Anchor Capital Advisors
Latest statistics and disclosures from Anchor Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, WRB, CBOE, PNC, ADI, and represent 10.84% of Anchor Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: Te Connectivity (+$50M), SOLV (+$47M), FERG (+$32M), GEHC (+$27M), WRB (+$24M), MCD (+$14M), MBB (+$9.3M), UNH (+$8.9M), NDSN (+$8.8M), GMED (+$7.0M).
- Started 11 new stock positions in GEHC, META, NDSN, ALEX, FERG, MBB, KR, Te Connectivity, PEG, IWV. SOLV.
- Reduced shares in these 10 stocks: K (-$51M), , Ferguson Plc F (-$32M), , IWS (-$17M), FAF (-$16M), BSX (-$11M), ETN (-$7.1M), ADI (-$6.3M), QCOM.
- Sold out of its positions in AAP, VRP, JBI, VOE, Ferguson Plc F, TEL.
- Anchor Capital Advisors was a net seller of stock by $-45M.
- Anchor Capital Advisors has $3.8B in assets under management (AUM), dropping by 5.85%.
- Central Index Key (CIK): 0000813933
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Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 244 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 3.0 | $112M | +4% | 1.0M | 110.63 |
|
| W.R. Berkley Corporation (WRB) | 2.0 | $77M | +45% | 1.4M | 56.73 |
|
| CBOE Holdings (CBOE) | 2.0 | $76M | -2% | 371k | 204.87 |
|
| PNC Financial Services (PNC) | 1.9 | $73M | -2% | 397k | 184.85 |
|
| Analog Devices (ADI) | 1.8 | $69M | -8% | 302k | 230.17 |
|
| M&T Bank Corporation (MTB) | 1.8 | $67M | -3% | 379k | 178.12 |
|
| Diamondback Energy (FANG) | 1.8 | $67M | -2% | 390k | 172.40 |
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| McKesson Corporation (MCK) | 1.8 | $66M | 134k | 494.42 |
|
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| Markel Corporation (MKL) | 1.7 | $66M | -2% | 42k | 1568.59 |
|
| CRH Ord (CRH) | 1.7 | $65M | 698k | 92.74 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 1.7 | $64M | 391k | 162.76 |
|
|
| Boston Scientific Corporation (BSX) | 1.7 | $64M | -14% | 760k | 83.80 |
|
| A. O. Smith Corporation (AOS) | 1.6 | $60M | 666k | 89.83 |
|
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| Sun Communities (SUI) | 1.6 | $59M | 438k | 135.15 |
|
|
| Lamar Advertising Cl A (LAMR) | 1.5 | $58M | -2% | 436k | 133.60 |
|
| Alliant Energy Corporation (LNT) | 1.5 | $56M | -3% | 929k | 60.69 |
|
| Trane Technologies SHS (TT) | 1.4 | $54M | -3% | 140k | 388.73 |
|
| Fluor Corporation (FLR) | 1.4 | $53M | -3% | 1.1M | 47.71 |
|
| Eversource Energy (ES) | 1.4 | $53M | 772k | 68.05 |
|
|
| Mid-America Apartment (MAA) | 1.4 | $52M | 329k | 158.90 |
|
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| Fidelity National Information Services (FIS) | 1.4 | $52M | -3% | 619k | 83.75 |
|
| Hubbell (HUBB) | 1.4 | $51M | 120k | 428.35 |
|
|
| Casey's General Stores (CASY) | 1.4 | $51M | -4% | 136k | 375.71 |
|
| Te Connectivity Ord Shs | 1.3 | $50M | NEW | 328k | 150.99 |
|
| SYNNEX Corporation (SNX) | 1.3 | $49M | -2% | 410k | 120.08 |
|
| Expeditors International of Washington (EXPD) | 1.3 | $49M | -2% | 370k | 131.40 |
|
| Hershey Company (HSY) | 1.3 | $48M | 250k | 191.78 |
|
|
| Solventum Corp Com Shs (SOLV) | 1.3 | $47M | NEW | 676k | 69.72 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 1.2 | $46M | -3% | 947k | 48.20 |
|
| Watsco, Incorporated (WSO) | 1.2 | $44M | -3% | 89k | 491.88 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $44M | 113k | 389.12 |
|
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| Ss&c Technologies Holding (SSNC) | 1.1 | $42M | -4% | 570k | 74.21 |
|
| Avery Dennison Corporation (AVY) | 1.1 | $42M | -2% | 191k | 220.76 |
|
| Broadridge Financial Solutions (BR) | 1.1 | $42M | -2% | 195k | 215.03 |
|
| Portland Gen Elec Com New (POR) | 1.1 | $42M | -2% | 871k | 47.90 |
|
| Autodesk (ADSK) | 1.1 | $41M | -2% | 147k | 275.48 |
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| Bwx Technologies (BWXT) | 1.1 | $40M | -2% | 366k | 108.70 |
|
| Arthur J. Gallagher & Co. (AJG) | 1.0 | $39M | -3% | 140k | 281.37 |
