Anchyra Partners LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Anchyra Partners LLC reported 275 stock positions worth $329.5 million. Its top holding was T Rowe Price (TROW) at 12.6% of the portfolio, followed by Nvidia (NVDA, 6.7%) and Apple (AAPL, 4.7%). Compared with Q4 2025, it opened 28 new positions, sold out of 12, added to 187 and reduced 51. The biggest buy was Meta Platforms Class A (META, shares +83%) and the biggest sale T Rowe Price (TROW, shares −1%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0002107106
Portfolio Value
$329.5M (Q1 2026)
SEC Filing
0002107106-26-000002 ↗ filed Apr 17, 2026

Holdings Value

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

Holdings 275 stocks · $329.5M
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 12.64% 462,196 $41.7M Reduce -1.4%
NVDA Nvidia Corp. 6.75% 127,537 $22.2M Reduce -0.6%
AAPL Apple Inc. 4.66% 60,469 $15.3M Add +2.5%
MSFT Microsoft Corp. 3.54% 31,499 $11.7M Add +8.1%
GOOGL Alphabet Inc. Class A 2.38% 27,283 $7.8M Reduce -0.3%
META Meta Platforms Inc. Class A 2.35% 13,562 $7.8M Add +82.6%
IWV iShares Russell 3000 ETF 2.08% 18,457 $6.8M Add +45.7%
GLD SPDR Gold Shares 1.90% 14,550 $6.3M No change
AMZN Amazon.com Inc. 1.82% 28,767 $6.0M Reduce -0.3%
AVGO Broadcom Inc. 1.64% 17,409 $5.4M Add +3.8%
XOM Exxon Mobil Corp. 1.22% 23,757 $4.0M Add +2.4%
BRK.B Berkshire Hathaway Inc. Class B 1.15% 7,879 $3.8M Add +2.1%
SO The Southern Co. 1.02% 34,895 $3.4M Add +0.5%
IWF iShares Russell 1000 Growth 0.97% 7,515 $3.2M Add +37.8%
ANET Arista Networks Inc. 0.97% 25,940 $3.2M Add +0.8%
JBL Jabil Inc. 0.93% 11,514 $3.1M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.86% 4,383 $2.9M Add +1.0%
WMT Walmart Inc. 0.84% 22,159 $2.8M Add +1.6%
XLK SS Technology Select Sector 0.82% 20,386 $2.7M Add +1.4%
MAR Marriott International Class A 0.82% 8,222 $2.7M Add +0.6%
IWD iShares Russell 1000 Value E 0.82% 12,579 $2.7M Add +38.4%
COHR Coherent Corp. 0.79% 10,919 $2.6M Reduce -0.6%
MU Micron Technology Inc. 0.73% 7,119 $2.4M Add +2.0%
JPM JPMorgan Chase & Co. 0.73% 8,147 $2.4M Add +4.2%
NSC Norfolk Southern Corp. 0.71% 8,179 $2.3M Add +0.9%
TSLA Tesla Inc. 0.70% 6,179 $2.3M Add +0.9%
NFLX Netflix Inc. 0.68% 23,339 $2.2M Add +1.5%
CSCO Cisco Systems Inc. 0.68% 28,768 $2.2M Add +7.2%
LLY Eli Lilly & Co. 0.64% 2,297 $2.1M Add +2.4%
EFA iShares MSCI Eafe ETF 0.60% 20,204 $2.0M Add +38.4%
RTX RTX Corp. 0.57% 9,754 $1.9M Add +1.5%
PG The Procter & Gamble Co. 0.57% 12,993 $1.9M Reduce -0.7%
MRVL Marvell Technology Inc. 0.55% 18,354 $1.8M Add +0.3%
DE Deere & Co. 0.55% 3,191 $1.8M Add +0.5%
ORCL Oracle Corp. 0.53% 11,912 $1.8M Add +6.1%
CDNS Cadence Design SYS Inc. 0.51% 6,036 $1.7M Add +0.3%
GE General Electric filed as GE AEROSPACE 0.51% 5,903 $1.7M Add +4.2%
ETN Eaton Corp. PLC 0.51% 4,675 $1.7M Add +1.5%
PANW Palo Alto Networks Inc. 0.50% 10,329 $1.7M Add +0.3%
CVX Chevron Corp. 0.47% 7,548 $1.6M Add +17.9%
GOOG Alphabet Inc. Class C 0.47% 5,435 $1.6M Add +34.8%
JNJ Johnson & Johnson 0.47% 6,358 $1.6M Add +5.8%
RSP Invesco S&P 500 Equal Weight 0.46% 7,972 $1.5M Add +14.3%
