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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 15 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 QYLD GLOBAL X FDS 258.0 $5K 0.00% NEW $18.15 +0.6%
282 IHAK ISHARES TR 70.0 $5K 0.00% NEW $66.73 -2.0%
283 IWS ISHARES TR 27.0 $5K 0.00% NEW $171.07 -0.2%
284 JEPI J P MORGAN EXCHANGE TRADED F 80.0 $5K 0.00% NEW $57.33 +0.8%
285 SCHF SCHWAB STRATEGIC TR 158.0 $4K 0.00% NEW $28.08 +0.8%
286 SNEX STONEX GROUP INC Financial Services 67.0 $4K 0.00% NEW $64.73 +6.0%
287 RDW REDWIRE CORPORATION Industrials 290.0 $4K 0.00% NEW $13.12 -17.2%
288 CRWV COREWEAVE INC Technology 43.0 $4K 0.00% NEW $88.21 -4.5%
289 DXCM DEXCOM INC Healthcare 36.0 $3K 0.00% NEW $87.67 +3.6%
290 MA MASTERCARD INCORPORATED Financial Services 5.0 $3K 0.00% NEW $563.20 +5.7%
291 CARNIVAL CORP LTD 100.0 $3K 0.00% NEW $27.90
292 VTV VANGUARD INDEX FDS 12.0 $3K 0.00% NEW $225.08 +0.1%
293 SCHC SCHWAB STRATEGIC TR 52.0 $3K 0.00% NEW $50.56 +1.8%
294 CWT CALIFORNIA WTR SVC GROUP Utilities 51.0 $3K 0.00% NEW $50.08 +0.8%
295 SNOW SNOWFLAKE INC Technology 7.0 $2K 0.00% NEW $334.71 -2.0%
296 SCHV SCHWAB STRATEGIC TR 66.0 $2K 0.00% NEW $34.86 -0.7%
297 IWN ISHARES TR 10.0 $2K 0.00% NEW $224.30 -0.5%
298 AIQ GLOBAL X FDS 35.0 $2K 0.00% NEW $63.51 +1.1%
299 SLAB SILICON LABORATORIES INC Technology 10.0 $2K 0.00% NEW $218.50 +0.0%
300 INTC INTEL CORP Technology 20.0 $2K 0.00% NEW $97.55 -8.3%
Page 15 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%