Anchor Investment Management, LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$2.4B
Holdings
1,066
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP COM
Q1 2026: Increased +3.9% (81.1k → 84.3k shares)
3.2%
02
$AAPL
APPLE INC COM
Q1 2026: Sold 0.8% (186.0k → 184.5k shares)
2.8%
03
$V
VISA INC COM CL A
Q1 2026: Increased +1.2% (52.9k → 53.6k shares)
2.7%
04
$SCHX
SCHWAB U.S. LARGE-CAP ETF
Held since at least Q1 2024
2.6%
05
$GOOG
ALPHABET INC CAP STK CL C
Q1 2026: Sold 2.3% (21.8k → 21.3k shares)
2.2%
06
$FCNCA
FIRST CTZNS BANCSHARES INC DEL CL A
Held since at least Q1 2024
2.1%
07
$BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
Q1 2026: Sold 28.5% (95.0k → 68.0k shares)
2.0%
08
$BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
Q1 2026: Increased +3.1% (69.2k → 71.4k shares)
2.0%
09
$JNJ
JOHNSON & JOHNSON COM
Q1 2026: Sold 3.0% (14.1k → 13.7k shares)
1.8%
10
$GOOGL
ALPHABET INC CAP STK CL A
Q1 2026: Sold 4.6% (106.8k → 101.9k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:24 UTC.