Anchor Investment Management, LLC - Portfolio overview

Anchor Investment Management, LLC has 1143 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP COM, 3.11%
2. AAPL - APPLE INC COM, 2.72%
3. V - VISA INC COM CL A, 2.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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