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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 6 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 1,289.0 $436K 0.10% +88.0 +7.3% $338.25 +0.5%
102 BK BANK NEW YORK MELLON CORP Financial Services 2,987.0 $432K 0.10% +127.0 +4.4% $144.61 -1.9%
103 TRGP TARGA RES CORP Energy 1,584.0 $425K 0.10% +194.0 +14.0% $268.14 +10.8%
104 APP APPLOVIN CORP Technology 817.0 $421K 0.10% +81.0 +11.0% $515.23 -39.7%
105 BOKF BOK FINL CORP Financial Services 3,024.0 $420K 0.10% +90.0 +3.1% $138.88 +1.1%
106 GILD GILEAD SCIENCES INC Healthcare 3,310.0 $418K 0.10% +68.0 +2.1% $126.34 +16.8%
107 TMO THERMO FISHER SCIENTIFIC INC Healthcare 815.0 $409K 0.10% +36.0 +4.6% $501.36 +22.4%
108 ING ING GROEP N.V. Financial Services 12,479.0 $392K 0.09% +1K +10.2% $31.38 +10.5%
109 CB CHUBB LIMITED Financial Services 1,116.0 $380K 0.09% +52.0 +4.9% $340.74 +0.1%
110 SHBI SHORE BANCSHARES INC Financial Services 16,311.0 $374K 0.09% +3K +20.5% $22.95 +0.4%
111 NVO NOVO-NORDISK A S Healthcare 7,699.0 $369K 0.09% +2K +26.1% $47.94 -3.0%
112 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,973.0 $369K 0.09% +253.0 +4.4% $61.76 -9.4%
113 SNPS SYNOPSYS INC Technology 822.0 $367K 0.09% +43.0 +5.5% $446.07 -10.1%
114 FNV FRANCO NEV CORP Basic Materials 1,732.0 $361K 0.09% +250.0 +16.9% $208.44 +20.5%
115 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 15,174.0 $358K 0.09% +845.0 +5.9% $23.58 +4.2%
116 SYK STRYKER CORPORATION Healthcare 1,114.0 $351K 0.08% +105.0 +10.4% $314.84 +8.0%
117 BLK BLACKROCK INC Financial Services 360.0 $346K 0.08% +13.0 +3.8% $961.56 +20.5%
118 URI UNITED RENTALS INC Industrials 303.0 $343K 0.08% +2.0 +0.7% $1132.89 -1.4%
119 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,558.0 $339K 0.08% +17.0 +0.7% $132.52 +3.8%
120 BCS BARCLAYS PLC Financial Services 12,600.0 $338K 0.08% +2K +18.3% $26.86 +0.0%
Page 6 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%