Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TROWPrice T Rowe Group Inc | $51.6M | 12.4% | −1.8% |
| NVDANvidia Corporation | $26.0M | 6.2% | +1.7% |
| AAPLApple Inc | $18.3M | 4.4% | +4.9% |
| MSFTMicrosoft Corp | $11.2M | 2.7% | −4.3% |
| GOOGLAlphabet Inc | $9.9M | 2.4% | +1.5% |
| IWVIshares Tr | $8.5M | 2.0% | +8.3% |
| MUMicron Technology Inc | $8.4M | 2.0% | +2.1% |
| METAMeta Platforms Inc | $7.9M | 1.9% | +3.2% |
| AVGOBroadcom Inc | $6.9M | 1.7% | +5.5% |
| AMZNAmazon Com Inc | $6.6M | 1.6% | −3.3% |
| GLDSpdr Gold Tr | $5.4M | 1.3% | |
| MRVLMarvell Technology Inc | $5.3M | 1.3% | −2.7% |
| ANETArista Networks Inc | $4.6M | 1.1% | +3.4% |
| COHRCoherent Corp | $4.5M | 1.1% | +5.0% |
| JBLJabil Inc | $4.2M | 1.0% | −4.9% |
| IWFIshares Tr | $4.1M | 1.0% | +10.2% |
| BRK/BBerkshire Hathaway Inc Del | $4.1M | 1.0% | +2.8% |
| XLKSelect Sector Spdr Tr | $3.9M | 0.9% | |
| PANWPalo Alto Networks Inc | $3.6M | 0.9% | +2.9% |
| CSCOCisco Sys Inc | $3.4M | 0.8% | +2.0% |
| STRLSterling Infrastructure Inc | $3.4M | 0.8% | New |
| SPYSpdr S&p 500 Etf Tr | $3.4M | 0.8% | +3.8% |
| SOSouthern Co | $3.4M | 0.8% | |
| IWDIshares Tr | $3.3M | 0.8% | +7.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $3.2M | 0.8% | −1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $2.6M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $2.5M |
| COHRCoherent Corp | December 31, 2025 | +113.7% | $4.5M |
| PANWPalo Alto Networks Inc | December 31, 2025 | +85.1% | $3.6M |
| JBLJabil Inc | December 31, 2025 | +69.1% | $4.2M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $3.4M |
| DEDeere & Co | December 31, 2025 | +36.2% | $2.0M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2025 | +33.8% | $2.0M |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $3.9M |
| ANETArista Networks Inc | December 31, 2025 | +29.6% | $4.6M |
Sold off last quarter
- INTUIntuit was $714K
- Honeywell Intl IncCUSIP 438516106 was $411K
- PSMTPricesmart Inc was $348K
- DHRDanaher Corporation was $344K
- BSXBoston Scientific Corp was $338K
- ABTAbbott Labs was $300K
- OXYOccidental Pete Corp was $254K
- Amcor PLCCUSIP G0250X149 was $247K
- BPBp PLC was $245K
- ATMUAtmus Filtration Technologie was $242K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.4% | +14.8% |
| March 31, 2026 | −4.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Anchyra Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2107106&type=13F-HR&dateb=&owner=include&count=40CIK 2107106
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2107106/000210710626000003/Filed July 23, 2026 · accession 0002107106-26-000003