Anchyra Partners Llc Portfolio Stock Holdings

Anchyra Partners Llc disclosed 350 stock positions valued at approximately $416.4 million in its latest SEC 13F filing. The largest holdings include PRICE T ROWE GROUP INC, NVIDIA CORPORATION, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.

Report Period
June 30, 2026
No. of Stocks
350
Portfolio Value
$416.4M
Holdings by Sector
Anchyra Partners Llc Portfolio Holdings in Q2 2026

340 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PRICE T ROWE GROUP INCTROWFinancial Services12.40%454,073-8,123-1.76%$51,623,559
NVIDIA CORPORATIONNVDATechnology6.23%129,693+2,156+1.69%$25,950,272
APPLE INCAAPLTechnology4.41%63,403+2,934+4.85%$18,346,292
MICROSOFT CORPMSFTTechnology2.70%30,159-1,340-4.25%$11,249,910
ALPHABET INCGOOGLCommunication Services2.38%27,698+415+1.52%$9,898,434
ISHARES TRIWVOther2.05%19,989+1,532+8.30%$8,523,310
MICRON TECHNOLOGY INCMUTechnology2.01%7,268+149+2.09%$8,389,380
META PLATFORMS INCMETACommunication Services1.89%13,990+428+3.16%$7,880,427
BROADCOM INCAVGOTechnology1.67%18,364+955+5.49%$6,937,001
AMAZON COM INCAMZNConsumer Cyclical1.59%27,824-943-3.28%$6,631,572
SPDR GOLD TRGLDOther1.29%14,550--$5,359,929
MARVELL TECHNOLOGY INCMRVLTechnology1.28%17,862-492-2.68%$5,320,911
ARISTA NETWORKS INCANETOther1.09%26,819+879+3.39%$4,556,012
COHERENT CORPCOHRTechnology1.09%11,464+545+4.99%$4,522,204
JABIL INCJBLTechnology1.01%10,955-559-4.85%$4,222,933
ISHARES TRIWFOther0.99%33,120+25,605+340.72%$4,112,510
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.97%8,100+221+2.80%$4,053,159
SELECT SECTOR SPDR TRXLKOther0.93%20,386--$3,883,941
PALO ALTO NETWORKS INCPANWTechnology0.87%10,626+297+2.88%$3,623,679
CISCO SYS INCCSCOTechnology0.83%29,343+575+2.00%$3,446,629
STERLING INFRASTRUCTURE INCSTRLIndustrials0.83%4,104+4,104+100.00%$3,444,733
SPDR S&P 500 ETF TRSPYOther0.82%4,548+165+3.76%$3,396,310
SOUTHERN COSOUtilities0.80%35,010+115+0.33%$3,350,807
ISHARES TRIWDOther0.78%13,456+877+6.97%$3,262,138
EXXON MOBIL CORPXOMEnergy0.77%23,363-394-1.66%$3,194,189
MARRIOTT INTL INC NEWMARConsumer Cyclical0.73%8,243+21+0.26%$3,054,773
ELI LILLY & COLLYHealthcare0.71%2,462+165+7.18%$2,952,997
JPMORGAN CHASE & CO.JPMFinancial Services0.68%8,683+536+6.58%$2,842,206
TESLA INCTSLAConsumer Cyclical0.66%6,557+378+6.12%$2,757,874
APPLIED MATLS INCAMATTechnology0.63%3,625+248+7.34%$2,620,875
NORFOLK SOUTHN CORPNSCIndustrials0.61%8,047-132-1.61%$2,531,506
ALPHABET INCGOOGCommunication Services0.60%7,024+1,589+29.24%$2,481,790
WALMART INCWMTConsumer Defensive0.59%21,832-327-1.48%$2,472,692
ADVANCED MICRO DEVICES INCAMDTechnology0.59%4,254+416+10.84%$2,471,191
ISHARES TREFAOther0.59%23,637+3,433+16.99%$2,455,412
CADENCE DESIGN SYSTEM INCCDNSTechnology0.55%6,077+41+0.68%$2,280,820
GE AEROSPACEGEIndustrials0.54%6,013+110+1.86%$2,247,238
DEERE & CODEIndustrials0.49%3,195+4+0.13%$2,026,684
EATON CORP PLCETNOther0.49%4,745+70+1.50%$2,021,939
RTX CORPORATIONRTXIndustrials0.47%10,209+455+4.66%$1,936,954
ORACLE CORPORCLTechnology0.46%12,931+1,019+8.55%$1,895,038
GE VERNOVA INCGEVUtilities0.45%1,585-66-4.00%$1,862,153
PROCTER AND GAMBLE COPGConsumer Defensive0.44%12,565-428-3.29%$1,842,532
TWILIO INCTWLOTechnology0.42%8,393+197+2.40%$1,731,728
MORGAN STANLEYMSFinancial Services0.41%8,203+4,094+99.63%$1,714,755
JOHNSON & JOHNSONJNJHealthcare0.41%6,697+339+5.33%$1,700,837
