Anchyra Partners LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Anchyra Partners LLC reported 350 stock positions worth $416.4 million. Its top holding was T Rowe Price (TROW) at 12.4% of the portfolio, followed by Nvidia (NVDA, 6.2%) and Apple (AAPL, 4.4%). Compared with Q1 2026, it opened 98 new positions, sold out of 23, added to 157 and reduced 83. The biggest buy was Micron Technology (MU, shares +2%) and the biggest sale Microsoft (MSFT, shares −4%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0002107106
Portfolio Value
$416.4M (Q2 2026)
SEC Filing
0002107106-26-000003 ↗ filed Jul 23, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2025: $326.0M Q4 2025 Q1 2026: $329.5M Q1 2026 Q2 2026: $416.4M $416.4M Q2 2026

Holdings 350 stocks · $416.4M
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 12.40% 454,073 $51.6M Reduce -1.8%
NVDA Nvidia Corp. 6.23% 129,693 $26.0M Add +1.7%
AAPL Apple Inc. 4.41% 63,403 $18.3M Add +4.8%
MSFT Microsoft Corp. 2.70% 30,159 $11.2M Reduce -4.3%
GOOGL Alphabet Inc. Class A 2.38% 27,698 $9.9M Add +1.5%
IWV iShares Russell 3000 ETF 2.05% 19,989 $8.5M Add +8.3%
MU Micron Technology Inc. 2.01% 7,268 $8.4M Add +2.1%
META Meta Platforms Inc. Class A 1.89% 13,990 $7.9M Add +3.2%
AVGO Broadcom Inc. 1.67% 18,364 $6.9M Add +5.5%
AMZN Amazon.com Inc. 1.59% 27,824 $6.6M Reduce -3.3%
GLD SPDR Gold Shares 1.29% 14,550 $5.4M No change
MRVL Marvell Technology Inc. 1.28% 17,862 $5.3M Reduce -2.7%
ANET Arista Networks Inc. 1.09% 26,819 $4.6M Add +3.4%
COHR Coherent Corp. 1.09% 11,464 $4.5M Add +5.0%
JBL Jabil Inc. 1.01% 10,955 $4.2M Reduce -4.8%
IWF iShares Russell 1000 Growth 0.99% 33,120 $4.1M Add +10.2%
BRK.B Berkshire Hathaway Inc. Class B 0.97% 8,100 $4.1M Add +2.8%
XLK SS Technology Select Sector 0.93% 20,386 $3.9M No change
PANW Palo Alto Networks Inc. 0.87% 10,626 $3.6M Add +2.9%
CSCO Cisco Systems Inc. 0.83% 29,343 $3.4M Add +2.0%
STRL Sterling Infrastructure Inc. 0.83% 4,104 $3.4M New
SPY SS SPDR S&P 500 ETF Trust-US 0.82% 4,548 $3.4M Add +3.8%
SO The Southern Co. 0.80% 35,010 $3.4M Add +0.3%
IWD iShares Russell 1000 Value E 0.78% 13,456 $3.3M Add +7.0%
XOM Exxon Mobil Corp. 0.77% 23,363 $3.2M Reduce -1.7%
MAR Marriott International Class A 0.73% 8,243 $3.1M Add +0.3%
LLY Eli Lilly & Co. 0.71% 2,462 $3.0M Add +7.2%
JPM JPMorgan Chase & Co. 0.68% 8,683 $2.8M Add +6.6%
TSLA Tesla Inc. 0.66% 6,557 $2.8M Add +6.1%
AMAT Applied Materials Inc. 0.63% 3,625 $2.6M Add +7.3%
NSC Norfolk Southern Corp. 0.61% 8,047 $2.5M Reduce -1.6%
GOOG Alphabet Inc. Class C 0.60% 7,024 $2.5M Add +29.2%
WMT Walmart Inc. 0.59% 21,832 $2.5M Reduce -1.5%
AMD Advanced Micro Devices 0.59% 4,254 $2.5M Add +10.8%
EFA iShares MSCI Eafe ETF 0.59% 23,637 $2.5M Add +17.0%
CDNS Cadence Design SYS Inc. 0.55% 6,077 $2.3M Add +0.7%
