Anchor Investment Management, LLC
CIK: 1634149SEC EDGAR →
Portfolio Value
$372.0B
Holdings
1,067
As of
Q1 2026
New Positions
1,058
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP ETF | 1,193,362 | $30.6B | 8.22% |
| 2 | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 1,229,743 | $24.1B | 6.49% |
| 3 | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 1,153,205 | $23.6B | 6.33% |
| 4 | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 1,139,118 | $21.3B | 5.71% |
| 5 | COCA COLA CO COM | 119,845 | $9.1B | 2.45% |
| 6 | JPMORGAN ULTRA-SHORT INCOME ETF | 174,071 | $8.8B | 2.37% |
| 7 | MEDTRONIC PLC SHS | 91,404 | $7.9B | 2.13% |
| 8 | SOUTHERN CO COM | 75,927 | $7.3B | 1.97% |
| 9 | NETFLIX INC. COM | 69,870 | $6.7B | 1.81% |
| 10 | SCHWAB U.S. MID-CAP ETF | 205,178 | $6.4B | 1.71% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 419 | $245.0B | 65.9% |
| Consumer Defensive | 44 | $24.0B | 6.4% |
| Healthcare | 74 | $17.2B | 4.6% |
| Technology | 109 | $15.6B | 4.2% |
| Communication Services | 32 | $14.6B | 3.9% |
| Utilities | 30 | $14.1B | 3.8% |
| Energy | 40 | $12.1B | 3.3% |
| Consumer Cyclical | 80 | $11.2B | 3.0% |
| Industrials | 116 | $10.7B | 2.9% |
| Unknown | 62 | $4.0B | 1.1% |
| Real Estate | 30 | $2.2B | 0.6% |
| Basic Materials | 31 | $1.2B | 0.3% |