ANCHYRA PARTNERS LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$326.0M

Holdings

259

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (259 positions)

#StockSharesValue% PortfolioType
1
TROWPRICE T ROWE GROUP INC
468,963$48.0M14.73%
2
NVDANVIDIA CORPORATION
128,334$23.9M7.34%
3
AAPLAPPLE INC
59,011$16.0M4.92%
4
MSFTMICROSOFT CORP
29,152$14.1M4.32%
5
GOOGLALPHABET INC
27,362$8.6M2.63%
6
AMZNAMAZON COM INC
28,864$6.7M2.04%
7
AVGOBROADCOM INC
16,780$5.8M1.78%
8
GQ9SPDR GOLD TR
14,550$5.8M1.77%
9
METAMETA PLATFORMS INC
7,428$4.9M1.50%
10
IWVISHARES TR
12,666$4.9M1.50%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
7,714$3.9M1.19%
12
ANETARISTA NETWORKS INC
25,731$3.4M1.03%
13
SOSOUTHERN CO
34,736$3.0M0.93%
14
SPYSPDR S&P 500 ETF TR
4,341$3.0M0.91%
15
XLKSELECT SECTOR SPDR TR
20,100$2.9M0.89%
16
XOMEXXON MOBIL CORP
23,198$2.8M0.86%
17
TSLATESLA INC
6,122$2.8M0.84%
18
JBLJABIL INC
11,576$2.6M0.81%
19
IWFISHARES TR
5,453$2.6M0.79%
20
MARMARRIOTT INTL INC NEW
8,176$2.5M0.78%
21
JPMJPMORGAN CHASE & CO.
7,816$2.5M0.77%
22
WMTWALMART INC
21,811$2.4M0.74%
23
LLYELI LILLY & CO
2,243$2.4M0.74%
24
NSCNORFOLK SOUTHN CORP
8,104$2.3M0.72%
25
ORCLORACLE CORP
11,229$2.2M0.67%
26
NFLXNETFLIX INC
22,995$2.2M0.66%
27
CSCOCISCO SYS INC
26,829$2.1M0.63%
28
COHRCOHERENT CORP
10,982$2.0M0.62%
29
MUMICRON TECHNOLOGY INC
6,982$2.0M0.61%
30
IWDISHARES TR
9,086$1.9M0.59%
31
PANWPALO ALTO NETWORKS INC
10,294$1.9M0.58%
32
CDNSCADENCE DESIGN SYSTEM INC
6,020$1.9M0.58%
33
PGPROCTER AND GAMBLE CO
13,088$1.9M0.58%
34
VVISA INC
5,056$1.8M0.54%
35
TTANSERVICETITAN INC
16,588$1.8M0.54%
36
RTXRTX CORPORATION
9,609$1.8M0.54%
37
GEGE AEROSPACE
5,665$1.7M0.53%
38
HDHOME DEPOT INC
4,616$1.6M0.49%
39
MRVLMARVELL TECHNOLOGY INC
18,301$1.6M0.48%
40
GTOPGOLDMAN SACHS ETF TR
38,292$1.5M0.46%
41
RBLXROBLOX CORP
18,456$1.5M0.46%
42
DEDEERE & CO
3,174$1.5M0.45%
43
ETNEATON CORP PLC
4,607$1.5M0.45%
44
MKLMARKEL GROUP INC
678$1.5M0.45%
45
EFAISHARES TR
14,603$1.4M0.43%
46
INTUINTUIT
2,068$1.4M0.42%
47
CMECME GROUP INC
4,980$1.4M0.42%
48
MAMASTERCARD INCORPORATED
2,380$1.4M0.42%
49
RSPINVESCO EXCHANGE TRADED FD T
6,972$1.3M0.41%
50
UBERUBER TECHNOLOGIES INC
16,106$1.3M0.40%
51
GRMNGARMIN LTD
6,232$1.3M0.39%
52
GOOGALPHABET INC
4,031$1.3M0.39%
53
AGGISHARES TR
12,637$1.3M0.39%
54
VBVANGUARD INDEX FDS
4,861$1.3M0.38%
55
JNJJOHNSON & JOHNSON
6,007$1.2M0.38%
56
BXBLACKSTONE INC
8,060$1.2M0.38%
57
WFCWELLS FARGO CO NEW
13,333$1.2M0.38%
58
DALDELTA AIR LINES INC DEL
17,324$1.2M0.37%
59
GEVGE VERNOVA INC
1,776$1.2M0.36%
60
ABBVABBVIE INC
5,056$1.2M0.35%
61
TWLOTWILIO INC
7,916$1.1M0.35%
62
VEEVVEEVA SYS INC
4,961$1.1M0.34%
63
NDQINVESCO QQQ TR
1,734$1.1M0.33%
64
WMWASTE MGMT INC DEL
4,850$1.1M0.33%
65
BACBANK AMERICA CORP
19,306$1.1M0.33%
66
CVXCHEVRON CORP NEW
6,402$975K0.30%
67
VTVVANGUARD INDEX FDS
5,062$966K0.30%
68
MCKMCKESSON CORP
1,162$953K0.29%
69
UTHUNITED THERAPEUTICS CORP DEL
1,947$948K0.29%
70
COFCAPITAL ONE FINL CORP
3,908$947K0.29%
71
DC4DEXCOM INC
14,196$942K0.29%
72
MCDMCDONALDS CORP
3,069$937K0.29%
73
AMGNAMGEN INC
2,859$935K0.29%
74
MRKMERCK & CO INC
8,807$927K0.28%
75
NTAPNETAPP INC
8,151$872K0.27%
76
LMTLOCKHEED MARTIN CORP
1,771$856K0.26%
77
HWMHOWMET AEROSPACE INC
4,171$855K0.26%
78
USBUS BANCORP DEL
16,000$853K0.26%
79
CXCEMEX SAB DE CV
74,325$853K0.26%
80
COSTCOSTCO WHSL CORP NEW
983$847K0.26%
81
PHPARKER-HANNIFIN CORP
958$842K0.26%
82
BKNGBOOKING HOLDINGS INC
157$840K0.26%
83
AMATAPPLIED MATLS INC
3,267$839K0.26%
84
IBMINTERNATIONAL BUSINESS MACHS
2,733$809K0.25%
85
ADIANALOG DEVICES INC
2,939$797K0.24%
86
CBOECBOE GLOBAL MKTS INC
3,151$790K0.24%
87
AMDADVANCED MICRO DEVICES INC
3,688$789K0.24%
88
PCARPACCAR INC
7,186$786K0.24%
89
PLTRPALANTIR TECHNOLOGIES INC
4,327$769K0.24%
90
UPSUNITED PARCEL SERVICE INC
7,729$766K0.23%
91
XPOXPO INC
5,568$756K0.23%
92
IWMISHARES TR
3,035$747K0.23%
93
DWDMORGAN STANLEY
4,195$744K0.23%
94
OTISOTIS WORLDWIDE CORP
8,492$741K0.23%
95
ABTABBOTT LABS
5,891$738K0.23%
96
ASMLASML HOLDING N V
683$730K0.22%
97
WDAYWORKDAY INC
3,398$729K0.22%
98
KOCOCA COLA CO
10,384$725K0.22%
99
PAGPENSKE AUTOMOTIVE GRP INC
4,444$703K0.22%
100
CMCSACOMCAST CORP NEW
22,981$686K0.21%
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