Sponsored

The Analysis of Anchor Capital Management Group Inc's Holdings & P&L

Currently, Anchor Capital Management Group Inc holds 16 types of securities in its portfolio with a total value $143.8M. In the most recent quarter, they have increased their positions in N/A (+5.2M shares, valued at $5.2M), AWF (+80.0K shares, valued at $813.6K), BSTZ (+35.0K shares, valued at $775.3K); decreased their positions in N/A (-46.0K shares, valued at $26.6M); initiated new positions in AWF (+80.0K shares, valued at $813.6K), BSTZ (+35.0K shares, valued at $775.3K).

1M P&L

+2.4M+4.34%

3M P&L

+3.4M+6.42%

HY P&L

+4.7M+8.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A70.5M

100.0%

Top Industries by Stock Count

1N/A14 stocks

100.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Invesco Invesco132.5K shares-25.77%2026-03-312026-05-18

SPY State Street57.0K shares0.00%2026-03-312026-05-18

First American First American10.9M shares89.99%2026-03-312026-05-18

QYLD Global X169.5K shares0.00%2026-03-312026-05-18

JEPI JPMorgan40.0K shares0.00%2026-03-312026-05-18

PDI Pimco124.3K shares0.00%2026-03-312026-05-18

JEPQ JPMorgan37.0K shares0.00%2026-03-312026-05-18

PDO Pimco134.5K shares0.00%2026-03-312026-05-18

Sponsored

FTHI FIRST TRUST67.0K shares0.00%2026-03-312026-05-18

FTQI FIRST TRUST74.0K shares0.00%2026-03-312026-05-18

WDTE Defiance40.0K shares0.00%2026-03-312026-05-18

QQQY Defiance54.8K shares0.00%2026-03-312026-05-18

AWF AllianceBernstein80.0K sharesnew addition2026-03-312026-05-18

BSTZ Blackrock35.0K sharesnew addition2026-03-312026-05-18

QQQH NEOS14.0K shares0.00%2026-03-312026-05-18

BST Blackrock18.0K shares0.00%2026-03-312026-05-18

Sponsored

Invesco

-25.77%

Shares132.5K

Event2026-03-31

Filed2026-05-18

SPY

State Street

0.00%

Shares57.0K

Event2026-03-31

Filed2026-05-18

First American

89.99%

Shares10.9M

Event2026-03-31

Filed2026-05-18

QYLD

Global X

0.00%

Shares169.5K

Event2026-03-31

Filed2026-05-18

JEPI

JPMorgan

0.00%

Shares40.0K

Event2026-03-31

Filed2026-05-18

PDI

Pimco

0.00%

Shares124.3K

Event2026-03-31

Filed2026-05-18

JEPQ

JPMorgan

0.00%

Shares37.0K

Event2026-03-31

Filed2026-05-18

PDO

Pimco

0.00%

Shares134.5K

Event2026-03-31

Filed2026-05-18

FTHI

FIRST TRUST

0.00%

Shares67.0K

Event2026-03-31

Filed2026-05-18

FTQI

FIRST TRUST

0.00%

Shares74.0K

Event2026-03-31

Filed2026-05-18

WDTE

Defiance

0.00%

Shares40.0K

Event2026-03-31

Filed2026-05-18

QQQY

Defiance

0.00%

Shares54.8K

Event2026-03-31

Filed2026-05-18

AWF

AllianceBernstein

New

Shares80.0K

Event2026-03-31

Filed2026-05-18

BSTZ

Blackrock

New

Shares35.0K

Event2026-03-31

Filed2026-05-18

QQQH

NEOS

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-18

BST

Blackrock

0.00%

Shares18.0K

Event2026-03-31

Filed2026-05-18

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available