Asset Manager
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ANCHYRA PARTNERS LLC
3050 PEACHTREE RD NW SUITE 425, ATLANTA, GA 30305 • 404-240-8799
Q1 2026 · Filed 2026-04-17
Market Value
$327M
Holdings
279
New Purchases
28
Added To
181
Closed
12
Reduced
50
Top 10 Concentration
40.1%
Turnover
14.3%
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 33.8% |
| Technology | 29.5% |
| Industrials | 7.5% |
| Communication Services | 7.3% |
| Consumer Cyclical | 5.9% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 68 | $148M | 45.3% |
| Large Cap | 188 | $172M | 52.6% |
| Mid Cap | 14 | $6M | 1.8% |
| Small Cap | 8 | $1M | 0.3% |
| Micro Cap | 1 | $14K | 0.0% |
Portfolio Analytics
Avg Market Cap
$253.1B
Median Market Cap
$100.5B
Avg P/E
32.6
Median P/E
24.1
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
254
# ETFs / Funds
25
Top Holdings (279 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TROW | 12.74% | 462,196 | $42M | $90.14 | -$6M | -6,767 | -1.4% | |
| 2 | NVDA | 6.80% | 127,537 | $22M | $174.40 | -$2M | -797 | -0.6% | |
| 3 | AAPL | 4.69% | 60,469 | $15M | $253.79 | -$696K | +1,458 | +2.5% | |
| 4 | MSFT | 3.57% | 31,499 | $12M | $370.17 | -$2M | +2,347 | +8.1% | |
| 5 | GOOGL | 2.40% | 27,283 | $8M | $287.56 | -$719K | -79 | -0.3% | |
| 6 | META | 2.37% | 13,562 | $8M | $572.13 | $3M | +6,134 | +82.6% | |
| 7 | IWV | 2.09% | 18,457 | $7M | $370.68 | $2M | +5,791 | +45.7% | |
| 8 | GLD | 1.91% | 14,550 | $6M | $430.29 | $494K | — | — | |
| 9 | AMZN | 1.83% | 28,767 | $6M | $208.27 | -$671K | -97 | -0.3% | |
| 10 | AVGO | 1.65% | 17,409 | $5M | $309.51 | -$419K | +629 | +3.8% | |
| 11 | XOM | 1.23% | 23,757 | $4M | $169.66 | $1M | +559 | +2.4% | |
| 12 | BRK-B | 1.15% | 7,879 | $4M | $479.20 | -$102K | +165 | +2.1% | |
| 13 | SO | 1.03% | 34,895 | $3M | $96.52 | $339K | +159 | +0.5% | |
| 14 | IWF | 0.98% | 7,515 | $3M | $426.40 | $623K | +2,062 | +37.8% | |
| 15 | ANET | 0.97% | 25,940 | $3M | $122.78 | -$187K | +209 | +0.8% | |
| 16 | JBL | 0.94% | 11,514 | $3M | $265.63 | $419K | -62 | -0.5% | |
| 17 | SPY | 0.87% | 4,383 | $3M | $650.34 | -$110K | +42 | +1.0% | |
| 18 | WMT | 0.84% | 22,159 | $3M | $124.28 | $324K | +348 | +1.6% | |
| 19 | XLK | 0.83% | 20,386 | $3M | $132.90 | -$184K | +286 | +1.4% | |
| 20 | MAR | 0.82% | 8,222 | $3M | $327.07 | $153K | +46 | +0.6% | |
| 21 | IWD | 0.82% | 12,579 | $3M | $213.67 | $777K | +3,493 | +38.4% | |
| 22 | COHR | 0.80% | 10,919 | $3M | $238.21 | $574K | -63 | -0.6% | |
| 23 | MU | 0.74% | 7,119 | $2M | $337.84 | $412K | +137 | +2.0% | |
| 24 | JPM | 0.73% | 8,147 | $2M | $294.16 | -$122K | +331 | +4.2% | |
| 25 | NSC | 0.72% | 8,179 | $2M | $287.00 | $8K | +75 | +0.9% | |