|
| Crown Castle Intl (CCI) | 1.0 | $39M | +13% | 328k | 118.63 |
|
| Vontier Corporation (VNT) | 1.0 | $39M | -2% | 1.1M | 33.74 |
|
| First American Financial (FAF) | 1.0 | $38M | -29% | 574k | 66.01 |
|
| Cnh Indl N V SHS (CNH) | 1.0 | $37M | +3% | 3.3M | 11.10 |
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| Gartner (IT) | 1.0 | $37M | -2% | 73k | 506.76 |
|
| Globus Med Cl A (GMED) | 1.0 | $36M | +23% | 508k | 71.54 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $36M | -2% | 170k | 210.86 |
|
| Genuine Parts Company (GPC) | 0.9 | $35M | 254k | 139.68 |
|
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| Norfolk Southern (NSC) | 0.9 | $35M | 142k | 248.50 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $35M | -7% | 423k | 83.15 |
|
| Bio Rad Labs Cl A (BIO) | 0.9 | $33M | +14% | 98k | 334.58 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.8 | $32M | NEW | 159k | 198.57 |
|
| Microsoft Corporation (MSFT) | 0.8 | $31M | 73k | 430.30 |
|
|
| Xcel Energy (XEL) | 0.8 | $31M | -3% | 468k | 65.30 |
|
| Chord Energy Corporation Com New (CHRD) | 0.8 | $30M | -2% | 229k | 130.23 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.7 | $28M | -38% | 210k | 132.25 |
|
| Toll Brothers (TOL) | 0.7 | $27M | +13% | 175k | 154.49 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $27M | NEW | 282k | 93.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $25M | +35% | 55k | 460.26 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $25M | -3% | 203k | 121.16 |
|
| UnitedHealth (UNH) | 0.6 | $24M | +57% | 41k | 584.68 |
|
| Corpay Com Shs (CPAY) | 0.6 | $24M | +16% | 77k | 312.76 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.6 | $24M | -2% | 198k | 119.61 |
|
| Chubb (CB) | 0.6 | $23M | 81k | 288.39 |
|
|
| Teck Resources CL B (TECK) | 0.6 | $22M | +8% | 411k | 52.24 |
|
| Progressive Corporation (PGR) | 0.6 | $21M | -3% | 84k | 253.76 |
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| Procter & Gamble Company (PG) | 0.5 | $20M | 118k | 173.20 |
|
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| Johnson & Johnson (JNJ) | 0.5 | $20M | 126k | 162.06 |
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| Goldman Sachs (GS) | 0.5 | $20M | -16% | 40k | 495.11 |
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| Charles River Laboratories (CRL) | 0.5 | $20M | 101k | 196.97 |
|
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| Wal-Mart Stores (WMT) | 0.5 | $20M | -2% | 244k | 80.75 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $19M | 31k | 618.57 |
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| Ida (IDA) | 0.5 | $19M | +2% | 184k | 103.09 |
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| Abbvie (ABBV) | 0.5 | $19M | 96k | 197.48 |
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| Lowe's Companies (LOW) | 0.5 | $19M | 68k | 270.85 |
|
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| Shell Spon Ads (SHEL) | 0.5 | $18M | 280k | 65.95 |
|
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| Chevron Corporation (CVX) | 0.5 | $18M | -10% | 125k | 147.27 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $18M | 338k | 52.66 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $18M | +370% | 58k | 304.51 |
|
| Air Products & Chemicals (APD) | 0.4 | $17M | 56k | 297.74 |
|
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| LKQ Corporation (LKQ) | 0.4 | $17M | 420k | 39.92 |
|
|
| American Tower Reit (AMT) | 0.4 | $17M | 72k | 232.56 |
|
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| American Express Company (AXP) | 0.4 | $17M | 61k | 271.20 |
|
|
| Alcon Ord Shs (ALC) | 0.4 | $17M | -2% | 166k | 100.07 |
|
| Abbott Laboratories (ABT) | 0.4 | $16M | 143k | 114.01 |
|
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| Union Pacific Corporation (UNP) | 0.4 | $16M | 66k | 246.48 |
|
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| Lockheed Martin Corporation (LMT) | 0.4 | $16M | 27k | 584.55 |
