Anchor-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "NWE",
  null,
  "PINS",
  "SE",
  "SPSC",
  "HOOD",
  "MPWR",
  "FN",
  "GDX",
  "POOL",
  null,
  "TROW",
  "FTAI",
  "RJF",
  "AES",
  null,
  "ENTG",
  "AKAM",
  null,
  "FLO",
  "HUM",
  null,
  "AWR",
  "RF",
  "FTI",
  "SMCI",
  "SOBO.TO",
  "ONON",
  "MQT",
  "NSIT",
  "MU",
  null,
  "LBRT",
  "NVG",
  "FNDF",
  "FNDA",
  null,
  "ACN",
  "ITT",
  null,
  "KBR",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "PAA",
  "SKT",
  "TGTX",
  "MTRN",
  null,
  null,
  null,
  "KTB",
  null,
  null,
  "FIZZ",
  "NNE",
  "ALL",
  null,
  "GOOGL",
  "PRKS",
  "ALNY",
  "VDE",
  null,
  null,
  null,
  "AXP",
  "QQQX",
  null,
  "GDXJ",
  "AEG",
  null,
  "AIG",
  "BATRK",
  "TEAM",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  null,
  "PLUS",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "MFIC",
  "LOW",
  "CLS",
  "BRO",
  "ABR",
  "CP.TO",
  "ARCC",
  "SAN",
  "FUL",
  "FWRD",
  "GRX",
  "WRB",
  null,
  "HNST",
  "BSX",
  null,
  null,
  "CRON",
  null,
  null,
  null,
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  "MIN",
  "LE",
  null,
  "LLYVA",
  "LNC",
  null,
  null,
  "ETG",
  "MSGE",
  "DUK",
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  "MAC",
  "D",
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  "EBAY",
  null,
  "RXRX",
  null,
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  "RGP",
  null,
  "QS",
  "ECG",
  "WTRG",
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  "FUN",
  "SONO",
  null,
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  null,
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  null,
  null,
  null,
  "PNR",
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  null,
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  "FCX",
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  null,
  null,
  "GD",
  null,
  null,
  "GILD",
  null,
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  "HD",
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  "BEN",
  "FE",
  "UNP",
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  null,
  "EMXC",
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  null,
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  null,
  "ICE",
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  null,
  null,
  null,
  null,
  null,
  "IIM",
  null,
  null,
  "IVW",
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  null,
  null,
  null,
  "IJH",
  null,
  null,
  "FRST",
  "PMO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  null,
  "DXYZ",
  null,
  null,
  "MYI",
  null,
  "ETX",
  "BTT",
  "MFM",
  null,
  "HPF",
  "KMI",
  "LHX",
  "LRCX",
  "FWONA",
  "ICF",
  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  "SCHY",
  "L",
  null,
  null,
  null,
  "CFFI",
  null,
  "NIM",
  "MPC",
  "WDFC",
  null,
  "MMC",
  null,
  null,
  null,
  "PWR",
  "MRVL",
  "SILA",
  "MA",
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  "ALE",
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  null,
  "MAA",
  "MDLZ",
  "CNR",
  "MS",
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  "EQIX",
  "ESPR",
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  "EXC",
  "ETSY",
  "FSS",
  "EXPO",
  "FCNCA",
  "FICO",
  null,
  "FHN",
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  "GPC",
  "HXL",
  null,
  "HEI",
  "INCY",
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  "HRL",
  null,
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  "NU",
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  "OXY",
  null,
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  "EMN",
  "ADM",
  "PCAR",
  "SMR",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "FAST",
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  "ANET",
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  "NOC",
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  "INTC",
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  "PLTR",
  "PRU",
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  null,
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  null,
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  null,
  "LPLA",
  "MKC",
  "JPC",
  "AMGN",
  null,
  null,
  "PKG",
  "PARA",
  null,
  "REGN",
  "FNDX",
  null,
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  "NOW",
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  "SHOP",
  "SLB",
  null,
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  "ROP",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
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  "GLD",
  "SAP",
  null,
  null,
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SSNC",
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  "SNPS",
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  null,
  "TDG",
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  null,
  "WMS",
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  "SOUN",
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  "AB",
  null,
  null,
  "SUN",
  null,
  null,
  "VWO",
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  null,
  null,
  "KYN",
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  null,
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  null,
  null,
  null,
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  null,
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  "TY",
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  null,
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  null,
  "RICK",
  "ULTA",
  "IWO",
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  "SU",
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  "MTD",
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  null,
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  null,
