ANCHYRA PARTNERS LLC

ATLANTA, GA · CIK 2107106 · 13F filing filed 2026-07-23

SEC-registered investment adviser since 2025 · limited liability company

Assets managed$689.2m
Staff5 · 2 in investment roles
Main clients (by assets)High net worth individuals 100%
Websiteanchyrapartners.com
Form ADV · 2026-03-11SEC adviser record

$416.4m reported value +26.4% vs Q1 2026

350positions

37.3%in top 10

98 new 157 added 83 reduced 23 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PRICE T ROWE GROUP INC COM TROW	TROW	454,073	$51.6m12.40%	12.40%	Reduced -8.1k	-8,123 -1.8%
2	NVIDIA CORPORATION COM NVDA	NVDA	129,693	$26.0m6.23%	6.23%	Added +2.2k	+2,156 1.7%
3	APPLE INC COM AAPL	AAPL	63,403	$18.3m4.41%	4.41%	Added +2.9k	+2,934 4.8%
4	MICROSOFT CORP COM MSFT	MSFT	30,159	$11.2m2.70%	2.70%	Reduced -1.3k	-1,340 -4.2%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	27,698	$9.9m2.38%	2.38%	Added +415	+415 1.5%
6	ISHARES TR RUSSELL 3000 ETF IWV	IWV	19,989	$8.5m2.05%	2.05%	Added +1.5k	+1,532 8.3%
7	MICRON TECHNOLOGY INC COM MU	MU	7,268	$8.4m2.01%	2.01%	Added +149	+149 2.1%
8	META PLATFORMS INC CL A META	META	13,990	$7.9m1.89%	1.89%	Added +428	+428 3.2%
9	BROADCOM INC COM AVGO	AVGO	18,364	$6.9m1.67%	1.67%	Added +955	+955 5.5%
10	AMAZON COM INC COM AMZN	AMZN	27,824	$6.6m1.59%	1.59%	Reduced -943	-943 -3.3%
11	SPDR GOLD TR GOLD SHS GLD	GLD	14,550	$5.4m1.29%	1.29%	Unchanged
12	MARVELL TECHNOLOGY INC COM MRVL	MRVL	17,862	$5.3m1.28%	1.28%	Reduced -492	-492 -2.7%
13	ARISTA NETWORKS INC COM SHS ANET	ANET	26,819	$4.6m1.09%	1.09%	Added +879	+879 3.4%
14	COHERENT CORP COM COHR	COHR	11,464	$4.5m1.09%	1.09%	Added +545	+545 5.0%
15	JABIL INC COM JBL	JBL	10,955	$4.2m1.01%	1.01%	Reduced -559	-559 -4.8%
16	ISHARES TR RUS 1000 GRW ETF IWF	IWF	33,120	$4.1m0.99%	0.99%	Added +3.1k	+3,060 10.2%
17	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	8,100	$4.1m0.97%	0.97%	Added +221	+221 2.8%
18	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	20,386	$3.9m0.93%	0.93%	Unchanged
19	PALO ALTO NETWORKS INC COM PANW	PANW	10,626	$3.6m0.87%	0.87%	Added +297	+297 2.9%
20	CISCO SYS INC COM CSCO	CSCO	29,343	$3.4m0.83%	0.83%	Added +575	+575 2.0%
21	STERLING INFRASTRUCTURE INC COM STRL	STRL	4,104	$3.4m0.83%	0.83%	New
22	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,548	$3.4m0.82%	0.82%	Added +165	+165 3.8%
23	SOUTHERN CO COM SO	SO	35,010	$3.4m0.80%	0.80%	Added +115	+115 0.3%
24	ISHARES TR RUS 1000 VAL ETF IWD	IWD	13,456	$3.3m0.78%	0.78%	Added +877	+877 7.0%
