account_balance

Investment manager · 13F filer · SEC CIK 894119

Anchor Capital Management Group Inc

Reported value$118Mas of Sep 30, 2026
Positions13 1 new, 3 sold out
Top 10 weight98.4%QQQ alone is 54%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco 53.5% Trimmed −22%
SPY SPDR S&P 500 ETF Trust 34.5% Trimmed −6%
JEPQ JPMorgan 2.0% New
QYLD Global X 1.6% Held
FTQI First Trust 1.4% Held
First American 1.4% Trimmed −70%
FTHI First Trust 1.3% Held
QQQY Defiance 1.0% Held
WDTE Defiance 1.0% Held
AWF Alliancebernstein Global High Income Fund Inc 0.7% Held
QQQH Neos 0.7% Held
BSTZ BlackRock Science & Technology Term Trust 0.5% Trimmed −43%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • JEPQ $2.42M
arrow_upwardAdded

None

arrow_downwardTrimmed
  • First American −70%
  • BST −44%
  • BSTZ −43%
  • QQQ −22%
remove_circleSold out
  • JEPI $2.43M
  • PDI $1.41M
  • PDO $1.12M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist