ANCHYRA PARTNERS LLC
13F Reported Value
ⓘ$416.4M
Holdings
350
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ANCHYRA PARTNERS LLC disclosed 350 positions worth $416.4M in its Form 13F-HR for Q2 2026, led by $TROW (PRICE T ROWE GROUP INC) at 12.4% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 98 new positions and exited 23 — including a new stake in $STRL and a full exit from $INTU. The portfolio is most concentrated in Technology (38.7% of disclosed assets). All figures are sourced directly from ANCHYRA PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 2107106.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 69.0#288
Quality
$51.6M454,073 sh - 85.9#5
Quality
$26.0M129,693 sh - 76.4#84
Quality
$18.3M63,403 sh - 79.8
Quality
$11.2M30,159 sh - 78.2
Quality
$9.9M27,698 sh ISHARES TR - RUSSELL 3000 ETF
—Quality
$8.5M19,989 sh- 86.2
Quality
$8.4M7,268 sh - 79.6
Quality
$7.9M13,990 sh - 84.5
Quality
$6.9M18,364 sh - 68.7
Quality
$6.6M27,824 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 PRICE T ROWE GROUP INC$TROW | 69.0#288 | $51.6M | 454,073 |
 NVIDIA CORP$NVDA | 85.9#5 | $26.0M | 129,693 |
 Apple Inc.$AAPL | 76.4#84 | $18.3M | 63,403 |
 MICROSOFT CORP$MSFT | 79.8 | $11.2M | 30,159 |
 Alphabet Inc.$GOOG | 78.2 | $9.9M | 27,698 |
| ISHARES TR - RUSSELL 3000 ETF | — | $8.5M | 19,989 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $8.4M | 7,268 |
 Meta Platforms, Inc.$META | 79.6 | $7.9M | 13,990 |
 Broadcom Inc.$AVGO | 84.5 | $6.9M | 18,364 |
 AMAZON COM INC$AMZN | 68.7 | $6.6M | 27,824 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ANCHYRA PARTNERS LLC's 350 positions.
Showing top 10 of 350 holdings.
Sector Allocation
Technology
$161.2M
Financials
$98.4M
Other
$39.2M
Industrials
$32.6M
Consumer Discretionary
$22.0M
Healthcare
$18.0M
Energy
$10.6M
Materials
$9.4M
Top Holdings — ANCHYRA PARTNERS LLC (Q2 2026)
Top 150 of 350 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TROW | PRICE T ROWE GROUP INC | $51.6M | 12.4% | -2% | 69 |
| 2 | $NVDA | NVIDIA CORP | $26.0M | 6.2% | +2% | 85.9 |
| 3 | $AAPL | Apple Inc. | $18.3M | 4.4% | +5% | 76.4 |
| 4 | $MSFT | MICROSOFT CORP | $11.2M | 2.7% | -4% | 79.8 |
| 5 | $GOOG | Alphabet Inc. | $9.9M | 2.4% | +2% | 78.2 |
| 6 | — | ISHARES TR - RUSSELL 3000 ETF | $8.5M | 2.0% | +8% | — |
| 7 | $MU | MICRON TECHNOLOGY INC | $8.4M | 2.0% | +2% | 86.2 |
| 8 | $META | Meta Platforms, Inc. | $7.9M | 1.9% | +3% | 79.6 |
| 9 | $AVGO | Broadcom Inc. | $6.9M | 1.7% | +5% | 84.5 |
| 10 | $AMZN | AMAZON COM INC | $6.6M | 1.6% | -3% | 68.7 |
| 11 |  $GLD | SPDR GOLD TRUST | $5.4M | 1.3% | +0% | — |