V Visa Inc. Class A 0.46% 5,050 $1.5M Reduce -0.1%
CME Cme Group Inc. 0.45% 5,053 $1.5M Add +1.5%
GRMN Garmin Ltd. 0.45% 6,421 $1.5M Add +3.0%
GEV GE Vernova Inc. 0.44% 1,651 $1.4M Reduce -7.0%
AGG iShares Core U.S. Aggregate 0.43% 14,334 $1.4M Add +13.4%
HD Home Depot Inc. 0.43% 4,324 $1.4M Reduce -6.3%
VB Vanguard Most SM-Cap ETF-Usd 0.43% 5,361 $1.4M Add +10.3%
GTOP GS Tech Opportunities ETF 0.41% 37,588 $1.4M Reduce -1.8%
MKL Markel Group Inc. 0.40% 691 $1.3M Add +1.9%
ABBV Abbvie Inc. 0.36% 5,399 $1.2M Add +6.8%
MA Mastercard Inc. Class A 0.36% 2,346 $1.2M Reduce -1.4%
COST Costco Wholesale Corp. 0.35% 1,165 $1.2M Add +18.5%
UTHR United Therapeutics Corp. 0.35% 1,952 $1.2M Add +0.3%
AMAT Applied Materials Inc. 0.35% 3,377 $1.2M Add +3.4%
DAL Delta Air Lines Inc. 0.35% 17,209 $1.1M Reduce -0.7%
QQQ Invesco QQQ Trust Series 1 0.34% 1,951 $1.1M Add +12.5%
LMT Lockheed Martin Corp. 0.34% 1,851 $1.1M Add +4.5%
WM Waste Management Inc. 0.34% 4,857 $1.1M Add +0.1%
MRK Merck & Co. Inc. 0.34% 9,211 $1.1M Add +4.6%
WFC Wells Fargo & Co. 0.33% 13,649 $1.1M Add +2.4%
XPO Xpo Inc. 0.33% 5,573 $1.1M Add +0.1%
UBER Uber Technologies Inc. 0.32% 14,837 $1.1M Reduce -7.9%
TTAN Servicetitan Inc. Class A 0.32% 16,638 $1.1M Add +0.3%
AMGN Amgen Inc. 0.32% 2,990 $1.1M Add +4.6%
RBLX Roblox Corp. Class A 0.31% 18,324 $1.0M Reduce -0.7%
TWLO Twilio Inc. Class A 0.31% 8,196 $1.0M Add +3.5%
MCK McKesson Corp. 0.31% 1,174 $1.0M Add +1.0%
HWM Howmet Aerospace Inc. 0.30% 4,314 $994K Add +3.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.30% 5,062 $993K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.30% 749 $989K Add +9.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 19,580 $955K Add +1.4%
ADI Analog Devices Inc. 0.29% 2,996 $953K Add +1.9%
MCD McDonald's Corp. 0.29% 3,050 $948K Reduce -0.6%
GS Goldman Sachs Group Inc. 0.28% 1,088 $920K Add +344.1%
CBOE Cboe Global Markets Inc. 0.27% 3,156 $887K Add +0.2%
VEEV Veeva Systems Inc. Class A 0.26% 4,945 $869K Reduce -0.3%
USB US Bancorp 0.26% 16,350 $850K Add +2.2%
CX Cemex Sab-Spons ADR Part Cer 0.26% 74,109 $848K Reduce -0.3%
BX Blackstone Inc. 0.25% 7,301 $840K Reduce -9.4%
PCAR Paccar Inc. 0.25% 7,257 $838K Add +1.0%
KO The Coca-Cola Co. 0.25% 10,835 $824K Add +4.3%
CAT Caterpillar Inc. 0.25% 1,159 $821K Add +7.7%
NTAP Netapp Inc. 0.25% 8,011 $820K Reduce -1.7%
PH Parker Hannifin Corp. 0.25% 902 $808K Reduce -5.8%
DXCM Dexcom Inc. 0.24% 12,810 $804K Reduce -9.8%
AMD Advanced Micro Devices 0.24% 3,838 $781K Add +4.1%
EOG EOG Resources Inc. 0.23% 5,327 $770K Add +3.8%
UPS United Parcel Service Class B 0.23% 7,756 $763K Add +0.3%
PEP Pepsico Inc. 0.23% 4,836 $751K Add +2.1%
COF Capital One Financial Corp. 0.23% 4,096 $747K Add +4.8%
IWM iShares Russell 2000 ETF 0.22% 2,970 $737K Reduce -2.1%
VZ Verizon Communications Inc. 0.22% 14,563 $731K Add +7.0%
PLTR Palantir Technologies Inc. Class A 0.22% 4,894 $716K Add +13.1%
INTU Intuit Inc. 0.22% 1,652 $714K Reduce -20.1%
CMCSA Comcast Corp. Class A 0.21% 24,081 $691K Add +4.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 2,820 $684K Add +3.2%
KLAC KLA Corp. 0.21% 463 $682K Add +6.0%

