Anchor-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "NWE",
  null,
  "PINS",
  "SE",
  "SPSC",
  "HOOD",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "MO",
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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 • $1,072,211.497K total value

1,041 positions

Manager:

SEC FilingSEC DataHachi Filing

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PROCTER & GAMBLE Co

PG|742718109

Shares:65.1K

Value:$11.1M

LOWES COMPANIES INC

LOW|548661107

Shares:45.5K

Value:$10.6M

UNION PACIFIC CORP

UNP|907818108

Shares:43.6K

Value:$10.3M

Duke Energy CORP

DUK|26441C204

Shares:81.5K

Value:$9.9M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:40.0K

Value:$9.8M

Medtronic plc

MDT|G5960L103

Shares:107.0K

Value:$9.6M

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:39.3K

Value:$9.5M

WATSCO INC

WSO|942622200

Shares:18.3K

Value:$9.3M

COCA COLA CO

KO|191216100

Shares:121.1K

Value:$8.7M

NVIDIA CORP

NVDA|67066G104

Shares:79.8K

Value:$8.6M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:8.3K

Value:$7.8M

46138G649

Shares:40.4K

Value:$7.8M

FISERV INC

FI|337738108

Shares:34.6K

Value:$7.6M

HOME DEPOT, INC.

HD|437076102

Shares:20.1K

Value:$7.4M

46641Q837

Shares:141.9K

Value:$7.2M

Philip Morris International Inc.

PM|718172109

Shares:45.2K

Value:$7.2M

Walmart Inc.

WMT|931142103

Shares:81.7K

Value:$7.2M

ABBOTT LABORATORIES

ABT|002824100

Shares:53.2K

Value:$7.1M

SOUTHERN CO

SO|842587107

Shares:75.0K

Value:$6.9M

CHEVRON CORP

CVX|166764100

Shares:41.1K

Value:$6.9M

Instrument	Shares		Other Manager	Value
PROCTER & GAMBLE Co(PGcusip742718109)	65.1K	QoQ +0.03% (+22) YoY +16.62% (+9.3K)	All Managers (Combined)	$11.1M	QoQ +1.68% (+$184.0K) YoY +22.49% (+$2.0M)
LOWES COMPANIES INC(LOWcusip548661107)	45.5K	QoQ -0.37% (-171) YoY +3.92% (-1.7K)	All Managers (Combined)	$10.6M	QoQ -5.85% (-$659.4K) YoY -4.84% (-$539.9K)
UNION PACIFIC CORP(UNPcusip907818108)	43.6K	QoQ -0.20% (-90) YoY +4.51% (+1.9K)	All Managers (Combined)	$10.3M	QoQ +3.38% (-$337.3K) YoY +0.39% (+$40.8K)
Duke Energy CORP(DUKcusip26441C204)	81.5K	QoQ +0.33% (+270) YoY +1.47% (+1.2K)	All Managers (Combined)	$9.9M	QoQ +13.58% (+$1.2M) YoY +27.97% (+$2.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	40.0K	QoQ -0.82% (-334) YoY +3.00% (+1.2K)	All Managers (Combined)	$9.8M	QoQ +1.48% (-$143.5K) YoY +26.14% (+$2.0M)
Medtronic plc(MDTcusipG5960L103)	107.0K	QoQ +0.10% (+112) YoY +31.58% (+25.7K)	All Managers (Combined)	$9.6M	QoQ +12.61% (+$1.1M) YoY +35.68% (+$2.5M)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	39.3K	QoQ +0.75% (+294) YoY +7.30% (+2.7K)	All Managers (Combined)	$9.5M	QoQ +21.27% (+$1.7M) YoY +35.72% (+$2.5M)
WATSCO INC(WSOcusip942622200)	18.3K	QoQ 0.00% (+0) YoY +47968.42% (+18.2K)	All Managers (Combined)	$9.3M	QoQ +7.26% (+$628.5K) YoY +56461.73% (+$9.3M)
COCA COLA CO(KOcusip191216100)	121.1K	QoQ -0.51% (-632) YoY +0.09% (+109)	All Managers (Combined)	$8.7M	QoQ +14.43% (-$1.1M) YoY +17.16% (+$1.3M)
NVIDIA CORP(NVDAcusip67066G104)	79.8K	QoQ +10.03% (-7.3K) YoY +1199.86% (+73.7K)	All Managers (Combined)	$8.6M	QoQ -11.19% (-$1.1M) YoY +55.92% (+$3.1M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	8.3K	QoQ +1.19% (+98) YoY +4.13% (+329)	All Managers (Combined)	$7.8M	QoQ +4.46% (+$334.8K) YoY +34.44% (+$2.0M)
(cusip46138G649)✕	40.4K	QoQ -3.91% (-1.6K) YoY +47.62% (+13.0K)	All Managers (Combined)	$7.8M	QoQ -11.87% (-$1.1M) YoY +55.96% (+$2.8M)
FISERV INC(FIcusip337738108)	34.6K	QoQ -0.14% (-49) YoY +0.86% (+297)	All Managers (Combined)	$7.6M	QoQ +7.34% (-$522.6K) YoY +39.37% (+$2.2M)
HOME DEPOT, INC.(HDcusip437076102)	20.1K	QoQ +0.27% (-56) YoY +1.61% (-318)	All Managers (Combined)	$7.4M	QoQ -5.51% (-$429.5K) YoY -2.92% (-$221.4K)
(cusip46641Q837)✕	141.9K	QoQ +11.76% (+14.9K) YoY +37.23% (+38.5K)	All Managers (Combined)	$7.2M	QoQ +12.34% (+$789.3K) YoY +37.72% (+$2.0M)
Philip Morris International Inc.(PMcusip718172109)	45.2K	QoQ -0.11% (-52) YoY +2.54% (+1.1K)	All Managers (Combined)	$7.2M	QoQ +31.73% (-$1.7M) YoY +77.66% (+$3.1M)
Walmart Inc.(WMTcusip931142103)	81.7K	QoQ +0.18% (-154) YoY +2.18% (+1.7K)	All Managers (Combined)	$7.2M	QoQ -2.65% (-$195.3K) YoY +49.09% (+$2.4M)
ABBOTT LABORATORIES(ABTcusip002824100)	53.2K	QoQ -1.02% (-549) YoY +1.38% (+729)	All Managers (Combined)	$7.1M	QoQ +16.07% (-$977.9K) YoY +18.32% (+$1.1M)
SOUTHERN CO(SOcusip842587107)	75.0K	QoQ -1.75% (-1.3K) YoY -2.75% (-2.1K)	All Managers (Combined)	$6.9M	QoQ +9.74% (-$611.9K) YoY +24.63% (-$1.4M)
CHEVRON CORP(CVXcusip166764100)	41.1K	QoQ +0.81% (+332) YoY +11.20% (+4.1K)	All Managers (Combined)	$6.9M	QoQ +16.43% (+$971.3K) YoY +17.93% (+$1.0M)