| 12 |  $MRVL | Marvell Technology, Inc. | $5.3M | 1.3% | -3% | 76.5 |
| 13 |  $ANET | Arista Networks, Inc. | $4.6M | 1.1% | +3% | 81.9 |
| 14 |  $COHR | COHERENT CORP. | $4.5M | 1.1% | +5% | 58.5 |
| 15 |  $JBL | JABIL INC | $4.2M | 1.0% | -5% | 57.4 |
| 16 | — | ISHARES TR - RUS 1000 GRW ETF | $4.1M | 1.0% | +341% | — |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.1M | 1.0% | +3% | 73.8 |
| 18 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $3.9M | 0.9% | +0% | — |
| 19 |  $PANW | Palo Alto Networks Inc | $3.6M | 0.9% | +3% | 65.5 |
| 20 |  $CSCO | CISCO SYSTEMS, INC. | $3.4M | 0.8% | +2% | 70.3 |
| 21 |  $STRL | STERLING INFRASTRUCTURE, INC. | $3.4M | 0.8% | NEW | 70.6 |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $3.4M | 0.8% | +4% | — |
| 23 |  $SO | SOUTHERN CO | $3.4M | 0.8% | +0% | 62 |
| 24 | — | ISHARES TR - RUS 1000 VAL ETF | $3.3M | 0.8% | +7% | — |
| 25 |  $XOM.R34088 | EXXON MOBIL CORP | $3.2M | 0.8% | -2% | 57.9 |
| 26 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $3.1M | 0.7% | +0% | 61.7 |
| 27 |  $LLY | ELI LILLY & Co | $3.0M | 0.7% | +7% | 87.5 |
| 28 |  $JPM | JPMORGAN CHASE & CO | $2.8M | 0.7% | +7% | 70.7 |
| 29 |  $TSLA | Tesla, Inc. | $2.8M | 0.7% | +6% | 53.9 |
| 30 |  $AMAT | APPLIED MATERIALS INC /DE | $2.6M | 0.6% | +7% | 72.3 |
| 31 |  $NSC | NORFOLK SOUTHERN CORP | $2.5M | 0.6% | -2% | 63.2 |
| 32 |  $GOOGL | Alphabet Inc. | $2.5M | 0.6% | +29% | 78.2 |
| 33 |  $WMT | Walmart Inc. | $2.5M | 0.6% | -1% | 60.2 |
| 34 |  $AMD | ADVANCED MICRO DEVICES INC | $2.5M | 0.6% | +11% | 79.8 |
| 35 | — | ISHARES TR - MSCI EAFE ETF | $2.5M | 0.6% | +17% | — |
| 36 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.3M | 0.6% | +1% | 72.6 |
| 37 |  $GE | GENERAL ELECTRIC CO | $2.2M | 0.5% | +2% | 73.8 |
| 38 |  $DE | DEERE & CO | $2.0M | 0.5% | +0% | 55.4 |
| 39 |  $ETN | Eaton Corp plc | $2.0M | 0.5% | +1% | — |
| 40 |  $RTX | RTX Corp | $1.9M | 0.5% | +5% | 73.2 |
| 41 |  $ORCL | ORACLE CORP | $1.9M | 0.5% | +9% | 66.2 |
| 42 |  $GEV | GE Vernova Inc. | $1.9M | 0.5% | -4% | 81.1 |
| 43 |  $PG | PROCTER & GAMBLE Co | $1.8M | 0.4% | -3% | 64.6 |
| 44 | — | GOLDMAN SACHS ETF TR - TECHNOLOGY OPPOR | $1.8M | 0.4% | -3% | — |
| 45 |  $TWLO | TWILIO INC | $1.7M | 0.4% | +2% | 70.4 |
| 46 |  $MS | MORGAN STANLEY | $1.7M | 0.4% | +100% | 75.8 |
| 47 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.4% | +5% | 69 |
| 48 |  $IVZ | Invesco Ltd. | $1.7M | 0.4% | +0% | — |
| 49 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.7M | 0.4% | +16% | — |
| 50 |  $NFLX | NETFLIX INC | $1.6M | 0.4% | -3% | 78.8 |
