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Portfolio (Quarterly) Guide ↗

ANCHYRA PARTNERS LLC

· CIK 0002107106
13F Portfolio $326M AUM 259 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 259 New
Page 6 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 4,014.0 $687K 0.21% NEW $171.05 +19.3%
102 PEP PEPSICO INC Consumer Defensive 4,738.0 $680K 0.21% NEW $143.52 -1.0%
103 STT STATE STR CORP Financial Services 5,217.0 $673K 0.21% NEW $129.01 +34.7%
104 UNILEVER PLC 9,893.0 $647K 0.20% NEW $65.40
105 CAT CATERPILLAR INC Industrials 1,076.0 $616K 0.19% NEW $572.87 +71.8%
106 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,219.0 $611K 0.19% NEW $275.14 +19.8%
107 FEDERATED HERMES INC 11,616.0 $605K 0.19% NEW $52.07
108 UNH UNITEDHEALTH GROUP INC Healthcare 1,828.0 $603K 0.18% NEW $330.11 +24.0%
109 IQVIA HLDGS INC 2,658.0 $599K 0.18% NEW $225.41
110 LOW LOWES COS INC Consumer Cyclical 2,479.0 $598K 0.18% NEW $241.16 -11.5%
111 UNP UNION PAC CORP Industrials 2,571.0 $595K 0.18% NEW $231.32 +11.8%
112 NEE NEXTERA ENERGY INC Utilities 7,382.0 $593K 0.18% NEW $80.28 +7.7%
113 RDDT REDDIT INC Communication Services 2,576.0 $592K 0.18% NEW $229.87 -27.9%
114 ECL ECOLAB INC Basic Materials 2,191.0 $575K 0.18% NEW $262.52 +2.3%
115 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 36,248.0 $575K 0.18% NEW $15.86 +27.2%
116 NOC NORTHROP GRUMMAN CORP Industrials 980.0 $559K 0.17% NEW $570.21 -10.0%
117 SONY SONY GROUP CORP Technology 21,755.0 $557K 0.17% NEW $25.60 -23.3%
118 C CITIGROUP INC Financial Services 4,757.0 $555K 0.17% NEW $116.69 +24.2%
119 VZ VERIZON COMMUNICATIONS INC Communication Services 13,611.0 $554K 0.17% NEW $40.73 +11.4%
120 EOG EOG RES INC Energy 5,130.0 $539K 0.17% NEW $105.01 +28.5%
Page 6 of 13  ·  259 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
Technology 34.3%
Financial Services 28.9%
Industrials 7.5%
Communication Services 7.3%
Consumer Cyclical 7.0%
Healthcare 6.0%
Consumer Defensive 2.7%
Utilities 2.3%
Energy 2.3%
Basic Materials 1.4%