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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 11 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BEN FRANKLIN RESOURCES INC Financial Services 724.0 $24K 0.01% NEW $33.52 +3.4%
202 SBUX STARBUCKS CORP Consumer Cyclical 225.0 $24K 0.01% NEW $104.50 +3.2%
203 AXP AMERICAN EXPRESS CO Financial Services 69.0 $24K 0.01% NEW $340.74 -2.2%
204 ISHARES TR 979.0 $22K 0.01% NEW $22.34
205 VRT VERTIV HOLDINGS CO Industrials 80.0 $22K 0.01% NEW $270.98 -5.1%
206 MUB ISHARES TR 200.0 $21K 0.01% NEW $105.85 -0.6%
207 GLW CORNING INC Technology 130.0 $21K 0.01% NEW $158.32 -6.0%
208 RKT ROCKET COS INC Financial Services 1,489.0 $20K 0.01% NEW $13.76 +0.1%
209 ITA ISHARES TR 81.0 $20K 0.01% NEW $252.16 -7.7%
210 VOO VANGUARD INDEX FDS 29.0 $20K 0.01% NEW $698.83 +1.2%
211 LLY ELI LILLY & CO Healthcare 16.0 $20K 0.01% NEW $1257.25 -6.7%
212 CTRE CARETRUST REIT INC Real Estate 483.0 $20K 0.01% NEW $40.39 -3.4%
213 VEU VANGUARD INTL EQUITY INDEX F 229.0 $19K 0.01% NEW $84.83 +0.7%
214 ALL ALLSTATE CORP Financial Services 70.0 $19K 0.01% NEW $271.36 -4.0%
215 VICI VICI PPTYS INC Real Estate 728.0 $19K 0.01% NEW $26.06 -0.7%
216 VEA VANGUARD TAX-MANAGED FDS 251.0 $18K 0.01% NEW $72.50 +0.8%
217 TJX TJX COS INC NEW Consumer Cyclical 111.0 $18K 0.01% NEW $158.63 -14.8%
218 FORTINET INC 106.0 $17K 0.01% NEW $164.22
219 ENB ENBRIDGE INC Energy 325.0 $17K 0.01% NEW $51.39 -2.3%
220 MPLX MPLX LP Energy 275.0 $16K 0.01% NEW $59.85 -1.0%
Page 11 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%