| 51 |  $ASML | ASML HOLDING NV | $1.6M | 0.4% | +8% | — |
| 52 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.6M | 0.4% | -4% | — |
| 53 |  $NTAP | NetApp, Inc. | $1.5M | 0.4% | +24% | 66.8 |
| 54 |  $HD | HOME DEPOT, INC. | $1.5M | 0.4% | -1% | 60.3 |
| 55 |  $DAL | DELTA AIR LINES, INC. | $1.5M | 0.4% | -7% | 57.5 |
| 56 |  $GRMN | GARMIN LTD | $1.5M | 0.4% | -2% | — |
| 57 |  $KLAC | KLA CORP | $1.5M | 0.4% | +961% | 78.6 |
| 58 | — | ISHARES TR - CORE US AGGBD ET | $1.4M | 0.3% | -1% | — |
| 59 |  $LRCX | LAM RESEARCH CORP | $1.4M | 0.3% | +9% | 79.4 |
| 60 |  $INTC | INTEL CORP | $1.4M | 0.3% | +20% | 45.6 |
| 61 |  $ABBV | AbbVie Inc. | $1.4M | 0.3% | -0% | 72.6 |
| 62 |  $MKL | MARKEL GROUP INC. | $1.3M | 0.3% | -2% | 60.2 |
| 63 |  $CAT | CATERPILLAR INC | $1.3M | 0.3% | +7% | 66.5 |
| 64 |  $V | VISA INC. | $1.3M | 0.3% | -26% | 82.9 |
| 65 |  $CVX | CHEVRON CORP | $1.3M | 0.3% | +1% | 62.8 |
| 66 |  $MRK | Merck & Co., Inc. | $1.3M | 0.3% | +6% | 59.9 |
| 67 |  $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.3% | +13% | 73.5 |
| 68 |  $ADI | ANALOG DEVICES INC | $1.2M | 0.3% | +3% | 79.2 |
| 69 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.3% | +9% | 66.2 |
| 70 |  $HWM | Howmet Aerospace Inc. | $1.2M | 0.3% | +1% | 73.9 |
| 71 |  $APH | AMPHENOL CORP /DE/ | $1.1M | 0.3% | +93% | 79.3 |
| 72 |  $TTAN | ServiceTitan, Inc. | $1.1M | 0.3% | -4% | 49.2 |
| 73 |  $AMGN | AMGEN INC | $1.1M | 0.3% | +3% | 79.2 |
| 74 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.3% | -1% | 61.8 |
| 75 | — | VANGUARD INDEX FDS - VALUE ETF | $1.1M | 0.3% | +0% | — |
| 76 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.3% | -4% | 67.6 |
| 77 |  $XPO | XPO, Inc. | $1.1M | 0.3% | -6% | 58.4 |
| 78 |  $CME | CME GROUP INC. | $1.1M | 0.3% | -4% | 69.5 |
| 79 |  $UTHR | UNITED THERAPEUTICS Corp | $1.1M | 0.3% | +0% | 71.3 |
| 80 |  $WM | WASTE MANAGEMENT INC | $1.1M | 0.3% | -3% | 67.6 |
| 81 |  $RBLX | Roblox Corp | $1.0M | 0.2% | +1% | 60.3 |
| 82 |  $USB | US BANCORP \DE\ | $1.0M | 0.2% | +2% | 65.3 |
| 83 |  $UBER | Uber Technologies, Inc | $979,716 | 0.2% | -8% | 73.5 |
| 84 |  $MA | Mastercard Inc | $976,867 | 0.2% | -19% | 85.1 |
| 85 |  $KO | COCA COLA CO | $963,862 | 0.2% | +9% | 69.5 |
| 86 |  $CX | CEMEX SAB DE CV | $907,692 | 0.2% | +2% | — |
| 87 |  $PH | Parker-Hannifin Corp | $904,761 | 0.2% | +3% | 65.8 |
| 88 |  $STT | STATE STREET CORP | $897,014 | 0.2% | +0% | 71.5 |
| 89 |  $MCK | MCKESSON CORP | $890,852 | 0.2% | +0% | 63.4 |
| 90 |  $LMT | LOCKHEED MARTIN CORP | $874,743 | 0.2% | -7% | 65.6 |
