Portfolio (Quarterly)
Guide ↗
ANCHYRA PARTNERS LLC
· CIK 0002107106| # | 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 | +16.9% |
| 142 | SMFG | SUMITOMO MITSUI FINL GROUP I | Financial Services | 14,329.0 | $283K | 0.09% | +620.0 | +4.5% | $19.75 | +26.8% |
| 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 | -9.3% |
| 145 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 54,882.0 | $276K | 0.08% | +3K | +6.5% | $5.03 | +19.7% |
| 146 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 452.0 | $273K | 0.08% | +35.0 | +8.4% | $605.01 | +5.1% |
| 147 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 894.0 | $272K | 0.08% | +51.0 | +6.0% | $304.08 | +7.4% |
| 148 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 602.0 | $269K | 0.08% | +33.0 | +5.8% | $446.54 | +22.7% |
| 149 | RELX | RELX PLC | Communication Services | 7,924.0 | $263K | 0.08% | +966.0 | +13.9% | $33.15 | +8.3% |
| 150 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 32,639.0 | $259K | 0.08% | +1K | +4.4% | $7.94 | +29.5% |
| 151 | PGR | PROGRESSIVE CORP | Financial Services | 1,287.0 | $255K | 0.08% | +63.0 | +5.2% | $198.24 | +10.6% |
| 152 | FDX | FEDEX CORP | Industrials | 716.0 | $255K | 0.08% | +19.0 | +2.7% | $356.18 | -8.7% |
| 153 | NGG | NATIONAL GRID PLC | Utilities | 2,984.0 | $252K | 0.08% | +229.0 | +8.3% | $84.60 | -5.7% |
| 154 | WELL | WELLTOWER INC | Real Estate | 1,249.0 | $247K | 0.07% | +121.0 | +10.7% | $197.71 | +21.0% |
| 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 | -12.3% |
| 157 | PAYX | PAYCHEX INC | Industrials | 2,457.0 | $226K | 0.07% | +572.0 | +30.3% | $92.12 | +35.1% |
| 158 | NVO | NOVO-NORDISK A S | Healthcare | 6,106.0 | $224K | 0.07% | +389.0 | +6.8% | $36.75 | +27.2% |
| 159 | URI | UNITED RENTALS INC | Industrials | 301.0 | $219K | 0.07% | +5.0 | +1.7% | $728.56 | +50.8% |
| 160 | JD | JD.COM INC | Consumer Cyclical | 7,413.0 | $219K | 0.07% | +404.0 | +5.8% | $29.57 | -0.7% |
① 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
32.7%
Financial Services
27.2%
Industrials
8.3%
Communication Services
7.7%
Consumer Cyclical
6.6%
Healthcare
6.3%
Energy
3.3%
Consumer Defensive
3.1%
Utilities
2.6%
Basic Materials
1.9%