Portfolio (Quarterly)
Guide ↗
ANCHYRA PARTNERS LLC
· CIK 0002107106| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ABBV | ABBVIE INC | Healthcare | 5,386.0 | $1.4M | 0.33% | — | — | $251.64 | +5.2% |
| 62 | MKL | MARKEL GROUP INC | Financial Services | 679.0 | $1.3M | 0.32% | -12.0 | -1.7% | $1953.01 | -8.2% |
| 63 | CAT | CATERPILLAR INC | Industrials | 1,239.0 | $1.3M | 0.32% | +80.0 | +6.9% | $1064.90 | -23.2% |
| 64 | V | VISA INC | Financial Services | 3,759.0 | $1.3M | 0.31% | -1K | -25.6% | $343.09 | +6.8% |
| 65 | CVX | CHEVRON CORP NEW | Energy | 7,658.0 | $1.3M | 0.30% | +110.0 | +1.5% | $165.76 | +25.4% |
| 66 | MRK | MERCK & CO INC | Healthcare | 9,746.0 | $1.3M | 0.30% | +535.0 | +5.8% | $128.50 | +16.9% |
| 67 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 1,224.0 | $1.2M | 0.30% | +136.0 | +12.5% | $1011.37 | +0.4% |
| 68 | ADI | ANALOG DEVICES INC | Technology | 3,097.0 | $1.2M | 0.29% | +101.0 | +3.4% | $397.17 | -5.4% |
| 69 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 1,265.0 | $1.2M | 0.28% | +100.0 | +8.6% | $935.47 | +0.4% |
| 70 | HWM | HOWMET AEROSPACE INC | Industrials | 4,359.0 | $1.2M | 0.28% | +45.0 | +1.0% | $268.86 | +5.5% |
| 71 | APH | AMPHENOL CORP NEW | Technology | 6,457.0 | $1.1M | 0.27% | +3K | +93.2% | $176.32 | -12.1% |
| 72 | TTAN | SERVICETITAN INC | Technology | 15,942.0 | $1.1M | 0.27% | -696.0 | -4.2% | $70.71 | +34.1% |
| 73 | AMGN | AMGEN INC | Healthcare | 3,094.0 | $1.1M | 0.27% | +104.0 | +3.5% | $362.12 | +19.9% |
| 74 | WFC | WELLS FARGO CO NEW | Financial Services | 13,500.0 | $1.1M | 0.27% | -149.0 | -1.1% | $82.64 | +3.1% |
| 75 | VTV | VANGUARD INDEX FDS | — | 5,062.0 | $1.1M | 0.27% | — | — | $217.93 | +3.9% |
| 76 | BAC | BANK AMERICA CORP | Financial Services | 18,893.0 | $1.1M | 0.26% | -687.0 | -3.5% | $56.98 | +10.5% |
| 77 | XPO | XPO INC | Industrials | 5,229.0 | $1.1M | 0.26% | -344.0 | -6.2% | $205.29 | -4.1% |
| 78 | CME | CME GROUP INC | Financial Services | 4,843.0 | $1.1M | 0.26% | -210.0 | -4.2% | $220.83 | +22.1% |
| 79 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 1,956.0 | $1.1M | 0.26% | — | — | $541.83 | -3.8% |
| 80 | WM | WASTE MGMT INC DEL | Industrials | 4,717.0 | $1.1M | 0.25% | -140.0 | -2.9% | $222.88 | +0.8% |
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
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%