|
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| Entergy Corporation (ETR) | 0.4 | $16M | -3% | 120k | 131.61 |
|
| Cme (CME) | 0.4 | $16M | 71k | 220.65 |
|
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| Pepsi (PEP) | 0.4 | $16M | 92k | 170.05 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $15M | 287k | 53.72 |
|
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| Comcast Corp Cl A (CMCSA) | 0.4 | $15M | 364k | 41.77 |
|
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| salesforce (CRM) | 0.4 | $15M | 53k | 273.71 |
|
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| Visa Com Cl A (V) | 0.4 | $14M | 52k | 274.95 |
|
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| Halliburton Company (HAL) | 0.4 | $14M | -23% | 492k | 29.05 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $14M | 187k | 73.67 |
|
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $13M | 167k | 77.91 |
|
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| Apollo Global Mgmt (APO) | 0.3 | $13M | 103k | 124.91 |
|
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| Marathon Petroleum Corp (MPC) | 0.3 | $12M | 73k | 162.91 |
|
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| Corteva (CTVA) | 0.3 | $11M | +13% | 191k | 58.79 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $11M | 18k | 631.81 |
|
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| Diageo Spon Adr New (DEO) | 0.3 | $11M | +35% | 79k | 140.34 |
|
| Otis Worldwide Corp (OTIS) | 0.3 | $9.6M | 92k | 103.94 |
|
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $9.3M | NEW | 97k | 95.81 |
|
| Nordson Corporation (NDSN) | 0.2 | $8.8M | NEW | 34k | 262.63 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $8.4M | 168k | 49.92 |
|
|
| Qualcomm (QCOM) | 0.2 | $8.1M | -37% | 48k | 170.05 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $7.7M | 78k | 98.12 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $7.6M | -17% | 96k | 79.42 |
|
| Applied Materials (AMAT) | 0.2 | $7.6M | -38% | 38k | 202.05 |
|
| Apple (AAPL) | 0.2 | $7.4M | 32k | 233.00 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $6.7M | -51% | 20k | 331.45 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $6.1M | -7% | 60k | 100.69 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.8M | 18k | 314.39 |
|
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $5.7M | -20% | 68k | 83.75 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.8M | 22k | 220.89 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.7M | -29% | 33k | 112.98 |
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| Unilever Spon Adr New (UL) | 0.1 | $3.5M | 54k | 64.96 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $3.5M | 74k | 46.74 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.2M | 40k | 78.69 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.1M | +3% | 35k | 88.14 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $3.1M | 3.5k | 884.76 |
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| Hologic (HOLX) | 0.1 | $3.0M | 36k | 81.46 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.0M | -13% | 16k | 189.80 |
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| Cisco Systems (CSCO) | 0.1 | $2.9M | -2% | 54k | 53.22 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $2.8M | 39k | 71.17 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.7M | -4% | 26k | 103.81 |
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| RPM International (RPM) | 0.1 | $2.7M | -6% | 22k | 121.00 |
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| Clorox Company (CLX) | 0.1 | $2.7M | 16k | 162.91 |
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| Aon Shs Cl A (AON) | 0.1 | $2.6M | -2% | 7.4k | 345.99 |
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| Atmus Filtration Technologies Ord (ATMU) | 0.1 | $2.5M | 67k | 37.53 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $2.4M | 100k | 24.42 |
