2026 Q2 Portfolio Activity
In 2026 Q2, ANCHYRA PARTNERS LLC maintained a portfolio of 373 distinct positions. The most significant new addition was STERLING INFRASTRUCTURE INC, now representing 0.83% of the total fund value. They heavily accumulated shares in ADVANCED MICRO DEVICES INC, increasing the position by 10.8%.
Position History
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ANCHYRA PARTNERS LLC
AUM $413M
Total Positions
373
Quarter
2026 Q2
Top Holding
TROW (12.4%)
Top 10 Concentration
37.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 373
ANCHYRA PARTNERS LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TROW
PRICE T ROWE GR...
|
Financial Services | 12.40% | 12.64% |
#1
Prev: #1
|
6.5 |
—
|
-8,123 | -1.8% |
P
S
|
454,073 | $51,623,559 |
$99.68
+10.1%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.23% | 6.75% |
#2
Prev: #2
|
4.5 |
—
|
2,156 | 1.7% |
P
S
|
129,693 | $25,950,272 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AAPL
APPLE INC
|
Technology | 4.41% | 4.66% |
#3
Prev: #3
|
3.3 |
—
|
2,934 | 4.9% |
P
S
|
63,403 | $18,346,292 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.70% | 3.54% |
#4
Prev: #4
|
2.1 |
—
|
-1,340 | -4.3% |
P
S
|
30,159 | $11,249,910 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.38% | 2.38% |
#5
Prev: #5
|
2.0 |
—
|
415 | 1.5% |
P
S
|
27,698 | $9,898,434 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IWV
ISHARES TR
|
ETF | 2.05% | 2.08% |
#6
1
Prev: #7
|
2.8 |
—
|
1,532 | 8.3% |
P
S
|
19,989 | $8,523,310 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.01% | 0.73% |
#7
16
Prev: #23
|
1.3 |
—
|
149 | 2.1% |
P
S
|
7,268 | $8,389,380 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.89% | 2.35% |
#8
2
Prev: #6
|
1.3 |
—
|
428 | 3.2% |
P
S
|
13,990 | $7,880,427 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.67% | 1.64% |
#9
1
Prev: #10
|
2.7 |
—
|
955 | 5.5% |
P
S
|
18,364 | $6,937,001 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.59% | 1.82% |
#10
1
Prev: #9
|
1.1 |
—
|
-943 | -3.3% |
P
S
|
27,824 | $6,631,572 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.29% | 1.90% |
#11
3
Prev: #8
|
1.5 |
—
|
no change | no change |
P
S
|
14,550 | $5,359,929 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 1.28% | 0.55% |
#12
21
Prev: #33
|
1.0 |
—
|
-492 | -2.7% |
P
S
|
17,862 | $5,320,911 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.09% | 0.97% |
#13
2
Prev: #15
|
0.9 |
—
|
879 | 3.4% |
P
S
|
26,819 | $4,556,012 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
COHR
COHERENT CORP
|
Technology | 1.09% | 0.79% |
#14
8
Prev: #22
|
0.9 |
—
|
545 | 5.0% |
P
S
|
11,464 | $4,522,204 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
JBL
JABIL INC
|
Technology | 1.01% | 0.93% |
#15
1
Prev: #16
|
0.9 |
—
|
-559 | -4.9% |
P
S
|
10,955 | $4,222,933 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IWF
ISHARES TR
|
ETF | 0.99% | 0.97% |
#16
2
Prev: #14
|
3.4 |
—
|
25,605 | 340.7% |
P
S
|
33,120 | $4,112,510 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.97% | 1.15% |
#17
5
Prev: #12
|
0.9 |
—
|
221 | 2.8% |
P
S
|
8,100 | $4,053,159 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.93% | 0.82% |
#18
1
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
20,386 | $3,883,941 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.87% | 0.50% |
#19
20
Prev: #39
|
0.8 |
—
|
297 | 2.9% |
P
S
|
10,626 | $3,623,679 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.83% | 0.68% |
#20
8
Prev: #28
|
0.8 |
—
|
575 | 2.0% |
P
S
|
29,343 | $3,446,629 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
STRL
STERLING INFRAS...
|
Industrials | 0.83% | — |
#21
Prev: #—
|
3.8 |
—
|
4,104 | — |
NEW
|
4,104 | $3,444,733 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.82% | 0.87% |
#22
5
Prev: #17
|
0.8 |
—
|
165 | 3.8% |
P
S
|
4,548 | $3,396,310 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
SO
SOUTHERN CO
|
Utilities | 0.80% | 1.02% |
#23
10
Prev: #13
|
0.8 |
—
|
115 | 0.3% |
P
S
|
35,010 | $3,350,807 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IWD
ISHARES TR
|
ETF | 0.78% | 0.82% |
#24
3
Prev: #21
|
2.3 |
—
|
877 | 7.0% |
P
S
|
13,456 | $3,262,138 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.77% | 1.22% |
#25
14
Prev: #11
|
0.8 |
—
|
-394 | -1.7% |
P
S
|
23,363 | $3,194,189 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MAR
MARRIOTT INTL I...