| 26 | TSLA | 0.70% | 6,179 | $2M | $371.75 | -$456K | +57 | +0.9% | |
| 27 | NFLX | 0.69% | 23,339 | $2M | $96.15 | $88K | +344 | +1.5% | |
| 28 | CSCO | 0.68% | 28,768 | $2M | $77.59 | $165K | +1,939 | +7.2% | |
| 29 | LLY | 0.65% | 2,297 | $2M | $919.77 | -$298K | +54 | +2.4% | |
| 30 | EFA | 0.60% | 20,204 | $2M | $97.13 | $560K | +5,601 | +38.4% | |
| 31 | RTX | 0.58% | 9,754 | $2M | $192.90 | $119K | +145 | +1.5% | |
| 32 | PG | 0.57% | 12,993 | $2M | $144.44 | $1K | -95 | -0.7% | |
| 33 | MRVL | 0.56% | 18,354 | $2M | $99.05 | $263K | +53 | +0.3% | |
| 34 | DE | 0.55% | 3,191 | $2M | $563.30 | $320K | +17 | +0.5% | |
| 35 | ORCL | 0.54% | 11,912 | $2M | $147.11 | -$436K | +683 | +6.1% | |
| 36 | CDNS | 0.51% | 6,036 | $2M | $277.87 | -$205K | +16 | +0.3% | |
| 37 | GE | 0.51% | 5,903 | $2M | $283.77 | -$70K | +238 | +4.2% | |
| 38 | ETN | 0.51% | 4,675 | $2M | $357.67 | $205K | +68 | +1.5% | |
| 39 | PANW | 0.51% | 10,329 | $2M | $160.32 | -$240K | +35 | +0.3% | |
| 40 | CVX | 0.48% | 7,548 | $2M | $206.90 | $586K | +1,146 | +17.9% | |
| 41 | GOOG | 0.48% | 5,435 | $2M | $286.86 | $294K | +1,404 | +34.8% | |
| 42 | JNJ | 0.48% | 6,358 | $2M | $244.44 | $311K | +351 | +5.8% | |
| 43 | RSP | 0.47% | 7,972 | $2M | $191.92 | $194K | +1,000 | +14.3% | |
| 44 | V | 0.47% | 5,050 | $2M | $302.24 | -$247K | -6 | -0.1% | |
| 45 | CME | 0.46% | 5,053 | $1M | $295.35 | $132K | +73 | +1.5% | |
| 46 | GRMN | 0.46% | 6,421 | $1M | $232.01 | $226K | +189 | +3.0% | |
| 47 | GEV | 0.44% | 1,651 | $1M | $872.90 | $280K | -125 | -7.0% | |
| 48 | AGG | 0.44% | 14,334 | $1M | $99.27 | $161K | +1,697 | +13.4% | |
| 49 | HD | 0.43% | 4,324 | $1M | $328.89 | -$166K | -292 | -6.3% | |
| 50 | VB | 0.43% | 5,361 | $1M | $261.92 | $150K | +500 | +10.3% | |
| 51 | GTOP | 0.42% | 37,588 | $1M | $36.21 | -$152K | -704 | -1.8% | |
| 52 | MKL | 0.40% | 691 | $1M | $1,914.07 | -$135K | +13 | +1.9% | |
| 53 | ABBV | 0.36% | 5,399 | $1M | $217.49 | $19K | +343 | +6.8% | |
| 54 | MA | 0.36% | 2,346 | $1M | $499.66 | -$186K | -34 | -1.4% | |
| 55 | COST | 0.36% | 1,165 | $1M | $996.43 | $313K | +182 | +18.5% | |
| 56 | UTHR | 0.35% | 1,952 | $1M | $592.98 | $209K | +5 | +0.3% | |
| 57 | AMAT | 0.35% | 3,377 | $1M | $341.79 | $315K | +110 | +3.4% | |
| 58 | DAL | 0.35% | 17,209 | $1M | $66.48 | -$58K | -115 | -0.7% | |
| 59 | QQQ | 0.34% | 1,951 | $1M | $577.18 | $61K | +217 | +12.5% | |
| 60 | LMT | 0.34% | 1,851 | $1M | $604.39 | $262K | +80 | +4.5% | |
| 61 | WM | 0.34% | 4,857 | $1M | $229.79 | $50K | +7 | +0.1% | |
| 62 | MRK | 0.34% | 9,211 | $1M | $120.29 | $181K | +404 | +4.6% | |
| 63 | WFC | 0.33% | 13,649 | $1M | $79.61 | -$156K | +316 | +2.4% | |