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| Everest Re Group (EG) | 0.1 | $2.4M | 6.1k | 391.85 |
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| First of Long Island Corporation (FLIC) | 0.1 | $2.3M | +5% | 175k | 12.87 |
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| Nicolet Bankshares (NIC) | 0.1 | $2.2M | 23k | 95.63 |
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| Cavco Industries (CVCO) | 0.1 | $2.2M | 5.1k | 428.24 |
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| ICF International (ICFI) | 0.1 | $2.2M | 13k | 166.79 |
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| Pjt Partners Com Cl A (PJT) | 0.1 | $2.2M | 16k | 133.34 |
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| Dow (DOW) | 0.1 | $2.1M | -2% | 39k | 54.63 |
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| Mayville Engineering (MEC) | 0.1 | $2.1M | -19% | 98k | 21.08 |
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| Coca-Cola Company (KO) | 0.1 | $2.0M | -4% | 28k | 71.86 |
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| SkyWest (SKYW) | 0.1 | $1.9M | 23k | 85.02 |
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| Community Bank System (CBU) | 0.1 | $1.9M | 33k | 58.07 |
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| United Bankshares (UBSI) | 0.1 | $1.9M | -5% | 51k | 37.10 |
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| Unitil Corporation (UTL) | 0.0 | $1.9M | 31k | 60.58 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.9M | 31k | 59.02 |
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| Gibraltar Industries (ROCK) | 0.0 | $1.8M | +38% | 26k | 69.93 |
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| Hawkins (HWKN) | 0.0 | $1.8M | -26% | 14k | 127.47 |
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| Stag Industrial (STAG) | 0.0 | $1.8M | +27% | 45k | 39.09 |
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| Ross Stores (ROST) | 0.0 | $1.8M | 12k | 150.51 |
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| Douglas Dynamics (PLOW) | 0.0 | $1.7M | -19% | 63k | 27.58 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.7M | 20k | 83.63 |
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| Hillman Solutions Corp (HLMN) | 0.0 | $1.7M | 157k | 10.56 |
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| Msa Safety Inc equity (MSA) | 0.0 | $1.6M | 9.0k | 177.34 |
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| Nelnet Cl A (NNI) | 0.0 | $1.5M | 13k | 113.28 |
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| Seneca Foods Corp Cl A (SENEA) | 0.0 | $1.5M | 24k | 62.33 |
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| Spectrum Brands Holding (SPB) | 0.0 | $1.5M | 15k | 95.14 |
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| UFP Technologies (UFPT) | 0.0 | $1.4M | -19% | 4.5k | 316.70 |
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| Community Healthcare Tr (CHCT) | 0.0 | $1.4M | +196% | 78k | 18.15 |
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| Fiserv (FI) | 0.0 | $1.4M | 7.7k | 179.66 |
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| Daktronics (DAKT) | 0.0 | $1.4M | -27% | 107k | 12.91 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.4M | 14k | 101.27 |
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| Safety Insurance (SAFT) | 0.0 | $1.4M | 17k | 81.78 |
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| Simpson Manufacturing (SSD) | 0.0 | $1.4M | 7.1k | 191.27 |
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| Winmark Corporation (WINA) | 0.0 | $1.3M | 3.4k | 382.93 |
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| Hingham Institution for Savings (HIFS) | 0.0 | $1.3M | 5.3k | 243.31 |
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| American Beacon Select Funds Glg Natural Reso (MGNR) | 0.0 | $1.3M | +11% | 42k | 30.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.3M | 7.7k | 165.85 |
