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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 $1,329,839,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 105,520 $39,361,169 2.96%
2.
Apple Inc.
 AAPL 130,094 $37,643,905 2.83%
3.
Visa Inc.
 V 106,436 $36,516,973 2.75%
4.
Alphabet Inc.
 GOOGL 100,052 $35,351,349 2.66%
5.
Schwab Strategic Trust
 SCHD 1,193,627 $35,128,433 2.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.