Anchor Investment Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Anchor Investment Management, LLC reported 1,064 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 3.1% of the portfolio, followed by Apple (AAPL, 2.8%) and Visa Class A (V, 2.7%). Compared with Q4 2025, it opened 51 new positions, sold out of 30, added to 298 and reduced 216. The biggest buy was Invesco Bulletshares 2029 CB (BSCT, shares +3204%) and the biggest sale Invesco Bulletshares 2026 CB (BSCQ, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, SC
- CIK
- 0001634149
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001634149-26-000002 ↗ filed May 1, 2026
Holdings Value
Holdings 1,064 stocks · $1.2B
| MSFT Microsoft Corp. | 3.14% | 101,787 | $37.7M | Reduce -2.1% |
| AAPL Apple Inc. | 2.75% | 129,905 | $33.0M | Reduce -0.6% |
| V Visa Inc. Class A | 2.71% | 107,512 | $32.5M | Reduce -0.2% |
| SCHX Schwab US Large-Cap ETF | 2.55% | 1,193,362 | $30.6M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 2.14% | 89,435 | $25.7M | Reduce -18.1% |
| FCNCA First Citizens Bcshs Class A | 2.08% | 13,220 | $24.9M | Add +0.0% |
| BSCR Invesco Bulletshares 2027 CB | 2.01% | 1,229,743 | $24.1M | Add +1.2% |
| BSCS Invesco Bulletshares 2028 CB | 1.96% | 1,153,205 | $23.6M | Add +6.1% |
| JNJ Johnson & Johnson | 1.79% | 87,612 | $21.4M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 1.78% | 74,188 | $21.3M | Add +0.7% |
| BSCT Invesco Bulletshares 2029 CB | 1.77% | 1,139,118 | $21.3M | Add +3204.2% |
| VGT Vanguard Info Tech ETF | 1.62% | 27,754 | $19.4M | Reduce -1.8% |
| ABBV Abbvie Inc. | 1.59% | 87,821 | $19.1M | Add +0.7% |
| QQQM Invesco Nasdaq 100 ETF | 1.53% | 77,268 | $18.4M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.43% | 35,648 | $17.1M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.28% | 73,881 | $15.4M | Add +3.0% |
| NVDA Nvidia Corp. | 1.26% | 86,940 | $15.2M | Add +0.4% |
| XOM Exxon Mobil Corp. | 1.18% | 83,680 | $14.2M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.11% | 23,153 | $13.4M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 1.01% | 13,180 | $12.1M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 1.00% | 40,707 | $12.0M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.95% | 19,987 | $11.4M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.94% | 47,650 | $11.3M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.93% | 46,013 | $11.2M | Add +1.0% |
| DUK Duke Energy Corp. | 0.91% | 82,941 | $10.9M | Add +0.2% |
| GLW Corning Inc. | 0.90% | 79,667 | $10.8M | Reduce -4.5% |
| FDX FedEx Corp. | 0.84% | 28,304 | $10.1M | Reduce -3.0% |
| WMT Walmart Inc. | 0.76% | 73,630 | $9.2M | Add +0.3% |
| KO The Coca-Cola Co. | 0.76% | 119,845 | $9.1M | Add +0.4% |
| CVX Chevron Corp. | 0.75% | 43,519 | $9.0M | Add +1.4% |
| RSG Republic Services Inc. | 0.74% | 40,558 | $8.9M | Add +1.3% |
| JPST JPMorgan Ultra-Short Income | 0.73% | 174,071 | $8.8M | Add +1.5% |
| CAT Caterpillar Inc. | 0.72% | 12,099 | $8.6M | Reduce -2.7% |
| COST Costco Wholesale Corp. | 0.71% | 8,519 | $8.5M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.66% | 29,411 | $8.0M | Add +5.2% |
| MDT Medtronic PLC | 0.66% | 91,404 | $7.9M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.66% | 65,472 | $7.9M | Reduce -1.8% |
| WSO Watsco Inc. | 0.65% | 21,504 | $7.8M | Reduce -1.4% |
| MCK McKesson Corp. | 0.63% | 8,741 | $7.6M | Add +2.5% |
| AVGO Broadcom Inc. | 0.61% | 23,784 | $7.4M | Add +3.1% |
| SO The Southern Co. | 0.61% | 75,927 | $7.3M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.61% | 50,619 | $7.3M | Add +0.4% |