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| J Jill Group (JILL) | 0.0 | $1.3M | +74% | 51k | 24.67 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.2M | 4.7k | 263.29 |
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| Crane Holdings (CXT) | 0.0 | $1.2M | 22k | 56.10 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.2M | +6% | 10k | 117.22 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | 7.1k | 166.82 |
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| Paypal Holdings (PYPL) | 0.0 | $1.2M | 15k | 78.03 |
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| Universal Truckload Services (ULH) | 0.0 | $1.1M | 27k | 43.11 |
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| Medtronic SHS (MDT) | 0.0 | $1.1M | 13k | 90.03 |
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| Stryker Corporation (SYK) | 0.0 | $1.1M | 3.1k | 361.26 |
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| Brightview Holdings (BV) | 0.0 | $1.1M | +49% | 70k | 15.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.0M | 6.3k | 167.19 |
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| Boot Barn Hldgs (BOOT) | 0.0 | $1.0M | -62% | 6.2k | 167.28 |
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| Oracle Corporation (ORCL) | 0.0 | $1.0M | -2% | 5.9k | 170.40 |
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| Citi Trends (CTRN) | 0.0 | $935k | -2% | 51k | 18.37 |
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| Science App Int'l (SAIC) | 0.0 | $848k | -4% | 6.1k | 139.27 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $847k | 16k | 54.43 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $845k | 17k | 51.04 |
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| Aviat Networks Com New (AVNW) | 0.0 | $816k | -2% | 38k | 21.63 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $764k | 6.4k | 119.55 |
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| Transcat (TRNS) | 0.0 | $753k | 6.2k | 120.77 |
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| Marriott Intl Cl A (MAR) | 0.0 | $752k | 3.0k | 248.60 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $725k | 1.3k | 576.82 |
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| Kellogg Company (K) | 0.0 | $695k | -98% | 8.6k | 80.71 |
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| FactSet Research Systems (FDS) | 0.0 | $690k | 1.5k | 459.85 |
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| Eli Lilly & Co. (LLY) | 0.0 | $680k | 767.00 | 885.94 |
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| Helen Of Troy (HELE) | 0.0 | $662k | -2% | 11k | 61.85 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $629k | 2.2k | 283.16 |
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| ConocoPhillips (COP) | 0.0 | $606k | 5.8k | 105.28 |
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| Illinois Tool Works (ITW) | 0.0 | $603k | -12% | 2.3k | 262.07 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $578k | 2.8k | 206.57 |
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| ResMed (RMD) | 0.0 | $570k | 2.3k | 244.12 |
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| State Street Corporation (STT) | 0.0 | $551k | 6.2k | 88.47 |
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| Electronic Arts (EA) | 0.0 | $551k | +5% | 3.8k | 143.44 |
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| Boeing Company (BA) | 0.0 | $547k | -4% | 3.6k | 152.02 |
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| Amazon (AMZN) | 0.0 | $510k | -3% | 2.7k | 186.33 |
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| Dream Finders Homes Com Cl A (DFH) | 0.0 | $508k | -23% | 14k | 36.21 |
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| Ametek (AME) | 0.0 | $469k | 2.7k | 171.71 |
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| Home Depot (HD) | 0.0 | $469k | -8% | 1.2k | 405.20 |
