Portfolio (Quarterly)
Guide ↗
ANCHYRA PARTNERS LLC
· CIK 0002107106| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | WM | WASTE MGMT INC DEL | Industrials | 4,857.0 | $1.1M | 0.34% | — | — | $229.79 | -2.2% |
| 62 | MRK | MERCK & CO INC | Healthcare | 9,211.0 | $1.1M | 0.34% | +404.0 | +4.6% | $120.29 | +24.9% |
| 63 | WFC | WELLS FARGO CO NEW | Financial Services | 13,649.0 | $1.1M | 0.33% | +316.0 | +2.4% | $79.61 | +7.1% |
| 64 | XPO | XPO INC | Industrials | 5,573.0 | $1.1M | 0.33% | — | — | $194.55 | +1.1% |
| 65 | UBER | UBER TECHNOLOGIES INC | Technology | 14,837.0 | $1.1M | 0.32% | -1K | -7.9% | $71.93 | +9.4% |
| 66 | TTAN | SERVICETITAN INC | Technology | 16,638.0 | $1.1M | 0.32% | — | — | $63.46 | +49.4% |
| 67 | AMGN | AMGEN INC | Healthcare | 2,990.0 | $1.1M | 0.32% | +131.0 | +4.6% | $351.85 | +23.4% |
| 68 | RBLX | ROBLOX CORP | Technology | 18,324.0 | $1.0M | 0.32% | -132.0 | -0.7% | $56.56 | -33.3% |
| 69 | TWLO | TWILIO INC | Communication Services | 8,196.0 | $1.0M | 0.31% | +280.0 | +3.5% | $125.82 | +75.1% |
| 70 | MCK | MCKESSON CORP | Healthcare | 1,174.0 | $1.0M | 0.31% | +12.0 | +1.0% | $865.36 | -1.5% |
| 71 | HWM | HOWMET AEROSPACE INC | Industrials | 4,314.0 | $994K | 0.30% | +143.0 | +3.4% | $230.46 | +23.1% |
| 72 | VTV | VANGUARD INDEX FDS | — | 5,062.0 | $993K | 0.30% | — | — | $196.20 | +15.4% |
| 73 | ASML | ASML HOLDING N V | Technology | 749.0 | $989K | 0.30% | +66.0 | +9.7% | $1320.83 | +33.2% |
| 74 | BAC | BANK AMERICA CORP | Financial Services | 19,580.0 | $955K | 0.29% | +274.0 | +1.4% | $48.75 | +29.1% |
| 75 | ADI | ANALOG DEVICES INC | Technology | 2,996.0 | $953K | 0.29% | +57.0 | +1.9% | $318.14 | +18.2% |
| 76 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,050.0 | $948K | 0.29% | -19.0 | -0.6% | $310.79 | -13.4% |
| 77 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 1,088.0 | $920K | 0.28% | +843.0 | +344.1% | $845.99 | +20.0% |
| 78 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 3,156.0 | $887K | 0.27% | — | — | $281.07 | +3.3% |
| 79 | VEEV | VEEVA SYS INC | Healthcare | 4,945.0 | $869K | 0.26% | — | — | $175.66 | +42.7% |
| 80 | USB | US BANCORP DEL | Financial Services | 16,350.0 | $850K | 0.26% | +350.0 | +2.2% | $52.01 | +20.7% |
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
32.5%
Financial Services
27.0%
Industrials
8.3%
Communication Services
8.2%
Consumer Cyclical
6.6%
Healthcare
6.2%
Energy
3.5%
Consumer Defensive
3.1%
Utilities
2.6%
Basic Materials
1.9%