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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AHRT AH RLTY TR INC Financial Services 32,685.0 $231K 0.06% +8K +34.7% $7.08 -4.7%
142 NEM NEWMONT CORP Basic Materials 2,335.0 $218K 0.05% +145.0 +6.6% $93.40 +32.6%
143 ORLA ORLA MNG LTD NEW Basic Materials 20,758.0 $203K 0.05% +7K +47.8% $9.79 -3.6%
144 F FORD MTR CO Consumer Cyclical 11,535.0 $160K 0.04% +440.0 +4.0% $13.90 +1.7%
145 NMR NOMURA HLDGS INC Financial Services 14,791.0 $130K 0.03% +3K +22.9% $8.78 +8.9%
Page 8 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%