INVESCO EXCHANGE TRADED FD TRSPOther0.41%7,972--$1,696,202
INVESCO QQQ TRQQQOther0.40%2,254+303+15.53%$1,659,846
NETFLIX INCNFLXCommunication Services0.39%22,526-813-3.48%$1,608,356
ASML HOLDING N VASMLOther0.39%808+59+7.88%$1,607,468
VANGUARD INDEX FDSVBOther0.37%5,137-224-4.18%$1,557,127
NETAPP INCNTAPTechnology0.37%9,897+1,886+23.54%$1,531,660
HOME DEPOT INCHDConsumer Cyclical0.36%4,272-52-1.20%$1,506,649
DELTA AIR LINES INC DELDALIndustrials0.36%16,019-1,190-6.91%$1,500,340
GARMIN LTDGRMNOther0.36%6,310-111-1.73%$1,498,877
KLA CORPKLACTechnology0.36%4,911+4,448+960.69%$1,481,698
ISHARES TRAGGOther0.34%14,243-91-0.63%$1,409,772
LAM RESEARCH CORPLRCXOther0.33%3,180+254+8.68%$1,377,989
INTEL CORPINTCTechnology0.33%9,817+1,651+20.22%$1,370,748
ABBVIE INCABBVHealthcare0.33%5,386-13-0.24%$1,355,333
MARKEL GROUP INCMKLFinancial Services0.32%679-12-1.74%$1,326,094
CATERPILLAR INCCATIndustrials0.32%1,239+80+6.90%$1,319,411
VISA INCVFinancial Services0.31%3,759-1,291-25.56%$1,289,675
CHEVRON CORP NEWCVXEnergy0.30%7,658+110+1.46%$1,269,390
MERCK & CO INCMRKHealthcare0.30%9,746+535+5.81%$1,252,361
GOLDMAN SACHS GROUP INCGSFinancial Services0.30%1,224+136+12.50%$1,237,917
ANALOG DEVICES INCADITechnology0.30%3,097+101+3.37%$1,230,035
COSTCO WHSL CORP NEWCOSTConsumer Defensive0.28%1,265+100+8.58%$1,183,370
HOWMET AEROSPACE INCHWMIndustrials0.28%4,359+45+1.04%$1,171,961
AMPHENOL CORP NEWAPHTechnology0.27%6,457+3,115+93.21%$1,138,498
SERVICETITAN INCTTANOther0.27%15,942-696-4.18%$1,127,259
AMGEN INCAMGNHealthcare0.27%3,094+104+3.48%$1,120,399
WELLS FARGO CO NEWWFCFinancial Services0.27%13,500-149-1.09%$1,115,640
VANGUARD INDEX FDSVTVOther0.26%5,062--$1,103,162
BANK AMERICA CORPBACFinancial Services0.26%18,893-687-3.51%$1,076,523
XPO INCXPOIndustrials0.26%5,229-344-6.17%$1,073,461
CME GROUP INCCMEFinancial Services0.26%4,843-210-4.16%$1,069,480
UNITED THERAPEUTICS CORP DELUTHRHealthcare0.25%1,956+4+0.20%$1,059,819
WASTE MGMT INC DELWMIndustrials0.25%4,717-140-2.88%$1,051,325
ROBLOX CORPRBLXCommunication Services0.24%18,595+271+1.48%$1,011,196
US BANCORP DELUSBFinancial Services0.24%16,605+255+1.56%$1,002,942
UBER TECHNOLOGIES INCUBERTechnology0.24%13,577-1,260-8.49%$979,716
MASTERCARD INCORPORATEDMAFinancial Services0.23%1,902-444-18.93%$976,867
COCA COLA COKOConsumer Defensive0.23%11,860+1,025+9.46%$963,862
CEMEX SAB DE CVCXBasic Materials0.22%75,641+1,532+2.07%$907,692
PARKER-HANNIFIN CORPPHIndustrials0.22%925+23+2.55%$904,761
STATE STR CORPSTTFinancial Services0.22%5,289+9+0.17%$897,014
MCKESSON CORPMCKHealthcare0.21%1,179+5+0.43%$890,852
LOCKHEED MARTIN CORPLMTIndustrials0.21%1,717-134-7.24%$874,743
PACCAR INCPCARIndustrials0.21%7,235-22-0.30%$869,068
UNITED PARCEL SERVICE INCUPSIndustrials0.21%8,078+322+4.15%$868,385
BLACKSTONE INCBXFinancial Services0.21%7,362+61+0.84%$866,287
DELL TECHNOLOGIES INCDELLTechnology0.21%2,007+2,007+100.00%$865,940
ISHARES TRMUBOther0.21%8,027+8,027+100.00%$863,866
VEEVA SYS INCVEEVHealthcare0.20%4,776-169-3.42%$847,597
CAPITAL ONE FINL CORPCOFFinancial Services0.20%4,188+92+2.25%$840,197
QUALCOMM INCQCOMTechnology0.20%4,460+1,262+39.46%$824,163
WEST PHARMACEUTICAL SVSC INCWSTHealthcare0.19%2,257+33+1.48%$810,263
INTERNATIONAL BUSINESS MACHSIBMTechnology0.19%2,864+44+1.56%$805,385
UNITEDHEALTH GROUP INCUNHHealthcare0.19%1,913+541+39.43%$795,100