| PM Philip Morris International | 0.59% | 42,481 | $7.0M | Reduce -0.9% |
| HD Home Depot Inc. | 0.56% | 20,502 | $6.7M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.56% | 69,870 | $6.7M | Add +3.9% |
| WM Waste Management Inc. | 0.54% | 28,315 | $6.5M | Reduce -3.4% |
| VDE Vanguard Energy ETF | 0.54% | 37,082 | $6.4M | Add +2.0% |
| SCHM Schwab US Mid Cap ETF | 0.53% | 205,178 | $6.4M | Reduce -1.2% |
| VZ Verizon Communications Inc. | 0.52% | 123,106 | $6.2M | Add +13.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.51% | 67,369 | $6.2M | Add +5.9% |
| ENB Enbridge Inc. | 0.51% | 113,030 | $6.1M | Reduce -0.3% |
| ORCL Oracle Corp. | 0.51% | 41,564 | $6.1M | Add +2.0% |
| IHI iShares U.S. Medical Devices | 0.50% | 111,615 | $6.0M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 0.49% | 9,897 | $5.9M | Reduce -0.2% |
| SHW The Sherwin-Williams Co. | 0.48% | 18,120 | $5.8M | Add +0.8% |
| SOXX iShares Semiconductor ETF | 0.48% | 17,671 | $5.8M | Add +2.6% |
| GSIE Goldman Sachs Activebeta Int | 0.48% | 134,498 | $5.8M | Add +10.0% |
| GEM Goldman Sachs Activebeta Em | 0.47% | 131,190 | $5.7M | Add +8.3% |
| ABT Abbott Laboratories | 0.46% | 53,126 | $5.5M | No change |
| AMAT Applied Materials Inc. | 0.45% | 15,771 | $5.4M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 7,949 | $5.2M | Add +0.7% |
| NEE Nextera Energy Inc. | 0.41% | 53,402 | $5.0M | Add +0.4% |
| VHT Vanguard Health Care ETF | 0.41% | 18,159 | $4.9M | Add +4.7% |
| MA Mastercard Inc. Class A | 0.41% | 9,894 | $4.9M | Add +0.7% |
| SCHA Schwab US Small-Cap ETF | 0.41% | 167,990 | $4.9M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.39% | 15,070 | $4.7M | Add +1.6% |
| QCOM Qualcomm Inc. | 0.37% | 34,695 | $4.5M | Add +0.4% |
| FTNT Fortinet Inc. | 0.37% | 54,060 | $4.4M | Add +1.3% |
| VFH Vanguard Financials ETF | 0.36% | 36,024 | $4.4M | Add +4.6% |
| ADBE Adobe Inc. | 0.36% | 17,572 | $4.3M | Add +5.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 21,439 | $4.2M | Add +6.7% |
| SCHD Schwab US DVD Equity ETF | 0.35% | 135,055 | $4.1M | Add +5.5% |
| EMR Emerson Electric Co. | 0.34% | 31,397 | $4.1M | Reduce -0.3% |
| MU Micron Technology Inc. | 0.34% | 12,060 | $4.1M | Add +19.0% |
| CSCO Cisco Systems Inc. | 0.34% | 52,156 | $4.0M | Reduce -1.3% |
| NSC Norfolk Southern Corp. | 0.34% | 14,028 | $4.0M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 9,035 | $3.9M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 0.32% | 4,598 | $3.9M | Add +1.2% |
| AZO AutoZone Inc. | 0.32% | 1,151 | $3.9M | Add +1.1% |
| VCR Vanguard Consumer Discre ETF | 0.32% | 10,800 | $3.9M | Add +0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.32% | 48,460 | $3.8M | Reduce -4.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 78,518 | $3.8M | Add +1.9% |
| VLO Valero Energy Corp. | 0.32% | 15,357 | $3.8M | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 39,022 | $3.8M | Add +1.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 10,889 | $3.7M | Add +1.6% |
| TSLA Tesla Inc. | 0.30% | 9,789 | $3.6M | Add +2.8% |
| SCHW Schwab (charles) Corp. | 0.30% | 38,632 | $3.6M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 11,208 | $3.6M | Add +5.4% |
| PEP Pepsico Inc. | 0.30% | 22,955 | $3.6M | Add +22.8% |
| CSX CSX Corp. | 0.29% | 85,657 | $3.5M | Reduce -0.2% |
| TXN Texas Instruments Inc. | 0.29% | 18,093 | $3.5M | Reduce -1.4% |
| VIS Vanguard Industrials ETF | 0.29% | 11,247 | $3.5M | Add +3.5% |
