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Portfolio (Quarterly) Guide ↗

ANCHYRA PARTNERS LLC

· CIK 0002107106
13F Portfolio $416M AUM 350 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 98 New 145 Added 78 Reduced 23 Exited
Page 12 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,558.0 $339K 0.08% +17.0 +0.7% $132.52 +3.5%
222 BCS BARCLAYS PLC Financial Services 12,600.0 $338K 0.08% +2K +18.3% $26.86 -1.4%
223 BA BOEING CO Industrials 1,560.0 $338K 0.08% +68.0 +4.6% $216.47 -0.6%
224 IRSA INVERSIONES Y REP S A 21,546.0 $333K 0.08% $15.44
225 MOOG INC 778.0 $330K 0.08% +35.0 +4.7% $423.84
226 XEL XCEL ENERGY INC Utilities 4,106.0 $330K 0.08% +196.0 +5.0% $80.30 -2.0%
227 VNO VORNADO RLTY TR Real Estate 8,344.0 $328K 0.08% NEW $39.30 -1.6%
228 WDAY WORKDAY INC Technology 2,677.0 $328K 0.08% -489.0 -15.4% $122.42 +61.2%
229 CRC CALIFORNIA RES CORP Energy 6,169.0 $326K 0.08% NEW $52.87 +1.0%
230 LYG LLOYDS BANKING GROUP PLC Financial Services 55,091.0 $321K 0.08% $5.83 +1.2%
231 MFG MIZUHO FINANCIAL GROUP INC Financial Services 33,355.0 $320K 0.08% +716.0 +2.2% $9.58 +5.7%
232 IEMG ISHARES INC 3,835.0 $318K 0.08% -329.0 -7.9% $82.84 -2.2%
233 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 951.0 $314K 0.07% +57.0 +6.4% $330.46 -0.3%
234 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,801.0 $313K 0.07% NEW $82.40 -5.4%
235 ZS ZSCALER INC Technology 2,207.0 $312K 0.07% NEW $141.15 +23.9%
236 VRTX VERTEX PHARMACEUTICALS INC Healthcare 620.0 $308K 0.07% +18.0 +3.0% $496.73 +8.8%
237 USHY ISHARES TR 8,132.0 $301K 0.07% $37.02 -0.6%
238 NATWEST GROUP PLC 16,961.0 $299K 0.07% +449.0 +2.7% $17.63
239 TM TOYOTA MOTOR CORP Consumer Cyclical 1,772.0 $298K 0.07% +12.0 +0.7% $168.42 +14.1%
240 FOXA FOX CORP Communication Services 5,711.0 $298K 0.07% NEW $52.16 +30.3%
Page 12 of 18  ·  350 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 36.6%
Financial Services 25.7%
Industrials 8.8%
Communication Services 7.8%
Consumer Cyclical 5.8%
Healthcare 5.3%
Energy 2.7%
Consumer Defensive 2.5%
Utilities 2.2%
Basic Materials 1.8%