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Anchor Capital Management Group Inc

hedge fundUpdated 47 days ago

Managed by Anchor Capital Management Group Inc • Latest filing Q2 2026

Portfolio value
$145.1M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-34.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 7 quarters

Show data table
PeriodPortfolio value
Q4 2024$276.1M
Q1 2025$217.3M
Q2 2025$215.1M
Q3 2025$197.5M
Q4 2025$197.5M
Q1 2026$143.8M
Q2 2026$145.1M

Top holdings

16 positions as of Q2 2026

View filing
Q
1.QQQ

Invesco

-17.0%
Value
$81M
Shares
110.0K
% Port
55.84%
S
2.SPY

State Street

Unchanged
Value
$42.6M
Shares
57.0K
% Port
29.34%
F
3.FAF

First American

-4.6%
Value
$5.3M
Shares
5.26M
% Port
3.62%
J

JPMorgan

-1.3%
Value
$2.4M
Shares
39.5K
% Port
1.67%
?
5.N/A

Global X

-41.3%
Value
$1.8M
Shares
99.5K
% Port
1.26%
F
6.FPF

FIRST TRUST

Unchanged
Value
$1.6M
Shares
74.0K
% Port
1.13%
F
7.FPF

FIRST TRUST

Unchanged
Value
$1.6M
Shares
67.0K
% Port
1.10%
P
8.PDI

Pimco

-32.2%
Value
$1.4M
Shares
84.3K
% Port
0.97%
?
9.N/A

Defiance

Unchanged
Value
$1.3M
Shares
54.8K
% Port
0.91%
?
10.N/A

Defiance

Unchanged
Value
$1.2M
Shares
40.0K
% Port
0.83%
P
11.PDO

Pimco

-37.2%
Value
$1.1M
Shares
84.5K
% Port
0.77%
B
12.BSTZ

Blackrock

Unchanged
Value
$1.1M
Shares
35.0K
% Port
0.72%
B
13.BSTZ

Blackrock

Unchanged
Value
$913K
Shares
18.0K
% Port
0.63%
A
14.AWF

AllianceBernstein

Unchanged
Value
$824K
Shares
80.0K
% Port
0.57%
?
15.N/A

NEOS

Unchanged
Value
$782K
Shares
14.0K
% Port
0.54%
F
16.FAF

First American

-97.5%
Value
$139K
Shares
139.5K
% Port
0.10%

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