Managers / Q3 2025 · view latest →
Anchor Investment Management, LLC
CIK 0001634149 · 3205 DEVINE STREET, COLUMBIA, SC, 29205 · 803-766-2100
Reported Value
$1.2B
Q3 2025
Positions
1,065
Filings on Record
41
2019–present window
Filed
Nov 14, 2025
original filing
Summary
Anchor Investment Management, Llc reported $1.2B in U.S.-listed holdings across 1,065 positions for Q3 2025.
Its largest position, MSFT, represents 4.4% of the portfolio.
Compared with Q2 2025, the fund opened 42 new positions and exited 22.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 68.5% · $826M
- ETP · 28.0% · $339M
- Other · 1.9% · $23M
- ADR · 0.8% · $10M
- Closed-End Fund · 0.3% · $4M
- Other · 0.5% · $6M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.2B | 1,067 | May 1, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.2B | 1,046 | Feb 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 1,065 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.1B | 1,045 | Aug 19, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 1,041 | May 20, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.1B | 1,024 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.1B | 1,052 | Nov 21, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $954M | 1,042 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $244M | 649 | Jan 3, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.