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Anchor Capital Management Group - Q1 2026 13F Filings

AN

Anchor Capital Management Group INC

CIK: 0000894119
Address: California Aliso Viejo 15 Enterprise, Suite 450
$143.77 M
Portfolio Value
16
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/28/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. First Am Govt Oblig-X
+$5.16 M
2. Alliancebernstein Gl Hi
+$813,600
3. Blackrock Sci & Tech Trm Tr
+$775,250

Top Sells

Q1 2026
1. QQQ Invesco Qqq Trust Series I
−$26.55 M
2. Nuveen Credit Strategies
−$922,250
3. JPC Nuveen Preferred & Income Opportunities Fund
−$574,000

Asset Allocation

Stocks/ETFs
-27.22%
$143.77 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Anchor Capital Management Group Q1 2026 Filing Summary

Anchor Capital Management Group INC filed its 13F report for Q1 2026 on May 18, 2026. The portfolio totaled 143.77 M reflecting a -27.22% change from the prior quarter, spanning 16 assets. The top 10 holdings comprised 96.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 2 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Anchor Capital Management Group’s Q1 2026 Filing

Anchor Capital Management Group submitted their Form 13F-HR for the Q1 2026 period on 05/18/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Anchor Capital Management Group reported a managed portfolio value of 143.77 M, consisting of 17 individual positions.

This page displays the raw filing documents. To see which stocks Anchor Capital Management Group bought or sold during Q1 2026, please visit Anchor Capital Management Group's Portfolio Analysis page.