ANCHYRA PARTNERS LLC

Holdings as of 2026-06-30, filed 2026-07-23

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 23 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
350
Value reported by manager
$416.4M
Sum of our stored positions
$416.4M
should match the line above
Disclosure lag
23 d
quarter end to filing
Top 5 concentration
30.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
PRICE T ROWE GROUP INCCOM$51.6M454,07374144T108
NVIDIA CORPORATIONCOM$26M129,69367066G104
APPLE INCCOM$18.3M63,403037833100
MICROSOFT CORPCOM$11.2M30,159594918104
ALPHABET INCCAP STK CL A$9.9M27,69802079K305
ISHARES TRRUSSELL 3000 ETF$8.5M19,989464287689
MICRON TECHNOLOGY INCCOM$8.4M7,268595112103
META PLATFORMS INCCL A$7.9M13,99030303M102
BROADCOM INCCOM$6.9M18,36411135F101
AMAZON COM INCCOM$6.6M27,824023135106
SPDR GOLD TRGOLD SHS$5.4M14,55078463V107
MARVELL TECHNOLOGY INCCOM$5.3M17,862573874104
ARISTA NETWORKS INCCOM SHS$4.6M26,819040413205
COHERENT CORPCOM$4.5M11,46419247G107
JABIL INCCOM$4.2M10,955466313103
ISHARES TRRUS 1000 GRW ETF$4.1M33,120464287614
BERKSHIRE HATHAWAY INC DELCL B NEW$4.1M8,100084670702
SELECT SECTOR SPDR TRSTATE STREET TEC$3.9M20,38681369Y803
PALO ALTO NETWORKS INCCOM$3.6M10,626697435105
CISCO SYS INCCOM$3.4M29,34317275R102
STERLING INFRASTRUCTURE INCCOM$3.4M4,104859241101
SPDR S&P 500 ETF TRTR UNIT$3.4M4,54878462F103
SOUTHERN COCOM$3.4M35,010842587107
ISHARES TRRUS 1000 VAL ETF$3.3M13,456464287598
EXXON MOBIL CORPCOM$3.2M23,36330231G102
MARRIOTT INTL INC NEWCL A$3.1M8,243571903202
ELI LILLY & COCOM$3M2,462532457108
JPMORGAN CHASE & CO.COM$2.8M8,68346625H100
TESLA INCCOM$2.8M6,55788160R101
APPLIED MATLS INCCOM$2.6M3,625038222105
NORFOLK SOUTHN CORPCOM$2.5M8,047655844108
ALPHABET INCCAP STK CL C$2.5M7,02402079K107
WALMART INCCOM$2.5M21,832931142103
ADVANCED MICRO DEVICES INCCOM$2.5M4,254007903107
ISHARES TRMSCI EAFE ETF$2.5M23,637464287465
CADENCE DESIGN SYSTEM INCCOM$2.3M6,077127387108
GE AEROSPACECOM NEW$2.2M6,013369604301
DEERE & COCOM$2M3,195244199105
EATON CORP PLCSHS$2M4,745G29183103
RTX CORPORATIONCOM$1.9M10,20975513E101
ORACLE CORPCOM$1.9M12,93168389X105
GE VERNOVA INCCOM$1.9M1,58536828A101
PROCTER AND GAMBLE COCOM$1.8M12,565742718109
GOLDMAN SACHS ETF TRTECHNOLOGY OPPOR$1.8M36,53338149W432
TWILIO INCCL A$1.7M8,39390138F102
MORGAN STANLEYCOM NEW$1.7M8,203617446448
JOHNSON & JOHNSONCOM$1.7M6,697478160104
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$1.7M7,97246137V357
INVESCO QQQ TRUNIT SER 1$1.7M2,25446090E103
NETFLIX INCCOM$1.6M22,52664110L106
ASML HOLDING N VN Y REGISTRY SHS$1.6M808N07059210
VANGUARD INDEX FDSSMALL CP ETF$1.6M5,137922908751
NETAPP INCCOM$1.5M9,89764110D104
HOME DEPOT INCCOM$1.5M4,272437076102
DELTA AIR LINES INC DELCOM NEW$1.5M16,019247361702
GARMIN LTDSHS$1.5M6,310H2906T109
KLA CORPCOM NEW$1.5M4,911482480100
ISHARES TRCORE US AGGBD ET$1.4M14,243464287226
LAM RESEARCH CORPCOM NEW$1.4M3,180512807306
INTEL CORPCOM$1.4M9,817458140100
ABBVIE INCCOM$1.4M5,38600287Y109
MARKEL GROUP INCCOM$1.3M679570535104
CATERPILLAR INCCOM$1.3M1,239149123101
