ANCHYRA PARTNERS LLC — 13F Holdings & Portfolio

CIK 2107106 · latest 13F-HR filed 2026-04-17

ANCHYRA PARTNERS LLC manages $329.5M in 13F-reported U.S. long-equity assets across 275 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TROW (12.64%), NVDA (6.75%), AAPL (4.66%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 29 new positions, exited 13, added to 116, and trimmed 80.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$329.5M

Long-equity book

Holdings

275

Distinct positions

Period

2026-03-31

Filed 2026-04-17

Q/Q Activity

+29 / −13 / ↑116 / ↓80

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • META PLATFORMS INC$2.9M +58.2%
  • ISHARES TR$1.9M +39.6%
  • EXXON MOBIL CORP$1.2M +44.4%
  • ISHARES TR$776.6K +40.6%
  • GOLDMAN SACHS GROUP INC$705.1K +327.4%
Show all 116

Top Trims

  • PRICE T ROWE GROUP INC-$6.4M -13.2%
  • MICROSOFT CORP-$2.4M -17.3%
  • NVIDIA CORPORATION-$1.7M -7.1%
  • ALPHABET INC-$718.8K -8.4%
  • SERVICETITAN INC-$710.8K -40.2%
Show all 80

New Positions

  • ISHARES TR$607.1K
  • ASTRAZENECA PLC$591.9K
  • VANGUARD SCOTTSDALE FDS$491.2K
  • VANGUARD MUN BD FDS$469.2K
  • UNUM GROUP$294.0K
Show all 29

Exited Positions

  • ASTRAZENECA PLC$520.8K
  • ACCENTURE PLC IRELAND$453.2K
  • ADOBE INC$287.7K
  • KKR & CO INC$248.2K
  • CROWDSTRIKE HLDGS INC$234.8K
Show all 13
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PRICE T ROWE GROUP INC TROW 74144T108 $41.7M 12.64% 462,196 SH
2 NVIDIA CORPORATION NVDA 67066G104 $22.2M 6.75% 127,537 SH
3 APPLE INC AAPL 037833100 $15.3M 4.66% 60,469 SH
4 MICROSOFT CORP MSFT 594918104 $11.7M 3.54% 31,499 SH
5 ALPHABET INC GOOGL 02079K305 $7.8M 2.38% 27,283 SH
6 META PLATFORMS INC META 30303M102 $7.8M 2.35% 13,562 SH
7 ISHARES TR IWV 464287689 $6.8M 2.08% 18,457 SH
8 SPDR GOLD TR GLD 78463V107 $6.3M 1.90% 14,550 SH
9 AMAZON COM INC AMZN 023135106 $6.0M 1.82% 28,767 SH
10 BROADCOM INC AVGO 11135F101 $5.4M 1.64% 17,409 SH
11 EXXON MOBIL CORP XOM 30231G102 $4.0M 1.22% 23,757 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.8M 1.15% 7,879 SH
13 SOUTHERN CO SO 842587107 $3.4M 1.02% 34,895 SH
14 ISHARES TR IWF 464287614 $3.2M 0.97% 7,515 SH
15 ARISTA NETWORKS INC ANET 040413205 $3.2M 0.97% 25,940 SH
16 JABIL INC JBL 466313103 $3.1M 0.93% 11,514 SH
17 SPDR S&P 500 ETF TR SPY 78462F103 $2.9M 0.87% 4,383 SH
18 WALMART INC WMT 931142103 $2.8M 0.84% 22,159 SH
19 SELECT SECTOR SPDR TR XLK 81369Y803 $2.7M 0.82% 20,386 SH
20 MARRIOTT INTL INC NEW MAR 571903202 $2.7M 0.82% 8,222 SH
21 ISHARES TR IWD 464287598 $2.7M 0.82% 12,579 SH
22 COHERENT CORP COHR 19247G107 $2.6M 0.79% 10,919 SH
23 MICRON TECHNOLOGY INC MU 595112103 $2.4M 0.73% 7,119 SH
24 JPMORGAN CHASE & CO. JPM 46625H100 $2.4M 0.73% 8,147 SH
25 NORFOLK SOUTHN CORP NSC 655844108 $2.3M 0.71% 8,179 SH
26 TESLA INC TSLA 88160R101 $2.3M 0.70% 6,179 SH
27 NETFLIX INC NFLX 64110L106 $2.2M 0.68% 23,339 SH
28 CISCO SYS INC CSCO 17275R102 $2.2M 0.68% 28,768 SH
29 ELI LILLY & CO LLY 532457108 $2.1M 0.64% 2,297 SH
30 ISHARES TR EFA 464287465 $2.0M 0.60% 20,204 SH
31 RTX CORPORATION RTX 75513E101 $1.9M 0.57% 9,754 SH
32 PROCTER AND GAMBLE CO PG 742718109 $1.9M 0.57% 12,993 SH
33 MARVELL TECHNOLOGY INC MRVL 573874104 $1.8M 0.55% 18,354 SH
34 DEERE & CO DE 244199105 $1.8M 0.55% 3,191 SH
35 ORACLE CORP ORCL 68389X105 $1.8M 0.53% 11,912 SH
36 CADENCE DESIGN SYSTEM INC CDNS 127387108 $1.7M 0.51% 6,036 SH
37 GE AEROSPACE GE 369604301 $1.7M 0.51% 5,903 SH
38 EATON CORP PLC ETN G29183103 $1.7M 0.51% 4,675 SH
39 PALO ALTO NETWORKS INC PANW 697435105 $1.7M 0.50% 10,329 SH
40 CHEVRON CORP NEW CVX 166764100 $1.6M 0.47% 7,548 SH
41 ALPHABET INC GOOG 02079K107 $1.6M 0.47% 5,435 SH
42 JOHNSON & JOHNSON JNJ 478160104 $1.6M 0.47% 6,358 SH
43 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.5M 0.46% 7,972 SH
44 VISA INC V 92826C839 $1.5M 0.46% 5,050 SH
45 CME GROUP INC CME 12572Q105 $1.5M 0.45% 5,053 SH
46 GARMIN LTD GRMN H2906T109 $1.5M 0.45% 6,421 SH
47 GE VERNOVA INC GEV 36828A101 $1.4M 0.44% 1,651 SH
48 ISHARES TR AGG 464287226 $1.4M 0.43% 14,334 SH
49 HOME DEPOT INC HD 437076102 $1.4M 0.43% 4,324 SH
50 VANGUARD INDEX FDS VB 922908751 $1.4M 0.43% 5,361 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-17 $329.5M 275 0002107106-26-000002
2025-12-31 2026-01-29 $326.0M 259 0002107106-26-000001