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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 13 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TER TERADYNE INC Technology 813.0 $241K 0.07% NEW $296.46 +41.7%
242 LIBERTY GLOBAL LTD 20,519.0 $241K 0.07% -327.0 -1.6% $11.73
243 DIA SPDR DOW JONES INDL AVERAGE Financial Services 515.0 $239K 0.07% -5.0 -1.0% $463.19 +11.5%
244 NEM NEWMONT CORP Basic Materials 2,190.0 $237K 0.07% NEW $108.25 -9.6%
245 ALC ALCON AG Healthcare 3,123.0 $235K 0.07% NEW $75.35 -12.2%
246 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 12,466.0 $231K 0.07% NEW $18.52 -14.5%
247 ONDS ONDAS HLDGS INC Technology 25,493.0 $230K 0.07% $9.04 -5.6%
248 ITW ILLINOIS TOOL WKS INC Industrials 884.0 $230K 0.07% NEW $260.29 +0.5%
249 IEO ISHARES TR 1,825.0 $228K 0.07% NEW $124.90 -11.9%
250 ORLA ORLA MNG LTD NEW Basic Materials 14,044.0 $227K 0.07% $16.13 -39.4%
251 PAYX PAYCHEX INC Industrials 2,457.0 $226K 0.07% +572.0 +30.3% $92.12 +6.4%
252 BCS BARCLAYS PLC Financial Services 10,653.0 $225K 0.07% -117.0 -1.1% $21.16 +27.7%
253 FCX FREEPORT MCMORAN INC Basic Materials 3,832.0 $225K 0.07% NEW $58.78 +9.6%
254 NVO NOVO-NORDISK A S Healthcare 6,106.0 $224K 0.07% +389.0 +6.8% $36.75 +29.0%
255 GNTX GENTEX CORP Consumer Cyclical 10,128.0 $221K 0.07% -811.0 -7.4% $21.85 +13.3%
256 LEN LENNAR CORP Consumer Cyclical 2,548.0 $221K 0.07% -140.0 -5.2% $86.84 +0.6%
257 SPGI S&P GLOBAL INC Financial Services 519.0 $221K 0.07% -30.0 -5.5% $425.34 -5.9%
258 URI UNITED RENTALS INC Industrials 301.0 $219K 0.07% +5.0 +1.7% $728.56 +45.9%
259 JD JD.COM INC Consumer Cyclical 7,413.0 $219K 0.07% +404.0 +5.8% $29.57 -11.7%
260 MOOG INC 743.0 $217K 0.07% NEW $292.64
Page 13 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%