| 91 |  $PCAR | PACCAR INC | $869,068 | 0.2% | -0% | 56.5 |
| 92 |  $UPS | UNITED PARCEL SERVICE INC | $868,385 | 0.2% | +4% | 58.6 |
| 93 |  $BX | Blackstone Inc. | $866,287 | 0.2% | +1% | 74.4 |
| 94 |  $DELL | Dell Technologies Inc. | $865,940 | 0.2% | NEW | 71.2 |
| 95 | — | ISHARES TR - NATIONAL MUN ETF | $863,866 | 0.2% | NEW | — |
| 96 |  $VEEV | VEEVA SYSTEMS INC | $847,597 | 0.2% | -3% | 77.6 |
| 97 |  $COF | CAPITAL ONE FINANCIAL CORP | $840,197 | 0.2% | +2% | 62.4 |
| 98 |  $QCOM | QUALCOMM INC/DE | $824,163 | 0.2% | +39% | 70.5 |
| 99 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $810,263 | 0.2% | +1% | 64.4 |
| 100 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $805,385 | 0.2% | +2% | 70 |
| 101 |  $UNH | UNITEDHEALTH GROUP INC | $795,100 | 0.2% | +39% | 62.7 |
| 102 |  $KEYS | Keysight Technologies, Inc. | $793,259 | 0.2% | +61% | 71.4 |
| 103 |  $PAG | PENSKE AUTOMOTIVE GROUP, INC. | $791,138 | 0.2% | +15% | 49.4 |
| 104 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $789,534 | 0.2% | +5% | — |
| 105 |  $SNDK | Sandisk Corp | $777,616 | 0.2% | NEW | 87.7 |
| 106 |  $CBOE | Cboe Global Markets, Inc. | $767,323 | 0.2% | +0% | 79.2 |
| 107 |  $STX | Seagate Technology Holdings plc | $744,980 | 0.2% | +5% | — |
| 108 |  $C | CITIGROUP INC | $733,110 | 0.2% | +5% | 65 |
| 109 |  $BKNG | Booking Holdings Inc. | $726,684 | 0.2% | +2432% | 58.5 |
| 110 |  $FSBC | FIVE STAR BANCORP | $720,661 | 0.2% | NEW | 62 |
| 111 |  $DXCM | DEXCOM INC | $718,220 | 0.2% | -17% | 76 |
| 112 |  $MCD | MCDONALDS CORP | $717,943 | 0.2% | -13% | 69 |
| 113 |  $EOG | EOG RESOURCES INC | $715,720 | 0.2% | +4% | 71.9 |
| 114 |  $HTB | HomeTrust Bancshares, Inc. | $692,573 | 0.2% | NEW | 44.6 |
| 115 |  $UNP | UNION PACIFIC CORP | $687,344 | 0.2% | +1% | 69.7 |
| 116 |  $ECL | ECOLAB INC. | $671,450 | 0.2% | +0% | 63.3 |
| 117 |  $NVS | NOVARTIS AG | $668,411 | 0.2% | +2% | — |
| 118 |  $NEE | NEXTERA ENERGY INC | $663,629 | 0.2% | +4% | 64.6 |
| 119 | — | ISHARES TR - CORE DIV GRWTH | $655,584 | 0.2% | +0% | — |
| 120 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $651,270 | 0.2% | +76% | — |
| 121 |  $FHI | FEDERATED HERMES, INC. | $636,411 | 0.1% | -1% | 67.5 |
| 122 |  $HSBC | HSBC HOLDINGS PLC | $634,536 | 0.1% | +9% | — |
| 123 |  $FDX | FEDEX CORP | $630,957 | 0.1% | +181% | 60.3 |
| 124 |  $HUT | Hut 8 Corp. | $620,517 | 0.1% | NEW | 37.4 |
| 125 |  $RDDT | Reddit, Inc. | $609,266 | 0.1% | +23% | 79.8 |
| 126 |  $LIN | LINDE PLC | $605,084 | 0.1% | +7% | — |
| 127 | — | ISHARES TR - RUSSELL 2000 ETF | $603,905 | 0.1% | -32% | — |
