Anchor Investment Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 26, 2026), Anchor Investment Management, LLC reported 1,043 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 4.1% of the portfolio, followed by Visa Class A (V, 3.1%) and Apple (AAPL, 2.9%). Compared with Q3 2025, it opened 22 new positions, sold out of 42, added to 231 and reduced 246. The biggest buy was Invesco Nasdaq 100 ETF (QQQM, shares +83%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0001634149
- Portfolio Value
- $1.2B (Q4 2025)
- SEC Filing
- 0001634149-26-000001 ↗ filed Feb 26, 2026
Holdings Value
Holdings 1,043 stocks · $1.2B
| MSFT Microsoft Corp. | 4.09% | 103,953 | $50.3M | Add +0.9% |
| V Visa Inc. Class A | 3.07% | 107,723 | $37.8M | Add +0.7% |
| AAPL Apple Inc. | 2.89% | 130,632 | $35.5M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 2.78% | 109,152 | $34.3M | Reduce -2.3% |
| SCHX Schwab US Large-Cap ETF | 2.56% | 1,172,583 | $31.6M | Add +1.5% |
| FCNCA First Citizens Bcshs Class A | 2.30% | 13,215 | $28.4M | Add +1.4% |
| BSCR Invesco Bulletshares 2027 CB | 1.95% | 1,214,932 | $24.0M | Add +7.6% |
| GOOGL Alphabet Inc. Class A | 1.87% | 73,675 | $23.1M | Reduce -15.4% |
| BSCS Invesco Bulletshares 2028 CB | 1.82% | 1,087,252 | $22.4M | Add +8.2% |
| BSCQ Invesco Bulletshares 2026 CB | 1.74% | 1,092,559 | $21.4M | Add +4.6% |
| VGT Vanguard Info Tech ETF | 1.73% | 28,254 | $21.3M | Reduce -4.4% |
| ABBV Abbvie Inc. | 1.62% | 87,203 | $19.9M | Add +3.0% |
| QQQM Invesco Nasdaq 100 ETF | 1.58% | 77,109 | $19.5M | Add +83.3% |
| JNJ Johnson & Johnson | 1.49% | 88,677 | $18.4M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.47% | 35,936 | $18.1M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 1.35% | 71,721 | $16.6M | Reduce -1.7% |
| NVDA Nvidia Corp. | 1.31% | 86,592 | $16.1M | Add +5.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.18% | 23,608 | $14.5M | Reduce -39.3% |
| LLY Eli Lilly & Co. | 1.17% | 13,428 | $14.4M | Reduce -5.8% |
| META Meta Platforms Inc. Class A | 1.07% | 20,038 | $13.2M | Add +4.3% |
| JPM JPMorgan Chase & Co. | 1.05% | 40,130 | $12.9M | Reduce -3.4% |
| LOW Lowe's Cos Inc. | 0.94% | 47,717 | $11.5M | Add +2.8% |
| UNP Union Pacific Corp. | 0.86% | 45,548 | $10.5M | Add +2.6% |
| XOM Exxon Mobil Corp. | 0.82% | 84,067 | $10.1M | Reduce -17.3% |
| DUK Duke Energy Corp. | 0.79% | 82,786 | $9.7M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.75% | 27,949 | $9.2M | Add +9.7% |
| MDT Medtronic PLC | 0.72% | 92,155 | $8.9M | Reduce -15.1% |
| JPST JPMorgan Ultra-Short Income | 0.71% | 171,516 | $8.7M | Add +5.2% |
| RSG Republic Services Inc. | 0.69% | 40,040 | $8.5M | Add +7.8% |
| FDX FedEx Corp. | 0.68% | 29,168 | $8.4M | Add +9.4% |
| KO The Coca-Cola Co. | 0.68% | 119,318 | $8.3M | Add +0.5% |
| WMT Walmart Inc. | 0.66% | 73,373 | $8.2M | Reduce -4.4% |
| AVGO Broadcom Inc. | 0.65% | 23,070 | $8.0M | Reduce -0.7% |
| ORCL Oracle Corp. | 0.65% | 40,733 | $7.9M | Reduce -4.7% |
| WSO Watsco Inc. | 0.60% | 21,804 | $7.3M | Add +19.4% |
| COST Costco Wholesale Corp. | 0.59% | 8,475 | $7.3M | Add +2.3% |
| GLW Corning Inc. | 0.59% | 83,411 | $7.3M | Reduce -5.9% |
| PG The Procter & Gamble Co. | 0.59% | 50,403 | $7.2M | Reduce -17.0% |
| CAT Caterpillar Inc. | 0.58% | 12,435 | $7.1M | Reduce -5.3% |
| HD Home Depot Inc. | 0.57% | 20,530 | $7.1M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.57% | 66,699 | $7.0M | Reduce -1.1% |
| MCK McKesson Corp. | 0.57% | 8,532 | $7.0M | Reduce -0.7% |
| IHI iShares U.S. Medical Devices | 0.56% | 110,690 | $6.9M | Add +3.1% |