VISA INCCOM CL A$1.3M3,75992826C839
CHEVRON CORP NEWCOM$1.3M7,658166764100
MERCK & CO INCCOM$1.3M9,74658933Y105
GOLDMAN SACHS GROUP INCCOM$1.2M1,22438141G104
ANALOG DEVICES INCCOM$1.2M3,097032654105
COSTCO WHSL CORP NEWCOM$1.2M1,26522160K105
HOWMET AEROSPACE INCCOM$1.2M4,359443201108
AMPHENOL CORP NEWCL A$1.1M6,457032095101
SERVICETITAN INCSHS CL A$1.1M15,94281764X103
AMGEN INCCOM$1.1M3,094031162100
WELLS FARGO CO NEWCOM$1.1M13,500949746101
VANGUARD INDEX FDSVALUE ETF$1.1M5,062922908744
BANK AMERICA CORPCOM$1.1M18,893060505104
XPO INCCOM$1.1M5,229983793100
CME GROUP INCCOM$1.1M4,84312572Q105
UNITED THERAPEUTICS CORP DELCOM$1.1M1,95691307C102
WASTE MGMT INC DELCOM$1.1M4,71794106L109
ROBLOX CORPCL A$1M18,595771049103
US BANCORP DELCOM NEW$1M16,605902973304
UBER TECHNOLOGIES INCCOM$979.7K13,57790353T100
MASTERCARD INCORPORATEDCL A$976.9K1,90257636Q104
COCA COLA COCOM$963.9K11,860191216100
CEMEX SAB DE CVSPON ADR NEW$907.7K75,641151290889
PARKER-HANNIFIN CORPCOM$904.8K925701094104
STATE STR CORPCOM$897K5,289857477103
MCKESSON CORPCOM$890.9K1,17958155Q103
LOCKHEED MARTIN CORPCOM$874.7K1,717539830109
PACCAR INCCOM$869.1K7,235693718108
UNITED PARCEL SERVICE INCCL B$868.4K8,078911312106
BLACKSTONE INCCOM$866.3K7,36209260D107
DELL TECHNOLOGIES INCCL C$865.9K2,00724703L202
ISHARES TRNATIONAL MUN ETF$863.9K8,027464288414
VEEVA SYS INCCL A COM$847.6K4,776922475108
CAPITAL ONE FINL CORPCOM$840.2K4,18814040H105
QUALCOMM INCCOM$824.2K4,460747525103
WEST PHARMACEUTICAL SVSC INCCOM$810.3K2,257955306105
INTERNATIONAL BUSINESS MACHSCOM$805.4K2,864459200101
UNITEDHEALTH GROUP INCCOM$795.1K1,91391324P102
KEYSIGHT TECHNOLOGIES INCCOM$793.3K2,26649338L103
PENSKE AUTOMOTIVE GRP INCCOM$791.1K4,42170959W103
MITSUBISHI UFJ FINL GROUP INSPONSORED ADS$789.5K39,695606822104
SANDISK CORPCOM$777.6K34280004C200
CBOE GLOBAL MKTS INCCOM$767.3K3,16212503M108
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$745K772G7997R103
CITIGROUP INCCOM NEW$733.1K5,238172967424
BOOKING HOLDINGS INCCOM$726.7K4,07709857L108
FIVE STAR BANCORPCOM$720.7K14,80133830T103
DEXCOM INCCOM$718.2K10,664252131107
MCDONALDS CORPCOM$717.9K2,656580135101
EOG RES INCCOM$715.7K5,51726875P101
HOMETRUST BANCSHARES INCCOM$692.6K13,882437872104
UNION PAC CORPCOM$687.3K2,527907818108
ECOLAB INCCOM$671.5K2,410278865100
NOVARTIS AGSPONSORED ADR$668.4K4,26566987V109
NEXTERA ENERGY INCCOM$663.6K7,56165339F101
ISHARES TRCORE DIV GRWTH$655.6K8,65046434V621
VANGUARD INDEX FDSTOTAL STK MKT$651.3K1,760922908769
FEDERATED HERMES INCCL B$636.4K11,525314211103
HSBC HLDGS PLCSPON ADR NEW$634.5K6,673404280406
FEDEX CORPCOM$631K2,01531428X106
HUT 8 CORPCOM$620.5K5,37544812J104
REDDIT INCCL A$609.3K3,51075734B100
LINDE PLCSHS$605.1K1,166G54950103
ISHARES TRRUSSELL 2000 ETF$603.9K2,010464287655
PNC FINL SVCS GROUP INCCOM$596.6K2,423693475105
VERIZON COMMUNICATIONS INCCOM$594.3K14,03792343V104
OTIS WORLDWIDE CORPCOM$586.8K8,19568902V107
PHILIP MORRIS INTL INCCOM$581.1K3,212718172109
CORTEVA INCCOM$572K6,75422052L104
TJX COS INC NEWCOM$560.9K3,702872540109