25	EXXON MOBIL CORP COM XOM	XOM	23,363	$3.2m0.77%	0.77%	Reduced -394	-394 -1.7%
26	MARRIOTT INTL INC NEW CL A MAR	MAR	8,243	$3.1m0.73%	0.73%	Added +21	+21 0.3%
27	ELI LILLY & CO COM LLY	LLY	2,462	$3.0m0.71%	0.71%	Added +165	+165 7.2%
28	JPMORGAN CHASE & CO COM JPM	JPM	8,683	$2.8m0.68%	0.68%	Added +536	+536 6.6%
29	TESLA INC COM TSLA	TSLA	6,557	$2.8m0.66%	0.66%	Added +378	+378 6.1%
30	APPLIED MATLS INC COM AMAT	AMAT	3,625	$2.6m0.63%	0.63%	Added +248	+248 7.3%
31	NORFOLK SOUTHN CORP COM NSC	NSC	8,047	$2.5m0.61%	0.61%	Reduced -132	-132 -1.6%
32	ALPHABET INC CAP STK CL C GOOG	GOOG	7,024	$2.5m0.60%	0.60%	Added +1.6k	+1,589 29.2%
33	WALMART INC COM WMT	WMT	21,832	$2.5m0.59%	0.59%	Reduced -327	-327 -1.5%
34	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,254	$2.5m0.59%	0.59%	Added +416	+416 10.8%
35	ISHARES TR MSCI EAFE ETF EFA	EFA	23,637	$2.5m0.59%	0.59%	Added +3.4k	+3,433 17.0%
36	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	6,077	$2.3m0.55%	0.55%	Added +41	+41 0.7%
37	GE AEROSPACE COM NEW GE	GE	6,013	$2.2m0.54%	0.54%	Added +110	+110 1.9%
38	DEERE & CO COM DE	DE	3,195	$2.0m0.49%	0.49%	Added +4	+4 0.1%
39	EATON CORP PLC SHS ETN	ETN	4,745	$2.0m0.49%	0.49%	Added +70	+70 1.5%
40	RTX CORPORATION COM RTX	RTX	10,209	$1.9m0.47%	0.47%	Added +455	+455 4.7%
41	ORACLE CORP COM ORCL	ORCL	12,931	$1.9m0.46%	0.46%	Added +1.0k	+1,019 8.6%
42	GE VERNOVA INC COM GEV	GEV	1,585	$1.9m0.45%	0.45%	Reduced -66	-66 -4.0%
43	PROCTER AND GAMBLE CO COM PG	PG	12,565	$1.8m0.44%	0.44%	Reduced -428	-428 -3.3%
44	GOLDMAN SACHS ETF TR TECHNOLOGY OPPOR GTOP	GTOP	36,533	$1.8m0.44%	0.44%	Reduced -1.1k	-1,055 -2.8%
45	TWILIO INC CL A TWLO	TWLO	8,393	$1.7m0.42%	0.42%	Added +197	+197 2.4%
46	MORGAN STANLEY COM NEW MS	MS	8,203	$1.7m0.41%	0.41%	Added +4.1k	+4,094 99.6%
47	JOHNSON & JOHNSON COM JNJ	JNJ	6,697	$1.7m0.41%	0.41%	Added +339	+339 5.3%
48	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	7,972	$1.7m0.41%	0.41%	Unchanged
49	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,254	$1.7m0.40%	0.40%	Added +303	+303 15.5%
50	NETFLIX INC COM NFLX	NFLX	22,526	$1.6m0.39%	0.39%	Reduced -813	-813 -3.5%
51	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	808	$1.6m0.39%	0.39%	Added +59	+59 7.9%
52	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,137	$1.6m0.37%	0.37%	Reduced -224	-224 -4.2%
53	NETAPP INC COM NTAP	NTAP	9,897	$1.5m0.37%	0.37%	Added +1.9k	+1,886 23.5%
54	HOME DEPOT INC COM HD	HD	4,272	$1.5m0.36%	0.36%	Reduced -52	-52 -1.2%
