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ANCHYRA PARTNERS LLC — 13F Holdings & Portfolio

CIK 2107106 · latest 13F-HR filed 2026-10-13

Backtest portfolio

ANCHYRA PARTNERS LLC manages $476.8M in 13F-reported U.S. long-equity assets across 433 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are TROW (9.36%), NVDA (6.66%), AAPL (4.82%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 134 new positions and exited 51; 153 existing positions rose in reported value and 87 fell.

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.

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AUM
$476.8M

Long-equity book

Holdings
433

Distinct positions

Period
2026-09-30

Filed 2026-10-13

Q/Q Activity
+134 / −51 / ↑153 / ↓87

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
TROW9.4% · -6%NVDA6.7% · +7%AAPL4.8% · +9%MSFT3.6% · +10%SPY2.9% · +297%META2.3% · +9%GOOGL2.2% · +11%IWV1.9% · +4%AMZN1.6% · +12%MU1.6% · -2%AVGO1.5% · +8%GLD1.2% · +0%ANET1.1% · -5%NMM1.0% · newMRVL1.0% · -0%IWF0.9% · +9%BRK.B0.9% · +9%PANW0.9% · +0%XOM0.9% · +8%XLK0.8% · 0%IWD0.8% · +12%COHR0.7% · +1%JPM0.7% · +13%LLY0.7% · +14%TSLA0.7% · +39%CSCO0.7% · +2%JBL0.7% · +2%MAR0.6% · +0%QQQ0.6% · +76%SO0.6% · -0%AMD0.6% · +6%GOOG0.6% · +12%EFA0.5% · +6%NSC0.5% · +2%TWLO0.5% · -0%WMT0.5% · +6%DE0.5% · +4%ETN0.5% · +7%CDNS0.4% · +6%NTAP0.4% · +2%RTX0.4% · +8%PG0.4% · +12%STRL0.4% · -1%ASML0.4% · +36%JNJ0.4% · +12%GE0.4% · +5%AMAT0.4% · +3%GTOP0.4% · -1%GRMN0.4% · +2%ORCL0.4% · +4%ABBV0.4% · +25%CVX0.4% · +10%NFLX0.3% · +7%MS0.3% · +6%V0.3% · +19%GEV0.3% · +6%MRK0.3% · +11%RSP0.3% · -6%VEEV0.3% · +7%ADI0.3% · +16%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 36.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 11, 2026.

Assets Under Management
$689.2M
Discretionary
$689.2M
Employees
5
Accounts
455
Address
3050 PEACHTREE RD NW
SUITE 425
ATLANTA, GA 30305
Phone
(404) 240-8799
Website
Name Title / Status Ownership Type
ANCHYRA HOLDINGS LLC ControlOWNER
since Aug 2025
75% or moreDomestic Entity
CLOUD, ZACHARY, LANDON ControlMANAGING PARTNER/ PRIVATE WEALTH ADVISOR
since May 2025
Less than 5%Individual
DURHAM, ROBERT, EUGENE ControlOWNER / CCO
since Apr 2025
Less than 5%Individual
GATELY, BRIAN, PETER ControlMANAGING PARTNER/ PRIVATE WEALTH ADVISOR
since May 2025
Less than 5%Individual
CLOUD, ZACHARY, LANDON Control
Indirect owner via ANCHYRA HOLDINGS LLC
OWNER
since Aug 2025
25–50%Individual
GATELY, BRIAN, PETER Control
Indirect owner via ANCHYRA HOLDINGS LLC
OWNER
since Aug 2025
25–50%Individual
Ownership & leadership changes · 2 filings with changes since Apr 1, 2025

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 28, 2025 filing
  • AddedANCHYRA HOLDINGS LLC · OWNER · 75% or more · control person
  • AddedCLOUD, ZACHARY, LANDON · OWNER · 25–50% · indirect via ANCHYRA HOLDINGS LLC · control person
  • AddedGATELY, BRIAN, PETER · OWNER · 25–50% · indirect via ANCHYRA HOLDINGS LLC · control person
  • ChangedCLOUD, ZACHARY, LANDON · ownership 25–50% → Less than 5%
  • ChangedDURHAM, ROBERT, EUGENE · ownership 5–10% → Less than 5%
  • ChangedGATELY, BRIAN, PETER · ownership 25–50% → Less than 5%
May 28, 2025 filing
  • AddedCLOUD, ZACHARY, LANDON · MANAGING PARTNER/ PRIVATE WEALTH ADVISOR · 25–50% · control person
  • AddedGATELY, BRIAN, PETER · MANAGING PARTNER/ PRIVATE WEALTH ADVISOR · 25–50% · control person
  • ChangedDURHAM, ROBERT, EUGENE · ownership 75% or more → 5–10%
Apr 1, 2025 filing (earliest on record)
  • ListedDURHAM, ROBERT, EUGENE · OWNER / CCO · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

ANCHYRA PARTNERS LLC Holdings (2026-09-30)

