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Home > Institutional Investor > Anchor Investment Management, Llc > Profile

Instuitional Investor - Anchor Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Anchor Investment Management, Llc
Portfolio Value $1,139,767,766
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 102,679 $51,073,349 4.48%
2.
Visa Inc.
 V 106,081 $37,664,116 3.3%
3.
Apple Inc.
 AAPL 136,659 $28,038,279 2.46%
4.
Schwab Strategic Trust
 FNDF 1,130,555 $27,630,773 2.42%
5.
First Citizens Bancshares Inc
 FCNCA 13,036 $25,504,543 2.24%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)