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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 $143,767,117 across 16 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-18. Its ten largest share positions make up 96.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000894119-26-000003

Period
2026-03-31
Reported value
$144M
Holdings
16
Top 10 weight
96.36%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FGXXXadded+5,155,217$5.16M
XAWFXnew+80,000$814K
BSTZnew+35,000$775K

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-46,000-$26.6M
XJQCXexited-175,000-$922K
JPCexited-70,000-$574K

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, Q1 2026

Share positions as resolved from 13F-HR 0000894119-26-000003, largest first. % of portfolio is the value over $143,767,117, 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; 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; 2026Q1: 132,500 shares 132,500$76.5M53.19%-46,000Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 57,000 shares 57,000$37.1M25.78%0Timeline
FGXXXFIRST AM GOVT OBLIG-XQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,883,988 shares 10,883,988$10.9M7.57%+5,155,217Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 169,500 shares 169,500$2.91M2.02%0Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,000 shares 40,000$2.27M1.58%0Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 124,300 shares 124,300$2.13M1.48%0Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,000 shares 37,000$2.05M1.43%0Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 134,500 shares 134,500$1.74M1.21%0Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 67,000 shares 67,000$1.54M1.07%0Timeline
FTQIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 74,000 shares 74,000$1.47M1.03%0Timeline
WDTETIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,000 shares 40,000$1.14M0.79%0Timeline
QQQYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 54,833 shares 54,833$1.13M0.79%0Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,000 shares 80,000$814K0.57%newTimeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,000 shares 35,000$775K0.54%newTimeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000$717K0.5%0Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,000 shares 18,000$654K0.46%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XJQCXNUVEEN CR STRATEGIES INCOME175,000$922Kshares
JPCNUVEEN PFD & INCOME OPPORTUN70,000$574Kshares

How Q1 2026 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 0000894119-26-000003 base2026-05-18acceptance time not in the bulk data set