GE General Electric filed as GE AEROSPACE 0.54% 6,013 $2.2M Add +1.9%
DE Deere & Co. 0.49% 3,195 $2.0M Add +0.1%
ETN Eaton Corp. PLC 0.49% 4,745 $2.0M Add +1.5%
RTX RTX Corp. 0.47% 10,209 $1.9M Add +4.7%
ORCL Oracle Corp. 0.46% 12,931 $1.9M Add +8.6%
GEV GE Vernova Inc. 0.45% 1,585 $1.9M Reduce -4.0%
PG The Procter & Gamble Co. 0.44% 12,565 $1.8M Reduce -3.3%
GTOP GS Tech Opportunities ETF 0.44% 36,533 $1.8M Reduce -2.8%
TWLO Twilio Inc. Class A 0.42% 8,393 $1.7M Add +2.4%
MS Morgan Stanley 0.41% 8,203 $1.7M Add +99.6%
JNJ Johnson & Johnson 0.41% 6,697 $1.7M Add +5.3%
RSP Invesco S&P 500 Equal Weight 0.41% 7,972 $1.7M No change
QQQ Invesco QQQ Trust Series 1 0.40% 2,254 $1.7M Add +15.5%
NFLX Netflix Inc. 0.39% 22,526 $1.6M Reduce -3.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.39% 808 $1.6M Add +7.9%
VB Vanguard Most SM-Cap ETF-Usd 0.37% 5,137 $1.6M Reduce -4.2%
NTAP Netapp Inc. 0.37% 9,897 $1.5M Add +23.5%
HD Home Depot Inc. 0.36% 4,272 $1.5M Reduce -1.2%
DAL Delta Air Lines Inc. 0.36% 16,019 $1.5M Reduce -6.9%
GRMN Garmin Ltd. 0.36% 6,310 $1.5M Reduce -1.7%
KLAC KLA Corp. 0.36% 4,911 $1.5M Add +6.1%
AGG iShares Core U.S. Aggregate 0.34% 14,243 $1.4M Reduce -0.6%
LRCX Lam Research Corp. 0.33% 3,180 $1.4M Add +8.7%
INTC Intel Corp. 0.33% 9,817 $1.4M Add +20.2%
ABBV Abbvie Inc. 0.33% 5,386 $1.4M Reduce -0.2%
MKL Markel Group Inc. 0.32% 679 $1.3M Reduce -1.7%
CAT Caterpillar Inc. 0.32% 1,239 $1.3M Add +6.9%
V Visa Inc. Class A 0.31% 3,759 $1.3M Reduce -25.6%
CVX Chevron Corp. 0.30% 7,658 $1.3M Add +1.5%
MRK Merck & Co. Inc. 0.30% 9,746 $1.3M Add +5.8%
GS Goldman Sachs Group Inc. 0.30% 1,224 $1.2M Add +12.5%
ADI Analog Devices Inc. 0.30% 3,097 $1.2M Add +3.4%
COST Costco Wholesale Corp. 0.28% 1,265 $1.2M Add +8.6%
HWM Howmet Aerospace Inc. 0.28% 4,359 $1.2M Add +1.0%
APH Amphenol Corp. Class A 0.27% 6,457 $1.1M Add +93.2%
TTAN Servicetitan Inc. Class A 0.27% 15,942 $1.1M Reduce -4.2%
AMGN Amgen Inc. 0.27% 3,094 $1.1M Add +3.5%
WFC Wells Fargo & Co. 0.27% 13,500 $1.1M Reduce -1.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.26% 5,062 $1.1M No change
BAC Bank of America Corp. 0.26% 18,893 $1.1M Reduce -3.5%
XPO Xpo Inc. 0.26% 5,229 $1.1M Reduce -6.2%
CME Cme Group Inc. 0.26% 4,843 $1.1M Reduce -4.2%
UTHR United Therapeutics Corp. 0.25% 1,956 $1.1M Add +0.2%
WM Waste Management Inc. 0.25% 4,717 $1.1M Reduce -2.9%
RBLX Roblox Corp. Class A 0.24% 18,595 $1.0M Add +1.5%
USB US Bancorp 0.24% 16,605 $1.0M Add +1.6%
UBER Uber Technologies Inc. 0.24% 13,577 $980K Reduce -8.5%
MA Mastercard Inc. Class A 0.23% 1,902 $977K Reduce -18.9%
KO The Coca-Cola Co. 0.23% 11,860 $964K Add +9.5%
CX Cemex Sab-Spons ADR Part Cer 0.22% 75,641 $908K Add +2.1%
PH Parker Hannifin Corp. 0.22% 925 $905K Add +2.5%
