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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 16 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NEM NEWMONT CORP Basic Materials 2,335.0 $218K 0.05% +145.0 +6.6% $93.40 +34.8%
302 EMR EMERSON ELEC CO Industrials 1,523.0 $218K 0.05% NEW $143.15 +8.9%
303 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 730.0 $214K 0.05% -148.0 -16.9% $293.18 +5.1%
304 REGN REGENERON PHARMACEUTICALS Healthcare 341.0 $213K 0.05% -40.0 -10.5% $623.54 +33.9%
305 UCTT ULTRA CLEAN HLDGS INC Technology 1,490.0 $212K 0.05% NEW $142.59 -48.6%
306 XYL XYLEM INC Industrials 1,793.0 $212K 0.05% NEW $118.21 -2.6%
307 WDS WOODSIDE ENERGY GROUP LTD Energy 10,969.0 $212K 0.05% NEW $19.32 +25.4%
308 CASS CASS INFORMATION SYS INC Industrials 4,127.0 $212K 0.05% NEW $51.32 +9.9%
309 EQIX EQUINIX INC Real Estate 202.0 $211K 0.05% NEW $1042.39 +3.4%
310 AFL AFLAC INC Financial Services 1,794.0 $210K 0.05% NEW $117.25 -0.1%
311 ALC ALCON AG Healthcare 3,120.0 $209K 0.05% $67.10 +10.5%
312 FITB FIFTH THIRD BANCORP Financial Services 3,683.0 $208K 0.05% NEW $56.37 -2.6%
313 ECG EVERUS CONSTR GROUP Industrials 1,248.0 $207K 0.05% NEW $165.95 -23.0%
314 ONDS ONDAS HLDGS INC Technology 25,106.0 $207K 0.05% -387.0 -1.5% $8.24 +0.5%
315 AEP AMERICAN ELEC PWR CO INC Utilities 1,509.0 $206K 0.05% NEW $136.81 -7.3%
316 SLB SLB LIMITED Energy 4,426.0 $206K 0.05% NEW $46.49 +15.9%
317 AZO AUTOZONE INC Consumer Cyclical 64.0 $205K 0.05% NEW $3195.94 -7.6%
318 ATRO ASTRONICS CORP Industrials 2,505.0 $204K 0.05% NEW $81.26 -1.5%
319 ORLA ORLA MNG LTD NEW Basic Materials 20,758.0 $203K 0.05% +7K +47.8% $9.79 -3.6%
320 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 5,573.0 $202K 0.05% NEW $36.26 -2.7%
Page 16 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%