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Anchor Capital Management Group Inc

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13F filer, CIK 894119, ALISO VIEJO, CA

Anchor Capital Management Group Inc reported $197,535,075 across 16 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-20. Its ten largest share positions make up 97.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000894119-26-000002

Period
2025-12-31
Reported value
$198M
Holdings
16
Top 10 weight
97.08%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FGXXXadded+569,595$513K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QQQreduced-24,500-$16.7M
SPYreduced-18,000-$15.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000894119-26-000002, largest first. % of portfolio is the value over $197,535,075, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 340,775 shares; 2025Q1: 255,775 shares; 2025Q2: 224,775 shares; 2025Q3: 203,000 shares; 2025Q4: 178,500 shares 178,500$122M61.7%-24,500Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 75,000 shares; 2025Q4: 57,000 shares 57,000$50M25.29%-18,000Timeline
FGXXXFIRST AM GOVT OBLIG-XQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,745,661 shares; 2025Q1: 19,083,239 shares; 2025Q2: 6,764,569 shares; 2025Q3: 5,159,176 shares; 2025Q4: 5,728,771 shares 5,728,771$5.16M2.61%+569,595Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 169,500 shares; 2025Q1: 169,500 shares; 2025Q2: 169,500 shares; 2025Q3: 169,500 shares; 2025Q4: 169,500 shares 169,500$2.88M1.46%0Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,300 shares; 2025Q1: 124,300 shares; 2025Q2: 124,300 shares; 2025Q3: 124,300 shares; 2025Q4: 124,300 shares 124,300$2.46M1.25%0Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000$2.28M1.16%0Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 37,000 shares 37,000$2.13M1.08%0Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134,500 shares; 2025Q1: 134,500 shares; 2025Q2: 134,500 shares; 2025Q3: 134,500 shares; 2025Q4: 134,500 shares 134,500$1.9M0.96%0Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,000 shares; 2025Q1: 67,000 shares; 2025Q2: 67,000 shares; 2025Q3: 67,000 shares; 2025Q4: 67,000 shares 67,000$1.59M0.8%0Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,000 shares; 2025Q1: 74,000 shares; 2025Q2: 74,000 shares; 2025Q3: 74,000 shares; 2025Q4: 74,000 shares 74,000$1.52M0.77%0Timeline
QQQYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,833 shares; 2025Q1: 54,833 shares; 2025Q2: 54,833 shares; 2025Q3: 54,833 shares; 2025Q4: 54,833 shares 54,833$1.41M0.71%0Timeline
WDTETIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000$1.36M0.69%0Timeline
XJQCXNUVEEN CR STRATEGIES INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 175,000 shares; 2025Q1: 175,000 shares; 2025Q2: 175,000 shares; 2025Q3: 175,000 shares; 2025Q4: 175,000 shares 175,000$922K0.47%0Timeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000$762K0.39%0Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000$744K0.38%0Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,000 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares; 2025Q3: 70,000 shares; 2025Q4: 70,000 shares 70,000$574K0.29%0Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000894119-26-000002 base2026-02-20acceptance time not in the bulk data set