2026 Q3 Portfolio Activity
In 2026 Q3, ANCHYRA PARTNERS LLC maintained a portfolio of 483 distinct positions. The most significant new addition was NAVIOS MARITIME PARTNERS LP, now representing 1.04% of the total fund value. They heavily accumulated shares in SPDR S&P 500 ETF TR, increasing the position by 297.4%.
Position History
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ANCHYRA PARTNERS LLC
AUM $458M
Total Positions
483
Quarter
2026 Q3
Top Holding
TROW (9.4%)
Top 10 Concentration
36.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 483
ANCHYRA PARTNERS LLC Full Holdings List — 2026 Q3
| 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 | 9.36% | 12.40% |
#1
Prev: #1
|
6.2 |
—
|
-25,346 | -5.6% |
P
S
|
428,727 | $44,609,044 |
$98.46
+3.7%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.66% | 6.23% |
#2
Prev: #2
|
6.2 |
—
|
9,334 | 7.2% |
P
S
|
139,027 | $31,750,986 |
$189.10
+14.5%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | ||
|
AAPL
APPLE INC
|
Technology | 4.82% | 4.41% |
#3
Prev: #3
|
4.9 |
—
|
5,571 | 8.8% |
P
S
|
68,974 | $22,969,721 |
$276.51
+23.2%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 3.56% | 2.70% |
#4
Prev: #4
|
3.9 |
—
|
2,929 | 9.7% |
P
S
|
33,088 | $16,970,835 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 2.89% | 0.82% |
#5
17
Prev: #22
|
4.7 |
—
|
13,524 | 297.4% |
P
S
|
18,072 | $13,782,249 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.31% | 1.89% |
#6
2
Prev: #8
|
2.9 |
—
|
1,232 | 8.8% |
P
S
|
15,222 | $11,038,690 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.21% | 2.38% |
#7
2
Prev: #5
|
2.9 |
—
|
2,955 | 10.7% |
P
S
|
30,653 | $10,547,084 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IWV
ISHARES TR
|
ETF | 1.88% | 2.05% |
#8
2
Prev: #6
|
1.3 |
—
|
770 | 3.9% |
P
S
|
20,759 | $8,960,830 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.63% | 1.59% |
#9
1
Prev: #10
|
2.7 |
—
|
3,378 | 12.1% |
P
S
|
31,202 | $7,773,978 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.60% | 2.01% |
#10
3
Prev: #7
|
1.1 |
—
|
-117 | -1.6% |
P
S
|
7,151 | $7,616,602 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.46% | 1.67% |
#11
2
Prev: #9
|
2.6 |
—
|
1,411 | 7.7% |
P
S
|
19,775 | $6,944,782 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.16% | 1.29% |
#12
1
Prev: #11
|
1.0 |
—
|
10 | 0.1% |
P
S
|
14,560 | $5,545,030 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.09% | 1.09% |
#13
Prev: #13
|
0.9 |
—
|
-1,344 | -5.0% |
P
S
|
25,475 | $5,186,455 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NMM
NAVIOS MARITIME...
|
Industrials | 1.04% | — |
#14
Prev: #—
|
3.9 |
—
|
55,000 | — |
NEW
|
55,000 | $4,945,050 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.99% | 1.28% |
#15
3
Prev: #12
|
0.9 |
—
|
-82 | -0.5% |
P
S
|
17,780 | $4,697,654 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IWF
ISHARES TR
|
ETF | 0.95% | 0.99% |
#16
Prev: #16
|
2.4 |
—
|
2,989 | 9.0% |
P
S
|
36,109 | $4,523,013 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.92% | 0.97% |
#17
Prev: #17
|
2.4 |
—
|
719 | 8.9% |
P
S
|
8,819 | $4,391,421 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.89% | 0.87% |
#18
1
Prev: #19
|
0.9 |
—
|
33 | 0.3% |
P
S
|
10,659 | $4,234,927 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.86% | 0.77% |
#19
6
Prev: #25
|
2.3 |
—
|
1,909 | 8.2% |
P
S
|
25,272 | $4,113,018 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.84% | 0.93% |
#20
2
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
20,386 | $3,990,560 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IWD
ISHARES TR
|
ETF | 0.78% | 0.78% |
#21
3
Prev: #24
|
2.3 |
—
|
1,639 | 12.2% |
P
S
|
15,095 | $3,742,503 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
COHR
COHERENT CORP
|
Technology | 0.70% | 1.09% |
#22
8
Prev: #14
|
0.8 |
—
|
93 | 0.8% |
P
S
|
11,557 | $3,326,220 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.68% | 0.68% |
#23
5
Prev: #28
|
2.3 |
—
|
1,116 | 12.9% |
P
S
|
9,799 | $3,241,803 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.68% | 0.71% |
#24
3
Prev: #27
|
2.3 |
—
|
336 | 13.6% |
P
S
|
2,798 | $3,237,510 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.68% | 0.66% |
#25
4
Prev: #29
|
2.8 |
—
|
2,542 | 38.8% |
P
S
|
9,099 | $3,228,416 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.67% | 0.83% |
#26
6
Prev: #20
|
0.8 |
—
|
538 | 1.8% |
P
S
|
29,881 | $3,216,092 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
JBL
JABIL INC
|
Technology | 0.67% | 1.01% |
#27
12
Prev: #15
|
0.8 |
—
|
180 | 1.6% |
P
S
|
11,135 | $3,194,186 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MAR
MARRIOTT INTL I...
