.52% | +0.10 |
| SHOP Shopify Inc. Class A | Add +836.0% | 0.09% | +0.09 |
| SPOT Spotify Technology SA | Add +563.8% | 0.10% | +0.08 |
| AVGO Broadcom Inc. | Add +1.2% | 0.64% | +0.08 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +1024.5% | 0.08% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +28.4% | 0.32% | +0.08 |
| BA The Boeing Co. | Add +79.4% | 0.17% | +0.07 |
| QQQM Invesco Nasdaq 100 ETF | Add +5.0% | 0.86% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +3.1% | 1.09% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +32.3% | 0.14% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.5% | 0.27% | +0.04 |
| TRV The Travelers Cos Inc. | Add +161.6% | 0.07% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +16.1% | 0.29% | +0.04 |
| GEM Goldman Sachs Activebeta Em | Add +6.9% | 0.42% | +0.04 |
| HD Home Depot Inc. | Add +1.6% | 0.69% | +0.04 |
| ORLY O'reilly Automotive Inc. | Add +0.4% | 0.32% | +0.04 |
| GE General Electric | Add +2.2% | 0.29% | +0.03 |
| MTBA Simplify MBS ETF | Add +18.4% | 0.21% | +0.02 |
| VCR Vanguard Consumer Discre ETF | Add +3.6% | 0.35% | +0.02 |
| IMKTA Ingles Markets Inc. Class A | Add +85.7% | 0.04% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +1.5% | 0.39% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Add +0.1% | 0.31% | +0.02 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +27.2% | 0.09% | +0.02 |
| TMUS T-Mobile US Inc. | Add +35.3% | 0.08% | +0.02 |
| RTX RTX Corp. | Add +0.5% | 0.23% | +0.02 |
| GSIE Goldman Sachs Activebeta Int | Add +7.1% | 0.40% | +0.02 |
| VOX Vanguard Communication Servi | Add +2.6% | 0.29% | +0.02 |
| UBER Uber Technologies Inc. | Add +7.5% | 0.27% | +0.02 |
| C Citigroup Inc. | Add +9.4% | 0.08% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +47.6% | 0.08% | +0.01 |
| BSCT Invesco Bulletshares 2029 CB | Add +107.3% | 0.02% | +0.01 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.22% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +7.0% | 0.29% | +0.01 |
| BLD Topbuild Corp. | Add +17.0% | 0.05% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +23.7% | 0.06% | +0.01 |
| COEPTIS THERAPEUTICS HLDGS I | New | 0.01% | +0.01 |
| BSJS Invesco Bulletshares 2028 HY | Add +386.0% | 0.01% | +0.01 |
| PHR Phreesia Inc. | New | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.45% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +4.8% | 0.26% | +0.01 |
| VHT Vanguard Health Care ETF | Add +4.0% | 0.36% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +15.6% | 0.06% | +0.01 |
| VIS Vanguard Industrials ETF | Add +3.2% | 0.26% | +0.01 |
| AMD Advanced Micro Devices | Add +0.2% | 0.11% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +1.8% | 0.50% | +0.01 |
| MS Morgan Stanley | Add +4.6% | 0.07% | +0.01 |
| SNV Synovus Financial Corp. | Add +57.1% | 0.02% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +6.9% | 0.68% | +0.01 |
Notes & Other Activity Q2 2025 → Q3 2025
| PG&E CORP (PCG 6 12/01/27 A) | PFD CONV SER A | New | 400 | $16K |
| BBY Best Buy Co. Inc. | COM | New | 0 | $11 |
| COIN Coinbase Global Inc. Class A | COM CL A | New | 0 | $11 |
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 |