ANCHYRA PARTNERS LLC

Holdings as of 2026-06-30, filed 2026-07-23 · recorded 2026-07-26 16:41:12.301 UTC

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$51.6M454,073—74144T108
NVIDIA CORPORATIONCOM$26M129,693—67066G104
APPLE INCCOM$18.3M63,403—037833100
MICROSOFT CORPCOM$11.2M30,159—594918104
ALPHABET INCCAP STK CL A$9.9M27,698—02079K305
ISHARES TRRUSSELL 3000 ETF$8.5M19,989—464287689
MICRON TECHNOLOGY INCCOM$8.4M7,268—595112103
META PLATFORMS INCCL A$7.9M13,990—30303M102
BROADCOM INCCOM$6.9M18,364—11135F101
AMAZON COM INCCOM$6.6M27,824—023135106
SPDR GOLD TRGOLD SHS$5.4M14,550—78463V107
MARVELL TECHNOLOGY INCCOM$5.3M17,862—573874104
ARISTA NETWORKS INCCOM SHS$4.6M26,819—040413205
COHERENT CORPCOM$4.5M11,464—19247G107
JABIL INCCOM$4.2M10,955—466313103
ISHARES TRRUS 1000 GRW ETF$4.1M33,120—464287614
BERKSHIRE HATHAWAY INC DELCL B NEW$4.1M8,100—084670702
SELECT SECTOR SPDR TRSTATE STREET TEC$3.9M20,386—81369Y803
PALO ALTO NETWORKS INCCOM$3.6M10,626—697435105
CISCO SYS INCCOM$3.4M29,343—17275R102
STERLING INFRASTRUCTURE INCCOM$3.4M4,104—859241101
SPDR S&P 500 ETF TRTR UNIT$3.4M4,548—78462F103
SOUTHERN COCOM$3.4M35,010—842587107
ISHARES TRRUS 1000 VAL ETF$3.3M13,456—464287598
EXXON MOBIL CORPCOM$3.2M23,363—30231G102
MARRIOTT INTL INC NEWCL A$3.1M8,243—571903202
ELI LILLY & COCOM$3M2,462—532457108
JPMORGAN CHASE & CO.COM$2.8M8,683—46625H100
TESLA INCCOM$2.8M6,557—88160R101
APPLIED MATLS INCCOM$2.6M3,625—038222105
NORFOLK SOUTHN CORPCOM$2.5M8,047—655844108
ALPHABET INCCAP STK CL C$2.5M7,024—02079K107
WALMART INCCOM$2.5M21,832—931142103
ADVANCED MICRO DEVICES INCCOM$2.5M4,254—007903107
ISHARES TRMSCI EAFE ETF$2.5M23,637—464287465
CADENCE DESIGN SYSTEM INCCOM$2.3M6,077—127387108
GE AEROSPACECOM NEW$2.2M6,013—369604301
DEERE & COCOM$2M3,195—244199105
EATON CORP PLCSHS$2M4,745—G29183103
RTX CORPORATIONCOM$1.9M10,209—75513E101
ORACLE CORPCOM$1.9M12,931—68389X105
GE VERNOVA INCCOM$1.9M1,585—36828A101
PROCTER AND GAMBLE COCOM$1.8M12,565—742718109
GOLDMAN SACHS ETF TRTECHNOLOGY OPPOR$1.8M36,533—38149W432
TWILIO INCCL A$1.7M8,393—90138F102
MORGAN STANLEYCOM NEW$1.7M8,203—617446448
JOHNSON & JOHNSONCOM$1.7M6,697—478160104
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$1.7M7,972—46137V357
INVESCO QQQ TRUNIT SER 1$1.7M2,254—46090E103
NETFLIX INCCOM$1.6M22,526—64110L106
ASML HOLDING N VN Y REGISTRY SHS$1.6M808—N07059210
VANGUARD INDEX FDSSMALL CP ETF$1.6M5,137—922908751
NETAPP INCCOM$1.5M9,897—64110D104
HOME DEPOT INCCOM$1.5M4,272—437076102
DELTA AIR LINES INC DELCOM NEW$1.5M16,019—247361702
GARMIN LTDSHS$1.5M6,310—H2906T109
KLA CORPCOM NEW$1.5M4,911—482480100
ISHARES TRCORE US AGGBD ET$1.4M14,243—464287226
LAM RESEARCH CORPCOM NEW$1.4M3,180—512807306
INTEL CORPCOM$1.4M9,817—458140100
ABBVIE INCCOM$1.4M5,386—00287Y109
MARKEL GROUP INCCOM$1.3M679—570535104
CATERPILLAR INCCOM$1.3M1,239—149123101
VISA INCCOM CL A$1.3M3,759—92826C839
CHEVRON CORP NEWCOM$1.3M7,658—166764100
MERCK & CO INCCOM$1.3M9,746—58933Y105
GOLDMAN SACHS GROUP INCCOM$1.2M1,224—38141G104
