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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 5 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 6,923.0 $529K 0.13% +354.0 +5.4% $76.43 -4.5%
82 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,151.0 $528K 0.13% +193.0 +20.1% $459.13 +16.2%
83 SHEL SHELL PLC Energy 6,696.0 $519K 0.12% +113.0 +1.7% $77.54 +19.6%
84 TER TERADYNE INC Technology 1,050.0 $508K 0.12% +237.0 +29.1% $483.84 -21.5%
85 UNM UNUM GROUP Financial Services 5,661.0 $506K 0.12% +2K +40.6% $89.40 -2.0%
86 IQVIA HLDGS INC 2,571.0 $497K 0.12% +125.0 +5.1% $193.22
87 PSTG EVERPURE INC 6,278.0 $495K 0.12% +2K +45.9% $78.79
88 TOTALENERGIES SE 6,314.0 $491K 0.12% +280.0 +4.6% $77.76
89 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 19,175.0 $481K 0.12% +827.0 +4.5% $25.06 +13.8%
90 AMP AMERIPRISE FINL INC Financial Services 1,045.0 $479K 0.12% +28.0 +2.8% $458.76 +22.0%
91 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,196.0 $478K 0.12% +124.0 +2.4% $92.09 -1.0%
92 UBS UBS GROUP AG Financial Services 9,564.0 $474K 0.11% +474.0 +5.2% $49.56 +7.2%
93 TXN TEXAS INSTRS INC Technology 1,590.0 $474K 0.11% +481.0 +43.4% $298.07 -10.3%
94 GD GENERAL DYNAMICS CORP Industrials 1,322.0 $468K 0.11% +86.0 +7.0% $354.24 +10.8%
95 MCO MOODYS CORP Financial Services 1,032.0 $467K 0.11% +27.0 +2.7% $452.92 +9.7%
96 ADSK AUTODESK INC Technology 2,392.0 $465K 0.11% +404.0 +20.3% $194.42 +29.3%
97 NOW SERVICENOW INC Technology 4,568.0 $454K 0.11% +400.0 +9.6% $99.28 +28.1%
98 CARR CARRIER GLOBAL CORPORATION Industrials 6,121.0 $449K 0.11% +99.0 +1.6% $73.35 -16.6%
99 DUK DUKE ENERGY CORP NEW Utilities 3,495.0 $442K 0.11% +198.0 +6.0% $126.58 -2.4%
100 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,279.0 $440K 0.11% +51.0 +2.3% $193.23 +5.0%
Page 5 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%