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Institutional Investment Manager
ANCHOR INVESTMENT MANAGEMENT, LLC
ANCHOR INVESTMENT MANAGEMENT, LLC (CIK: 0001634149). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 659 holdings with a total value of $257,940,649.
#
Name
Shares
Value ($)
%
Options
Notes
651 DUKE ENERGY CORP NEW 46,615 3,731,031 1.45%
652 MICROSOFT CORP 72,749 4,190,315 1.62%
653 VERIZON COMMUNICATIONS INC 86,892 4,516,661 1.75%
654 JOHNSON & JOHNSON 38,794 4,582,762 1.78%
655 GENERAL ELECTRIC CO COM NEW 164,468 4,871,530 1.89%
656 AT&T INC 134,827 5,475,340 2.12%
657 EXXON MOBIL CORP 84,235 7,352,050 2.85%
658 VISA INC 94,146 7,785,874 3.02%
659 VANGUARD SCOTTSDALE FDS 135,678 10,928,841 4.24%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001634149-24-000031, filed 2024.01.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.