You're signed outSign in or to get full access.
Anchor Investment Management, LLC
Anchor Investment Management, LLC is an investment advisory firm providing portfolio management services.
Investment Strategy
Customized portfolio management based on client financial profiles and investment policy statements.
Latest 13F Filing Activity
Anchor Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,028 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp. Com, First CTZNS Bancshares Inc. Del CL A, Alphabet Inc. Cap STK CL C among other positions. Anchor Investment Management, LLC reduced exposure to Unitedhealth Group Inc. Com, Thermo Fisher Scientific Inc. Com, Apple Inc. Com among others.
Top Holdings
Equity Positions (1,028)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 4.48% | $51.1M | 102,679 | $136.34 | $497.41 | +$11.6M |
V V | VISA INC COM CL A | 3.30% | $37.7M | 106,081 | $120.63 | $355.05 | +$129.8K |
A AAPL | APPLE INC COM | 2.46% | $28.0M | 136,659 | $91.63 | $205.17 | -$2.1M |
S SCHX | SCHWAB U.S. LARGE-CAP ETF | 2.42% | $27.6M | 1,130,555 | $14.54 | $24.44 | +$2.6M |
| FIRST CTZNS BANCSHARES INC DEL CL A | 2.24% | $25.5M | 13,036 | $959.96 | $1956.47 | +$9.8M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Associate | Columbia, SC , United States | |
W Walker Williams | Senior Portfolio Manager | Columbia, SC , United States | |
 | Principal | Columbia, SC , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more