Anchor Investment Management, LLC

13F filer · CIK 0001634149

Last filed May 1, 2026

Net seller this quarter

13F portfolio value$1.2BU.S. long equity reported on 13F

Positions76623 new · 19 closed

Net flow last quarter-$6.12MBuys minus sells

Top 10 positions weight20.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 1, 2026766 positions
MSFTMicrosoft Corp	$37.7M	3.14%	0.00%	-2.1%	Q1 2016
AAPLApple Inc.	$33M	2.75%	0.00%	-0.6%	Q1 2016
VVisa Inc.	$32.5M	2.71%	0.01%	-0.2%	Q1 2016
GOOGAlphabet Inc.	$25.7M	2.14%	Not reported	-18.1%	Q1 2016
FCNCAFirst Citizens Bancshares Inc	$24.9M	2.08%	Not reported	0.0%	Q1 2016
JNJJohnson & Johnson	$21.4M	1.79%	0.00%	-1.2%	Q1 2016
GOOGLAlphabet Inc.	$21.3M	1.78%	0.00%	+0.7%	Q1 2016
ABBVAbbVie Inc.	$19.1M	1.59%	0.01%	+0.7%	Q1 2016
BRK.BBerkshire Hathaway Inc	$17.1M	1.43%	Not reported	-0.8%	Q1 2016
AMZNAmazon Com Inc	$15.4M	1.28%	0.00%	+3.0%	Q1 2016
NVDANvidia Corp	$15.2M	1.26%	0.00%	+0.4%	Q4 2017
XOMExxonMobil Holdings Corp	$14.2M	1.18%	0.00%	-0.5%	Q1 2016
QQQInvesco QQQ Trust, Series 1	$13.4M	1.11%	Not reported	-1.9%	Q1 2016
LLYELI LILLY & Co	$12.1M	1.01%	0.00%	-1.9%	Q1 2016
JPMJPMorgan Chase & Co	$12M	1.00%	0.00%	+1.4%	Q1 2016
METAMeta Platforms, Inc.	$11.4M	0.95%	Not reported	-0.3%	Q1 2016
LOWLowes Companies Inc	$11.3M	0.94%	0.01%	-0.1%	Q1 2016
UNPUnion Pacific Corp	$11.2M	0.93%	0.01%	+1.0%	Q1 2016
DUKDuke Energy CORP	$10.9M	0.91%	0.01%	+0.2%	Q1 2016
GLWCorning Inc	$10.8M	0.90%	0.01%	-4.5%	Q1 2016
FDXFedex Corp	$10.1M	0.84%	0.01%	-3.0%	Q1 2016
WMTWalmart Inc.	$9.15M	0.76%	0.00%	+0.4%	Q1 2016