Show all 275 holdings

Portfolio Sells Q4 2025 → Q1 2026
TROW T Rowe Price Group Inc. Reduce -1.4% 12.64% −2.08
NVDA Nvidia Corp. Reduce -0.6% 6.75% −0.59
GOOGL Alphabet Inc. Class A Reduce -0.3% 2.38% −0.25
AMZN Amazon.com Inc. Reduce -0.3% 1.82% −0.23
INTU Intuit Inc. Reduce -20.1% 0.22% −0.20
RBLX Roblox Corp. Class A Reduce -0.7% 0.31% −0.14
ACN Accenture PLC Class A Sold out 0.00% −0.14
ABT Abbott Laboratories Reduce -50.4% 0.09% −0.14
BX Blackstone Inc. Reduce -9.4% 0.25% −0.13
WDAY Workday Inc. Class A Reduce -6.8% 0.12% −0.10
ADBE Adobe Inc. Sold out 0.00% −0.09
QCOM Qualcomm Inc. Reduce -20.3% 0.13% −0.09
V Visa Inc. Class A Reduce -0.1% 0.46% −0.08
UBER Uber Technologies Inc. Reduce -7.9% 0.32% −0.08
KKR KKR & Co. Inc. Sold out 0.00% −0.08
VEEV Veeva Systems Inc. Class A Reduce -0.3% 0.26% −0.08
UNH Unitedhealth Group Inc. Reduce -24.9% 0.11% −0.07
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.07
APP AppLovin Corp. Class A Reduce -4.9% 0.09% −0.07
DIS The Walt Disney Co. Sold out 0.00% −0.07
DB Deutsche Bank AG-Registered Sold out 0.00% −0.07
ADP Automatic Data Processing Sold out 0.00% −0.07
CVS CVS Health Corp. Sold out 0.00% −0.07
PINS Pinterest Inc. Class A Sold out 0.00% −0.06
CTRA Coterra Energy Inc. Sold out 0.00% −0.06
MA Mastercard Inc. Class A Reduce -1.4% 0.36% −0.06
IQV Iqvia Holdings Inc. Reduce -8.0% 0.13% −0.06
HD Home Depot Inc. Reduce -6.3% 0.43% −0.06
CAG Conagra Brands Inc. Sold out 0.00% −0.05
GTOP GS Tech Opportunities ETF Reduce -1.8% 0.41% −0.05
DXCM Dexcom Inc. Reduce -9.8% 0.24% −0.04
EL Estee Lauder Companies Class A Reduce -5.0% 0.08% −0.04
PAG Penske Automotive Group Inc. Reduce -13.3% 0.17% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -8.9% 0.12% −0.04
OTIS Otis Worldwide Corp. Reduce -1.6% 0.20% −0.03
DHR Danaher Corp. Reduce -2.6% 0.10% −0.03
MS Morgan Stanley Reduce -2.0% 0.21% −0.02
SNPS Synopsys Inc. Reduce -3.5% 0.09% −0.02
DAL Delta Air Lines Inc. Reduce -0.7% 0.35% −0.02
SPGI S&P Global Inc. Reduce -5.5% 0.07% −0.02
NTAP Netapp Inc. Reduce -1.7% 0.25% −0.02
LEN Lennar Corp. Class A Reduce -5.2% 0.07% −0.02
AMP Ameriprise Financial Inc. Reduce -1.1% 0.14% −0.02
APH Amphenol Corp. Class A Reduce -3.8% 0.13% −0.02
BCS Barclays PLC-Spons ADR Reduce -1.1% 0.07% −0.02
PH Parker Hannifin Corp. Reduce -5.8% 0.25% −0.01
SYK Stryker Corp. Reduce -2.6% 0.10% −0.01
GNTX Gentex Corp. Reduce -7.4% 0.07% −0.01
PG The Procter & Gamble Co. Reduce -0.7% 0.57% −0.01
IWM iShares Russell 2000 ETF Reduce -2.1% 0.22% −0.01