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 $44.6M 9.36% 428,727 SH
2 NVIDIA CORPORATION NVDA 67066G104 $31.8M 6.66% 139,027 SH
3 APPLE INC AAPL 037833100 $23.0M 4.82% 68,974 SH
4 MICROSOFT CORP MSFT 594918104 $17.0M 3.56% 33,088 SH
5 SPDR S&P 500 ETF TR SPY 78462F103 $13.8M 2.89% 18,072 SH
6 META PLATFORMS INC META 30303M102 $11.0M 2.31% 15,222 SH
7 ALPHABET INC GOOGL 02079K305 $10.5M 2.21% 30,653 SH
8 ISHARES TR IWV 464287689 $9.0M 1.88% 20,759 SH
9 AMAZON COM INC AMZN 023135106 $7.8M 1.63% 31,202 SH
10 MICRON TECHNOLOGY INC MU 595112103 $7.6M 1.60% 7,151 SH
11 BROADCOM INC AVGO 11135F101 $6.9M 1.46% 19,775 SH
12 SPDR GOLD TR GLD 78463V107 $5.5M 1.16% 14,560 SH
13 ARISTA NETWORKS INC ANET 040413205 $5.2M 1.09% 25,475 SH
14 NAVIOS MARITIME PARTNERS LP NMM Y62267409 $4.9M 1.04% 55,000 SH
15 MARVELL TECHNOLOGY INC MRVL 573874104 $4.7M 0.99% 17,780 SH
16 ISHARES TR IWF 464287614 $4.5M 0.95% 36,109 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.4M 0.92% 8,819 SH
18 PALO ALTO NETWORKS INC PANW 697435105 $4.2M 0.89% 10,659 SH
19 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $4.1M 0.86% 25,272 SH
20 SELECT SECTOR SPDR TR XLK 81369Y803 $4.0M 0.84% 20,386 SH
21 ISHARES TR IWD 464287598 $3.7M 0.78% 15,095 SH
22 COHERENT CORP COHR 19247G107 $3.3M 0.70% 11,557 SH
23 JPMORGAN CHASE & CO. JPM 46625H100 $3.2M 0.68% 9,799 SH
24 ELI LILLY & CO LLY 532457108 $3.2M 0.68% 2,798 SH
25 TESLA INC TSLA 88160R101 $3.2M 0.68% 9,099 SH
26 CISCO SYS INC CSCO 17275R102 $3.2M 0.67% 29,881 SH
27 JABIL INC JBL 466313103 $3.2M 0.67% 11,135 SH
28 MARRIOTT INTL INC NEW MAR 571903202 $2.9M 0.62% 8,253 SH
29 INVESCO QQQ TR QQQ 46090E103 $2.9M 0.61% 3,956 SH
30 SOUTHERN CO SO 842587107 $2.9M 0.61% 34,921 SH
31 ADVANCED MICRO DEVICES INC AMD 007903107 $2.8M 0.58% 4,519 SH
32 ALPHABET INC GOOG 02079K107 $2.7M 0.56% 7,845 SH
33 ISHARES TR EFA 464287465 $2.6M 0.55% 25,065 SH
34 NORFOLK SOUTHN CORP NSC 655844108 $2.5M 0.53% 8,196 SH
35 TWILIO INC TWLO 90138F102 $2.4M 0.51% 8,353 SH
36 WALMART INC WMT 931142103 $2.4M 0.51% 23,215 SH
37 DEERE & CO DE 244199105 $2.2M 0.47% 3,332 SH
38 EATON CORP PLC ETN G29183103 $2.2M 0.46% 5,056 SH
39 CADENCE DESIGN SYSTEM INC CDNS 127387108 $2.1M 0.45% 6,453 SH
40 NETAPP INC NTAP 64110D104 $2.1M 0.44% 10,047 SH
41 RTX CORPORATION RTX 75513E101 $2.0M 0.43% 10,999 SH
42 PROCTER AND GAMBLE CO PG 742718109 $2.0M 0.43% 14,048 SH
43 STERLING INFRASTRUCTURE INC STRL 859241101 $2.0M 0.42% 4,065 SH
44 ASML HOLDING N V ASML N07059210 $2.0M 0.42% 1,100 SH
45 JOHNSON & JOHNSON JNJ 478160104 $2.0M 0.41% 7,469 SH
46 GE AEROSPACE GE 369604301 $2.0M 0.41% 6,308 SH
47 APPLIED MATLS INC AMAT 038222105 $1.9M 0.40% 3,728 SH
48 GOLDMAN SACHS ETF TR GTOP 38149W432 $1.9M 0.39% 36,222 SH
49 GARMIN LTD GRMN H2906T109 $1.8M 0.39% 6,445 SH
50 ORACLE CORP ORCL 68389X105 $1.8M 0.39% 13,426 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-13 $476.8M 433 0002107106-26-000004
2026-06-30 2026-07-23 $416.4M 350 0002107106-26-000003
2026-03-31 2026-04-17 $329.5M 275 0002107106-26-000002
2025-12-31 2026-01-29 $326.0M 259 0002107106-26-000001
Filer Information
Address
3050 PEACHTREE RD NW
SUITE 425
ATLANTA, GA 30305
Phone
(404) 240-8799
Filing Manager
ANCHYRA PARTNERS LLC
ATLANTA, GA
Signatory
Robert Durham
CEO, CCO & Head of Corporate Development