Anchor Investment Management, LLC
1,157 holdingsFiling period: 2026-06-30Current AUM: $1.38Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp.com | 105.5K | $39.4M | $56.1M | 4.07% | +3.7K | 2026-06-30 |
| 2 | AAPL | Apple Inc.com | 130.1K | $37.6M | $44.2M | 3.20% | +189 | 2026-06-30 |
| 3 | V | Visa Inc.com CL A | 106.4K | $36.5M | $43.3M | 3.14% | -1,076 | 2026-06-30 |
| 4 | GOOG | Alphabet Inc Cap Stk CL C | 100.1K | $35.4M | $33.7M | 2.44% | +10.6K | 2026-06-30 |
| 5 | SCHX | Schwab U.S. Large-Cap ETF | 1.19M | $35.1M | $36.1M | 2.62% | +265 | 2026-06-30 |
| 6 | FCNCA | First Ctzns Bancshares Inc Del CL A | 16.0K | $33.2M | $33.9M | 2.46% | +2.8K | 2026-06-30 |
| 7 | VGT | Vanguard Information Technology ETF | 213.6K | $25.5M | $25.7M | 1.86% | +185.9K | 2026-06-30 |
| 8 | BSCS | Invesco Bulletshares 2028 Corporate Bond ETF | 1.24M | $25.2M | $24.9M | 1.81% | +83.2K | 2026-06-30 |
| 9 | BSCR | Invesco Bulletshares 2027 Corporate Bond ETF | 1.28M | $25.2M | $25.0M | 1.82% | +52.7K | 2026-06-30 |
| 10 | QQQM | Invesco NASDAQ 100 ETF | 77.2K | $23.4M | $22.8M | 1.66% | -50 | 2026-06-30 |
| 11 | BSCT | Invesco Bulletshares 2029 Corporate Bond ETF | 1.24M | $23.1M | $22.7M | 1.64% | +104.4K | 2026-06-30 |
| 12 | GOOGL | Alphabet Inc Cap Stk CL A | 63.5K | $22.7M | $21.6M | 1.57% | -10,681 | 2026-06-30 |
| 13 | ABBV | Abbvie Inc.com | 86.2K | $21.7M | $24.9M | 1.81% | -1,575 | 2026-06-30 |
| 14 | JNJ | Johnson & Johnson.com | 84.6K | $21.5M | $21.9M | 1.59% | -3,008 | 2026-06-30 |
| 15 | GLW | Corning Inc.com | 74.9K | $19.1M | $9.9M | 0.72% | -4,770 | 2026-06-30 |
| 16 | NVDA | NVIDIA Corporation.com | 91.0K | $18.2M | $19.7M | 1.43% | +4.0K | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc.com | 73.5K | $17.5M | $19.3M | 1.40% | -409 | 2026-06-30 |
| 18 | BRK-B | Berkshire Hathaway Inc Del CL B New | 34.9K | $17.5M | $17.5M | 1.27% | -746 | 2026-06-30 |
| 19 | QQQ | Invesco Qqq Trust Series I | 22.2K | $16.3M | $15.9M | 1.15% | -995 | 2026-06-30 |
| 20 | LLY | Eli Lilly & Co.com | 12.7K | $15.2M | $16.3M | 1.18% | -498 | 2026-06-30 |
| 21 | MU | Micron Technology Inc.com | 12.3K | $14.2M | $11.0M | 0.80% | +243 | 2026-06-30 |
| 22 | CAT | Caterpillar Inc.com | 11.9K | $12.6M | $8.6M | 0.62% | -236 | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co.com | 38.5K | $12.6M | $12.9M | 0.94% | -2,164 | 2026-06-30 |
| 24 | XOM | Exxonmobil Holdings Corp.com Shs | 89.4K | $12.2M | $15.9M | 1.15% | -- | 2026-06-30 |
| 25 | XOM | Exxonmobil Holdings Corp.com Shs | 89.4K | $12.2M | $15.9M | 1.15% | -- | 2026-06-30 |
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