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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 6 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLE SELECT SECTOR SPDR TR 6,202.0 $373K 0.20% NEW $60.18 +4.2%
102 AMGN AMGEN INC Healthcare 893.0 $373K 0.20% NEW $417.20 +3.6%
103 GE GE AEROSPACE Industrials 1,002.0 $367K 0.20% NEW $366.70 -6.6%
104 XLB SELECT SECTOR SPDR TR 6,763.0 $360K 0.19% NEW $53.18 -0.0%
105 VTI VANGUARD INDEX FDS 891.0 $340K 0.18% NEW $381.63 -0.6%
106 LMT LOCKHEED MARTIN CORP Industrials 555.0 $335K 0.18% NEW $603.16 -6.5%
107 IP INTERNATIONAL PAPER CO Consumer Cyclical 7,654.0 $316K 0.17% NEW $41.34 -4.9%
108 MYCF SSGA ACTIVE TR 11,775.0 $295K 0.16% NEW $25.02 +0.2%
109 VBR VANGUARD INDEX FDS 1,140.0 $284K 0.15% NEW $249.21 -1.0%
110 WEC WEC ENERGY GROUP INC Utilities 2,665.0 $283K 0.15% NEW $106.12 +0.1%
111 TLT ISHARES TR 3,410.0 $280K 0.15% NEW $82.06 +1.0%
112 ABT ABBOTT LABORATORIES Healthcare 2,505.0 $274K 0.15% NEW $109.38 +2.8%
113 BP BP PLC Energy 6,382.0 $274K 0.15% NEW $42.88 -1.7%
114 PSA PUBLIC STORAGE Real Estate 823.0 $268K 0.14% NEW $325.71 -3.7%
115 VNQ VANGUARD INDEX FDS 2,667.0 $259K 0.14% NEW $97.11 +0.1%
116 CALI BLACKROCK ETF TRUST II 5,000.0 $252K 0.14% NEW $50.37 +0.1%
117 GEV GE VERNOVA INC Utilities 249.0 $247K 0.13% NEW $990.85 -8.0%
118 PWR QUANTA SVCS INC Industrials 365.0 $241K 0.13% NEW $660.86 -8.8%
119 PPL PPL CORP Utilities 6,842.0 $239K 0.13% NEW $34.99 -2.3%
120 VPU VANGUARD WORLD FD 1,278.0 $239K 0.13% NEW $186.80 -1.1%
Page 6 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%