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Portfolio (Quarterly) Guide ↗

ANCHYRA PARTNERS LLC

· CIK 0002107106
13F Portfolio $330M AUM 275 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 166 Added 46 Reduced 13 Exited
Page 8 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,072.0 $468K 0.14% +47.0 +0.9% $92.31 -3.9%
142 BHP BHP GROUP LTD Basic Materials 6,409.0 $466K 0.14% +945.0 +17.3% $72.74 +10.2%
143 SPOT SPOTIFY TECHNOLOGY S A Communication Services 958.0 $465K 0.14% +489.0 +104.3% $484.91 -6.4%
144 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 6,569.0 $455K 0.14% $69.19 +11.4%
145 AMP AMERIPRISE FINL INC Financial Services 1,017.0 $452K 0.14% -11.0 -1.1% $444.40 +3.8%
146 GILD GILEAD SCIENCES INC Healthcare 3,242.0 $452K 0.14% +293.0 +9.9% $139.37 -9.2%
147 MSI MOTOROLA SOLUTIONS INC Technology 1,016.0 $441K 0.13% +401.0 +65.2% $433.97 -7.1%
148 MCO MOODYS CORP Financial Services 1,005.0 $438K 0.13% +19.0 +1.9% $436.25 +3.9%
149 EVRG EVERGY INC Utilities 5,329.0 $437K 0.13% +59.0 +1.1% $81.92 +4.8%
150 NOW SERVICENOW INC Technology 4,168.0 $436K 0.13% +733.0 +21.3% $104.55 -10.4%
151 LIBERTY LIVE HOLDINGS INC 4,625.0 $435K 0.13% $94.11
152 ISRG INTUITIVE SURGICAL INC Healthcare 940.0 $433K 0.13% +27.0 +3.0% $460.99 -12.5%
153 DUK DUKE ENERGY CORP NEW Utilities 3,297.0 $432K 0.13% +86.0 +2.7% $130.94 -3.5%
154 EPD ENTERPRISE PRODS PARTNERS L Energy 11,400.0 $431K 0.13% $37.84 -3.3%
155 MLM MARTIN MARIETTA MATLS INC Basic Materials 730.0 $430K 0.13% +56.0 +8.3% $588.68 +5.5%
156 ATO ATMOS ENERGY CORP Utilities 2,323.0 $429K 0.13% -301.0 -11.5% $184.72 -6.4%
157 GD GENERAL DYNAMICS CORP Industrials 1,236.0 $424K 0.13% +70.0 +6.0% $343.22 +1.0%
158 APH AMPHENOL CORP NEW Technology 3,342.0 $422K 0.13% -131.0 -3.8% $126.35 +28.6%
159 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,929.0 $420K 0.13% +471.0 +7.3% $60.65 -8.7%
160 SAN BANCO SANTANDER SA Financial Services 37,158.0 $419K 0.13% +2K +5.6% $11.28 +18.4%
Page 8 of 14  ·  275 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 32.5%
Financial Services 27.0%
Industrials 8.3%
Communication Services 8.2%
Consumer Cyclical 6.6%
Healthcare 6.2%
Energy 3.4%
Consumer Defensive 3.1%
Utilities 2.6%
Basic Materials 1.9%