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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 14 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,763.0 $265K 0.06% +191.0 +7.4% $95.98 +34.1%
262 RDWR RADWARE LTD Technology 8,562.0 $264K 0.06% NEW $30.86 -12.9%
263 BROWN FORMAN CORP 9,901.0 $264K 0.06% NEW $26.65
264 VDC VANGUARD WORLD FD 1,170.0 $264K 0.06% $225.49 +2.6%
265 CNNE CANNAE HLDGS INC Consumer Cyclical 18,128.0 $261K 0.06% NEW $14.40 +5.0%
266 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,858.0 $261K 0.06% NEW $91.20 -16.1%
267 NGG NATIONAL GRID PLC Utilities 3,068.0 $254K 0.06% +84.0 +2.8% $82.87 -2.2%
268 TMUS T-MOBILE US INC Communication Services 1,514.0 $254K 0.06% +26.0 +1.8% $167.73 +7.9%
269 LILAK LIBERTY LATIN AMERICA LTD Communication Services 32,155.0 $250K 0.06% NEW $7.79 +3.9%
270 MO ALTRIA GROUP INC Consumer Defensive 3,481.0 $250K 0.06% +427.0 +14.0% $71.95 -7.0%
271 LEN LENNAR CORP Consumer Cyclical 2,754.0 $249K 0.06% +206.0 +8.1% $90.49 -5.2%
272 ATO ATMOS ENERGY CORP Utilities 1,444.0 $249K 0.06% -879.0 -37.8% $172.27 -0.1%
273 RELX RELX PLC Communication Services 7,854.0 $249K 0.06% -70.0 -0.9% $31.67 +12.2%
274 JXN JACKSON FINANCIAL INC Financial Services 2,413.0 $247K 0.06% NEW $102.39 +27.2%
275 IRIDIUM COMMUNICATIONS INC 4,458.0 $245K 0.06% NEW $54.85
276 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 770.0 $244K 0.06% +27.0 +3.6% $317.53 -8.4%
277 HCA HCA HEALTHCARE INC Healthcare 627.0 $244K 0.06% +40.0 +6.8% $389.89 +4.4%
278 NAVI NAVIENT CORPORATION Financial Services 28,588.0 $243K 0.06% NEW $8.51 +7.2%
279 EW EDWARDS LIFESCIENCES CORP Healthcare 2,677.0 $242K 0.06% NEW $90.46 +0.6%
280 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,000.0 $241K 0.06% $30.17 +13.1%
Page 14 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%