KOCoca Cola Co	$9.11M	0.76%	0.00%	+0.4%	Q1 2016
CVXChevron Corp	$9M	0.75%	0.00%	+1.5%	Q1 2016
RSGRepublic Services, Inc.	$8.88M	0.74%	0.01%	+1.3%	Q1 2016
CATCaterpillar Inc	$8.57M	0.72%	0.00%	-2.7%	Q1 2016
COSTCostco Wholesale Corp	$8.49M	0.71%	0.00%	+0.5%	Q1 2016
UNHUnitedhealth Group Inc	$7.96M	0.66%	0.00%	+5.2%	Q1 2016
MDTMedtronic plc	$7.92M	0.66%	0.01%	-0.8%	Q1 2016
MRKMerck & Co., Inc.	$7.88M	0.66%	0.00%	-1.8%	Q1 2016
WSOWatsco Inc	$7.82M	0.65%	Not reported	-1.4%	Q2 2023
MCKMckesson Corp	$7.56M	0.63%	0.01%	+2.5%	Q1 2016
AVGOBroadcom Inc.	$7.36M	0.61%	0.00%	+3.1%	Q4 2017
SOSouthern Co	$7.33M	0.61%	0.01%	+0.6%	Q1 2016
PGPROCTER & GAMBLE Co	$7.31M	0.61%	0.00%	+0.4%	Q1 2016
PMPhilip Morris International Inc.	$7.02M	0.59%	0.00%	-0.9%	Q1 2016
HDHome Depot, Inc.	$6.74M	0.56%	0.00%	-0.1%	Q1 2016
NFLXNetflix Inc	$6.72M	0.56%	0.00%	+3.9%	Q1 2016
WMWaste Management Inc	$6.51M	0.54%	0.01%	-3.4%	Q1 2016
VZVerizon Communications Inc	$6.18M	0.52%	0.00%	+13.1%	Q1 2016
ENBEnbridge Inc	$6.12M	0.51%	0.01%	-0.3%	Q4 2016
ORCLOracle Corp	$6.11M	0.51%	0.00%	+2.0%	Q1 2016
SHWSherwin Williams Co	$5.81M	0.48%	0.01%	+0.8%	Q1 2016
ABTAbbott Laboratories	$5.45M	0.46%	0.00%	Not reported	Q1 2016
AMATApplied Materials Inc	$5.39M	0.45%	0.00%	+0.9%	Q1 2016
SPYSPDR S&P 500 ETF Trust	$5.17M	0.43%	Not reported	+0.7%	Q1 2016
NEENextera Energy Inc	$4.96M	0.41%	0.00%	+0.4%	Q1 2016
MAMastercard Inc	$4.94M	0.41%	0.00%	+0.7%	Q1 2016
MCDMcdonalds Corp	$4.68M	0.39%	0.00%	+1.6%	Q1 2016
QCOMQualcomm Inc	$4.47M	0.37%	0.00%	+0.4%	Q1 2016