55	DELTA AIR LINES INC DEL COM NEW DAL	DAL	16,019	$1.5m0.36%	0.36%	Reduced -1.2k	-1,190 -6.9%
56	GARMIN LTD SHS GRMN	GRMN	6,310	$1.5m0.36%	0.36%	Reduced -111	-111 -1.7%
57	KLA CORP COM NEW KLAC	KLAC	4,911	$1.5m0.36%	0.36%	Added +281	+281 6.1%
58	ISHARES TR CORE US AGGBD ET AGG	AGG	14,243	$1.4m0.34%	0.34%	Reduced -91	-91 -0.6%
59	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,180	$1.4m0.33%	0.33%	Added +254	+254 8.7%
60	INTEL CORP COM INTC	INTC	9,817	$1.4m0.33%	0.33%	Added +1.7k	+1,651 20.2%
61	ABBVIE INC COM ABBV	ABBV	5,386	$1.4m0.33%	0.33%	Reduced -13	-13 -0.2%
62	MARKEL GROUP INC COM MKL	MKL	679	$1.3m0.32%	0.32%	Reduced -12	-12 -1.7%
63	CATERPILLAR INC COM CAT	CAT	1,239	$1.3m0.32%	0.32%	Added +80	+80 6.9%
64	VISA INC COM CL A V	V	3,759	$1.3m0.31%	0.31%	Reduced -1.3k	-1,291 -25.6%
65	CHEVRON CORP NEW COM CVX	CVX	7,658	$1.3m0.30%	0.30%	Added +110	+110 1.5%
66	MERCK & CO INC COM MRK	MRK	9,746	$1.3m0.30%	0.30%	Added +535	+535 5.8%
67	GOLDMAN SACHS GROUP INC COM GS	GS	1,224	$1.2m0.30%	0.30%	Added +136	+136 12.5%
68	ANALOG DEVICES INC COM ADI	ADI	3,097	$1.2m0.30%	0.30%	Added +101	+101 3.4%
69	COSTCO WHSL CORP NEW COM COST	COST	1,265	$1.2m0.28%	0.28%	Added +100	+100 8.6%
70	HOWMET AEROSPACE INC COM HWM	HWM	4,359	$1.2m0.28%	0.28%	Added +45	+45 1.0%
71	AMPHENOL CORP CL A APH	APH	6,457	$1.1m0.27%	0.27%	Added +3.1k	+3,115 93.2%
72	SERVICETITAN INC SHS CL A TTAN	TTAN	15,942	$1.1m0.27%	0.27%	Reduced -696	-696 -4.2%
73	AMGEN INC COM AMGN	AMGN	3,094	$1.1m0.27%	0.27%	Added +104	+104 3.5%
74	WELLS FARGO CO NEW COM WFC	WFC	13,500	$1.1m0.27%	0.27%	Reduced -149	-149 -1.1%
75	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,062	$1.1m0.26%	0.26%	Unchanged
76	BANK AMERICA CORP COM BAC	BAC	18,893	$1.1m0.26%	0.26%	Reduced -687	-687 -3.5%
77	XPO INC COM XPO	XPO	5,229	$1.1m0.26%	0.26%	Reduced -344	-344 -6.2%
78	CME GROUP INC COM CME	CME	4,843	$1.1m0.26%	0.26%	Reduced -210	-210 -4.2%
79	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	1,956	$1.1m0.25%	0.25%	Added +4	+4 0.2%
80	WASTE MGMT INC DEL COM WM	WM	4,717	$1.1m0.25%	0.25%	Reduced -140	-140 -2.9%
81	ROBLOX CORP CL A RBLX	RBLX	18,595	$1.0m0.24%	0.24%	Added +271	+271 1.5%
82	US BANCORP DEL COM NEW USB	USB	16,605	$1.0m0.24%	0.24%	Added +255	+255 1.6%
83	UBER TECHNOLOGIES INC COM UBER	UBER	13,577	$979.7k0.24%	0.24%	Reduced -1.3k	-1,260 -8.5%
84	MASTERCARD INCORPORATED CL A MA	MA	1,902	$976.9k0.23%	0.23%	Reduced -444	-444 -18.9%
