Anchor Capital Advisors
Latest statistics and disclosures from Anchor Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MCK, CRH, WRB, CBOE, ADI, and represent 11.51% of Anchor Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: ALC (+$45M), APD (+$36M), Q (+$36M), IWS (+$14M), DD (+$14M), SOLS (+$13M), IWD (+$11M), INTC (+$9.0M), KDP, TECK.
- Started 21 new stock positions in RKT, TJX, SOLS, UL, WAT, IRT, VWO, LYFT, STIP, NTGR. VEA, VTC, BNDX, GOVT, Q, IWV, CBZ, VO, GLD, MFC, VIG.
- Reduced shares in these 10 stocks: SSNC (-$34M), FIS (-$27M), BDX (-$17M), NSIT (-$13M), CNH (-$13M), CRM (-$11M), GMED (-$9.2M), CMCSA (-$9.0M), RTX (-$7.4M), SNX (-$7.0M).
- Sold out of its positions in BDX, EA, FI, FCX, ROCK, GVA, K, Mr Cooper Group, Rev, UI. Unilever, LIN.
- Anchor Capital Advisors was a net seller of stock by $-17M.
- Anchor Capital Advisors has $3.5B in assets under management (AUM), dropping by -0.13%.
- Central Index Key (CIK): 0000813933
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Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 251 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| McKesson Corporation (MCK) | 2.6 | $91M | -3% | 111k | 820.29 |
|
| CRH Ord (CRH) | 2.3 | $80M | 641k | 124.80 |
|
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| W.R. Berkley Corporation (WRB) | 2.3 | $79M | -2% | 1.1M | 70.12 |
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| CBOE Holdings (CBOE) | 2.2 | $75M | -4% | 297k | 251.00 |
|
| Analog Devices (ADI) | 2.1 | $73M | -2% | 269k | 271.20 |
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| M&T Bank Corporation (MTB) | 2.1 | $71M | 354k | 201.48 |
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| PNC Financial Services (PNC) | 2.1 | $71M | 340k | 208.73 |
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| Markel Corporation (MKL) | 2.1 | $71M | -2% | 33k | 2149.65 |
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| Ferguson Enterprises Common Stock New (FERG) | 1.9 | $67M | -3% | 301k | 222.63 |
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| Globus Med Cl A (GMED) | 1.8 | $61M | -13% | 695k | 87.31 |
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| Lamar Advertising Cl A (LAMR) | 1.6 | $57M | 449k | 126.58 |
|
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| Alcon Ord Shs (ALC) | 1.6 | $57M | +377% | 717k | 78.81 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 1.6 | $55M | -2% | 673k | 82.02 |
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| Mid-America Apartment (MAA) | 1.6 | $55M | 393k | 138.91 |
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| Diamondback Energy (FANG) | 1.6 | $55M | 362k | 150.33 |
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| Casey's General Stores (CASY) | 1.5 | $53M | 97k | 552.71 |
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| Ida (IDA) | 1.5 | $53M | 418k | 126.56 |
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| Alliant Energy Corporation (LNT) | 1.5 | $51M | 779k | 65.01 |
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| Expeditors International of Washington (EXPD) | 1.5 | $50M | -2% | 336k | 149.01 |
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| Te Connectivity Ord Shs (TEL) | 1.4 | $50M | -4% | 219k | 227.51 |
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| Avery Dennison Corporation (AVY) | 1.4 | $49M | 272k | 181.88 |
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| Air Products & Chemicals (APD) | 1.4 | $49M | +294% | 197k | 247.02 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $48M | 149k | 322.22 |
|
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| Hubbell (HUBB) | 1.4 | $48M | -2% | 108k | 444.11 |
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| Otis Worldwide Corp (OTIS) | 1.4 | $48M | -3% | 544k | 87.35 |
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| Solventum Corp Com Shs (SOLV) | 1.3 | $47M | 588k | 79.24 |
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| Xcel Energy (XEL) | 1.3 | $46M | -3% | 623k | 73.86 |
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| Toll Brothers (TOL) | 1.3 | $46M | -5% | 340k | 135.22 |
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| Hershey Company (HSY) | 1.3 | $46M | 250k | 181.98 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.3 | $44M | +46% | 315k | 141.05 |
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| Dupont De Nemours (DD) | 1.3 | $44M | +46% | 1.1M | 40.20 |
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| SYNNEX Corporation (SNX) | 1.3 | $44M | -13% | 294k | 150.23 |
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| Boston Scientific Corporation (BSX) | 1.3 | $44M | 459k | 95.35 |
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| Autodesk (ADSK) | 1.3 | $44M | -2% | 148k | 296.01 |