| PM Philip Morris International | 0.56% | 42,850 | $6.9M | Add +2.3% |
| ABT Abbott Laboratories | 0.54% | 53,126 | $6.7M | Add +0.0% |
| SO The Southern Co. | 0.53% | 75,452 | $6.6M | Add +0.2% |
| CVX Chevron Corp. | 0.53% | 42,896 | $6.5M | Add +0.6% |
| WM Waste Management Inc. | 0.52% | 29,311 | $6.4M | Add +0.0% |
| NFLX Netflix Inc. | 0.51% | 67,240 | $6.3M | Add +3.8% |
| SCHM Schwab US Mid Cap ETF | 0.51% | 207,667 | $6.2M | Add +1.4% |
| VOO Vanguard S&P 500 ETF | 0.51% | 9,914 | $6.2M | Add +0.9% |
| QCOM Qualcomm Inc. | 0.48% | 34,549 | $5.9M | Add +0.7% |
| ADBE Adobe Inc. | 0.47% | 16,668 | $5.8M | Add +14.3% |
| SHW The Sherwin-Williams Co. | 0.47% | 17,979 | $5.8M | Add +3.5% |
| MA Mastercard Inc. Class A | 0.46% | 9,821 | $5.6M | Add +2.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.45% | 63,594 | $5.5M | Add +4.6% |
| ENB Enbridge Inc. | 0.44% | 113,414 | $5.4M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 7,895 | $5.4M | Reduce -2.1% |
| GSIE Goldman Sachs Activebeta Int | 0.43% | 122,254 | $5.2M | Add +4.7% |
| SOXX iShares Semiconductor ETF | 0.42% | 17,214 | $5.2M | Reduce -12.5% |
| GEM Goldman Sachs Activebeta Em | 0.41% | 121,173 | $5.0M | Reduce -2.5% |
| VHT Vanguard Health Care ETF | 0.41% | 17,350 | $5.0M | Add +4.9% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 169,200 | $4.8M | Reduce -0.2% |
| VFH Vanguard Financials ETF | 0.37% | 34,431 | $4.6M | Add +2.5% |
| VDE Vanguard Energy ETF | 0.37% | 36,338 | $4.6M | Add +4.1% |
| MCD McDonald's Corp. | 0.37% | 14,832 | $4.5M | Add +1.4% |
| VZ Verizon Communications Inc. | 0.36% | 108,884 | $4.4M | Reduce -7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 9,000 | $4.4M | Add +11.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.35% | 38,332 | $4.4M | Reduce -3.1% |
| TSLA Tesla Inc. | 0.35% | 9,521 | $4.3M | Add +6.2% |
| NEE Nextera Energy Inc. | 0.35% | 53,176 | $4.3M | Reduce -0.9% |
| VCR Vanguard Consumer Discre ETF | 0.34% | 10,774 | $4.2M | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 77,082 | $4.2M | Reduce -1.3% |
| FTNT Fortinet Inc. | 0.34% | 53,361 | $4.2M | Add +14.1% |
| EMR Emerson Electric Co. | 0.34% | 31,493 | $4.2M | Add +0.3% |
| NSC Norfolk Southern Corp. | 0.33% | 14,232 | $4.1M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.33% | 52,846 | $4.1M | Reduce -2.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.33% | 50,660 | $4.0M | Reduce -9.1% |
| AMAT Applied Materials Inc. | 0.33% | 15,629 | $4.0M | Add +23.1% |
| GS Goldman Sachs Group Inc. | 0.32% | 4,542 | $4.0M | Reduce -4.0% |
| AZO AutoZone Inc. | 0.31% | 1,139 | $3.9M | Add +0.7% |
| ADP Automatic Data Processing | 0.31% | 14,985 | $3.9M | Reduce -0.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.31% | 17,113 | $3.8M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 20,087 | $3.8M | Add +5.4% |
| TSCO Tractor Supply Company | 0.31% | 76,568 | $3.8M | Add +1.4% |
| SCHW Schwab (charles) Corp. | 0.31% | 38,227 | $3.8M | Add +16.3% |
| LPLA LPL Financial Holdings Inc. | 0.31% | 10,666 | $3.8M | Add +3.9% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 6,507 | $3.8M | Add +11.1% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 11,878 | $3.7M | Add +2.9% |
| ISRG Intuitive Surgical Inc. | 0.29% | 6,330 | $3.6M | Add +4.8% |
| GBDC Golub Capital BDC Inc. | 0.29% | 263,995 | $3.6M | Reduce -7.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 10,636 | $3.6M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 127,948 | $3.5M | Reduce -1.1% |
| VOX Vanguard Communication Servi | 0.28% | 17,917 | $3.5M | Reduce -4.5% |
| BKNG Booking Holdings Inc. | 0.28% | 636 | $3.4M | Add +4.1% |