Q4 2025Reported Feb 26, 2026762 positions
MSFTMicrosoft Corp	$50.3M	4.09%	0.00%	+0.9%	Q1 2016
VVisa Inc.	$37.8M	3.07%	0.01%	+0.7%	Q1 2016
AAPLApple Inc.	$35.5M	2.89%	0.00%	-2.0%	Q1 2016
GOOGAlphabet Inc.	$34.3M	2.78%	Not reported	-2.3%	Q1 2016
FCNCAFirst Citizens Bancshares Inc	$28.4M	2.30%	Not reported	+1.4%	Q1 2016
GOOGLAlphabet Inc.	$23.1M	1.87%	0.00%	-15.4%	Q1 2016
ABBVAbbVie Inc.	$19.9M	1.62%	0.00%	+3.0%	Q1 2016
JNJJohnson & Johnson	$18.4M	1.49%	0.00%	0.0%	Q1 2016
BRK.BBerkshire Hathaway Inc	$18.1M	1.47%	Not reported	-4.7%	Q1 2016
AMZNAmazon Com Inc	$16.6M	1.35%	0.00%	-1.7%	Q1 2016
NVDANvidia Corp	$16.1M	1.31%	0.00%	+5.2%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$14.5M	1.18%	Not reported	-39.3%	Q1 2016
LLYELI LILLY & Co	$14.4M	1.17%	0.00%	-5.8%	Q1 2016
METAMeta Platforms, Inc.	$13.2M	1.07%	Not reported	+4.3%	Q1 2016
JPMJPMorgan Chase & Co	$12.9M	1.05%	0.00%	-3.4%	Q1 2016
LOWLowes Companies Inc	$11.5M	0.94%	0.01%	+2.8%	Q1 2016
UNPUnion Pacific Corp	$10.5M	0.86%	0.01%	+2.6%	Q1 2016
XOMExxonMobil Holdings Corp	$10.1M	0.82%	0.00%	-17.3%	Q1 2016
DUKDuke Energy CORP	$9.7M	0.79%	0.01%	+0.6%	Q1 2016
UNHUnitedhealth Group Inc	$9.23M	0.75%	0.00%	+9.7%	Q1 2016
MDTMedtronic plc	$8.85M	0.72%	0.01%	-15.1%	Q1 2016
RSGRepublic Services, Inc.	$8.49M	0.69%	0.01%	+7.8%	Q1 2016
FDXFedex Corp	$8.43M	0.68%	0.01%	+9.4%	Q1 2016
KOCoca Cola Co	$8.34M	0.68%	0.00%	+0.5%	Q1 2016
WMTWalmart Inc.	$8.17M	0.66%	0.00%	-4.4%	Q1 2016
AVGOBroadcom Inc.	$7.98M	0.65%	0.00%	-0.7%	Q4 2017
ORCLOracle Corp	$7.94M	0.65%	0.00%	-4.7%	Q1 2016
WSOWatsco Inc	$7.35M	0.60%	Not reported	+19.4%	Q2 2023
COSTCostco Wholesale Corp	$7.31M	0.59%	0.00%	+2.3%	Q1 2016
GLWCorning Inc	$7.3M	0.59%	0.01%	-5.9%	Q1 2016
PGPROCTER & GAMBLE Co	$7.22M	0.59%	0.00%	-17.0%	Q1 2016
CATCaterpillar Inc	$7.12M	0.58%	0.00%	-5.3%	Q1 2016
HDHome Depot, Inc.	$7.06M	0.57%	0.00%	0.0%	Q1 2016
MRKMerck & Co., Inc.	$7.02M	0.57%	0.00%	-1.1%	Q1 2016
MCKMckesson Corp	$7M	0.57%	0.01%	-0.7%	Q1 2016
PMPhilip Morris International Inc.	$6.87M	0.56%	0.00%	+2.3%	Q1 2016
ABTAbbott Laboratories	$6.66M	0.54%	0.00%	0.0%	Q1 2016
SOSouthern Co	$6.58M	0.53%	0.01%	+0.2%	Q1 2016
CVXChevron Corp	$6.54M	0.53%	0.00%	+0.6%	Q1 2016
WMWaste Management Inc	$6.44M	0.52%	0.01%	0.0%	Q1 2016
NFLXNetflix Inc	$6.3M	0.51%	0.00%	+3.8%	Q1 2016
QCOMQualcomm Inc	$5.91M	0.48%	0.00%	+0.7%	Q1 2016
ADBEAdobe Inc.	$5.83M	0.47%	0.00%	+14.3%	Q1 2016
SHWSherwin Williams Co	$5.83M	0.47%	0.01%	+3.5%	Q1 2016
MAMastercard Inc	$5.61M	0.46%	0.00%	+2.2%	Q1 2016
ENBEnbridge Inc	$5.42M	0.44%	0.01%	-0.8%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$5.38M	0.44%	Not reported	-2.1%	Q1 2016
MCDMcdonalds Corp	$4.53M	0.37%	0.00%	+1.4%	Q1 2016
VZVerizon Communications Inc	$4.43M	0.36%	0.00%	-7.5%	Q1 2016
DISWalt Disney Co	$4.36M	0.35%	0.00%	-3.1%	Q1 2016