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| Corteva (CTVA) | 1.2 | $43M | -4% | 637k | 67.03 |
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| Arch Cap Group Ord (ACGL) | 1.2 | $42M | 440k | 95.92 |
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| Rexford Industrial Realty Inc reit (REXR) | 1.2 | $42M | -2% | 1.1M | 38.72 |
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| Yum! Brands (YUM) | 1.2 | $41M | 273k | 151.28 |
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| Arthur J. Gallagher & Co. (AJG) | 1.1 | $38M | 146k | 258.79 |
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| Corpay Com Shs (CPAY) | 1.1 | $38M | +6% | 125k | 300.93 |
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| Broadridge Financial Solutions (BR) | 1.1 | $37M | 166k | 223.17 |
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| Keurig Dr Pepper (KDP) | 1.1 | $36M | +13% | 1.3M | 28.01 |
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| Qnity Electronics Common Stock (Q) | 1.0 | $36M | NEW | 437k | 81.65 |
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| Crown Castle Intl (CCI) | 1.0 | $35M | -12% | 390k | 88.87 |
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| Bwx Technologies (BWXT) | 1.0 | $34M | -2% | 195k | 172.84 |
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| Microsoft Corporation (MSFT) | 0.9 | $31M | 64k | 483.62 |
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| Johnson & Johnson (JNJ) | 0.9 | $31M | -2% | 149k | 206.95 |
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| Teck Resources CL B (TECK) | 0.9 | $30M | +14% | 633k | 47.89 |
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| Goldman Sachs (GS) | 0.9 | $30M | -2% | 34k | 879.01 |
|
| Watsco, Incorporated (WSO) | 0.8 | $29M | +8% | 85k | 336.95 |
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| Cnh Indl N V SHS (CNH) | 0.8 | $29M | -31% | 3.1M | 9.22 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $25M | -22% | 137k | 183.40 |
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| Fluor Corporation (FLR) | 0.7 | $25M | -8% | 618k | 39.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $24M | 48k | 502.65 |
|
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| Trane Technologies SHS (TT) | 0.7 | $24M | -2% | 61k | 389.20 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.7 | $23M | 193k | 119.35 |
|
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| Chubb (CB) | 0.7 | $23M | 73k | 312.12 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $22M | 232k | 96.16 |
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| Halliburton Company (HAL) | 0.6 | $22M | -4% | 787k | 28.26 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $21M | -2% | 251k | 82.82 |
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| American Express Company (AXP) | 0.6 | $20M | -3% | 53k | 369.95 |
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| Shell Spon Ads (SHEL) | 0.6 | $19M | 261k | 73.48 |
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| Applied Materials (AMAT) | 0.6 | $19M | -5% | 74k | 256.99 |
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| Pepsi (PEP) | 0.5 | $18M | -2% | 127k | 143.52 |
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| Cme (CME) | 0.5 | $18M | 66k | 273.08 |
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| Chevron Corporation (CVX) | 0.5 | $18M | 117k | 152.41 |
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| Wal-Mart Stores (WMT) | 0.5 | $17M | -2% | 156k | 111.41 |
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| Entergy Corporation (ETR) | 0.5 | $17M | -4% | 187k | 92.43 |
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| Abbott Laboratories (ABT) | 0.5 | $17M | 136k | 125.29 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $17M | 320k | 52.88 |
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| Rio Tinto Sponsored Adr (RIO) | 0.5 | $17M | 208k | 80.03 |
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| Progressive Corporation (PGR) | 0.5 | $16M | 72k | 227.72 |
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| McDonald's Corporation (MCD) | 0.5 | $16M | 52k | 305.63 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $15M | -4% | 26k | 579.44 |
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| Procter & Gamble Company (PG) | 0.4 | $15M | 105k | 143.31 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.4 | $15M | -12% | 136k | 110.15 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $15M | +12% | 17k | 878.98 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $15M | 30k | 483.66 |
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| Visa Com Cl A (V) | 0.4 | $15M | +9% | 42k | 350.71 |
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| Lowe's Companies (LOW) | 0.4 | $15M | 60k | 241.16 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $14M | +372% | 68k | 210.34 |