STT State Street Corp. 0.22% 5,289 $897K Add +0.2%
MCK McKesson Corp. 0.21% 1,179 $891K Add +0.4%
LMT Lockheed Martin Corp. 0.21% 1,717 $875K Reduce -7.2%
PCAR Paccar Inc. 0.21% 7,235 $869K Reduce -0.3%
UPS United Parcel Service Class B 0.21% 8,078 $868K Add +4.2%
BX Blackstone Inc. 0.21% 7,362 $866K Add +0.8%
DELL Dell Technologies -C 0.21% 2,007 $866K New
MUB iShares National Muni Bond E 0.21% 8,027 $864K New
VEEV Veeva Systems Inc. Class A 0.20% 4,776 $848K Reduce -3.4%
COF Capital One Financial Corp. 0.20% 4,188 $840K Add +2.3%
QCOM Qualcomm Inc. 0.20% 4,460 $824K Add +39.5%
WST West Pharmaceutical Services 0.19% 2,257 $810K Add +1.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 2,864 $805K Add +1.6%

Show all 350 holdings

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -4.3% 2.70% −0.84
XOM Exxon Mobil Corp. Reduce -1.7% 0.77% −0.46
NFLX Netflix Inc. Reduce -3.5% 0.39% −0.29
TROW T Rowe Price Group Inc. Reduce -1.8% 12.40% −0.25
WMT Walmart Inc. Reduce -1.5% 0.59% −0.24
AMZN Amazon.com Inc. Reduce -3.3% 1.59% −0.23
INTU Intuit Inc. Sold out 0.00% −0.22
CME Cme Group Inc. Reduce -4.2% 0.26% −0.20
V Visa Inc. Class A Reduce -25.6% 0.31% −0.15
LMT Lockheed Martin Corp. Reduce -7.2% 0.21% −0.13
PG The Procter & Gamble Co. Reduce -3.3% 0.44% −0.13
HON Honeywell International Inc. Sold out 0.00% −0.12
MA Mastercard Inc. Class A Reduce -18.9% 0.23% −0.12
MCD McDonald's Corp. Reduce -12.9% 0.17% −0.12
PSMT Pricesmart Inc. Sold out 0.00% −0.11
DHR Danaher Corp. Sold out 0.00% −0.10
NSC Norfolk Southern Corp. Reduce -1.6% 0.61% −0.10
BSX Boston Scientific Corp. Sold out 0.00% −0.10
CMCSA Comcast Corp. Class A Reduce -20.1% 0.11% −0.10
PEP Pepsico Inc. Reduce -15.0% 0.13% −0.09
AGG iShares Core U.S. Aggregate Reduce -0.6% 0.34% −0.09
GRMN Garmin Ltd. Reduce -1.7% 0.36% −0.09
ABT Abbott Laboratories Sold out 0.00% −0.09
T AT&T Inc. Reduce -6.2% 0.10% −0.09
PLTR Palantir Technologies Inc. Class A Reduce -6.4% 0.13% −0.09
UBER Uber Technologies Inc. Reduce -8.5% 0.24% −0.09
NOC Northrop Grumman Corp. Reduce -2.9% 0.12% −0.09
WM Waste Management Inc. Reduce -2.9% 0.25% −0.09
LOW Lowe's Cos Inc. Reduce -28.9% 0.09% −0.08
MKL Markel Group Inc. Reduce -1.7% 0.32% −0.08
VZ Verizon Communications Inc. Reduce -3.6% 0.14% −0.08
IWM iShares Russell 2000 ETF Reduce -32.3% 0.14% −0.08
OXY Occidental Petroleum Corp. Sold out 0.00% −0.08
AMCR Amcor PLC Sold out 0.00% −0.07
RRC Range Resources Corp. Reduce -2.2% 0.13% −0.07
BP BP PLC-Spons ADR Sold out 0.00% −0.07
ATMU Atmus Filtration Technologie Sold out 0.00% −0.07
DIA SS SPDR Dow Jones Indus Avg Sold out 0.00% −0.07
DXCM Dexcom Inc. Reduce -16.8% 0.17% −0.07
XPO Xpo Inc. Reduce -6.2% 0.26% −0.07
ATO Atmos Energy Corp. Reduce -37.8% 0.06% −0.07
TAK Takeda Pharmaceutic-SP ADR Sold out 0.00% −0.07
