Anchor Investment Management LLC: Significant ETF Purchases and Sales in Q2 2026

Anchor Investment Management LLC, a prominent investment firm, has seen notable shifts in its portfolio holdings during the second quarter of 2026, as reflected in its latest filing. This analysis focuses on observable changes, drawing directly from the disclosed data.

Technology Sector Focus

The investor maintained a strong interest in the Technology sector, evidenced by significant increases in several holdings. Anchor notably boosted its position in the VANGUARD INFORMATION TECHNOLOGY ETF (VGT), adding over 185,882 shares, resulting in an astronomical 669.75% increase in its stake. This substantial allocation change occurred within the same quarter, increasing VGT's portfolio percentage from its previous level.

Furthermore, Anchor significantly increased its holdings in the VANGUARD MORNINGSTAR GROWTH ETF (VUG) by 52,888 shares (0.4% allocation increase), and also added to the VANGUARD MORNINGSTAR MID-CAP ETF (VO) with a 31,282 share increase (0.18% allocation increase). The investor also showed considerable growth in the SALESFORCE INC (CRM) common stock, adding 11,663 shares (0.21% allocation increase) and achieving an 184.54% share growth.

Financial Services and Corporate Bonds

In the Financial Services sector, Anchor demonstrated activity through its holdings in bond ETFs. The investor significantly increased its position in the INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS) by acquiring 83,212 additional shares (1.89% allocation). Similarly, the INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR) saw a substantial increase of 52,683 shares (1.89% allocation), and the INVESCO BULLETSHARES 2029 CORPORATE BOND ETF (BSCT) added 104,382 shares (1.74% allocation).

On the other hand, the investor reduced its stake in the MICROSOFT CORP COM (MSFT), which falls under the Technology sector, by decreasing shares by 3.67% (a change of -3733 shares). While the percentage change is relatively small compared to the massive increases in other ETFs, it still represents a notable reduction in exposure.

Consumer Cyclical and Other ETFs

Anchor also showed significant buying activity in the BOOKING HOLDINGS INC COM (BKNG), adding 16,489 shares (0.23% allocation increase) and experiencing an enormous 2,568.38% share growth. This indicates a strong interest in companies within the Consumer Cyclical sector.

Additionally, the investor increased its position in the ISHARES CORE HIGH DIVIDEND ETF (HDV) by acquiring 47,342 shares (0.12% allocation increase), and also added to the VANGUARD MORNINGSTAR MID-CAP ETF (VO) again, this time adding 22,241 shares (0.18% allocation increase). The investor also purchased shares of the PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL), adding 15,959 shares (0.13% allocation increase).

Conversely, Anchor disclosed a decrease in its holding of the ISHARES CORE S&P MID-CAP ETF (IJH) by 11,278 shares (0.03% allocation decrease), indicating a reduction in exposure to mid-cap stocks.

Overall Portfolio Changes

The portfolio's total value stood at $1,307,035,822 as of June 30, 2026. Anchor's buying activity was concentrated in specific sectors and instruments, including Technology ETFs (VGT, VUG, VO), Financial Services bond ETFs (BSCS, BSCR, BSCT), and Consumer Cyclical stock (BKNG). The indicators show that the investor has both large buying and large selling activities this quarter.

For further details on Anchor Investment Management's portfolio and its holdings, you can explore the investor profile. Specific information on the holdings discussed can be found by visiting the respective stock pages for each symbol.