Anchor Capital Management Group Inc
Long book
$143.8M
Q1 2026
Positions
16
Top-10 weight
96%
concentration
Last quarter
+17.7%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsAnchor Capital Management Group Inc is a wealth-management firm allocating client money, running a $143.8M US long book across 16 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: INVESCO QQQ TRUST SERIES 1, SS SPDR S&P 500 ETF TRUST-US, FIRST AM GOVT OBLIG-X, GLOBAL X NASD 100 COV CALL, JPMORGAN EQUITY PREMIUM INCO.
Over the last 6 quarters its long book ran on average 0.5pp per quarter ahead of the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-5.7%
Q1 2025
+13.2%
Q2 2025
+7.9%
Q3 2025
+2.4%
Q4 2025
-5.0%
Q1 2026
+17.7%
Sector allocation
No sector data
Long book by quarter
What does Anchor Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 18, 2026 | 17 | $143.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 20, 2026 | 17 | $197.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 17 | $197.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 20 | $215.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 6, 2025 | 21 | $217.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 18 | $276.1M | canonical | SEC ↗ |