Portfolio (Quarterly)
Guide ↗
ANCHYRA PARTNERS LLC
· CIK 0002107106| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | RBLX | ROBLOX CORP | Technology | 18,456.0 | $1.5M | 0.46% | NEW | — | $81.03 | -42.7% |
| 42 | DE | DEERE & CO | Industrials | 3,174.0 | $1.5M | 0.45% | NEW | — | $465.57 | +35.5% |
| 43 | ETN | EATON CORP PLC | Industrials | 4,607.0 | $1.5M | 0.45% | NEW | — | $318.51 | +31.8% |
| 44 | MKL | MARKEL GROUP INC | Financial Services | 678.0 | $1.5M | 0.45% | NEW | — | $2149.65 | -12.4% |
| 45 | EFA | ISHARES TR | — | 14,603.0 | $1.4M | 0.43% | NEW | — | $96.03 | +7.4% |
| 46 | INTU | INTUIT | Technology | 2,068.0 | $1.4M | 0.42% | NEW | — | $662.42 | -61.5% |
| 47 | CME | CME GROUP INC | Financial Services | 4,980.0 | $1.4M | 0.42% | NEW | — | $273.08 | -17.6% |
| 48 | MA | MASTERCARD INCORPORATED | Financial Services | 2,380.0 | $1.4M | 0.42% | NEW | — | $570.88 | -14.4% |
| 49 | RSP | INVESCO EXCHANGE TRADED FD T | — | 6,972.0 | $1.3M | 0.41% | NEW | — | $191.56 | +10.6% |
| 50 | UBER | UBER TECHNOLOGIES INC | Technology | 16,106.0 | $1.3M | 0.40% | NEW | — | $81.71 | -11.6% |
| 51 | GOOG | ALPHABET INC | Communication Services | 4,031.0 | $1.3M | 0.39% | NEW | — | $313.80 | +9.0% |
| 52 | GRMN | GARMIN LTD | Technology | 6,232.0 | $1.3M | 0.39% | NEW | — | $202.85 | +16.1% |
| 53 | AGG | ISHARES TR | — | 12,637.0 | $1.3M | 0.39% | NEW | — | $99.88 | -0.6% |
| 54 | VB | VANGUARD INDEX FDS | — | 4,861.0 | $1.3M | 0.39% | NEW | — | $257.95 | +16.2% |
| 55 | JNJ | JOHNSON & JOHNSON | Healthcare | 6,007.0 | $1.2M | 0.38% | NEW | — | $206.95 | +18.3% |
| 56 | WFC | WELLS FARGO CO NEW | Financial Services | 13,333.0 | $1.2M | 0.38% | NEW | — | $93.20 | -9.1% |
| 57 | BX | BLACKSTONE INC | Financial Services | 8,060.0 | $1.2M | 0.38% | NEW | — | $154.14 | -25.9% |
| 58 | DAL | DELTA AIR LINES INC DEL | Industrials | 17,324.0 | $1.2M | 0.37% | NEW | — | $69.40 | +32.7% |
| 59 | GEV | GE VERNOVA INC | Utilities | 1,776.0 | $1.2M | 0.36% | NEW | — | $653.57 | +66.1% |
| 60 | ABBV | ABBVIE INC | Healthcare | 5,056.0 | $1.2M | 0.35% | NEW | — | $228.49 | +6.4% |
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
34.3%
Financial Services
28.9%
Industrials
7.5%
Communication Services
7.3%
Consumer Cyclical
7.0%
Healthcare
6.0%
Consumer Defensive
2.7%
Utilities
2.3%
Energy
2.3%
Basic Materials
1.4%