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  "OHI",
  "GPN",
  null,
  "RMD",
  "EAF",
  null,
  "CHPT",
  null,
  "BN.TO",
  "FSK",
  "GPI",
  null,
  "VYM",
  "DD",
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  null,
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
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  "VRT",
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  "GGAL",
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  "RRC",
  "MMS",
  "QLYS",
  "RYN",
  "SEIC",
  "NFG",
  "PRI",
  "MUSA",
  "MAT",
  "MSM",
  "ATO",
  "ARE",
  "SYNA",
  "ALGN",
  "ADSK",
  "AON",
  "VNOM",
  "SSB",
  "VNT",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "APTV",
  "TMHC",
  "BLD",
  "AVY",
  "USFD",
  "ALB",
  "AFL",
  "TKR",
  "UBSI",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "EL",
  "SDY",
  "FI",
  "CPAY",
  "DRI",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FOX",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "WCN",
  "EFX",
  "IR",
  "NCLH",
  "TTC",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "CMPS",
  null,
  null,
  "ECPG",
  "FCCO",
  "ES",
  "FTRE",
  "IFF",
  null,
  "KNF",
  "IDXX",
  "PJT",
  "BIPC",
  null,
  null,
  "UA",
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  "TTWO",
  "CLF",
  "HCA",
  "PFG",
  null,
  "PLUG",
  "SBRA",
  null,
  null,
  "HII",
  "AMC",
  null,
  "KD",
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  null,
  null,
  "AMTM",
  null,
  "ELS",
  null,
  null,
  null,
  "NWSA",
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  null,
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  null,
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  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
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  "VYMI",
  "VALE",
  "VAL",
  null,
  "MGK",
  null,
  "VOOV",
  null,
  "VXUS",
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  "MGV",
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  null,
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  "WCC",
  "WFC",
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  "WELL",
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  "WSM",
  "WTW",
  "WMB",
  null,
  "KLG",
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  "WYNN",
  "WOR",
  "XEL",
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  "WS",
  "YUMC",
  "YUM",
  "XYL",
  "ZBRA",
  "IUSG",
  "ZIMV",
  "ENS",
  "SOLV",
  null,
  "LNT",
  null,
  "DTE",
  "DY",
  "OC",
  "HDSN",
  null,
  "FF",
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  "FOXA",
  "FLR",
  "SCHD",
  "ET",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "IMKTA",
  "SCHF",
  null,
  "SCHA",
  "LEA",
  "MSCI",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  null,
  "LBTYA",
  "HST",
  "LH",
  "MOH",
  "MFC",
  "KDP",
  "NUS",
  "MKL",
  "EMBC",
  "TER",
  "SO",
  "TTD",
  "SON",
  "SJM",
  "SPXC",
  "PPL",
  "TRP",
  "TDOC",
  "OTIS",
  "ONL",
  null,
  "SW",
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  "ROL",
  "CRM",
  "SWKS",
  "PENN",
  "RVTY",
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  "SCI",
  null,
  null,
  "TDY",
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  "DIA",
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  null,
  "SPOT",
  null,
  null,
  "LII",
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  "LYV",
  null,
  "LYB",
  "LNTH",
  null,
  "IUSV",
  null,
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  "GEV",
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  "ZBH",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  null,
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  "UPST",
  null,
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  "NUE",
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  "EG",
  "PAYC",
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  null,
  "AME",
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  "MSGE",
  null,
  "STE",
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  "KMB",
  "LULU",
  "AN",
  "ADP",
  "AZO",
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  "BANC",
  "BBVA",
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  null,
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  null,
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  "EAT",
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  "BOX",
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  "CACI",
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  "CBOE",
  "CBRE",
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  "CRL",
  "CVX",
  "CHTR",
  "CINF",
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  "CMG",
  "CHH",
  "CHD",
  "CTAS",
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  "C",
  "CLX",
  "CME",
  null,
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  "FIX",
  "CMCSA",
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  "CL",
  "CHCT",
  "COP",
  "STZ",
  "COO",
  "CEG",
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  "ED",
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  "CVS",
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  "CCK",
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  "CUBE",
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  "DDOG",
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  "DE",
  "DB",
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  null,
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  "ADI",
  "MCO",
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  "MAR",
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  null,
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  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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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Page 8 of 53

