Anchor-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-20
Total Holdings: 1,041
Total Value: 1072211497
Accession Number: 0001634149-25-000003
Form Type: 13F-HR
CIK: anchor-investment-management
Manager Name: Anchor-Investment-Management

Data Enrichment

79% identified

823 identified218 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,041 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROSOFT CORP

MSFT|594918104

Shares:105.0K

Value:$39.4M

% of Portfolio:3.7% ($39.4M/$1.1B)

VISA INC.

V|92826C839

Shares:107.1K

Value:$37.5M

% of Portfolio:3.5% ($37.5M/$1.1B)

Apple Inc.

AAPL|037833100

Shares:135.6K

Value:$30.1M

% of Portfolio:2.8% ($30.1M/$1.1B)

808524201

SCHX|808524201

Shares:1.1M

Value:$25.0M

% of Portfolio:2.3% ($25.0M/$1.1B)

46138J783

Shares:1.0M

Value:$20.5M

% of Portfolio:1.9% ($20.5M/$1.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:37.3K

Value:$19.9M

% of Portfolio:1.9% ($19.9M/$1.1B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:41.8K

Value:$19.6M

% of Portfolio:1.8% ($19.6M/$1.1B)

46138J791

Shares:992.5K

Value:$19.3M

% of Portfolio:1.8% ($19.3M/$1.1B)

46138J643

Shares:934.2K

Value:$19.0M

% of Portfolio:1.8% ($19.0M/$1.1B)

AbbVie Inc.

ABBV|00287Y109

Shares:84.9K

Value:$17.8M

% of Portfolio:1.7% ($17.8M/$1.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:104.5K

Value:$16.2M

% of Portfolio:1.5% ($16.2M/$1.1B)

FIRST CITIZENS BANCSHARES INC /DE/

FCNCA|31946M103

Shares:8.5K

Value:$15.7M

% of Portfolio:1.5% ($15.7M/$1.1B)

92204A702

VGT|92204A702

Shares:28.8K

Value:$15.6M

% of Portfolio:1.5% ($15.6M/$1.1B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:86.3K

Value:$14.3M

% of Portfolio:1.3% ($14.3M/$1.1B)

Alphabet Inc.

GOOG|02079K107

Shares:90.9K

Value:$14.2M

% of Portfolio:1.3% ($14.2M/$1.1B)

AMAZON COM INC

AMZN|023135106

Shares:69.9K

Value:$13.3M

% of Portfolio:1.2% ($13.3M/$1.1B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:23.5K

Value:$12.3M

% of Portfolio:1.1% ($12.3M/$1.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:102.0K

Value:$12.1M

% of Portfolio:1.1% ($12.1M/$1.1B)

ELI LILLY & Co

LLY|532457108

Shares:14.0K

Value:$11.6M

% of Portfolio:1.1% ($11.6M/$1.1B)

Meta Platforms, Inc.

