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 2 of 2 · 23 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	ANGI	ANGI INC	Communication Services	12,233	$84K	0.03%	SOLD
22	OSG	OCTAVE SPECIALTY GROUP INC	Financial Services	16,328	$76K	0.02%	SOLD
23	HRTX	HERON THERAPEUTICS INC	Healthcare	18,043	$14K	0.00%	SOLD

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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%