account_balance
Investment manager · 13F filer · SEC CIK 1634149
Anchor Investment Management, LLC
Reported value$1.34Bas of Sep 30, 2026
Positions1,238 217 new, 45 sold out
Top 10 weight25.3%MSFT alone is 4%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp Com
3.9%
AAPLApple Inc Com
3.2%
VVisa Inc Com Cl A
2.8%Trimmed −3%
SCHXSchwab U.s. Large-cap ETF
2.7%
GOOGAlphabet Inc Cap STK Cl C
2.6%Added +13%
FCNCAFirst Ctzns Bancshares Inc Del Cl A
2.5%Added +21%
VGTVanguard Information Technology ETF
2.0%Added +654%
BSCSInvesco Bulletshares 2028 Corporate Bond ETF
2.0%Added +13%
BSCRInvesco Bulletshares 2027 Corporate Bond ETF
1.9%Added +7%
BSCTInvesco Bulletshares 2029 Corporate Bond ETF
1.8%Added +17%
QQQMInvesco Nasdaq 100 ETF
1.8%
MSFTMicrosoft Corp Com
3.9%
AAPL3.2%V2.8%SCHXSchwab U.s. Large-cap ETF
2.7%
GOOGAlphabet Inc Cap STK Cl C
2.6%Added +13%
FCNCAFirst Ctzns Bancshares Inc Del Cl A
2.5%Added +21%
VGT2.0%
BSCS2.0%
BSCR1.9%
BSCT1.8%
QQQM1.8%
ABBV1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp Com 3.9% HeldAAPL Apple Inc Com 3.2% HeldV Visa Inc Com Cl A 2.8% Trimmed −3%
SCHX Schwab U.s. Large-cap ETF 2.7% Held
GOOG Alphabet Inc Cap STK Cl C 2.6% Added +13%FCNCA First Ctzns Bancshares Inc Del Cl A 2.5% Added +21%VGT Vanguard Information Technology ETF 2.0% Added +654%
BSCS Invesco Bulletshares 2028 Corporate Bond ETF 2.0% Added +13%
BSCR Invesco Bulletshares 2027 Corporate Bond ETF 1.9% Added +7%
BSCT Invesco Bulletshares 2029 Corporate Bond ETF 1.8% Added +17%
QQQM Invesco Nasdaq 100 ETF 1.8% Held
ABBV Abbvie Inc Com 1.7% Trimmed −2%What changed