META|30303M102

Shares:19.8K

Value:$11.4M

% of Portfolio:1.1% ($11.4M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	105.0K	QoQ +1.75% (-1.8K) YoY +6.93% (-6.8K)	All Managers (Combined)	$39.4M	3.7% ($39.4M/$1.1B)	QoQ -9.37% (-$4.1M) YoY -4.58% (-$1.9M)
VISA INC.(Vcusip92826C839)	107.1K	QoQ +4.04% (+4.2K) YoY +6.78% (+6.8K)	All Managers (Combined)	$37.5M	3.5% ($37.5M/$1.1B)	QoQ +15.37% (+$5.0M) YoY +34.09% (+$9.5M)
Apple Inc.(AAPLcusip037833100)	135.6K	QoQ +4.49% (-5.8K) YoY +10.86% (+13.3K)	All Managers (Combined)	$30.1M	2.8% ($30.1M/$1.1B)	QoQ -7.30% (-$2.4M) YoY +43.60% (+$9.2M)
(SCHXcusip808524201)	1.1M	QoQ +0.88% (-9.9K) YoY +268.26% (+825.4K)	All Managers (Combined)	$25.0M	2.3% ($25.0M/$1.1B)	QoQ -3.90% (-$1.0M) YoY +31.02% (+$5.9M)
(cusip46138J783)✕	1.0M	QoQ +11.07% (+104.3K) YoY +37.01% (+282.6K)	All Managers (Combined)	$20.5M	1.9% ($20.5M/$1.1B)	QoQ +11.70% (+$2.1M) YoY +39.14% (+$5.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	37.3K	QoQ -5.43% (-2.1K) YoY +0.67% (+252)	All Managers (Combined)	$19.9M	1.9% ($19.9M/$1.1B)	QoQ +11.10% (-$2.0M) YoY +27.50% (+$4.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	41.8K	QoQ +1.65% (-680) YoY +0.83% (+345)	All Managers (Combined)	$19.6M	1.8% ($19.6M/$1.1B)	QoQ -6.75% (-$1.4M) YoY +6.49% (+$1.2M)
(cusip46138J791)✕	992.5K	QoQ +1.66% (+16.2K) YoY +21.83% (+177.8K)	All Managers (Combined)	$19.3M	1.8% ($19.3M/$1.1B)	QoQ +1.92% (+$365.0K) YoY +23.54% (+$3.7M)
(cusip46138J643)✕	934.2K	QoQ +12092.10% (+926.5K) YoY +36362.09% (+931.6K)	All Managers (Combined)	$19.0M	1.8% ($19.0M/$1.1B)	QoQ +12225.35% (+$18.9M) YoY +36871.03% (+$19.0M)
AbbVie Inc.(ABBVcusip00287Y109)	84.9K	QoQ -6.39% (-5.8K) YoY -0.66% (-572)	All Managers (Combined)	$17.8M	1.7% ($17.8M/$1.1B)	QoQ +10.36% (-$1.7M) YoY +14.28% (-$2.2M)
Alphabet Inc.(GOOGLcusip02079K305)	104.5K	QoQ +1.63% (-1.7K) YoY +8.99% (+8.6K)	All Managers (Combined)	$16.2M	1.5% ($16.2M/$1.1B)	QoQ -16.97% (-$3.3M) YoY +11.66% (+$1.7M)
FIRST CITIZENS BANCSHARES INC /DE/(FCNCAcusip31946M103)	8.5K	QoQ -1.07% (-92) YoY +6.73% (+533)	All Managers (Combined)	$15.7M	1.5% ($15.7M/$1.1B)	QoQ -13.19% (-$2.4M) YoY +21.03% (+$2.7M)
(VGTcusip92204A702)	28.8K	QoQ +1.36% (-387) YoY +31.97% (+7.0K)	All Managers (Combined)	$15.6M	1.5% ($15.6M/$1.1B)	QoQ -11.58% (-$2.0M) YoY +36.51% (+$4.2M)
JOHNSON & JOHNSON(JNJcusip478160104)	86.3K	QoQ -5.85% (-5.4K) YoY -5.69% (-5.2K)	All Managers (Combined)	$14.3M	1.3% ($14.3M/$1.1B)	QoQ +7.95% (-$1.1M) YoY -1.13% (-$164.0K)
Alphabet Inc.(GOOGcusip02079K107)	90.9K	QoQ +1.83% (-1.6K) YoY -1.44% (-1.3K)	All Managers (Combined)	$14.2M	1.3% ($14.2M/$1.1B)	QoQ -16.46% (-$2.8M) YoY +1.12% (-$158.1K)
AMAZON COM INC(AMZNcusip023135106)	69.9K	QoQ +3.06% (-2.1K) YoY +10.41% (+6.6K)	All Managers (Combined)	$13.3M	1.2% ($13.3M/$1.1B)	QoQ -10.61% (-$1.6M) YoY +16.46% (+$1.9M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	23.5K	QoQ +2.48% (+570) YoY +16.18% (+3.3K)	All Managers (Combined)	$12.3M	1.1% ($12.3M/$1.1B)	QoQ +6.10% (+$709.3K) YoY +23.00% (+$2.3M)
EXXON MOBIL CORP(XOMcusip30231G102)	102.0K	QoQ +0.73% (+741) YoY -4.80% (-5.1K)	All Managers (Combined)	$12.1M	1.1% ($12.1M/$1.1B)	QoQ +11.36% (+$1.2M) YoY -2.60% (-$324.0K)
ELI LILLY & Co(LLYcusip532457108)	14.0K	QoQ -0.20% (-29) YoY +1.30% (+181)	All Managers (Combined)	$11.6M	1.1% ($11.6M/$1.1B)	QoQ +6.76% (-$733.1K) YoY +7.54% (+$812.3K)
Meta Platforms, Inc.(METAcusip30303M102)	19.8K	QoQ -1.14% (-229) YoY -1.33% (-268)	All Managers (Combined)	$11.4M	1.1% ($11.4M/$1.1B)	QoQ -2.68% (-$314.8K) YoY +17.10% (-$1.7M)