Anchor Investment Management, LLC

Est. AUM

$1.20B

13F long equity, this entity only

Positions

1,067

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP COM	Stock	$37.7M	101787	3.14%	SOLE
2	APPLE INC COM	Stock	$33.0M	129905	2.75%	SOLE
3	VISA INC COM CL A	Stock	$32.5M	107512	2.71%	SOLE
4	SCHWAB U.S. LARGE-CAP ETF	ETF	$30.6M	1193362	2.55%	SOLE
5	ALPHABET INC CAP STK CL C	Stock	$25.7M	89435	2.14%	SOLE
6	FIRST CTZNS BANCSHARES INC DEL CL A	Stock	$24.9M	13220	2.08%	SOLE
7	INVESCO BULLETSHARES 2027 CORPORATE BOND ETF	ETF	$24.1M	1229743	2.01%	SOLE
8	INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	ETF	$23.6M	1153205	1.96%	SOLE
9	JOHNSON & JOHNSON COM	Stock	$21.4M	87612	1.79%	SOLE
10	ALPHABET INC CAP STK CL A	Stock	$21.3M	74188	1.78%	SOLE
11	INVESCO BULLETSHARES 2029 CORPORATE BOND ETF	ETF	$21.3M	1139118	1.77%	SOLE
12	VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$19.4M	27754	1.62%	SOLE
13	ABBVIE INC COM	Stock	$19.1M	87821	1.59%	SOLE
14	INVESCO NASDAQ 100 ETF	ETF	$18.4M	77268	1.53%	SOLE
15	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$17.1M	35648	1.43%	SOLE
16	AMAZON COM INC COM	Stock	$15.4M	73881	1.28%	SOLE
17	NVIDIA CORPORATION COM	Stock	$15.2M	86940	1.26%	SOLE
18	EXXON MOBIL CORP COM	Stock	$14.2M	83680	1.18%	SOLE
19	INVESCO QQQ TRUST SERIES I	ETF	$13.4M	23153	1.11%	SOLE
20	ELI LILLY & CO COM	Stock	$12.1M	13180	1.01%	SOLE
21	JPMORGAN CHASE & CO COM	Stock	$12.0M	40707	1.00%	SOLE
22	META PLATFORMS INC CL A	Stock	$11.4M	19987	0.95%	SOLE
23	LOWES COS INC COM	Stock	$11.3M	47650	0.94%	SOLE
24	UNION PAC CORP COM	Stock	$11.2M	46013	0.93%	SOLE
25	DUKE ENERGY CORP NEW COM NEW	Stock	$10.9M	82941	0.91%	SOLE
26	CORNING INC COM	Stock	$10.8M	79667	0.90%	SOLE
27	FEDEX CORP COM	Stock	$10.1M	28304	0.84%	SOLE
28	WALMART INC COM	Stock	$9.2M	73630	0.76%	SOLE
29	COCA COLA CO COM	Stock	$9.1M	119845	0.76%	SOLE
30	CHEVRON CORPORATION COM	Stock	$9.0M	43519	0.75%	SOLE
31	REPUBLIC SVCS INC COM	Stock	$8.9M	40558	0.74%	SOLE
32	JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$8.8M	174071	0.73%	SOLE
33	CATERPILLAR INC COM	Stock	$8.6M	12099	0.72%	SOLE
34	COSTCO WHOLESALE CORPORATION COM	Stock	$8.5M	8519	0.71%	SOLE
35	UNITEDHEALTH GROUP INC COM	Stock	$8.0M	29411	0.66%	SOLE
36	MEDTRONIC PLC SHS	Stock	$7.9M	91404	0.66%	SOLE
37	MERCK & CO INC COM	Stock	$7.9M	65472	0.66%	SOLE
38	WATSCO INC COM	Stock	$7.8M	21504	0.65%	SOLE
39	MCKESSON CORP COM	Stock	$7.6M	8741	0.63%	SOLE
40	BROADCOM INC COM	Stock	$7.4M	23784	0.61%	SOLE
41	SOUTHERN CO COM	Stock	$7.3M	75927	0.61%	SOLE
42	PROCTER & GAMBLE CO COM	Stock	$7.3M	50619	0.61%	SOLE
43	PHILIP MORRIS INTL INC COM	Stock	$7.0M	42481	0.59%	SOLE
44	HOME DEPOT INC COM	Stock	$6.7M	20502	0.56%	SOLE
45	NETFLIX INC. COM	Stock	$6.7M	69870	0.56%	SOLE
46	WASTE MGMT INC DEL COM	Stock	$6.5M	28315	0.54%	SOLE
47	VANGUARD ENERGY ETF	ETF	$6.4M	37082	0.54%	SOLE
48	SCHWAB U.S. MID-CAP ETF	ETF	$6.4M	205178	0.53%	SOLE
49	VERIZON COMMUNICATIONS INC COM	Stock	$6.2M	123106	0.52%	SOLE
50	ISHARES MSCI EAFE MIN VOL FACTOR ETF	ETF	$6.2M	67369	0.51%	SOLE

1–50 of 1,067

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