ANALOG DEVICES INCCOM$1.2M3,097—032654105
COSTCO WHSL CORP NEWCOM$1.2M1,265—22160K105
HOWMET AEROSPACE INCCOM$1.2M4,359—443201108
AMPHENOL CORP NEWCL A$1.1M6,457—032095101
SERVICETITAN INCSHS CL A$1.1M15,942—81764X103
AMGEN INCCOM$1.1M3,094—031162100
WELLS FARGO CO NEWCOM$1.1M13,500—949746101
VANGUARD INDEX FDSVALUE ETF$1.1M5,062—922908744
BANK AMERICA CORPCOM$1.1M18,893—060505104
XPO INCCOM$1.1M5,229—983793100
CME GROUP INCCOM$1.1M4,843—12572Q105
UNITED THERAPEUTICS CORP DELCOM$1.1M1,956—91307C102
WASTE MGMT INC DELCOM$1.1M4,717—94106L109
ROBLOX CORPCL A$1M18,595—771049103
US BANCORP DELCOM NEW$1M16,605—902973304
UBER TECHNOLOGIES INCCOM$979.7K13,577—90353T100
MASTERCARD INCORPORATEDCL A$976.9K1,902—57636Q104
COCA COLA COCOM$963.9K11,860—191216100
CEMEX SAB DE CVSPON ADR NEW$907.7K75,641—151290889
PARKER-HANNIFIN CORPCOM$904.8K925—701094104
STATE STR CORPCOM$897K5,289—857477103
MCKESSON CORPCOM$890.9K1,179—58155Q103
LOCKHEED MARTIN CORPCOM$874.7K1,717—539830109
PACCAR INCCOM$869.1K7,235—693718108
UNITED PARCEL SERVICE INCCL B$868.4K8,078—911312106
BLACKSTONE INCCOM$866.3K7,362—09260D107
DELL TECHNOLOGIES INCCL C$865.9K2,007—24703L202
ISHARES TRNATIONAL MUN ETF$863.9K8,027—464288414
VEEVA SYS INCCL A COM$847.6K4,776—922475108
CAPITAL ONE FINL CORPCOM$840.2K4,188—14040H105
QUALCOMM INCCOM$824.2K4,460—747525103
WEST PHARMACEUTICAL SVSC INCCOM$810.3K2,257—955306105
INTERNATIONAL BUSINESS MACHSCOM$805.4K2,864—459200101
UNITEDHEALTH GROUP INCCOM$795.1K1,913—91324P102
KEYSIGHT TECHNOLOGIES INCCOM$793.3K2,266—49338L103
PENSKE AUTOMOTIVE GRP INCCOM$791.1K4,421—70959W103
MITSUBISHI UFJ FINL GROUP INSPONSORED ADS$789.5K39,695—606822104
SANDISK CORPCOM$777.6K342—80004C200
CBOE GLOBAL MKTS INCCOM$767.3K3,162—12503M108
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$745K772—G7997R103
CITIGROUP INCCOM NEW$733.1K5,238—172967424
BOOKING HOLDINGS INCCOM$726.7K4,077—09857L108
FIVE STAR BANCORPCOM$720.7K14,801—33830T103
DEXCOM INCCOM$718.2K10,664—252131107
MCDONALDS CORPCOM$717.9K2,656—580135101
EOG RES INCCOM$715.7K5,517—26875P101
HOMETRUST BANCSHARES INCCOM$692.6K13,882—437872104
UNION PAC CORPCOM$687.3K2,527—907818108
ECOLAB INCCOM$671.5K2,410—278865100
NOVARTIS AGSPONSORED ADR$668.4K4,265—66987V109
NEXTERA ENERGY INCCOM$663.6K7,561—65339F101
ISHARES TRCORE DIV GRWTH$655.6K8,650—46434V621
VANGUARD INDEX FDSTOTAL STK MKT$651.3K1,760—922908769
FEDERATED HERMES INCCL B$636.4K11,525—314211103
HSBC HLDGS PLCSPON ADR NEW$634.5K6,673—404280406
FEDEX CORPCOM$631K2,015—31428X106
HUT 8 CORPCOM$620.5K5,375—44812J104
REDDIT INCCL A$609.3K3,510—75734B100
LINDE PLCSHS$605.1K1,166—G54950103
ISHARES TRRUSSELL 2000 ETF$603.9K2,010—464287655
PNC FINL SVCS GROUP INCCOM$596.6K2,423—693475105
VERIZON COMMUNICATIONS INCCOM$594.3K14,037—92343V104
OTIS WORLDWIDE CORPCOM$586.8K8,195—68902V107
PHILIP MORRIS INTL INCCOM$581.1K3,212—718172109
CORTEVA INCCOM$572K6,754—22052L104
TJX COS INC NEWCOM$560.9K3,702—872540109
ALLSTATE CORPCOM$558K2,345—020002101
SPDR SERIES TRUSTSTATE STREET SPD$557.7K3,615—78468R556
