Anchor Capital Management Group Inc

CIK 0000894119 · Q1 2026

13F Equity AUM

$143.8M

-27.2% QoQ

Positions

0 QoQ

AUM Rank

#8,697

Top 70%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 90.2%Top 10: 96.4%Top 20: 100.0%

NDQ53.2%

SPY25.8%

FGXXX7.6%

QYLD2.0%

JEPI1.6%

PDI1.5%

JEPQ1.4%

PDO1.2%

FTHI1.1%

FTQI1.0%

Others (6)3.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services92.4%

Fund7.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 16Median: 1.14%Avg: 6.25%

0–0.5%

2(0.9%)

0.5–1%

4(2.7%)

1–3%

7(9.8%)

3–5%

0(0.0%)

5%+

3(86.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 10Unique: 6vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 6 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.2%

BANK OF AMERICA CORP /DE/

0.2%

0.1%

0.1%

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased1Decreased1Exited2

New Positions

XAWFX0.6%

+80K

BSTZ0.5%

+35K

Increased

FGXXX7.6%

+5.2M(+90%)

Decreased

NDQ53.2%

-46,000(-26%)

Exited

XJQCX

-175,000

JPC

-70,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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