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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 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BA BOEING CO Industrials 1,560.0 $338K 0.08% +68.0 +4.6% $216.47 -0.4%
122 MOOG INC 778.0 $330K 0.08% +35.0 +4.7% $423.84
123 XEL XCEL ENERGY INC Utilities 4,106.0 $330K 0.08% +196.0 +5.0% $80.30 -1.2%
124 MFG MIZUHO FINANCIAL GROUP INC Financial Services 33,355.0 $320K 0.08% +716.0 +2.2% $9.58 +5.8%
125 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 951.0 $314K 0.07% +57.0 +6.4% $330.46 -0.5%
126 VRTX VERTEX PHARMACEUTICALS INC Healthcare 620.0 $308K 0.07% +18.0 +3.0% $496.73 +8.6%
127 NATWEST GROUP PLC 16,961.0 $299K 0.07% +449.0 +2.7% $17.63
128 TM TOYOTA MOTOR CORP Consumer Cyclical 1,772.0 $298K 0.07% +12.0 +0.7% $168.42 +13.7%
129 AIG AMERICAN INTL GROUP INC Financial Services 3,996.0 $298K 0.07% +35.0 +0.9% $74.53 +2.0%
130 WELL WELLTOWER INC Real Estate 1,262.0 $286K 0.07% +13.0 +1.0% $226.97 +4.7%
131 MSTR STRATEGY INC Technology 3,239.0 $282K 0.07% +477.0 +17.3% $86.93 +27.6%
132 FCX FREEPORT MCMORAN INC Basic Materials 4,224.0 $266K 0.06% +392.0 +10.2% $62.89 +12.8%
133 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,763.0 $265K 0.06% +191.0 +7.4% $95.98 +35.3%
134 NGG NATIONAL GRID PLC Utilities 3,068.0 $254K 0.06% +84.0 +2.8% $82.87 -2.4%
135 TMUS T-MOBILE US INC Communication Services 1,514.0 $254K 0.06% +26.0 +1.8% $167.73 +8.0%
136 MO ALTRIA GROUP INC Consumer Defensive 3,481.0 $250K 0.06% +427.0 +14.0% $71.95 -6.6%
137 LEN LENNAR CORP Consumer Cyclical 2,754.0 $249K 0.06% +206.0 +8.1% $90.49 -4.7%
138 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 770.0 $244K 0.06% +27.0 +3.6% $317.53 -9.6%
139 HCA HCA HEALTHCARE INC Healthcare 627.0 $244K 0.06% +40.0 +6.8% $389.89 +4.3%
140 VMC VULCAN MATLS CO Basic Materials 789.0 $233K 0.06% +5.0 +0.6% $295.01 -7.7%
Page 7 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%