|
Consumer Cyclical | 0.73% | 0.82% |
#26
6
Prev: #20
|
0.8 |
—
|
21 | 0.3% |
P
S
|
8,243 | $3,054,773 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.71% | 0.64% |
#27
2
Prev: #29
|
2.3 |
—
|
165 | 7.2% |
P
S
|
2,462 | $2,952,997 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.68% | 0.73% |
#28
4
Prev: #24
|
2.3 |
—
|
536 | 6.6% |
P
S
|
8,683 | $2,842,206 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.66% | 0.70% |
#29
3
Prev: #26
|
2.3 |
—
|
378 | 6.1% |
P
S
|
6,557 | $2,757,874 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.63% | 0.35% |
#30
27
Prev: #57
|
2.3 |
—
|
248 | 7.3% |
P
S
|
3,625 | $2,620,875 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.61% | 0.71% |
#31
6
Prev: #25
|
0.7 |
—
|
-132 | -1.6% |
P
S
|
8,047 | $2,531,506 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.60% | 0.47% |
#32
9
Prev: #41
|
2.7 |
—
|
1,589 | 29.2% |
P
S
|
7,024 | $2,481,790 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.59% | 0.84% |
#33
15
Prev: #18
|
0.7 |
—
|
-327 | -1.5% |
P
S
|
21,832 | $2,472,692 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.59% | 0.24% |
#34
55
Prev: #89
|
2.2 |
—
|
416 | 10.8% |
P
S
|
4,254 | $2,471,191 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
EFA
ISHARES TR
|
ETF | 0.59% | 0.60% |
#35
5
Prev: #30
|
2.2 |
—
|
3,433 | 17.0% |
P
S
|
23,637 | $2,455,412 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.55% | 0.51% |
#36
Prev: #36
|
0.7 |
—
|
41 | 0.7% |
P
S
|
6,077 | $2,280,820 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.54% | 0.51% |
#37
Prev: #37
|
0.7 |
—
|
110 | 1.9% |
P
S
|
6,013 | $2,247,238 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
DE
DEERE & CO
|
Industrials | 0.49% | 0.55% |
#38
4
Prev: #34
|
0.7 |
—
|
4 | 0.1% |
P
S
|
3,195 | $2,026,684 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.49% | 0.51% |
#39
1
Prev: #38
|
0.7 |
—
|
70 | 1.5% |
P
S
|
4,745 | $2,021,939 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.47% | 0.57% |
#40
9
Prev: #31
|
0.7 |
—
|
455 | 4.7% |
P
S
|
10,209 | $1,936,954 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.46% | 0.53% |
#41
6
Prev: #35
|
2.2 |
—
|
1,019 | 8.6% |
P
S
|
12,931 | $1,895,038 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.45% | 0.44% |
#42
5
Prev: #47
|
0.7 |
—
|
-66 | -4.0% |
P
S
|
1,585 | $1,862,153 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.44% | 0.57% |
#43
11
Prev: #32
|
0.7 |
—
|
-428 | -3.3% |
P
S
|
12,565 | $1,842,532 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GTOP
GOLDMAN SACHS E...
|
ETF | 0.44% | 0.41% |
#44
7
Prev: #51
|
0.7 |
—
|
-1,055 | -2.8% |
P
S
|
36,533 | $1,819,080 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
TWLO
TWILIO INC
|
Technology | 0.42% | 0.31% |
#45
24
Prev: #69
|
0.7 |
—
|
197 | 2.4% |
P
S
|
8,393 | $1,731,728 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.41% | 0.21% |
#46
58
Prev: #104
|
3.2 |
—
|
4,094 | 99.6% |
P
S
|
8,203 | $1,714,755 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.41% | 0.47% |
#47
5
Prev: #42
|
2.2 |
—
|
339 | 5.3% |
P
S
|
6,697 | $1,700,837 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.41% | 0.46% |
#48
5
Prev: #43
|
1.2 |
—
|
no change | no change |
P
S
|
7,972 | $1,696,202 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.40% | 0.34% |
#49
10
Prev: #59
|
2.2 |
—
|
303 | 15.5% |
P
S
|
2,254 | $1,659,846 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
NFLX
NETFLIX INC
|
Communication Services | 0.39% | 0.68% |
#50
23
Prev: #27
|
0.7 |
—
|
-813 | -3.5% |
P
S
|
22,526 | $1,608,356 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 |
Showing 1-50 of 373 holdings