13F Filings History of Anchor Capital Management Group Inc

Latest 13F report
Q4 2025 - 20 Feb 2026
Value $
$197,535,075
Signature - Title
Mark Bloom - Vice President - Trading & Operations
Location
Aliso Viejo, CA
Summary
This page shows a list of all the recent 13F filings made by Anchor Capital Management Group Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Anchor Capital Management Group Inc reported 16 stock holdings with total value $197,535,075 as of Q4 2025. Top holdings included QQQ, SPY, First American, QYLD, and PDI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 16 $197,535,075 +$512,962 -$32,505,903 -$31,992,941 QQQ, SPY, First American, QYLD, PDI 13F-HR 20 Feb 2026, 14:01
Q3 2025 16 $197,535,075 $0 -$32,897,250 -$32,897,250 QQQ, SPY, First American, QYLD, PDI 13F-HR 10 Nov 2025, 15:25
Q2 2025 18 $215,072,515 $0 -$29,424,760 -$29,424,760 QQQ, SPY, EFA, First American, QYLD 13F-HR 31 Jul 2025, 14:27
Q1 2025 19 $217,256,092 +$13,026,308 -$55,044,880 -$42,018,572 QQQ, SPY, First American, EFA, QYLD 13F-HR 05 May 2025, 17:55
Q4 2024 18 $276,124,757 $0 $0 $0 QQQ, SPY, EFA, First American Government Obligations Fund Class X, QYLD 13F-HR 12 Feb 2025, 18:17