ALLSTATE CORPCOM$558K2,345020002101
SPDR SERIES TRUSTSTATE STREET SPD$557.7K3,61578468R556
PEPSICO INCCOM$556.8K4,112713448108
BHP GROUP LTDSPONSORED ADS$554.3K6,653088606108
BANCO SANTANDER SAADR$546.7K39,61905964H105
RANGE RES CORPCOM$545.9K14,67875281A109
RIO TINTO PLCSPONSORED ADR$545.5K5,746767204100
ASTRAZENECA PLCORD$542.5K2,861G0593M107
LIBERTY LIVE HOLDINGS INCCOM SHS SER C$541.3K5,124530909308
PALANTIR TECHNOLOGIES INCCL A$534.6K4,58269608A108
TRAVEL PLUS LEISURE COCOM$529.1K6,923894164102
SPOTIFY TECHNOLOGY S ASHS$528.5K1,151L8681T102
UNILEVER PLCSPON ADR NEW$524.4K8,722904767803
SHELL PLCSPON ADS$519.2K6,696780259305
STANLEY BLACK & DECKER INCCOM$519.2K5,516854502101
VANGUARD SCOTTSDALE FDSVNG RUS3000IDX$512.7K1,54792206C599
TERADYNE INCCOM$508K1,050880770102
UNUM GROUPCOM$506.1K5,66191529Y106
NEWS CORP NEWCL A$501.1K20,18065249B109
IQVIA HLDGS INCCOM$496.8K2,57146266C105
EVERPURE INCCL A$494.6K6,27874624M102
TOTALENERGIES SEACT$491K6,314F92124100
NORTHROP GRUMMAN CORPCOM$488.4K959666807102
QUANTA SVCS INCCOM$482.4K67074762E102
BANCO BILBAO VIZCAYA ARGENTASPONSORED ADR$480.5K19,17505946K101
AMERIPRISE FINL INCCOM$479.4K1,04503076C106
OREILLY AUTOMOTIVE INCCOM$478.5K5,19667103H107
VANGUARD MUN BD FDSTAX EXEMPT BD$475.7K9,405922907746
UBS GROUP AGSHS$474K9,564H42097107
SONY GROUP CORPSPONSORED ADR$473.9K23,626835699307
TEXAS INSTRS INCCOM$473.9K1,590882508104
COMCAST CORP NEWCL A$472.2K19,23320030N101
WESTERN DIGITAL CORPCOM$470.7K737958102105
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$469.9K984874039100
GENERAL DYNAMICS CORPCOM$468.3K1,322369550108
MOODYS CORPCOM$467.4K1,032615369105
AUTODESK INCCOM$465.1K2,392052769106
EVERGY INCCOM$460.2K5,32430034W106
SERVICENOW INCCOM$453.5K4,56881762P102
CARRIER GLOBAL CORPORATIONCOM$449K6,12114448C104
SCHWAB CHARLES CORPCOM$445.5K4,828808513105
DUKE ENERGY CORP NEWCOM NEW$442.4K3,49526441C204
WEYERHAEUSER CO MTN BECOM NEW$441K18,419962166104
TEXAS ROADHOUSE INCCOM$440.4K2,279882681109
AMERICAN EXPRESS COCOM$436K1,289025816109
BANK NEW YORK MELLON CORPCOM$432K2,987064058100
TARGA RES CORPCOM$424.7K1,58487612G101
CROWDSTRIKE HLDGS INCCL A$422.8K55422788C105
APPLOVIN CORPCOM CL A$420.9K81703831W108
BOK FINL CORPCOM NEW$420K3,02405561Q201
AT&T INCCOM$419.4K20,26100206R102
ENTERPRISE PRODS PARTNERS LCOM$419.1K11,400293792107
GILEAD SCIENCES INCCOM$418.2K3,310375558103
CONOCOPHILLIPSCOM$413.4K3,97720825C104
RAYMOND JAMES FINL INCCOM$413.2K2,718754730109
THERMO FISHER SCIENTIFIC INCCOM$408.6K815883556102
GRACO INCCOM$401.5K5,310384109104
MARTIN MARIETTA MATLS INCCOM$399.1K692573284106
APOLLO COML REAL ESTATE FINCOM$397.4K37,21003762U105
MARATHON PETE CORPCOM$393K1,53756585A102
ING GROEP N.V.SPONSORED ADR$391.6K12,479456837103
LOWES COS INCCOM$390.7K1,772548661107
ENTEGRIS INCCOM$390.5K2,17129362U104
MOTOROLA SOLUTIONS INCCOM NEW$388.3K935620076307
BRISTOL-MYERS SQUIBB COCOM$381.7K6,625110122108
CHUBB LIMITEDCOM$380.3K1,116H1467J104
TRANE TECHNOLOGIES PLCSHS$380.2K774G8994E103
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-23