Sign In
test

Mark Bloom

Anchor Capital Management Group Inc

Assets Managed
$143.767M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-27.21%(2Q avg: -13.6%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Anchor Capital Management Group Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Anchor Capital Management Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 143.767M in assets, with a quarterly growth rate of -27.21% and a 2-quarter average growth rate of -13.6%. The portfolio is managed by Mark Bloom, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -25.77%
53.2%
$76.476M
132,500 shares@ $577.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
25.79%
$37.069M
57,000 shares@ $650.34 avg price
FGXXX
First Am Gov Oblig-x
Recent Activity
Increased 89.99%
7.58%
$10.884M
10.884M shares@ $1.0 avg price
QYLD
Global X Nasd 100 Cov Call
Recent Activity
2.03%
$2.907M
169,500 shares@ $17.15 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
1.58%
$2.267M
40,000 shares@ $56.68 avg price
PDI
Pimco Dynamic Income Fund
Recent Activity
1.48%
$2.127M
124,300 shares@ $17.11 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
1.43%
$2.054M
37,000 shares@ $55.52 avg price
PDO
Pimco Dynamic Income Opport
Recent Activity
1.21%
$1.739M
134,500 shares@ $12.93 avg price
FTHI
Fthi First Trust Exchange-tr
Recent Activity
1.07%
$1.538M
67,000 shares@ $22.95 avg price
FTQI
First Trust Nasdaq Buywrite
Recent Activity
1.03%
$1.474M
74,000 shares@ $19.92 avg price

1-10 of 16