AC
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Anchor Capital Management Group Inc13F | |
| Anchor Capital Management Group Inc | |
| Last update 2025-05-06 | 19 Stocks (3 new) |
| Value $217.00 Mil | Turnover 9 % |
Anchor Capital Management Grou... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 255,775 | 119,938.0 | -24.94% | 55.210 | -16.13% | 0.040 | +26.52% | +10.07% | 357,775.2 | ||
SPY | SPDR S&P 500 ETF Trust | 80,000 | 44,751.2 | -20.00% | 20.600 | -4.35% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
FAF | First American Financial Corp | 19,083,239 | 19,083.2 | New Holding | 8.780 | +8.78% | 18.550 | -4.05% | -8.27% | 5,788.1 | Insurance | |
EFA | iShares MSCI EAFE ETF | 160,000 | 13,076.8 | -20.00% | 6.020 | -1.12% | 0.020 | +10.84% | +18.89% | 63,725.9 | ||
QYLD |
Recon Capital NASDAQ-100 Covered Call ETF
Recon Capital NASDAQ-100 Covered Call ETF
| 169,500 | 2,818.8 | 0% | 1.300 | 0% | 0.030 | +7.95% | -2.33% | 8,397.4 | ||
PDI | PIMCO Dynamic Income Fund | 124,300 | 2,461.1 | 0% | 1.130 | 0% | 0.040 | +9.86% | +12.14% | 7,176.8 | Asset Management | |
JEPI | JPMorgan Equity Premium Income ETF | 40,000 | 2,285.6 | 0% | 1.050 | 0% | 0.010 | +8.71% | +3.46% | 41,037.7 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 37,000 | 1,915.9 | 0% | 0.880 | 0% | 0.010 | +15.94% | +2.97% | 25,337.9 | ||
PDO |
PIMCO Dynamic Income Opportunities Fund
PIMCO Dynamic Income Opportunities Fund
| 134,500 | 1,866.9 | 0% | 0.860 | 0% | 0.110 | +4.22% | +4.75% | 1,694.5 | Asset Management | |
FTHI | First Trust BuyWrite Income ETF | 67,000 | 1,464.6 | 0% | 0.670 | 0% | 0.120 | +12.58% | +3.67% | 1,384.2 |
Anchor Capital Management Group Inc's Historical Top Holdings Breakdowns
Anchor Capital Management Group Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -16.13% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Reduce -24.94% | 255,775 | -85,000 | |
FAF | First American Financial Corp | 2025-03-31 | New Buy New Buy | +8.78% | 57.7 ($63.31) 66.47 | $56.25 | -11.15% | New holding | 19,083,239 | 19,083,239 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -4.35% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -20% | 80,000 | -20,000 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -1.12% | 74.85 ($80.6) 84.89 | $88.36 | 9.63% | Reduce -20% | 160,000 | -40,000 | |
QQQH |
NEOS Nasdaq-100 Hedged Equity Income ETF
NEOS Nasdaq-100 Hedged Equity Income ETF
| 2025-03-31 | New Buy New Buy | +0.31% | 48.82 ($51.72) 53.72 | $52.96 | 2.40% | New holding | 14,000 | 14,000 | |
NUSI | NEOS Nasdaq-100 | 2025-03-31 | Sold Out Sold Out | -0.27% | 25.92 ($38.56) 53.72 | $26.78 | -30.55% | Sold Out | 0 | -28,000 |
Anchor Capital Management Group Inc Total Holding History ($B)
Anchor Capital Management Group Inc's Asset Allocation
Anchor Capital Management Group Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Anchor Capital Management Group Inc's Hypothetical Growth since 2025-03-31
Anchor Capital Management Group Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Anchor Capital Management Group Inc's Holdings Heat Map
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Anchor Capital Management Group Inc's Holdings Bubble Chart
Anchor Capital Management Group Inc News
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