| TSCO Tractor Supply Company | 0.29% | 76,087 | $3.4M | Reduce -0.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.28% | 16,213 | $3.4M | Reduce -5.3% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 11,775 | $3.3M | Reduce -0.9% |
| VOX Vanguard Communication Servi | 0.27% | 18,281 | $3.3M | Add +2.0% |
| LPLA LPL Financial Holdings Inc. | 0.27% | 10,884 | $3.3M | Add +2.0% |
| UPS United Parcel Service Class B | 0.27% | 32,972 | $3.2M | Reduce -2.0% |
| CPK Chesapeake Utilities Corp. | 0.27% | 25,355 | $3.2M | Add +1.4% |
| ORLY O'reilly Automotive Inc. | 0.26% | 33,983 | $3.1M | Reduce -3.1% |
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 | New |
| PG&E CORP (PCG 6 12/01/27 A) | PFD CONV SER A | 400 | $17K | No change |
Lines left out (1) · $126 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EG Everest Group Ltd. | COM | 0 | $126 |
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 Q4 2025 → Q1 2026
| BSCQ Invesco Bulletshares 2026 CB | Reduce -98.7% | 0.02% | −1.72 |
| MSFT Microsoft Corp. | Reduce -2.1% | 3.14% | −0.94 |
| GOOG Alphabet Inc. Class C | Reduce -18.1% | 2.14% | −0.64 |
| V Visa Inc. Class A | Reduce -0.2% | 2.71% | −0.36 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 1.01% | −0.16 |
| UBER Uber Technologies Inc. | Reduce -65.8% | 0.06% | −0.14 |
| AAPL Apple Inc. | Reduce -0.6% | 2.75% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 0.95% | −0.12 |
| VGT Vanguard Info Tech ETF | Reduce -1.8% | 1.62% | −0.12 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.10 |
| NOW ServiceNow Inc. | Reduce -76.9% | 0.01% | −0.08 |
| BSX Boston Scientific Corp. | Reduce -82.2% | 0.01% | −0.07 |
| ADP Automatic Data Processing | Reduce -3.0% | 0.25% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 1.11% | −0.06 |
| ELV Elevance Health Inc. | Reduce -11.7% | 0.20% | −0.06 |
| FISV Fiserv Inc. | Reduce -29.1% | 0.09% | −0.06 |
| MDT Medtronic PLC | Reduce -0.8% | 0.66% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.6% | 0.26% | −0.05 |
| IWL iShares Russell Top 200 ETF | Sold out | 0.00% | −0.05 |
| AXP American Express Co. | Reduce -1.6% | 0.22% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 1.43% | −0.04 |
| SPGI S&P Global Inc. | Reduce -13.4% | 0.10% | −0.04 |
| GBDC Golub Capital BDC Inc. | Reduce -9.2% | 0.25% | −0.04 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -5.3% | 0.28% | −0.03 |
| DG Dollar General Corp. | Reduce -2.1% | 0.25% | −0.03 |
| UL Unilever PLC-Sponsored ADR | Reduce -4.0% | 0.16% | −0.03 |
| TSCO Tractor Supply Company | Reduce -0.6% | 0.29% | −0.02 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.02 |
| PAYX Paychex Inc. | Reduce -0.6% | 0.10% | −0.02 |
| GE General Electric | Reduce -0.9% | 0.28% | −0.02 |
| T AT&T Inc. | Reduce -29.7% | 0.10% | −0.02 |
| ACN Accenture PLC Class A | Reduce -2.6% | 0.05% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -8.8% | 0.23% | −0.02 |
| HUM Humana Inc. | Reduce -4.3% | 0.03% | −0.02 |
| FOXA Fox Corp. Class A | Reduce -4.2% | 0.06% | −0.02 |
| BN Brookfield Corp. | Reduce -23.6% | 0.03% | −0.01 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.01 |
| TFC Truist Financial Corp. | Reduce -1.8% | 0.24% | −0.01 |
| DHR Danaher Corp. | Reduce -3.1% | 0.07% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.8% | 0.04% | −0.01 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.01 |
| INCY Incyte Corp. | Reduce -77.8% | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 0.49% | −0.01 |
| CPRT Copart Inc. | Reduce -7.4% | 0.05% | −0.01 |
| HD Home Depot Inc. | Reduce -0.1% | 0.56% | −0.01 |
