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Portfolio (Quarterly) Guide ↗

ANCHYRA PARTNERS LLC

· CIK 0002107106
13F Portfolio $330M AUM 275 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 166 Added 46 Reduced 13 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIBERTY GLOBAL LTD 20,519.0 $241K 0.07% -327.0 -1.6% $11.73
42 DIA SPDR DOW JONES INDL AVERAGE Financial Services 515.0 $239K 0.07% -5.0 -1.0% $463.19 +11.5%
43 BCS BARCLAYS PLC Financial Services 10,653.0 $225K 0.07% -117.0 -1.1% $21.16 +27.7%
44 GNTX GENTEX CORP Consumer Cyclical 10,128.0 $221K 0.07% -811.0 -7.4% $21.85 +13.3%
45 LEN LENNAR CORP Consumer Cyclical 2,548.0 $221K 0.07% -140.0 -5.2% $86.84 +0.6%
46 SPGI S&P GLOBAL INC Financial Services 519.0 $221K 0.07% -30.0 -5.5% $425.34 -5.9%
Page 3 of 3  ·  46 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 32.5%
Financial Services 27.0%
Industrials 8.3%
Communication Services 8.2%
Consumer Cyclical 6.6%
Healthcare 6.2%
Energy 3.4%
Consumer Defensive 3.1%
Utilities 2.6%
Basic Materials 1.9%