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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 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LILAK LIBERTY LATIN AMERICA LTD Communication Services 32,155.0 $250K 0.06% NEW $7.79 +6.5%
42 JXN JACKSON FINANCIAL INC Financial Services 2,413.0 $247K 0.06% NEW $102.39 +30.1%
43 IRIDIUM COMMUNICATIONS INC 4,458.0 $245K 0.06% NEW $54.85
44 NAVI NAVIENT CORPORATION Financial Services 28,588.0 $243K 0.06% NEW $8.51 +7.3%
45 EW EDWARDS LIFESCIENCES CORP Healthcare 2,677.0 $242K 0.06% NEW $90.46 +1.9%
46 JHG JANUS HENDERSON GROUP PLC Financial Services 4,628.0 $240K 0.06% NEW $51.95 -0.0%
47 OSK OSHKOSH CORP Industrials 1,541.0 $237K 0.06% NEW $153.48 -4.0%
48 DOC HEALTHPEAK PROPERTIES INC Real Estate 10,880.0 $233K 0.06% NEW $21.40 -3.4%
49 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,340.0 $232K 0.06% NEW $173.12 -6.7%
50 USNA USANA HEALTH SCIENCES INC Consumer Defensive 10,784.0 $230K 0.06% NEW $21.35 -37.4%
51 FANG DIAMONDBACK ENERGY INC Energy 1,295.0 $228K 0.06% NEW $175.78 +19.7%
52 ATLANTA BRAVES HLDGS INC 4,342.0 $225K 0.05% NEW $51.90
53 PLD PROLOGIS INC. Real Estate 1,653.0 $224K 0.05% NEW $135.47 +3.9%
54 LILA LIBERTY LATIN AMERICA LTD Communication Services 28,547.0 $224K 0.05% NEW $7.84 +6.8%
55 CAH CARDINAL HEALTH INC Healthcare 940.0 $223K 0.05% NEW $237.56 -0.7%
56 SSTK SHUTTERSTOCK INC Communication Services 15,954.0 $223K 0.05% NEW $13.95 -60.4%
57 RPM RPM INTL INC Basic Materials 1,981.0 $220K 0.05% NEW $111.15 +1.0%
58 ETON PHARMACEUTICALS INC 6,081.0 $220K 0.05% NEW $36.20
59 Q QNITY ELECTRONICS INC Technology 1,346.0 $220K 0.05% NEW $163.31 -21.5%
60 PAYC PAYCOM SOFTWARE INC Technology 1,737.0 $218K 0.05% NEW $125.68 +76.6%
Page 3 of 5  ·  98 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%