ITW Illinois Tool Works Sold out 0.00% −0.07
HD Home Depot Inc. Reduce -1.2% 0.36% −0.07
PAYX Paychex Inc. Sold out 0.00% −0.07
GNTX Gentex Corp. Sold out 0.00% −0.07
SPGI S&P Global Inc. Sold out 0.00% −0.07
JD Jd.com Inc.-ADR Sold out 0.00% −0.07
COP Conocophillips Reduce -2.8% 0.10% −0.06
TRI Thomson Reuters Corp. Sold out 0.00% −0.06

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +2.1% 2.01% +1.28
STRL Sterling Infrastructure Inc. New 0.83% +0.83
PANW Palo Alto Networks Inc. Add +2.9% 0.87% +0.37
AMD Advanced Micro Devices Add +10.8% 0.59% +0.36
COHR Coherent Corp. Add +5.0% 1.09% +0.30
AMAT Applied Materials Inc. Add +7.3% 0.63% +0.28
INTC Intel Corp. Add +20.2% 0.33% +0.22
DELL Dell Technologies -C New 0.21% +0.21
MUB iShares National Muni Bond E New 0.21% +0.21
MS Morgan Stanley Add +99.6% 0.41% +0.21
SNDK Sandisk Corp. New 0.19% +0.19
FSBC Five Star Bancorp New 0.17% +0.17
HTB Hometrust Bancshares Inc. New 0.17% +0.17
CSCO Cisco Systems Inc. Add +2.0% 0.83% +0.15
HUT Hut 8 Corp. New 0.15% +0.15
KLAC KLA Corp. Add +6.1% 0.36% +0.15
APH Amphenol Corp. Class A Add +93.2% 0.27% +0.15
LRCX Lam Research Corp. Add +8.7% 0.33% +0.14
ANET Arista Networks Inc. Add +3.4% 1.09% +0.13
GOOG Alphabet Inc. Class C Add +29.2% 0.60% +0.12
NWSA News Corp. Class A New 0.12% +0.12
NTAP Netapp Inc. Add +23.5% 0.37% +0.12
WDC Western Digital Corp. New 0.11% +0.11
TSM Taiwan Semiconductor-SP ADR New 0.11% +0.11
TWLO Twilio Inc. Class A Add +2.4% 0.42% +0.10
CRWD CrowdStrike Holdings Inc. Class A New 0.10% +0.10
ARI Apollo Commercial Real Estat New 0.10% +0.10
ENTG Entegris Inc. New 0.09% +0.09
STX Seagate Technology Holdings Add +4.6% 0.18% +0.09
ATI Ati Inc. New 0.09% +0.09
TPL Texas Pacific Land Corp. New 0.09% +0.09
FBRT Franklin BSP Realty Trust Inc. New 0.09% +0.09
GLW Corning Inc. New 0.09% +0.09
VRSK Verisk Analytics Inc. New 0.09% +0.09
CVS CVS Health Corp. New 0.09% +0.09
ASML ASML Holding NV-NY Reg SHS Add +7.9% 0.39% +0.09
FTNT Fortinet Inc. New 0.09% +0.09
LYV Live Nation Entertainment Inc. New 0.08% +0.08
UHT Universal Health RLTY Income New 0.08% +0.08
VNO Vornado Realty Trust New 0.08% +0.08
CRC California Resources Corp. New 0.08% +0.08
UNH Unitedhealth Group Inc. Add +39.4% 0.19% +0.08
BUD Anheuser-Busch Inbev-SPN ADR New 0.08% +0.08
ZS Zscaler Inc. New 0.07% +0.07
FDX FedEx Corp. Add +181.4% 0.15% +0.07
QCOM Qualcomm Inc. Add +39.5% 0.20% +0.07
FOXA Fox Corp. Class A New 0.07% +0.07
EIG Employers Holdings Inc. New 0.07% +0.07
VRT Vertiv Holdings Co. Class A New 0.07% +0.07
KEYS Keysight Technologies Inc. Add +61.4% 0.19% +0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 350$416.4MTROW, NVDA, AAPL, MSFT, GOOGL
Q1 2026 275$329.5MTROW, NVDA, AAPL, MSFT, GOOGL
Q4 2025 259$326.0MTROW, NVDA, AAPL, MSFT, GOOGL