| 64 | XPO | 0.33% | 5,573 | $1M | $194.55 | $327K | +5 | +0.1% | |
| 65 | UBER | 0.33% | 14,837 | $1M | $71.93 | -$249K | -1,269 | -7.9% | |
| 66 | TTAN | 0.32% | 16,638 | $1M | $63.46 | -$711K | +50 | +0.3% | |
| 67 | AMGN | 0.32% | 2,990 | $1M | $351.85 | $116K | +131 | +4.6% | |
| 68 | RBLX | 0.32% | 18,324 | $1M | $56.56 | -$459K | -132 | -0.7% | |
| 69 | TWLO | 0.32% | 8,196 | $1M | $125.82 | -$95K | +280 | +3.5% | |
| 70 | MCK | 0.31% | 1,174 | $1M | $865.36 | $63K | +12 | +1.0% | |
| 71 | HWM | 0.30% | 4,314 | $994K | $230.46 | $139K | +143 | +3.4% | |
| 72 | VTV | 0.30% | 5,062 | $993K | $196.20 | $26K | — | — | |
| 73 | ASML | 0.30% | 749 | $989K | $1,320.83 | $259K | +66 | +9.7% | |
| 74 | BAC | 0.29% | 19,580 | $955K | $48.75 | -$107K | +274 | +1.4% | |
| 75 | ADI | 0.29% | 2,996 | $953K | $318.14 | $156K | +57 | +1.9% | |
| 76 | MCD | 0.29% | 3,050 | $948K | $310.79 | $10K | -19 | -0.6% | |
| 77 | GS | 0.28% | 1,088 | $920K | $845.99 | $705K | +843 | +344.1% | |
| 78 | 0HQN.L | 0.27% | 3,156 | $887K | $281.07 | $96K | +5 | +0.2% | |
| 79 | VEEV | 0.27% | 4,945 | $869K | $175.66 | -$239K | -16 | -0.3% | |
| 80 | USB | 0.26% | 16,350 | $850K | $52.01 | -$3K | +350 | +2.2% | |
| 81 | CX | 0.26% | 74,109 | $848K | $11.44 | -$6K | -216 | -0.3% | |
| 82 | BX | 0.26% | 7,301 | $840K | $114.99 | -$403K | -759 | -9.4% | |
| 83 | PCAR | 0.26% | 7,257 | $838K | $115.50 | $51K | +71 | +1.0% | |
| 84 | KO | 0.25% | 10,835 | $824K | $76.05 | $98K | +451 | +4.3% | |
| 85 | CAT | 0.25% | 1,159 | $821K | $708.46 | $205K | +83 | +7.7% | |
| 86 | NTAP | 0.25% | 8,011 | $820K | $102.39 | -$53K | -140 | -1.7% | |
| 87 | PH | 0.25% | 902 | $808K | $895.24 | -$35K | -56 | -5.8% | |
| 88 | DXCM | 0.25% | 12,810 | $804K | $62.80 | -$138K | -1,386 | -9.8% | |
| 89 | AMD | 0.24% | 3,838 | $781K | $203.43 | -$9K | +150 | +4.1% | |
| 90 | EOG | 0.24% | 5,327 | $770K | $144.57 | $231K | +197 | +3.8% | |
| 91 | UPS | 0.23% | 7,756 | $763K | $98.38 | -$4K | +27 | +0.3% | |
| 92 | PEP | 0.23% | 4,836 | $751K | $155.29 | $71K | +98 | +2.1% | |
| 93 | COF | 0.23% | 4,096 | $747K | $182.43 | -$200K | +188 | +4.8% | |
| 94 | IWM | 0.23% | 2,970 | $737K | $248.00 | -$11K | -65 | -2.1% | |
| 95 | VZ | 0.22% | 14,563 | $731K | $50.20 | $177K | +952 | +7.0% | |
| 96 | PLTR | 0.22% | 4,894 | $716K | $146.28 | -$53K | +567 | +13.1% | |
| 97 | INTU | 0.22% | 1,652 | $714K | $432.38 | -$656K | -416 | -20.1% | |
| 98 | CMCSA | 0.21% | 24,081 | $691K | $28.71 | $4K | +1,100 | +4.8% | |
| 99 | IBM | 0.21% | 2,820 | $684K | $242.39 | -$126K | +87 | +3.2% | |
| 100 | KLAC | 0.21% | 463 | $682K | $1,472.41 | $151K | +26 | +6.0% |