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Portfolio (Quarterly) Guide ↗

ANCHYRA PARTNERS LLC

· CIK 0002107106
13F Portfolio $330M AUM 275 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 166 Added 46 Reduced 13 Exited
Page 5 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LIN LINDE PLC Basic Materials 1,089.0 $540K 0.16% +136.0 +14.3% $495.76 +3.3%
82 CTVA CORTEVA INC Basic Materials 6,272.0 $525K 0.16% +322.0 +5.4% $83.71 -5.5%
83 ALL ALLSTATE CORP Financial Services 2,481.0 $514K 0.16% +33.0 +1.4% $207.34 +11.7%
84 SONY SONY GROUP CORP Technology 24,753.0 $512K 0.15% +3K +13.8% $20.70 -5.1%
85 HSBC HSBC HLDGS PLC Financial Services 6,142.0 $507K 0.15% +584.0 +10.5% $82.49 +15.9%
86 GGG GRACO INC Industrials 5,755.0 $487K 0.15% +425.0 +8.0% $84.65 -12.4%
87 PNC PNC FINL SVCS GROUP INC Financial Services 2,339.0 $487K 0.15% +53.0 +2.3% $208.09 +14.7%
88 ADSK AUTODESK INC Technology 1,988.0 $476K 0.14% +434.0 +27.9% $239.40 -21.1%
89 PM PHILIP MORRIS INTL INC Consumer Defensive 2,875.0 $475K 0.14% +144.0 +5.3% $165.34 +8.1%
90 SCHW SCHWAB CHARLES CORP Financial Services 5,000.0 $470K 0.14% +62.0 +1.3% $93.98 -0.9%
91 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,072.0 $468K 0.14% +47.0 +0.9% $92.31 -5.2%
92 BHP BHP GROUP LTD Basic Materials 6,409.0 $466K 0.14% +945.0 +17.3% $72.74 +13.1%
93 SPOT SPOTIFY TECHNOLOGY S A Communication Services 958.0 $465K 0.14% +489.0 +104.3% $484.91 -6.1%
94 GILD GILEAD SCIENCES INC Healthcare 3,242.0 $452K 0.14% +293.0 +9.9% $139.37 -10.3%
95 MSI MOTOROLA SOLUTIONS INC Technology 1,016.0 $441K 0.13% +401.0 +65.2% $433.97 -10.3%
96 MCO MOODYS CORP Financial Services 1,005.0 $438K 0.13% +19.0 +1.9% $436.25 +1.8%
97 EVRG EVERGY INC Utilities 5,329.0 $437K 0.13% +59.0 +1.1% $81.92 +3.6%
98 NOW SERVICENOW INC Technology 4,168.0 $436K 0.13% +733.0 +21.3% $104.55 -8.2%
99 ISRG INTUITIVE SURGICAL INC Healthcare 940.0 $433K 0.13% +27.0 +3.0% $460.99 -12.5%
100 DUK DUKE ENERGY CORP NEW Utilities 3,297.0 $432K 0.13% +86.0 +2.7% $130.94 -4.5%
Page 5 of 9  ·  166 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 32.5%
Financial Services 27.0%
Industrials 8.3%
Communication Services 8.2%
Consumer Cyclical 6.6%
Healthcare 6.2%
Energy 3.4%
Consumer Defensive 3.1%
Utilities 2.6%
Basic Materials 1.9%