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Portfolio (Quarterly) Guide ↗

Anchor Bay Capital, Inc.

· CIK 0002083500
13F Portfolio $185M AUM 341 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 341 New
Page 10 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IUSV ISHARES TR 334.0 $38K 0.02% NEW $114.50 -0.1%
182 QQQM INVESCO EXCH TRADED FD TR II 125.0 $37K 0.02% NEW $296.86 -0.9%
183 VRTX VERTEX PHARMACEUTICALS INC Healthcare 69.0 $36K 0.02% NEW $523.91 +3.3%
184 HPQ HP INC Technology 1,154.0 $34K 0.02% NEW $29.80 +1.6%
185 JEPQ J P MORGAN EXCHANGE TRADED F 569.0 $34K 0.02% NEW $59.70 +0.6%
186 URI UNITED RENTALS INC Industrials 30.0 $34K 0.02% NEW $1120.13 -8.5%
187 IJH ISHARES TR 432.0 $33K 0.02% NEW $77.54 -2.9%
188 FNCL FIDELITY COVINGTON TRUST 390.0 $32K 0.02% NEW $82.18 -0.1%
189 IBDR ISHARES TR 1,261.0 $30K 0.02% NEW $24.18 +0.2%
190 SPG SIMON PPTY GROUP INC NEW Real Estate 137.0 $30K 0.02% NEW $220.40 -3.9%
191 HACK AMPLIFY ETF TR 250.0 $30K 0.02% NEW $119.19 -2.4%
192 GS GOLDMAN SACHS GROUP INC Financial Services 29.0 $30K 0.02% NEW $1019.14 +0.7%
193 VB VANGUARD INDEX FDS 91.0 $28K 0.01% NEW $306.77 -2.7%
194 SCHD SCHWAB STRATEGIC TR 792.0 $27K 0.01% NEW $34.20 +1.9%
195 QBTS D-WAVE QUANTUM INC Technology 1,320.0 $27K 0.01% NEW $20.19 -14.6%
196 MELI MERCADOLIBRE INC Consumer Cyclical 14.0 $26K 0.01% NEW $1824.36 +6.8%
197 PANW PALO ALTO NETWORKS INC Technology 65.0 $25K 0.01% NEW $385.05 -1.9%
198 EPD ENTERPRISE PRODS PARTNERS L 656.0 $25K 0.01% NEW $38.03
199 CBOE CBOE GLOBAL MKTS INC Financial Services 86.0 $25K 0.01% NEW $285.50 +6.2%
200 ET ENERGY TRANSFER L P Energy 1,160.0 $24K 0.01% NEW $20.93 +2.6%
Page 10 of 18  ·  341 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 19.0%
Technology 17.9%
Industrials 12.3%
Financial Services 10.1%
Communication Services 8.2%
Consumer Cyclical 7.4%
Energy 6.6%
Utilities 6.3%
Real Estate 6.1%
Consumer Defensive 4.7%