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Workday, Inc.

WDAY|98138H101

Shares:7.3K

Value:$1.7M

lululemon athletica inc.

LULU|550021109

Shares:5.9K

Value:$1.7M

SouthState Corp

SSB|840441109

Shares:17.8K

Value:$1.6M

Bank of New York Mellon Corp

BK|064058100

Shares:19.5K

Value:$1.6M

GSK plc

GSK|37733W204

Shares:40.9K

Value:$1.6M

46434V621

DGRO|46434V621

Shares:25.4K

Value:$1.6M

922908751

VB|922908751

Shares:7.0K

Value:$1.6M

INTUIT INC.

INTU|461202103

Shares:2.4K

Value:$1.5M

74348A467

Shares:14.4K

Value:$1.5M

CLOROX CO /DE/

CLX|189054109

Shares:9.9K

Value:$1.5M

AMGEN INC

AMGN|031162100

Shares:4.6K

Value:$1.4M

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:8.4K

Value:$1.4M

BlackRock Municipal 2030 Target Term Trust

BTT|09257P105

Shares:67.9K

Value:$1.4M

AT&T INC.

T|00206R102

Shares:50.9K

Value:$1.4M

464287598

IWD|464287598

Shares:7.6K

Value:$1.4M

Cigna Group

CI|125523100

Shares:4.2K

Value:$1.4M

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:27.7K

Value:$1.4M

Accenture plc

ACN|G1151C101

Shares:4.4K

Value:$1.4M

921946406

VYM|921946406

Shares:10.4K

Value:$1.3M

LINDE PLC

LIN|G54950103

Shares:2.8K

Value:$1.3M

Instrument	Shares		Other Manager	Value
Workday, Inc.(WDAYcusip98138H101)	7.3K	QoQ +3.49% (-245) YoY +17595.12% (+7.2K)	All Managers (Combined)	$1.7M	QoQ -6.33% (-$114.5K) YoY +15050.31% (+$1.7M)
lululemon athletica inc.(LULUcusip550021109)	5.9K	QoQ +2.82% (-161) YoY +114.43% (+3.1K)	All Managers (Combined)	$1.7M	QoQ -23.88% (-$519.8K) YoY +55.37% (+$590.4K)
SouthState Corp(SSBcusip840441109)	17.8K	QoQ 0.00% (-0) YoY -4.44% (-826)	All Managers (Combined)	$1.6M	QoQ -6.69% (-$118.3K) YoY +4.30% (-$68.1K)
Bank of New York Mellon Corp(BKcusip064058100)	19.5K	QoQ -2.14% (-429) YoY -8.85% (-1.9K)	All Managers (Combined)	$1.6M	QoQ +6.81% (-$104.6K) YoY +32.67% (-$403.4K)
GSK plc(GSKcusip37733W204)	40.9K	QoQ -1.32% (-550) YoY -17.50% (-8.7K)	All Managers (Combined)	$1.6M	QoQ +13.02% (-$182.7K) YoY -25.45% (-$541.0K)
(DGROcusip46434V621)	25.4K	QoQ -2.25% (-585) YoY +139.46% (+14.8K)	All Managers (Combined)	$1.6M	QoQ -1.55% (-$24.7K) YoY +154.80% (+$952.5K)
