Titelia

Holdings of Anchor Investment Management, LLC

941 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 24.4 % of the equity sleeve

Sector breakdown

  • Technology 15.7 %
  • Financials 10.5 %
  • Health care 10.1 %
  • Industrials 8.0 %
  • Consumer discretionary 8.0 %
  • Communication 7.3 %
  • Consumer staples 5.3 %
  • Utilities 2.5 %
  • Funds 2.4 %
  • Energy 2.1 %
  • Materials 1.0 %
  • Real estate 0.1 %
  • Unattributed 27.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.1 %
  • TW 0.3 %
  • GB 0.3 %
  • NL 0.2 %
  • DK 0.0 %
  • ES 0.0 %
  • FR 0.0 %
  • DE 0.0 %
  • JP 0.0 %
  • BE 0.0 %
  • BR 0.0 %
  • BM 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US9191.1B $99.09 %
2TW13.7M $0.34 %
3GB103.4M $0.32 %
4NL21.8M $0.16 %
5DK1462.3K $0.04 %
6ES2264K $0.02 %
7FR1151.1K $0.01 %
8DE146.9K $0.00 %
9JP124.3K $0.00 %
10BE124.3K $0.00 %
11BR14K $0.00 %
12BM11.3K $0.00 %

Positions

RankCompanySharesValueWeight
201Morgan Stanley 4,777786.1K $
202Ingles Markets Inc 8,700782K $
203VanEck Morningstar Wide Moat ETF 7,944768.2K $
204Select Sector Spdr Trust 15,379759.2K $
205Travelers Cos Inc/The 2,578752K $
206Uber Technologies Inc 10,396747.8K $
207Allstate Corp/The 3,601746.6K $
208Vanguard Index Funds 2,465745K $
209Dominion Energy Inc 11,988741.1K $
210Starbucks Corp 8,247738.9K $
211Altria Group, Inc. 11,188738.3K $
212Air Products and Chemicals Inc 2,518731.4K $
213CVS Health Corp 10,171730.5K $
214Vanguard FTSE All World ex-US 4,995728.2K $
215Cognizant Technology Solutions Corp. 11,860727.6K $
216iShares Trust 6,114724.2K $
217Schwab US TIPS ETF 27,088720.8K $
218Vanguard Mid-Cap Growth ETF 2,776714.5K $
219Capital Group Dividend Value ETF 16,698710.3K $
220iShares Russell 1000 Growth ETF 1,665710K $
221iShares Trust 7,535704.8K $
222Blackrock Inc 720692.4K $
223VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 3,066690.8K $
224iShares MSCI EAFE ETF 7,033683.1K $
225Deere & Co 1,207680K $
226Cencora Inc 2,151675.7K $
227Fox Corp 11,530673.4K $
228Intel Corp 15,043663.8K $
229PIMCO Enhanced Short Maturity 6,350638.6K $
230PulteGroup Inc 5,347628.9K $
231State Street SPDR Portfolio Developed World ex-US ETF 13,667623.9K $
232AppLovin Corp 1,548616.1K $
233TopBuild Corp 1,725606K $
234SPDR Gold Shares 1,398601.5K $
235Copart Inc 17,613584.8K $
236iShares Trust 3,040583.1K $
237Weyerhaeuser Co 22,929560.2K $
238American Electric Power Co Inc 4,235555.1K $
239Dover Corp 2,640550.3K $
240SPDR Gold MiniShares Trust 5,899546.8K $
241Zimmer Biomet Holdings Inc 6,044546.5K $
242Global Payments Inc 8,096544.9K $
243Vanguard FTSE Developed Markets ETF 8,240528K $
244ALPS ETF Trust 9,779514.8K $
245British American Tobacco PLC 8,783513.5K $
246Nucor Corp 3,022511K $
247Keysight Technologies Inc 1,793506.3K $
248Jpmorgan Core Plus Bond Etf 10,703503.9K $
249iShares Core S&P U.S. Growth ETF 3,203496.8K $
250Capital Group Core Plus Income ETF 22,203496K $
251Cloudflare Inc 2,345483.9K $
252Schwab US Broad Market ETF 19,086479.1K $
253Cardinal Health, Inc. 2,252475.8K $
254Corteva Inc 5,666474.3K $
255Novo Nordisk A/S 12,579462.3K $
256SPDR Series Trust 9,463457.3K $
257Williams Cos Inc/The 6,229453.3K $
258American Water Works Co Inc 3,320451.8K $
259Markel Group Inc 232444.1K $
260Pacer Funds Trust 9,589443.4K $
261Kroger Co/The 6,110442.1K $
262Shell PLC 4,585426.4K $
263Cummins Inc 782420.5K $
264Simplify Exchange Traded Funds 19,873419.3K $
265Invesco S&P 500 Equal Weight ETF 2,184419.2K $
266Distillate US Fundamental Stability & Value ETF 7,164414.7K $
267MetLife Inc 5,836412.7K $
268LKQ Corp 13,720402.9K $
269Constellation Brands Inc 2,670400.5K $
270Expeditors International of Washington Inc 2,785398.9K $
271iShares Trust 1,106394.4K $
272American Tower Corp 2,260390K $
273Cintas Corp 2,298388.7K $
274Phillips 66 2,094381.5K $
275HCA Healthcare Inc 800378.6K $
276Humana Inc 2,137370.5K $
277US Bancorp 6,900358.9K $
278DR Horton Inc 2,533347.6K $
279Select Sector Spdr Trust 5,640345.5K $
280Atlanta Braves Holdings Inc 7,290343.7K $
281Fastenal Co 7,400343.3K $
282Chipotle Mexican Grill Inc 10,636340.5K $
283Healthpeak Properties Inc 20,543337.5K $
284American Century ETF Trust 3,045336.4K $
285iShares U.S. Technology ETF 1,849335.4K $
286Vanguard International Equity Index Funds 6,125331.1K $
287iShares Core S&P 500 ETF 503328.3K $
288Vanguard Short-term Bond Etf 4,110322.3K $
289Omega Healthcare Investors Inc 7,296319.7K $
290Installed Building Products Inc 1,200318.2K $
291Vanguard Mega Cap Growth ETF 860316K $
292Generac Holdings Inc 1,590310.6K $
293Invesco Exchange-Traded Fund Trust 2,794305.8K $
294iShares Biotechnology ETF 1,764297.9K $
295Sony Group Corp 14,315296.3K $
296ONEOK Inc 3,263294.9K $
297Sysco Corp 4,057289.4K $
298iShares Core MSCI EAFE ETF 3,152285.4K $
299eBay Inc 3,131285K $
300iShares Global Energy ETF 4,923283.6K $