|
Consumer Cyclical | 0.62% | 0.73% |
#28
2
Prev: #26
|
0.7 |
—
|
10 | 0.1% |
P
S
|
8,253 | $2,935,345 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.61% | 0.40% |
#29
20
Prev: #49
|
3.2 |
—
|
1,702 | 75.5% |
P
S
|
3,956 | $2,926,530 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SO
SOUTHERN CO
|
Utilities | 0.61% | 0.80% |
#30
7
Prev: #23
|
0.7 |
—
|
-89 | -0.3% |
P
S
|
34,921 | $2,894,602 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.58% | 0.59% |
#31
3
Prev: #34
|
2.2 |
—
|
265 | 6.2% |
P
S
|
4,519 | $2,764,543 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.56% | 0.60% |
#32
Prev: #32
|
2.2 |
—
|
821 | 11.7% |
P
S
|
7,845 | $2,673,105 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
EFA
ISHARES TR
|
ETF | 0.55% | 0.59% |
#33
2
Prev: #35
|
2.2 |
—
|
1,428 | 6.0% |
P
S
|
25,065 | $2,604,003 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.53% | 0.61% |
#34
3
Prev: #31
|
0.7 |
—
|
149 | 1.9% |
P
S
|
8,196 | $2,532,564 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TWLO
TWILIO INC
|
Technology | 0.51% | 0.42% |
#35
10
Prev: #45
|
0.7 |
—
|
-40 | -0.5% |
P
S
|
8,353 | $2,442,918 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.51% | 0.59% |
#36
3
Prev: #33
|
2.2 |
—
|
1,383 | 6.3% |
P
S
|
23,215 | $2,412,503 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DE
DEERE & CO
|
Industrials | 0.47% | 0.49% |
#37
1
Prev: #38
|
0.7 |
—
|
137 | 4.3% |
P
S
|
3,332 | $2,237,605 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.46% | 0.49% |
#38
1
Prev: #39
|
2.2 |
—
|
311 | 6.6% |
P
S
|
5,056 | $2,172,614 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.45% | 0.55% |
#39
3
Prev: #36
|
2.2 |
—
|
376 | 6.2% |
P
S
|
6,453 | $2,130,684 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NTAP
NETAPP INC
|
Technology | 0.44% | 0.37% |
#40
13
Prev: #53
|
0.7 |
—
|
150 | 1.5% |
P
S
|
10,047 | $2,110,674 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.43% | 0.47% |
#41
1
Prev: #40
|
2.2 |
—
|
790 | 7.7% |
P
S
|
10,999 | $2,041,964 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.43% | 0.44% |
#42
1
Prev: #43
|
2.2 |
—
|
1,483 | 11.8% |
P
S
|
14,048 | $2,040,893 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
STRL
STERLING INFRAS...
|
Industrials | 0.42% | 0.83% |
#43
22
Prev: #21
|
0.7 |
—
|
-39 | -1.0% |
P
S
|
4,065 | $1,999,086 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.42% | 0.39% |
#44
7
Prev: #51
|
2.7 |
—
|
292 | 36.1% |
P
S
|
1,100 | $1,992,837 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.41% | 0.41% |
#45
2
Prev: #47
|
2.2 |
—
|
772 | 11.5% |
P
S
|
7,469 | $1,977,343 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.41% | 0.54% |
#46
9
Prev: #37
|
0.7 |
—
|
295 | 4.9% |
P
S
|
6,308 | $1,969,925 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.40% | 0.63% |
#47
17
Prev: #30
|
0.7 |
—
|
103 | 2.8% |
P
S
|
3,728 | $1,906,425 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GTOP
GOLDMAN SACHS E...
|
ETF | 0.39% | 0.44% |
#48
4
Prev: #44
|
0.7 |
—
|
-311 | -0.9% |
P
S
|
36,222 | $1,856,544 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GRMN
GARMIN LTD
|
Technology | 0.39% | 0.36% |
#49
7
Prev: #56
|
0.7 |
—
|
135 | 2.1% |
P
S
|
6,445 | $1,848,684 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.39% | 0.46% |
#50
9
Prev: #41
|
0.7 |
—
|
495 | 3.8% |
P
S
|
13,426 | $1,843,390 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 |
Showing 1-50 of 483 holdings