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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 11 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TMUS T-MOBILE US INC Communication Services 1,488.0 $313K 0.10% +101.0 +7.3% $210.03 -12.1%
202 XEL XCEL ENERGY INC Utilities 3,910.0 $311K 0.09% +165.0 +4.4% $79.44 -0.8%
203 SNPS SYNOPSYS INC Technology 779.0 $309K 0.09% -28.0 -3.5% $396.48 +16.4%
204 SBUX STARBUCKS CORP Consumer Cyclical 3,411.0 $306K 0.09% +373.0 +12.3% $89.59 +12.8%
205 GSK GSK PLC Healthcare 5,504.0 $304K 0.09% -32.0 -0.6% $55.19 -5.7%
206 USHY ISHARES TR 8,159.0 $301K 0.09% +1K +16.2% $36.84 +0.3%
207 ABT ABBOTT LABS Healthcare 2,922.0 $300K 0.09% -3K -50.4% $102.67 -11.8%
208 AIG AMERICAN INTL GROUP INC Financial Services 3,961.0 $298K 0.09% +267.0 +7.2% $75.25 +1.7%
209 BA BOEING CO Industrials 1,492.0 $297K 0.09% +82.0 +5.8% $199.03 +8.9%
210 ING ING GROEP N.V. Financial Services 11,321.0 $295K 0.09% +524.0 +4.8% $26.05 +21.5%
211 REGN REGENERON PHARMACEUTICALS Healthcare 381.0 $294K 0.09% -6.0 -1.6% $772.64 -20.0%
212 UNM UNUM GROUP Financial Services 4,026.0 $294K 0.09% NEW $73.03 +25.1%
213 APP APPLOVIN CORP Technology 736.0 $293K 0.09% -38.0 -4.9% $398.00 +17.3%
214 IEMG ISHARES INC 4,164.0 $290K 0.09% +451.0 +12.2% $69.75 +16.6%
215 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 738.0 $289K 0.09% NEW $391.76 +165.1%
216 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,000.0 $284K 0.09% NEW $35.44 -12.7%
217 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 14,329.0 $283K 0.09% +620.0 +4.5% $19.75 +21.3%
218 CRH PLC 2,662.0 $280K 0.09% +194.0 +7.9% $105.12
219 HCA HCA HEALTHCARE INC Healthcare 587.0 $278K 0.08% +21.0 +3.7% $473.24 -18.2%
220 LYG LLOYDS BANKING GROUP PLC Financial Services 54,882.0 $276K 0.08% +3K +6.5% $5.03 +13.9%
Page 11 of 14  ·  275 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%