PEPSICO INCCOM$556.8K4,112—713448108
BHP GROUP LTDSPONSORED ADS$554.3K6,653—088606108
BANCO SANTANDER SAADR$546.7K39,619—05964H105
RANGE RES CORPCOM$545.9K14,678—75281A109
RIO TINTO PLCSPONSORED ADR$545.5K5,746—767204100
ASTRAZENECA PLCORD$542.5K2,861—G0593M107
LIBERTY LIVE HOLDINGS INCCOM SHS SER C$541.3K5,124—530909308
PALANTIR TECHNOLOGIES INCCL A$534.6K4,582—69608A108
TRAVEL PLUS LEISURE COCOM$529.1K6,923—894164102
SPOTIFY TECHNOLOGY S ASHS$528.5K1,151—L8681T102
UNILEVER PLCSPON ADR NEW$524.4K8,722—904767803
SHELL PLCSPON ADS$519.2K6,696—780259305
STANLEY BLACK & DECKER INCCOM$519.2K5,516—854502101
VANGUARD SCOTTSDALE FDSVNG RUS3000IDX$512.7K1,547—92206C599
TERADYNE INCCOM$508K1,050—880770102
UNUM GROUPCOM$506.1K5,661—91529Y106
NEWS CORP NEWCL A$501.1K20,180—65249B109
IQVIA HLDGS INCCOM$496.8K2,571—46266C105
EVERPURE INCCL A$494.6K6,278—74624M102
TOTALENERGIES SEACT$491K6,314—F92124100
NORTHROP GRUMMAN CORPCOM$488.4K959—666807102
QUANTA SVCS INCCOM$482.4K670—74762E102
BANCO BILBAO VIZCAYA ARGENTASPONSORED ADR$480.5K19,175—05946K101
AMERIPRISE FINL INCCOM$479.4K1,045—03076C106
OREILLY AUTOMOTIVE INCCOM$478.5K5,196—67103H107
VANGUARD MUN BD FDSTAX EXEMPT BD$475.7K9,405—922907746
UBS GROUP AGSHS$474K9,564—H42097107
SONY GROUP CORPSPONSORED ADR$473.9K23,626—835699307
TEXAS INSTRS INCCOM$473.9K1,590—882508104
COMCAST CORP NEWCL A$472.2K19,233—20030N101
WESTERN DIGITAL CORPCOM$470.7K737—958102105
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$469.9K984—874039100
GENERAL DYNAMICS CORPCOM$468.3K1,322—369550108
MOODYS CORPCOM$467.4K1,032—615369105
AUTODESK INCCOM$465.1K2,392—052769106
EVERGY INCCOM$460.2K5,324—30034W106
SERVICENOW INCCOM$453.5K4,568—81762P102
CARRIER GLOBAL CORPORATIONCOM$449K6,121—14448C104
SCHWAB CHARLES CORPCOM$445.5K4,828—808513105
DUKE ENERGY CORP NEWCOM NEW$442.4K3,495—26441C204
WEYERHAEUSER CO MTN BECOM NEW$441K18,419—962166104
TEXAS ROADHOUSE INCCOM$440.4K2,279—882681109
AMERICAN EXPRESS COCOM$436K1,289—025816109
BANK NEW YORK MELLON CORPCOM$432K2,987—064058100
TARGA RES CORPCOM$424.7K1,584—87612G101
CROWDSTRIKE HLDGS INCCL A$422.8K554—22788C105
APPLOVIN CORPCOM CL A$420.9K817—03831W108
BOK FINL CORPCOM NEW$420K3,024—05561Q201
AT&T INCCOM$419.4K20,261—00206R102
ENTERPRISE PRODS PARTNERS LCOM$419.1K11,400—293792107
GILEAD SCIENCES INCCOM$418.2K3,310—375558103
CONOCOPHILLIPSCOM$413.4K3,977—20825C104
RAYMOND JAMES FINL INCCOM$413.2K2,718—754730109
THERMO FISHER SCIENTIFIC INCCOM$408.6K815—883556102
GRACO INCCOM$401.5K5,310—384109104
MARTIN MARIETTA MATLS INCCOM$399.1K692—573284106
APOLLO COML REAL ESTATE FINCOM$397.4K37,210—03762U105
MARATHON PETE CORPCOM$393K1,537—56585A102
ING GROEP N.V.SPONSORED ADR$391.6K12,479—456837103
LOWES COS INCCOM$390.7K1,772—548661107
ENTEGRIS INCCOM$390.5K2,171—29362U104
MOTOROLA SOLUTIONS INCCOM NEW$388.3K935—620076307
BRISTOL-MYERS SQUIBB COCOM$381.7K6,625—110122108
CHUBB LIMITEDCOM$380.3K1,116—H1467J104
TRANE TECHNOLOGIES PLCSHS$380.2K774—G8994E103
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