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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 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IEMG ISHARES INC 4,164.0 $290K 0.09% +451.0 +12.2% $69.75 +16.6%
142 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 14,329.0 $283K 0.09% +620.0 +4.5% $19.75 +21.3%
143 CRH PLC 2,662.0 $280K 0.09% +194.0 +7.9% $105.12
144 HCA HCA HEALTHCARE INC Healthcare 587.0 $278K 0.08% +21.0 +3.7% $473.24 -18.2%
145 LYG LLOYDS BANKING GROUP PLC Financial Services 54,882.0 $276K 0.08% +3K +6.5% $5.03 +13.9%
146 TDY TELEDYNE TECHNOLOGIES INC Technology 452.0 $273K 0.08% +35.0 +8.4% $605.01 +1.3%
147 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 894.0 $272K 0.08% +51.0 +6.0% $304.08 +13.1%
148 VRTX VERTEX PHARMACEUTICALS INC Healthcare 602.0 $269K 0.08% +33.0 +5.8% $446.54 +4.5%
149 RELX RELX PLC Communication Services 7,924.0 $263K 0.08% +966.0 +13.9% $33.15 -5.9%
150 MFG MIZUHO FINANCIAL GROUP INC Financial Services 32,639.0 $259K 0.08% +1K +4.4% $7.94 +21.9%
151 PGR PROGRESSIVE CORP Financial Services 1,287.0 $255K 0.08% +63.0 +5.2% $198.24 +8.8%
152 FDX FEDEX CORP Industrials 716.0 $255K 0.08% +19.0 +2.7% $356.18 -10.9%
153 NGG NATIONAL GRID PLC Utilities 2,984.0 $252K 0.08% +229.0 +8.3% $84.60 -3.6%
154 WELL WELLTOWER INC Real Estate 1,249.0 $247K 0.07% +121.0 +10.7% $197.71 +6.9%
155 NATWEST GROUP PLC 16,512.0 $246K 0.07% +370.0 +2.3% $14.90
156 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 4,256.0 $242K 0.07% +264.0 +6.6% $56.77 -11.7%
157 PAYX PAYCHEX INC Industrials 2,457.0 $226K 0.07% +572.0 +30.3% $92.12 +6.4%
158 NVO NOVO-NORDISK A S Healthcare 6,106.0 $224K 0.07% +389.0 +6.8% $36.75 +29.0%
159 URI UNITED RENTALS INC Industrials 301.0 $219K 0.07% +5.0 +1.7% $728.56 +45.9%
160 JD JD.COM INC Consumer Cyclical 7,413.0 $219K 0.07% +404.0 +5.8% $29.57 -11.7%
Page 8 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%