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| Caterpillar (CAT) | 0.0 | $441k | 1.1k | 391.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $416k | 788.00 | 527.67 |
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| Amgen (AMGN) | 0.0 | $398k | 1.2k | 322.21 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $388k | 5.0k | 78.05 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $375k | 653.00 | 573.76 |
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| S&p Global (SPGI) | 0.0 | $374k | -2% | 724.00 | 516.62 |
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| Becton, Dickinson and (BDX) | 0.0 | $365k | -8% | 1.5k | 241.10 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $362k | 635.00 | 569.66 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $346k | -40% | 4.6k | 75.11 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $345k | 3.8k | 91.31 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $341k | +7% | 1.3k | 257.69 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $337k | 3.1k | 107.51 |
|
|
| Pfizer (PFE) | 0.0 | $336k | -19% | 12k | 28.94 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $304k | 3.1k | 97.42 |
|
|
| Citigroup Com New (C) | 0.0 | $300k | 4.8k | 62.60 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $299k | -5% | 2.4k | 123.62 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $294k | NEW | 899.00 | 326.73 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $287k | 3.5k | 81.23 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $283k | 3.3k | 85.54 |
|
|
| Southern Company (SO) | 0.0 | $280k | -6% | 3.1k | 90.18 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $274k | 11k | 24.37 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $273k | 11k | 24.30 |
|
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $273k | -24% | 11k | 25.91 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $271k | 11k | 25.10 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $269k | 11k | 25.53 |
|
|
| Intel Corporation (INTC) | 0.0 | $266k | -3% | 11k | 23.46 |
|
| Waters Corporation (WAT) | 0.0 | $262k | -20% | 728.00 | 359.94 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $262k | -13% | 3.2k | 81.27 |
|
| Nextera Energy (NEE) | 0.0 | $250k | 3.0k | 84.53 |
|
|
| Huntsman Corporation (HUN) | 0.0 | $247k | -11% | 10k | 24.20 |
|
| Alexander & Baldwin (ALEX) | 0.0 | $237k | NEW | 12k | 19.20 |
|
| Public Service Enterprise (PEG) | 0.0 | $232k | NEW | 2.6k | 89.21 |
|
| Kroger (KR) | 0.0 | $229k | NEW | 4.0k | 57.30 |
|
| Linde SHS (LIN) | 0.0 | $229k | 480.00 | 476.86 |
|
|
| Dollar General (DG) | 0.0 | $216k | -11% | 2.6k | 84.58 |
|
| Hess (HES) | 0.0 | $210k | -18% | 1.5k | 135.78 |
|
| Meta Platforms Cl A (META) | 0.0 | $207k | NEW | 362.00 | 572.44 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $207k | 1.7k | 119.07 |
|
|
| Royal Gold (RGLD) | 0.0 | $204k | -25% | 1.5k | 140.32 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $66k | 16k | 4.05 |
|
Past Filings by Anchor Capital Advisors
SEC 13F filings are viewable for Anchor Capital Advisors going back to 2010
- Anchor Capital Advisors 2024 Q3 filed Oct. 31, 2024
- Anchor Capital Advisors 2024 Q2 filed Aug. 6, 2024
- Anchor Capital Advisors 2024 Q1 filed May 7, 2024
- Anchor Capital Advisors 2023 Q4 filed Feb. 5, 2024
- Anchor Capital Advisors 2023 Q3 filed Nov. 9, 2023
- Anchor Capital Advisors 2023 Q2 filed Aug. 4, 2023
- Anchor Capital Advisors 2023 Q1 filed May 3, 2023
- Anchor Capital Advisors 2022 Q4 filed Feb. 10, 2023
- Anchor Capital Advisors 2022 Q3 filed Nov. 9, 2022
- Anchor Capital Advisors 2022 Q2 filed Aug. 4, 2022
- Anchor Capital Advisors 2022 Q1 filed May 6, 2022
- Anchor Capital Advisors 2021 Q4 filed Feb. 10, 2022
- Anchor Capital Advisors 2021 Q3 filed Nov. 2, 2021
- Anchor Capital Advisors 2021 Q2 filed Aug. 16, 2021
- Anchor Capital Advisors 2021 Q1 filed May 14, 2021
- Anchor Capital Advisors 2020 Q4 filed Feb. 8, 2021