Q3 2025Reported Nov 14, 2025771 positions
MSFTMicrosoft Corp	$53.4M	4.42%	0.00%	+0.4%	Q1 2016
VVisa Inc.	$36.5M	3.02%	0.01%	+0.8%	Q1 2016
AAPLApple Inc.	$33.9M	2.81%	0.00%	-2.4%	Q1 2016
GOOGAlphabet Inc.	$27.2M	2.25%	Not reported	-0.8%	Q1 2016
QQQInvesco QQQ Trust, Series 1	$23.3M	1.93%	Not reported	-0.8%	Q1 2016
FCNCAFirst Citizens Bancshares Inc	$23.3M	1.93%	Not reported	0.0%	Q1 2016
GOOGLAlphabet Inc.	$21.2M	1.75%	0.00%	-1.8%	Q1 2016
ABBVAbbVie Inc.	$19.6M	1.62%	0.00%	-0.7%	Q1 2016
BRK.BBerkshire Hathaway Inc	$19M	1.57%	Not reported	+1.5%	Q1 2016
JNJJohnson & Johnson	$16.4M	1.36%	0.00%	+1.1%	Q1 2016
AMZNAmazon Com Inc	$16M	1.33%	0.00%	-1.2%	Q1 2016
NVDANvidia Corp	$15.4M	1.27%	0.00%	-1.9%	Q4 2017
METAMeta Platforms, Inc.	$14.1M	1.17%	Not reported	-2.9%	Q1 2016
JPMJPMorgan Chase & Co	$13.1M	1.09%	0.00%	+3.1%	Q1 2016
ORCLOracle Corp	$12M	1.00%	0.00%	-2.5%	Q1 2016
LOWLowes Companies Inc	$11.7M	0.97%	0.01%	-0.5%	Q1 2016
XOMExxonMobil Holdings Corp	$11.5M	0.95%	0.00%	+0.1%	Q1 2016
LLYELI LILLY & Co	$10.9M	0.90%	0.00%	+1.4%	Q1 2016
UNPUnion Pacific Corp	$10.5M	0.87%	0.01%	-0.7%	Q1 2016
MDTMedtronic plc	$10.3M	0.86%	0.01%	-0.8%	Q1 2016
DUKDuke Energy CORP	$10.2M	0.84%	0.01%	0.0%	Q1 2016
PGPROCTER & GAMBLE Co	$9.33M	0.77%	0.00%	-0.3%	Q1 2016
UNHUnitedhealth Group Inc	$8.79M	0.73%	0.00%	-9.4%	Q1 2016
RSGRepublic Services, Inc.	$8.52M	0.71%	0.01%	-0.4%	Q1 2016
HDHome Depot, Inc.	$8.32M	0.69%	0.00%	+1.6%	Q1 2016
WMTWalmart Inc.	$7.91M	0.66%	0.00%	-0.3%	Q1 2016
KOCoca Cola Co	$7.87M	0.65%	0.00%	-0.2%	Q1 2016
NFLXNetflix Inc	$7.77M	0.64%	0.00%	+4.6%	Q1 2016
COSTCostco Wholesale Corp	$7.67M	0.64%	0.00%	+1.7%	Q1 2016
AVGOBroadcom Inc.	$7.67M	0.64%	0.00%	+1.2%	Q4 2017
WSOWatsco Inc	$7.38M	0.61%	Not reported	Not reported	Q2 2023
GLWCorning Inc	$7.27M	0.60%	0.01%	-10.1%	Q1 2016
SOSouthern Co	$7.14M	0.59%	0.01%	-0.5%	Q1 2016
ABTAbbott Laboratories	$7.11M	0.59%	0.00%	+0.3%	Q1 2016
PMPhilip Morris International Inc.	$6.8M	0.56%	0.00%	-2.4%	Q1 2016
MCKMckesson Corp	$6.64M	0.55%	0.01%	Not reported	Q1 2016
CVXChevron Corp	$6.62M	0.55%	0.00%	-0.1%	Q1 2016
WMWaste Management Inc	$6.47M	0.54%	0.01%	-0.1%	Q1 2016
FDXFedex Corp	$6.29M	0.52%	0.01%	-4.1%	Q1 2016
CATCaterpillar Inc	$6.27M	0.52%	0.00%	-0.4%	Q1 2016
SHWSherwin Williams Co	$6.01M	0.50%	0.01%	-0.9%	Q1 2016
ENBEnbridge Inc	$5.77M	0.48%	0.01%	-0.1%	Q4 2016
QCOMQualcomm Inc	$5.71M	0.47%	0.00%	-19.4%	Q1 2016
MRKMerck & Co., Inc.	$5.66M	0.47%	0.00%	-1.4%	Q1 2016
MAMastercard Inc	$5.47M	0.45%	0.00%	+3.6%	Q1 2016
SPYSPDR S&P 500 ETF Trust	$5.37M	0.45%	Not reported	+0.3%	Q1 2016
VZVerizon Communications Inc	$5.18M	0.43%	0.00%	+1.8%	Q1 2016
ADBEAdobe Inc.	$5.14M	0.43%	0.00%	-1.5%	Q1 2016
AZOAutozone Inc	$4.85M	0.40%	0.01%	-1.1%	Q3 2019
DISWalt Disney Co	$4.53M	0.38%	0.00%	-1.8%	Q1 2016