85	COCA COLA CO COM KO	KO	11,860	$963.9k0.23%	0.23%	Added +1.0k	+1,025 9.5%
86	CEMEX SAB DE CV SPON ADR NEW CX	CX	75,641	$907.7k0.22%	0.22%	Added +1.5k	+1,532 2.1%
87	PARKER-HANNIFIN CORP COM PH	PH	925	$904.8k0.22%	0.22%	Added +23	+23 2.5%
88	STATE STR CORP COM STT	STT	5,289	$897.0k0.22%	0.22%	Added +9	+9 0.2%
89	MCKESSON CORP COM MCK	MCK	1,179	$890.9k0.21%	0.21%	Added +5	+5 0.4%
90	LOCKHEED MARTIN CORP COM LMT	LMT	1,717	$874.7k0.21%	0.21%	Reduced -134	-134 -7.2%
91	PACCAR INC COM PCAR	PCAR	7,235	$869.1k0.21%	0.21%	Reduced -22	-22 -0.3%
92	UNITED PARCEL SERVICE INC CL B UPS	UPS	8,078	$868.4k0.21%	0.21%	Added +322	+322 4.2%
93	BLACKSTONE INC COM BX	BX	7,362	$866.3k0.21%	0.21%	Added +61	+61 0.8%
94	DELL TECHNOLOGIES INC CL C DELL	DELL	2,007	$865.9k0.21%	0.21%	New
95	ISHARES TR NATIONAL MUN ETF MUB	MUB	8,027	$863.9k0.21%	0.21%	New
96	VEEVA SYS INC CL A COM VEEV	VEEV	4,776	$847.6k0.20%	0.20%	Reduced -169	-169 -3.4%
97	CAPITAL ONE FINL CORP COM COF	COF	4,188	$840.2k0.20%	0.20%	Added +92	+92 2.2%
98	QUALCOMM INC COM QCOM	QCOM	4,460	$824.2k0.20%	0.20%	Added +1.3k	+1,262 39.5%
99	WEST PHARMACEUTICAL SVSC INC COM WST	WST	2,257	$810.3k0.19%	0.19%	Added +33	+33 1.5%
100	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,864	$805.4k0.19%	0.19%	Added +44	+44 1.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	1,652	$714.3k1.7k shares
HONEYWELL INTL INC		909	$410.9k909 shares
PRICESMART INC PSMT	PSMT	2,309	$347.5k2.3k shares
DANAHER CORPORATION DHR	DHR	1,814	$343.9k1.8k shares
BOSTON SCIENTIFIC CORP BSX	BSX	5,379	$337.5k5.4k shares
ABBOTT LABS ABT	ABT	2,922	$300.0k2.9k shares
OCCIDENTAL PETE CORP OXY	OXY	3,914	$254.4k3.9k shares
AMCOR PLC AMCR	AMCR	6,214	$247.0k6.2k shares
BP PLC BP	BP	5,207	$244.7k5.2k shares
ATMUS FILTRATION TECHNOLOGIE ATMU	ATMU	4,256	$241.6k4.3k shares
SPDR DOW JONES INDL AVERAGE DIA	DIA	515	$238.5k515 shares
TAKEDA PHARMACEUTICAL CO LTD TAK	TAK	12,466	$230.9k12.5k shares
ILLINOIS TOOL WKS INC ITW	ITW	884	$230.1k884 shares
PAYCHEX INC PAYX	PAYX	2,457	$226.3k2.5k shares
GENTEX CORP GNTX	GNTX	10,128	$221.3k10.1k shares
S&P GLOBAL INC SPGI	SPGI	519	$220.8k519 shares
JD.COM INC JD	JD	7,413	$219.2k7.4k shares
THOMSON REUTERS CORP		2,325	$209.2k2.3k shares
CONSTELLATION ENERGY CORP CEG	CEG	739	$206.4k739 shares
INTERNATIONAL MNY EXPRESS IN IMXI	IMXI	11,843	$187.1k11.8k shares
ANGI INC ANGI	ANGI	12,233	$83.8k12.2k shares
AMBAC FINL GROUP INC OSG	OSG	16,328	$75.9k16.3k shares
HERON THERAPEUTICS INC HRTX	HRTX	18,043	$14.4k18.0k shares