| DG Dollar General Corp. | 0.27% | 25,366 | $3.4M | Reduce -1.4% |
| UPS United Parcel Service Class B | 0.27% | 33,659 | $3.3M | Reduce -2.7% |
| SYK Stryker Corp. | 0.27% | 9,405 | $3.3M | Reduce -0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 10,714 | $3.3M | Reduce -7.9% |
| VIS Vanguard Industrials ETF | 0.26% | 10,870 | $3.2M | Add +1.5% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $20K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PG&E CORP (PCG 6 12/01/27 A) | PFD CONV SER A | 400 | $16K | No change |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 33 | $3K | Add +57.1% |
Lines left out (1) · $130 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EG Everest Group Ltd. | COM | 0 | $130 |
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 Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | Reduce -39.3% | 1.18% | −0.76 |
| ORCL Oracle Corp. | Reduce -4.7% | 0.65% | −0.35 |
| K Kellanova | Sold out | 0.00% | −0.28 |
| FISV Fiserv Inc. | Reduce -16.1% | 0.15% | −0.21 |
| PG The Procter & Gamble Co. | Reduce -17.0% | 0.59% | −0.19 |
| MDT Medtronic PLC | Reduce -15.1% | 0.72% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -17.3% | 0.82% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.7% | 1.47% | −0.10 |
| VGT Vanguard Info Tech ETF | Reduce -4.4% | 1.73% | −0.10 |
| KMB Kimberly-Clark Corp. | Reduce -27.1% | 0.12% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -7.5% | 0.36% | −0.07 |
| ADM Archer-Daniels-Midland Co. | Reduce -26.4% | 0.15% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -7.7% | 0.20% | −0.07 |
| ORLY O'reilly Automotive Inc. | Reduce -2.7% | 0.26% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -79.3% | 0.02% | −0.06 |
| ADP Automatic Data Processing | Reduce -0.8% | 0.31% | −0.05 |
| SPGI S&P Global Inc. | Reduce -28.6% | 0.14% | −0.05 |
| SJM The JM Smucker Co. | Reduce -16.3% | 0.12% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -9.1% | 0.33% | −0.04 |
| ENB Enbridge Inc. | Reduce -0.8% | 0.44% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 1.05% | −0.04 |
| VLO Valero Energy Corp. | Reduce -8.8% | 0.20% | −0.03 |
| GBDC Golub Capital BDC Inc. | Reduce -7.6% | 0.29% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.0% | 0.16% | −0.03 |
| ACN Accenture PLC Class A | Reduce -33.6% | 0.07% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -10.5% | 0.13% | −0.03 |
| BAX Baxter International Inc. | Reduce -51.8% | 0.02% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -1.0% | 0.33% | −0.02 |
| DIS The Walt Disney Co. | Reduce -3.1% | 0.35% | −0.02 |
| SOXX iShares Semiconductor ETF | Reduce -12.5% | 0.42% | −0.02 |
| PAYX Paychex Inc. | Reduce -2.1% | 0.12% | −0.02 |
| SYK Stryker Corp. | Reduce -0.2% | 0.27% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -20.6% | 0.12% | −0.02 |
| PFE Pfizer Inc. | Reduce -4.7% | 0.18% | −0.02 |
| BX Blackstone Inc. | Reduce -1.8% | 0.11% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -19.1% | 0.06% | −0.02 |
| ITW Illinois Tool Works | Reduce -6.8% | 0.09% | −0.01 |
| WMS Advanced Drainage Systems Inc. | Reduce -61.5% | 0.01% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -3.0% | 0.25% | −0.01 |
| CHKP Check Point Software Tech | Reduce -1.1% | 0.08% | −0.01 |
| ARE Alexandria Real Estate Equit | Reduce -65.7% | 0.00% | −0.01 |
| HOLX Hologic Inc. | Reduce -31.9% | 0.03% | −0.01 |
| SNPS Synopsys Inc. | Reduce -4.3% | 0.09% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -2.9% | 0.11% | −0.01 |
| VOX Vanguard Communication Servi | Reduce -4.5% | 0.28% | −0.01 |
