Portfolio (Quarterly)
Guide ↗
ANCHYRA PARTNERS LLC
· CIK 0002107106| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | TWLO | TWILIO INC | Communication Services | 7,916.0 | $1.1M | 0.34% | NEW | — | $142.24 | +29.4% |
| 62 | VEEV | VEEVA SYS INC | Healthcare | 4,961.0 | $1.1M | 0.34% | NEW | — | $223.23 | -31.4% |
| 63 | WM | WASTE MGMT INC DEL | Industrials | 4,850.0 | $1.1M | 0.33% | NEW | — | $219.71 | -2.9% |
| 64 | QQQ | INVESCO QQQ TR | Financial Services | 1,734.0 | $1.1M | 0.33% | NEW | — | $614.31 | +16.2% |
| 65 | BAC | BANK AMERICA CORP | Financial Services | 19,306.0 | $1.1M | 0.33% | NEW | — | $55.00 | +5.3% |
| 66 | CVX | CHEVRON CORP NEW | Energy | 6,402.0 | $976K | 0.30% | NEW | — | $152.41 | +15.5% |
| 67 | VTV | VANGUARD INDEX FDS | — | 5,062.0 | $967K | 0.30% | NEW | — | $190.99 | +13.8% |
| 68 | MCK | MCKESSON CORP | Healthcare | 1,162.0 | $953K | 0.29% | NEW | — | $820.29 | -6.9% |
| 69 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 1,947.0 | $949K | 0.29% | NEW | — | $487.25 | +10.5% |
| 70 | COF | CAPITAL ONE FINL CORP | Financial Services | 3,908.0 | $947K | 0.29% | NEW | — | $242.36 | -18.4% |
| 71 | DXCM | DEXCOM INC | Healthcare | 14,196.0 | $942K | 0.29% | NEW | — | $66.37 | +3.8% |
| 72 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,069.0 | $938K | 0.29% | NEW | — | $305.63 | -11.1% |
| 73 | AMGN | AMGEN INC | Healthcare | 2,859.0 | $936K | 0.29% | NEW | — | $327.31 | +6.0% |
| 74 | MRK | MERCK & CO INC | Healthcare | 8,807.0 | $927K | 0.28% | NEW | — | $105.26 | +13.6% |
| 75 | NTAP | NETAPP INC | Technology | 8,151.0 | $873K | 0.27% | NEW | — | $107.09 | +47.4% |
| 76 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,771.0 | $857K | 0.26% | NEW | — | $483.67 | +4.1% |
| 77 | HWM | HOWMET AEROSPACE INC | Industrials | 4,171.0 | $855K | 0.26% | NEW | — | $205.02 | +34.2% |
| 78 | CX | CEMEX SAB DE CV | Basic Materials | 74,325.0 | $854K | 0.26% | NEW | — | $11.49 | +5.8% |
| 79 | USB | US BANCORP DEL | Financial Services | 16,000.0 | $854K | 0.26% | NEW | — | $53.36 | +12.5% |
| 80 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 983.0 | $848K | 0.26% | NEW | — | $862.34 | +11.1% |
① 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%