| AVY Avery Dennison Corp. | Reduce -96.5% | 0.00% | −0.01 |
| HSY The Hershey Co. | Reduce -68.4% | 0.01% | −0.01 |
| INTC Intel Corp. | Reduce -30.5% | 0.06% | −0.01 |
| SSO Proshares Ultra S&P500 | Sold out | 0.00% | −0.01 |
| TEL Te Connectivity PLC | Reduce -3.7% | 0.08% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| BSCT Invesco Bulletshares 2029 CB | Add +3204.2% | 1.77% | +1.72 |
| CVX Chevron Corp. | Add +1.4% | 0.75% | +0.22 |
| VDE Vanguard Energy ETF | Add +2.0% | 0.54% | +0.16 |
| VZ Verizon Communications Inc. | Add +13.1% | 0.52% | +0.16 |
| BSCS Invesco Bulletshares 2028 CB | Add +6.1% | 1.96% | +0.14 |
| AMAT Applied Materials Inc. | Add +0.9% | 0.45% | +0.12 |
| DUK Duke Energy Corp. | Add +0.2% | 0.91% | +0.12 |
| VLO Valero Energy Corp. | Add +0.5% | 0.32% | +0.11 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.71% | +0.11 |
| MU Micron Technology Inc. | Add +19.0% | 0.34% | +0.10 |
| WMT Walmart Inc. | Add +0.3% | 0.76% | +0.10 |
| PNFP Pinnacle Financial Partners | New | 0.10% | +0.10 |
| ADM Archer-Daniels-Midland Co. | Add +20.5% | 0.24% | +0.09 |
| KO The Coca-Cola Co. | Add +0.4% | 0.76% | +0.08 |
| PEP Pepsico Inc. | Add +22.8% | 0.30% | +0.08 |
| SO The Southern Co. | Add +0.6% | 0.61% | +0.08 |
| UNP Union Pacific Corp. | Add +1.0% | 0.93% | +0.08 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +5.9% | 0.51% | +0.07 |
| NEE Nextera Energy Inc. | Add +0.4% | 0.41% | +0.07 |
| BSCR Invesco Bulletshares 2027 CB | Add +1.2% | 2.01% | +0.06 |
| SOXX iShares Semiconductor ETF | Add +2.6% | 0.48% | +0.06 |
| GEM Goldman Sachs Activebeta Em | Add +8.3% | 0.47% | +0.06 |
| MCK McKesson Corp. | Add +2.5% | 0.63% | +0.06 |
| SCHD Schwab US DVD Equity ETF | Add +5.5% | 0.35% | +0.06 |
| SON Sonoco Products Co. | Add +9.9% | 0.21% | +0.06 |
| GSIE Goldman Sachs Activebeta Int | Add +10.0% | 0.48% | +0.06 |
| RSG Republic Services Inc. | Add +1.3% | 0.74% | +0.05 |
| APP AppLovin Corp. Class A | New | 0.05% | +0.05 |
| NFLX Netflix Inc. | Add +3.9% | 0.56% | +0.05 |
| LMT Lockheed Martin Corp. | Add +0.4% | 0.21% | +0.05 |
| VDC Vanguard Consumer Staple ETF | Add +11.5% | 0.26% | +0.05 |
| BSMT Invesco Bulletshares 2029 MB | Add +562.5% | 0.05% | +0.04 |
| PFIX Simplify Interest Rate Hedge | Add +121.6% | 0.08% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.6% | 0.31% | +0.04 |
| NET Cloudflare Inc. Class A | New | 0.04% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.7% | 0.35% | +0.04 |
| KMB Kimberly-Clark Corp. | Add +35.8% | 0.15% | +0.04 |
| IGHG Proshares Ig Hedged | Add +693.3% | 0.04% | +0.03 |
| HDV iShares Core High Dividend E | Add +15.5% | 0.13% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +1.5% | 0.73% | +0.03 |
| VIS Vanguard Industrials ETF | Add +3.5% | 0.29% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +18.2% | 0.15% | +0.03 |
| LRCX Lam Research Corp. | Add +3.3% | 0.12% | +0.03 |
| BSMS Invesco Bulletshares 2028 MB | Add +81.3% | 0.05% | +0.02 |
| FTNT Fortinet Inc. | Add +1.3% | 0.37% | +0.02 |
| CLX Clorox Company | Add +19.9% | 0.11% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +12.0% | 0.17% | +0.02 |
| PG The Procter & Gamble Co. | Add +0.4% | 0.61% | +0.02 |
| VPU Vanguard Utilities ETF | Add +13.7% | 0.11% | +0.02 |
| MCD McDonald's Corp. | Add +1.6% | 0.39% | +0.02 |
Notes & Other Activity Q4 2025 → Q1 2026
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | New | 430 | $17K |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | Sold out | 33 | $3Kbefore 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 |