(VBcusip922908751)	7.0K	QoQ -0.36% (-26) YoY -2.73% (-198)	All Managers (Combined)	$1.6M	QoQ -8.05% (-$136.9K) YoY -5.64% (-$93.5K)
INTUIT INC.(INTUcusip461202103)	2.4K	QoQ +2.26% (-54) YoY +6.03% (+139)	All Managers (Combined)	$1.5M	QoQ -0.07% (-$1.2K) YoY +0.20% (+$3.0K)
(cusip74348A467)✕	14.4K	QoQ -0.12% (-18) YoY +231.99% (+10.0K)	All Managers (Combined)	$1.5M	QoQ +2.51% (-$36.0K) YoY +234.53% (+$1.0M)
CLOROX CO /DE/(CLXcusip189054109)	9.9K	QoQ -6.03% (-633) YoY -1.26% (-126)	All Managers (Combined)	$1.5M	QoQ -14.80% (-$252.3K) YoY -5.04% (-$77.1K)
AMGEN INC(AMGNcusip031162100)	4.6K	QoQ -28.35% (-1.8K) YoY -22.95% (-1.4K)	All Managers (Combined)	$1.4M	QoQ -14.35% (-$242.4K) YoY -15.58% (-$266.9K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	8.4K	QoQ +0.38% (+32) YoY -2.64% (-228)	All Managers (Combined)	$1.4M	QoQ +16.20% (+$201.6K) YoY +22.18% (-$262.5K)
BlackRock Municipal 2030 Target Term Trust(BTTcusip09257P105)	67.9K	QoQ +0.02% (+14) YoY +9.89% (+6.1K)	All Managers (Combined)	$1.4M	QoQ +3.12% (+$43.8K) YoY +10.77% (+$140.3K)
AT&T INC.(Tcusip00206R102)	50.9K	QoQ +36.64% (+13.7K) YoY +12.69% (+5.7K)	All Managers (Combined)	$1.4M	QoQ +69.71% (+$591.8K) YoY +81.08% (+$645.1K)
(IWDcusip464287598)	7.6K	QoQ -1.91% (-148) YoY -12.89% (-1.1K)	All Managers (Combined)	$1.4M	QoQ -0.30% (-$4.4K) YoY -8.49% (-$132.5K)
Cigna Group(CIcusip125523100)	4.2K	QoQ -1.59% (-69) YoY -6.71% (-306)	All Managers (Combined)	$1.4M	QoQ +17.23% (-$205.5K) YoY -15.50% (-$256.4K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	27.7K	QoQ +2.20% (-598) YoY +10292.13% (+27.5K)	All Managers (Combined)	$1.4M	QoQ -14.89% (-$243.9K) YoY +79.50% (+$617.1K)
Accenture plc(ACNcusipG1151C101)	4.4K	QoQ +26.03% (+903) YoY -21.92% (-1.2K)	All Managers (Combined)	$1.4M	QoQ +11.78% (+$143.9K) YoY -29.71% (-$576.8K)
(VYMcusip921946406)	10.4K	QoQ -0.45% (-48) YoY -6.85% (-766)	All Managers (Combined)	$1.3M	QoQ +0.60% (-$8.1K) YoY -0.72% (-$9.8K)
LINDE PLC(LINcusipG54950103)	2.8K	QoQ -4.46% (-132) YoY +15.95% (+389)	All Managers (Combined)	$1.3M	QoQ +6.25% (-$77.4K) YoY +16.27% (+$184.3K)