| GEM Goldman Sachs Activebeta Em | Reduce -2.5% | 0.41% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.6% | 0.16% | −0.01 |
| MO Altria Group Inc. | Reduce -0.3% | 0.05% | −0.01 |
| FIS Fidelity National Info Serv | Reduce -92.5% | 0.00% | −0.01 |
| GLW Corning Inc. | Reduce -5.9% | 0.59% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| QQQM Invesco Nasdaq 100 ETF | Add +83.3% | 1.58% | +0.72 |
| FCNCA First Citizens Bcshs Class A | Add +1.4% | 2.30% | +0.37 |
| CINF Cincinnati Financial Corp. | Add +2388.2% | 0.23% | +0.22 |
| FDX FedEx Corp. | Add +9.4% | 0.68% | +0.16 |
| JNJ Johnson & Johnson | Add +0.0% | 1.49% | +0.13 |
| TDG Transdigm Group Inc. | New | 0.12% | +0.12 |
| AJG Arthur J Gallagher & Co. | Add +251.4% | 0.18% | +0.11 |
| AMAT Applied Materials Inc. | Add +23.1% | 0.33% | +0.11 |
| BSCS Invesco Bulletshares 2028 CB | Add +8.2% | 1.82% | +0.11 |
| BSCR Invesco Bulletshares 2027 CB | Add +7.6% | 1.95% | +0.11 |
| SNV Synovus Financial Corp. | Add +314.7% | 0.10% | +0.08 |
| LULU Lululemon Athletica Inc. | Add +55.9% | 0.17% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +11.1% | 0.31% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +4.8% | 0.29% | +0.07 |
| LRCX Lam Research Corp. | Add +165.4% | 0.09% | +0.06 |
| SCHW Schwab (charles) Corp. | Add +16.3% | 0.31% | +0.05 |
| VHT Vanguard Health Care ETF | Add +4.9% | 0.41% | +0.05 |
| ELV Elevance Health Inc. | Add +16.1% | 0.26% | +0.05 |
| ADBE Adobe Inc. | Add +14.3% | 0.47% | +0.05 |
| BSCQ Invesco Bulletshares 2026 CB | Add +4.6% | 1.74% | +0.05 |
| V Visa Inc. Class A | Add +0.7% | 3.07% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +1.5% | 2.56% | +0.04 |
| NVDA Nvidia Corp. | Add +5.2% | 1.31% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.3% | 0.36% | +0.04 |
| GSIE Goldman Sachs Activebeta Int | Add +4.7% | 0.43% | +0.03 |
| BSCT Invesco Bulletshares 2029 CB | Add +121.3% | 0.05% | +0.03 |
| LPLA LPL Financial Holdings Inc. | Add +3.9% | 0.31% | +0.03 |
| KO The Coca-Cola Co. | Add +0.5% | 0.68% | +0.03 |
| IHI iShares U.S. Medical Devices | Add +3.1% | 0.56% | +0.02 |
| CTAS Cintas Corp. | Add +229.7% | 0.04% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +9.7% | 0.75% | +0.02 |
| IBP Installed Building Products | New | 0.02% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +5.2% | 0.71% | +0.02 |
| FTNT Fortinet Inc. | Add +14.1% | 0.34% | +0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +4.6% | 0.45% | +0.02 |
| TSLA Tesla Inc. | Add +6.2% | 0.35% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.4% | 0.31% | +0.02 |
| AMGN Amgen Inc. | Add +0.1% | 0.13% | +0.02 |
| CGDV Cap Group Dividend Value | Add +34.3% | 0.06% | +0.02 |
| PFIX Simplify Interest Rate Hedge | Add +81.8% | 0.04% | +0.02 |
| BSMS Invesco Bulletshares 2028 MB | Add +100.0% | 0.03% | +0.01 |
| CRM Salesforce Inc. | Add +4.1% | 0.10% | +0.01 |
| CGGR Cap Group Growth Equity | Add +6.1% | 0.24% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +18.3% | 0.09% | +0.01 |
| BSJR Invesco Bulletshares 2027 HY | Add +42.9% | 0.03% | +0.01 |
| GE General Electric | Add +2.9% | 0.30% | +0.01 |
| CGXU Cap Group Intl Focus | New | 0.01% | +0.01 |
| AZN Astrazeneca PLC | New | 0.01% | +0.01 |
| NUE Nucor Corp. | Add +10.0% | 0.04% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +3.4% | 0.05% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | Add +57.1% | 33 | $3K |
| BBY Best Buy Co. Inc. | COM | Sold out | 0 | $11before exit |
| COIN Coinbase Global Inc. Class A | COM CL A | Sold out | 0 | $11before 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 |