Q2 2025Reported Aug 19, 2025764 positions
MSFTMicrosoft Corp	$51.1M	4.48%	0.00%	-2.2%	Q1 2016
VVisa Inc.	$37.7M	3.30%	0.01%	-1.0%	Q1 2016
AAPLApple Inc.	$28M	2.46%	0.00%	+0.8%	Q1 2016
FCNCAFirst Citizens Bancshares Inc	$25.5M	2.24%	Not reported	+54.3%	Q1 2016
QQQInvesco QQQ Trust, Series 1	$21.6M	1.90%	Not reported	-6.1%	Q1 2016
GOOGAlphabet Inc.	$20M	1.75%	Not reported	+23.8%	Q1 2016
BRK.BBerkshire Hathaway Inc	$18.1M	1.58%	Not reported	-0.4%	Q1 2016
AMZNAmazon Com Inc	$16.2M	1.42%	0.00%	+5.7%	Q1 2016
ABBVAbbVie Inc.	$15.8M	1.39%	0.00%	+0.4%	Q1 2016
GOOGLAlphabet Inc.	$15.6M	1.37%	0.00%	-15.2%	Q1 2016
METAMeta Platforms, Inc.	$14.6M	1.28%	Not reported	+0.2%	Q1 2016
JNJJohnson & Johnson	$13.4M	1.18%	0.00%	+1.7%	Q1 2016
NVDANvidia Corp	$13.3M	1.16%	0.00%	+5.2%	Q4 2017
JPMJPMorgan Chase & Co	$11.7M	1.02%	0.00%	+0.8%	Q1 2016
LLYELI LILLY & Co	$11M	0.96%	0.00%	+0.3%	Q1 2016
XOMExxonMobil Holdings Corp	$10.9M	0.96%	0.00%	-0.5%	Q1 2016
LOWLowes Companies Inc	$10.3M	0.91%	0.01%	+2.5%	Q1 2016
UNPUnion Pacific Corp	$10.3M	0.90%	0.01%	+2.4%	Q1 2016
DUKDuke Energy CORP	$9.71M	0.85%	0.01%	+1.0%	Q1 2016
PGPROCTER & GAMBLE Co	$9.71M	0.85%	0.00%	-6.4%	Q1 2016
ORCLOracle Corp	$9.58M	0.84%	0.00%	+10.4%	Q1 2016
MDTMedtronic plc	$9.54M	0.84%	0.01%	+2.3%	Q1 2016
RSGRepublic Services, Inc.	$9.2M	0.81%	0.01%	-5.2%	Q1 2016
UNHUnitedhealth Group Inc	$8.77M	0.77%	0.00%	+19.4%	Q1 2016
KOCoca Cola Co	$8.42M	0.74%	0.00%	-1.8%	Q1 2016
NFLXNetflix Inc	$8.3M	0.73%	0.00%	-4.7%	Q1 2016
COSTCostco Wholesale Corp	$8.07M	0.71%	0.00%	-1.6%	Q1 2016
WSOWatsco Inc	$8.07M	0.71%	Not reported	Not reported	Q2 2023
PMPhilip Morris International Inc.	$7.82M	0.69%	0.00%	-5.0%	Q1 2016
WMTWalmart Inc.	$7.53M	0.66%	0.00%	-5.8%	Q1 2016
HDHome Depot, Inc.	$7.4M	0.65%	0.00%	+0.7%	Q1 2016
ABTAbbott Laboratories	$7.2M	0.63%	0.00%	-0.5%	Q1 2016
SOSouthern Co	$6.95M	0.61%	0.01%	+0.9%	Q1 2016
QCOMQualcomm Inc	$6.78M	0.59%	0.00%	+5.8%	Q1 2016
WMWaste Management Inc	$6.71M	0.59%	0.01%	-0.8%	Q1 2016
AVGOBroadcom Inc.	$6.33M	0.56%	0.00%	+11.5%	Q4 2017
FDXFedex Corp	$6.32M	0.55%	0.01%	+0.6%	Q1 2016
MCKMckesson Corp	$6.3M	0.55%	0.01%	-0.3%	Q1 2016
CVXChevron Corp	$6.11M	0.54%	0.00%	+3.8%	Q1 2016
SHWSherwin Williams Co	$6.01M	0.53%	0.01%	+2.1%	Q1 2016
FISVFiserv Inc	$5.87M	0.51%	0.01%	-1.5%	Q1 2016
ADBEAdobe Inc.	$5.72M	0.50%	0.00%	-11.8%	Q1 2016
MRKMerck & Co., Inc.	$5.41M	0.47%	0.00%	-2.3%	Q1 2016
MAMastercard Inc	$5.21M	0.46%	0.00%	+0.1%	Q1 2016
ENBEnbridge Inc	$5.19M	0.46%	0.01%	-2.7%	Q4 2016
GLWCorning Inc	$5.18M	0.45%	0.01%	+1.7%	Q1 2016
CATCaterpillar Inc	$5.12M	0.45%	0.00%	+2.4%	Q1 2016
VZVerizon Communications Inc	$5.01M	0.44%	0.00%	-1.6%	Q1 2016
DISWalt Disney Co	$5M	0.44%	0.00%	-7.2%	Q1 2016
SPYSPDR S&P 500 ETF Trust	$4.97M	0.44%	Not reported	-0.5%	Q1 2016

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