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Portfolio (Quarterly) Guide ↗

ANCHYRA PARTNERS LLC

· CIK 0002107106
13F Portfolio $416M AUM 350 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 98 New 145 Added 78 Reduced 23 Exited
Page 4 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 772.0 $745K 0.18% +34.0 +4.6% $965.00 -13.7%
62 C CITIGROUP INC Financial Services 5,238.0 $733K 0.18% +240.0 +4.8% $139.96 -5.1%
63 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,077.0 $727K 0.17% +4K +2432.3% $178.24 +19.5%
64 EOG EOG RES INC Energy 5,517.0 $716K 0.17% +190.0 +3.6% $129.73 +15.2%
65 UNP UNION PAC CORP Industrials 2,527.0 $687K 0.17% +31.0 +1.2% $272.00 +11.0%
66 NVS NOVARTIS AG Healthcare 4,265.0 $668K 0.16% +95.0 +2.3% $156.72 +2.3%
67 NEE NEXTERA ENERGY INC Utilities 7,561.0 $664K 0.16% +261.0 +3.6% $87.77 -2.1%
68 VTI VANGUARD INDEX FDS 1,760.0 $651K 0.16% +760.0 +76.0% $370.04 +2.7%
69 HSBC HSBC HLDGS PLC Financial Services 6,673.0 $635K 0.15% +531.0 +8.7% $95.09 +7.6%
70 FDX FEDEX CORP Industrials 2,015.0 $631K 0.15% +1K +181.4% $313.13 +4.9%
71 RDDT REDDIT INC Communication Services 3,510.0 $609K 0.15% +653.0 +22.9% $173.58 -12.6%
72 LIN LINDE PLC Basic Materials 1,166.0 $605K 0.14% +77.0 +7.1% $518.94 -7.3%
73 PNC PNC FINL SVCS GROUP INC Financial Services 2,423.0 $597K 0.14% +84.0 +3.6% $246.22 +0.1%
74 PM PHILIP MORRIS INTL INC Consumer Defensive 3,212.0 $581K 0.14% +337.0 +11.7% $180.91 +5.0%
75 CTVA CORTEVA INC Basic Materials 6,754.0 $572K 0.14% +482.0 +7.7% $84.69 -7.2%
76 TJX TJX COS INC NEW Consumer Cyclical 3,702.0 $561K 0.14% +292.0 +8.6% $151.50 -4.6%
77 XOP SPDR SERIES TRUST 3,615.0 $558K 0.13% +700.0 +24.0% $154.26 +20.8%
78 BHP BHP GROUP LTD Basic Materials 6,653.0 $554K 0.13% +244.0 +3.8% $83.31 +10.8%
79 SAN BANCO SANTANDER SA Financial Services 39,619.0 $547K 0.13% +2K +6.6% $13.80 +2.5%
80 LIBERTY LIVE HOLDINGS INC 5,124.0 $541K 0.13% +499.0 +10.8% $105.64
Page 4 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Financial Services 25.7%
Industrials 8.8%
Communication Services 7.8%
Consumer Cyclical 5.8%
Healthcare 5.3%
Energy 2.7%
Consumer Defensive 2.5%
Utilities 2.2%
Basic Materials 1.8%