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Portfolio (Quarterly) Guide ↗

ANCHYRA PARTNERS LLC

· CIK 0002107106
13F Portfolio $326M AUM 259 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 259 New
Page 3 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RBLX ROBLOX CORP Technology 18,456.0 $1.5M 0.46% NEW $81.03 -41.9%
42 DE DEERE & CO Industrials 3,174.0 $1.5M 0.45% NEW $465.57 +27.1%
43 ETN EATON CORP PLC Industrials 4,607.0 $1.5M 0.45% NEW $318.51 +27.2%
44 MKL MARKEL GROUP INC Financial Services 678.0 $1.5M 0.45% NEW $2149.65 -11.9%
45 EFA ISHARES TR 14,603.0 $1.4M 0.43% NEW $96.03 +6.6%
46 INTU INTUIT Technology 2,068.0 $1.4M 0.42% NEW $662.42 -61.0%
47 CME CME GROUP INC Financial Services 4,980.0 $1.4M 0.42% NEW $273.08 -11.3%
48 MA MASTERCARD INCORPORATED Financial Services 2,380.0 $1.4M 0.42% NEW $570.88 -14.5%
49 RSP INVESCO EXCHANGE TRADED FD T 6,972.0 $1.3M 0.41% NEW $191.56 +9.0%
50 UBER UBER TECHNOLOGIES INC Technology 16,106.0 $1.3M 0.40% NEW $81.71 -14.7%
51 GOOG ALPHABET INC Communication Services 4,031.0 $1.3M 0.39% NEW $313.80 +10.3%
52 GRMN GARMIN LTD Technology 6,232.0 $1.3M 0.39% NEW $202.85 +16.5%
53 AGG ISHARES TR 12,637.0 $1.3M 0.39% NEW $99.88 -1.2%
54 VB VANGUARD INDEX FDS 4,861.0 $1.3M 0.39% NEW $257.95 +14.4%
55 JNJ JOHNSON & JOHNSON Healthcare 6,007.0 $1.2M 0.38% NEW $206.95 +15.5%
56 WFC WELLS FARGO CO NEW Financial Services 13,333.0 $1.2M 0.38% NEW $93.20 -10.0%
57 BX BLACKSTONE INC Financial Services 8,060.0 $1.2M 0.38% NEW $154.14 -22.1%
58 DAL DELTA AIR LINES INC DEL Industrials 17,324.0 $1.2M 0.37% NEW $69.40 +25.0%
59 GEV GE VERNOVA INC Utilities 1,776.0 $1.2M 0.36% NEW $653.57 +58.4%
60 ABBV ABBVIE INC Healthcare 5,056.0 $1.2M 0.35% NEW $228.49 +2.7%
Page 3 of 13  ·  259 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 34.3%
Financial Services 28.9%
Industrials 7.5%
Communication Services 7.3%
Consumer Cyclical 7.0%
Healthcare 6.0%
Consumer Defensive 2.7%
Utilities 2.3%
Energy 2.3%
Basic Materials 1.4%