Portfolio Buys Q4 2025 → Q1 2026
META Meta Platforms Inc. Class A Add +82.6% 2.35% +0.85
IWV iShares Russell 3000 ETF Add +45.7% 2.08% +0.57
XOM Exxon Mobil Corp. Add +2.4% 1.22% +0.37
IWD iShares Russell 1000 Value E Add +38.4% 0.82% +0.23
GS Goldman Sachs Group Inc. Add +344.1% 0.28% +0.21
DGRO iShares Core Dividend Growth New 0.18% +0.18
IWF iShares Russell 1000 Growth Add +37.8% 0.97% +0.18
CVX Chevron Corp. Add +17.9% 0.47% +0.17
EFA iShares MSCI Eafe ETF Add +38.4% 0.60% +0.17
VTHR Vanguard Russell 3000 New 0.15% +0.15
VTEB Vanguard Tax-Exempt Bond ETF New 0.14% +0.14
MU Micron Technology Inc. Add +2.0% 0.73% +0.12
XPO Xpo Inc. Add +0.1% 0.33% +0.10
SO The Southern Co. Add +0.5% 1.02% +0.09
AMAT Applied Materials Inc. Add +3.4% 0.35% +0.09
COST Costco Wholesale Corp. Add +18.5% 0.35% +0.09
DE Deere & Co. Add +0.5% 0.55% +0.09
JNJ Johnson & Johnson Add +5.8% 0.47% +0.09
WMT Walmart Inc. Add +1.6% 0.84% +0.09
UNM Unum Group New 0.09% +0.09
STX Seagate Technology Holdings New 0.09% +0.09
PHYS Sprott Physical Gold Trust New 0.09% +0.09
GOOG Alphabet Inc. Class C Add +34.8% 0.47% +0.09
APD Air Products & Chemicals Inc. New 0.08% +0.08
OXY Occidental Petroleum Corp. New 0.08% +0.08
P Everpure Inc. Class A New 0.08% +0.08
LMT Lockheed Martin Corp. Add +4.5% 0.34% +0.08
SHBI Shore Bancshares Inc. New 0.08% +0.08
ASML ASML Holding NV-NY Reg SHS Add +9.7% 0.30% +0.08
AMCR Amcor PLC New 0.07% +0.07
MRVL Marvell Technology Inc. Add +0.3% 0.55% +0.07
VLO Valero Energy Corp. New 0.07% +0.07
BP BP PLC-Spons ADR New 0.07% +0.07
TER Teradyne Inc. New 0.07% +0.07
NEM Newmont Corp. New 0.07% +0.07
ALC Alcon Inc. New 0.07% +0.07
TAK Takeda Pharmaceutic-SP ADR New 0.07% +0.07
ITW Illinois Tool Works New 0.07% +0.07
IEO iShares U.S. Oil & Gas Explo New 0.07% +0.07
EOG EOG Resources Inc. Add +3.8% 0.23% +0.07
FCX Freeport-McMoran Inc. New 0.07% +0.07
MOG.A Moog Inc. Class A New 0.07% +0.07
TXN Texas Instruments Inc. New 0.07% +0.07
GRMN Garmin Ltd. Add +3.0% 0.45% +0.06
TTE Totalenergies SE Add +17.8% 0.17% +0.06
MSI Motorola Solutions Inc. Add +65.2% 0.13% +0.06
MO Altria Group Inc. New 0.06% +0.06
UTHR United Therapeutics Corp. Add +0.3% 0.35% +0.06
CAT Caterpillar Inc. Add +7.7% 0.25% +0.06
SHEL Shell PLC-ADR Add +16.6% 0.19% +0.06

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