Anchor Capital Management Group Inc

Est. AUM

$138.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Invesco	COM	$76.5M	132500	55.26%	SOLE
2	State Street	COM	$37.1M	57000	26.79%	SOLE
3	First American	COM	$5.5M	5510584	3.98%	SOLE
4	Global X	COM	$2.9M	169500	2.10%	SOLE
5	JPMorgan	COM	$2.3M	40000	1.64%	SOLE
6	Pimco	COM	$2.1M	124300	1.54%	SOLE
7	JPMorgan	COM	$2.1M	37000	1.48%	SOLE
8	Pimco	COM	$1.7M	134500	1.26%	SOLE
9	FIRST TRUST	COM	$1.5M	67000	1.11%	SOLE
10	FIRST TRUST	COM	$1.5M	74000	1.07%	SOLE
11	Defiance	COM	$1.1M	40000	0.82%	SOLE
12	Defiance	COM	$1.1M	54833	0.82%	SOLE
13	AllianceBernstein	COM	$814K	80000	0.59%	SOLE
14	Blackrock	COM	$775K	35000	0.56%	SOLE
15	NEOS	COM	$717K	14000	0.52%	SOLE
16	Blackrock	COM	$654K	18000	0.47%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.