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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 17 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SPTM SPDR SERIES TRUST 10.0 $939.0 0.00% NEW $93.90 -0.7%
322 IUSG ISHARES TR 4.0 $775.0 NEW $193.75 -1.3%
323 EMXF ISHARES TR 13.0 $733.0 NEW $56.38 +1.9%
324 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20.0 $725.0 NEW $36.25 +21.1%
325 INTU INTUIT Technology 2.0 $669.0 NEW $334.50 +7.0%
326 TXG 10X GENOMICS INC Healthcare 10.0 $586.0 NEW $58.60 +5.0%
327 VLTO VERALTO CORP Industrials 6.0 $583.0 NEW $97.17 +1.4%
328 IIPR INNOVATIVE INDL PPTYS INC Real Estate 10.0 $574.0 NEW $57.40 -1.9%
329 NVO NOVO-NORDISK A S Healthcare 11.0 $526.0 NEW $47.82 -4.6%
330 MYCG SSGA ACTIVE TR 20.0 $499.0 NEW $24.95 +0.1%
331 ETHA ISHARES ETHEREUM TR Financial Services 30.0 $425.0 NEW $14.17 +29.7%
332 REXR REXFORD INDL RLTY INC Real Estate 11.0 $402.0 NEW $36.55 +1.6%
333 EPAM EPAM SYS INC Technology 4.0 $390.0 NEW $97.50 +17.7%
334 IWO ISHARES TR 1.0 $389.0 NEW $389.00 -2.6%
335 PODD INSULET CORP Healthcare 2.0 $286.0 NEW $143.00 +1.5%
336 SPEM SPDR INDEX SHS FDS 4.0 $210.0 NEW $52.50 +0.5%
337 ASAN ASANA INC Technology 20.0 $185.0 NEW $9.25 +10.2%
338 KEY KEYCORP Financial Services 7.0 $159.0 NEW $22.71 -3.5%
339 HRL HORMEL FOODS CORP Consumer Defensive $59.0 NEW
340 PTON PELOTON INTERACTIVE INC Consumer Cyclical 10.0 $56.0 NEW $5.60 -2.7%
Page 17 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%