| 128 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $596,591 | 0.1% | +4% | 73.7 |
| 129 |  $VZ | VERIZON COMMUNICATIONS INC | $594,327 | 0.1% | -4% | 65.8 |
| 130 |  $OTIS | Otis Worldwide Corp | $586,762 | 0.1% | -2% | 61.3 |
| 131 |  $PM | Philip Morris International Inc. | $581,083 | 0.1% | +12% | 75.9 |
| 132 |  $CTVA | Corteva, Inc. | $571,996 | 0.1% | +8% | 47.2 |
| 133 |  $TJX | TJX COMPANIES INC /DE/ | $560,853 | 0.1% | +9% | 68.7 |
| 134 |  $ALL | ALLSTATE CORP | $557,969 | 0.1% | -5% | 78.5 |
| 135 | — | SPDR SERIES TRUST - STATE STREET SPD | $557,650 | 0.1% | +24% | — |
| 136 |  $PEP | PEPSICO INC | $556,765 | 0.1% | -15% | 63.4 |
| 137 |  $BHP | BHP Group Ltd | $554,261 | 0.1% | +4% | — |
| 138 |  $SAN | Banco Santander, S.A. | $546,742 | 0.1% | +7% | — |
| 139 |  $RRC | RANGE RESOURCES CORP | $545,875 | 0.1% | -2% | 79.4 |
| 140 |  $RIO | RIO TINTO PLC | $545,468 | 0.1% | -3% | — |
| 141 |  $AZN | ASTRAZENECA PLC | $542,503 | 0.1% | -5% | — |
| 142 |  $LLYVA | Liberty Live Holdings, Inc. | $541,299 | 0.1% | +11% | 27.5 |
| 143 |  $PLTR | Palantir Technologies Inc. | $534,582 | 0.1% | -6% | 84.6 |
| 144 |  $TNL | Travel & Leisure Co. | $529,125 | 0.1% | +5% | 53.7 |
| 145 |  $SPOT | Spotify Technology S.A. | $528,459 | 0.1% | +20% | — |
| 146 |  $UL | UNILEVER PLC | $524,367 | 0.1% | -18% | — |
| 147 |  $SHEL | Shell plc | $519,208 | 0.1% | +2% | — |
| 148 |  $SWK | STANLEY BLACK & DECKER, INC. | $519,166 | 0.1% | -4% | 58.7 |
| 149 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | $512,716 | 0.1% | -9% | — |
| 150 |  $TER | TERADYNE, INC | $508,032 | 0.1% | +29% | 77.3 |
New Positions (98)
$STRL STERLING INFRASTRUCTURE, INC.$3.4M$DELL Dell Technologies Inc.$865,940$SNDK Sandisk Corp$777,616$FSBC FIVE STAR BANCORP$720,661$HTB HomeTrust Bancshares, Inc.$692,573$HUT Hut 8 Corp.$620,517
$NWSA NEWS CORP$501,069
$WDC WESTERN DIGITAL CORP$470,737
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$469,929
$CRWD CrowdStrike Holdings, Inc.$422,780
$ARI Apollo Commercial Real Estate Finance, Inc.$397,403
$ENTG ENTEGRIS INC$390,476
$ATI ATI INC$372,322
$TPL Texas Pacific Land Corp$371,119Exited Positions (23)
$INTU INTUIT INC.
$HON HONEYWELL INTERNATIONAL INC
$PSMT PRICESMART INC
$DHR DANAHER CORP /DE/
$BSX BOSTON SCIENTIFIC CORP
$ABT ABBOTT LABORATORIES
$OXY OCCIDENTAL PETROLEUM CORP /DE/
$AMCR Amcor plc
$BP BP PLC
$ATMU Atmus Filtration Technologies Inc.
$TAK TAKEDA PHARMACEUTICAL CO LTD
$ITW ILLINOIS TOOL WORKS INC
$PAYX PAYCHEX INC
$GNTX GENTEX CORPBrowse Top Institutional Investors
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