# ANCHYRA PARTNERS LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2107106. Source: https://holderbook.com/funds/2107106-anchyra-partners-llc/

- Reported value: $416.4M
- Positions: 350
- Weight of the ten largest: 37.3%
- Filed: 2026-07-23

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PRICE T ROWE GROUP INC | [TROW](https://holderbook.com/stocks/TROW/) | $51.6M | 454,073 | 12.4% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $26.0M | 129,693 | 6.2% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $18.3M | 63,403 | 4.4% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $11.2M | 30,159 | 2.7% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $9.9M | 27,698 | 2.4% | 3 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $8.5M | 19,989 | 2.0% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $8.4M | 7,268 | 2.0% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $7.9M | 13,990 | 1.9% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $6.9M | 18,364 | 1.7% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $6.6M | 27,824 | 1.6% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $5.4M | 14,550 | 1.3% | 3 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $5.3M | 17,862 | 1.3% | 3 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $4.6M | 26,819 | 1.1% | 3 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $4.5M | 11,464 | 1.1% | 3 |
| JABIL INC | [JBL](https://holderbook.com/stocks/JBL/) | $4.2M | 10,955 | 1.0% | 3 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $4.1M | 33,120 | 1.0% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.1M | 8,100 | 1.0% | 3 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $3.9M | 20,386 | 0.9% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $3.6M | 10,626 | 0.9% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.4M | 29,343 | 0.8% | 3 |
| STERLING INFRASTRUCTURE INC | [STRL](https://holderbook.com/stocks/STRL/) | $3.4M | 4,104 | 0.8% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.4M | 4,548 | 0.8% | 3 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $3.4M | 35,010 | 0.8% | 3 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $3.3M | 13,456 | 0.8% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.2M | 23,363 | 0.8% | 3 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $3.1M | 8,243 | 0.7% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.0M | 2,462 | 0.7% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.8M | 8,683 | 0.7% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.8M | 6,557 | 0.7% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.6M | 3,625 | 0.6% | 3 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $2.5M | 8,047 | 0.6% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.5M | 7,024 | 0.6% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.5M | 21,832 | 0.6% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.5M | 4,254 | 0.6% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $2.5M | 23,637 | 0.6% | 3 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $2.3M | 6,077 | 0.5% | 3 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $2.2M | 6,013 | 0.5% | 3 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.0M | 3,195 | 0.5% | 3 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $2.0M | 4,745 | 0.5% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.9M | 10,209 | 0.5% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.9M | 12,931 | 0.5% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.9M | 1,585 | 0.4% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.8M | 12,565 | 0.4% | 3 |
| GOLDMAN SACHS ETF TR | [GTOP](https://holderbook.com/stocks/GTOP/) | $1.8M | 36,533 | 0.4% | 3 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $1.7M | 8,393 | 0.4% | 3 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $1.7M | 8,203 | 0.4% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.7M | 6,697 | 0.4% | 3 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.7M | 7,972 | 0.4% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.7M | 2,254 | 0.4% | 3 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.6M | 22,526 | 0.4% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $1.6M | 808 | 0.4% | 3 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.6M | 5,137 | 0.4% | 3 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $1.5M | 9,897 | 0.4% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.5M | 4,272 | 0.4% | 3 |
| DELTA AIR LINES INC | [DAL](https://holderbook.com/stocks/DAL/) | $1.5M | 16,019 | 0.4% | 3 |
| GARMIN LTD | [GRMN](https://holderbook.com/stocks/GRMN/) | $1.5M | 6,310 | 0.4% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $1.5M | 4,911 | 0.4% | 3 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $1.4M | 14,243 | 0.3% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.4M | 3,180 | 0.3% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.4M | 9,817 | 0.3% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.4M | 5,386 | 0.3% | 3 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $1.3M | 679 | 0.3% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.3M | 1,239 | 0.3% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.3M | 3,759 | 0.3% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.3M | 7,658 | 0.3% | 3 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.3M | 9,746 | 0.3% | 3 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.2M | 1,224 | 0.3% | 3 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.2M | 3,097 | 0.3% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.2M | 1,265 | 0.3% | 3 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $1.2M | 4,359 | 0.3% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.1M | 6,457 | 0.3% | 3 |
| SERVICETITAN INC | [TTAN](https://holderbook.com/stocks/TTAN/) | $1.1M | 15,942 | 0.3% | 3 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.1M | 3,094 | 0.3% | 3 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.1M | 13,500 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.1M | 5,062 | 0.3% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.1M | 18,893 | 0.3% | 3 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $1.1M | 5,229 | 0.3% | 3 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $1.1M | 4,843 | 0.3% | 3 |
| UNITED THERAPEUTICS CORP DEL | [UTHR](https://holderbook.com/stocks/UTHR/) | $1.1M | 1,956 | 0.3% | 3 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $1.1M | 4,717 | 0.3% | 3 |
| ROBLOX CORP | [RBLX](https://holderbook.com/stocks/RBLX/) | $1.0M | 18,595 | 0.2% | 3 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $1.0M | 16,605 | 0.2% | 3 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $979.7K | 13,577 | 0.2% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $976.9K | 1,902 | 0.2% | 3 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $963.9K | 11,860 | 0.2% | 3 |
| CEMEX SA EURO MTN BE 144A | [CX](https://holderbook.com/stocks/CX/) | $907.7K | 75,641 | 0.2% | 3 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $904.8K | 925 | 0.2% | 3 |
| STATE STR CORP | [STT](https://holderbook.com/stocks/STT/) | $897.0K | 5,289 | 0.2% | 3 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $890.9K | 1,179 | 0.2% | 3 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $874.7K | 1,717 | 0.2% | 3 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $869.1K | 7,235 | 0.2% | 3 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $868.4K | 8,078 | 0.2% | 3 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $866.3K | 7,362 | 0.2% | 3 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $865.9K | 2,007 | 0.2% | 1 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $863.9K | 8,027 | 0.2% | 1 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $847.6K | 4,776 | 0.2% | 3 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $840.2K | 4,188 | 0.2% | 3 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $824.2K | 4,460 | 0.2% | 3 |
| WEST PHARMACEUTICAL SVSC INC | [WST](https://holderbook.com/stocks/WST/) | $810.3K | 2,257 | 0.2% | 3 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $805.4K | 2,864 | 0.2% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +16.6% | +14.8% | +1.8% | 100% |
| Q1 2026 | -4.7% | -4.6% | -0.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $416.4M | 350 |
| Q1 2026 | $329.5M | 275 |
| Q4 2025 | $326.0M | 259 |