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| Abbvie (ABBV) | 0.4 | $14M | 62k | 228.49 |
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| Union Pacific Corporation (UNP) | 0.4 | $14M | 61k | 231.32 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.4 | $13M | NEW | 276k | 48.58 |
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| Honeywell International (HON) | 0.4 | $12M | -4% | 63k | 195.09 |
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| Intel Corporation (INTC) | 0.4 | $12M | +275% | 333k | 36.90 |
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| Realty Income (O) | 0.3 | $12M | -4% | 211k | 56.37 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $12M | -2% | 220k | 53.88 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $11M | 68k | 162.63 |
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| American Tower Reit (AMT) | 0.3 | $11M | -6% | 63k | 175.57 |
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| Astrazeneca Sponsored Adr | 0.3 | $10M | -2% | 111k | 91.93 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $9.6M | +5% | 13k | 771.89 |
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| SLB Com Stk (SLB) | 0.3 | $8.9M | -13% | 232k | 38.38 |
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| Ishares Tr Mbs Etf (MBB) | 0.3 | $8.7M | 91k | 95.22 |
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| American Healthcare Reit Com Shs (AHR) | 0.2 | $8.1M | +3% | 172k | 47.06 |
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| Apple (AAPL) | 0.2 | $7.9M | -2% | 29k | 271.86 |
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| Diageo Spon Adr New (DEO) | 0.2 | $6.7M | -14% | 78k | 86.27 |
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| UnitedHealth (UNH) | 0.2 | $6.5M | -21% | 20k | 330.10 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.7M | 71k | 79.73 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.4M | -6% | 15k | 373.45 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.8M | 57k | 83.75 |
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| Sun Communities (SUI) | 0.1 | $4.6M | 37k | 123.91 |
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| Eaton Corp SHS (ETN) | 0.1 | $3.9M | -5% | 12k | 318.51 |
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| Russell Invts Exchange Trade Us Small Cap Equ (RUSC) | 0.1 | $3.3M | 106k | 31.12 |
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| American Beacon Select Funds Glg Natural Reso (MGNR) | 0.1 | $3.3M | -3% | 75k | 44.10 |
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| Unilever Spon Adr New (UL) | 0.1 | $3.2M | NEW | 49k | 65.40 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.2M | 29k | 110.19 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.0M | 31k | 96.27 |
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| Connectone Banc (CNOB) | 0.1 | $2.8M | +9% | 108k | 26.22 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.8M | -25% | 28k | 100.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.8M | -7% | 11k | 246.16 |
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| Everest Re Group (EG) | 0.1 | $2.8M | +8% | 8.1k | 339.36 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.7M | 35k | 78.81 |
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| ICF International (ICFI) | 0.1 | $2.7M | +3% | 32k | 85.30 |
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| Cavco Industries (CVCO) | 0.1 | $2.7M | +8% | 4.6k | 590.74 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $2.7M | +212% | 9.3k | 287.23 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $2.6M | +21% | 120k | 21.89 |
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| Progress Software Corporation (PRGS) | 0.1 | $2.6M | +15% | 61k | 42.96 |
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| Nicolet Bankshares (NIC) | 0.1 | $2.6M | +10% | 21k | 121.30 |
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| Apollo Global Mgmt (APO) | 0.1 | $2.5M | -6% | 17k | 144.76 |
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| RPM International (RPM) | 0.1 | $2.4M | +10% | 23k | 104.00 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.4M | 20k | 119.75 |
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| Toro Company (TTC) | 0.1 | $2.4M | +2% | 30k | 78.72 |
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| Genuine Parts Company (GPC) | 0.1 | $2.3M | -3% | 19k | 122.96 |
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| Community Bank System (CBU) | 0.1 | $2.3M | +10% | 39k | 57.44 |
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| Seneca Foods Corp Cl A (SENEA) | 0.1 | $2.2M | +9% | 20k | 110.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $2.1M | +4% | 6.8k | 313.00 |
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| NetGear (NTGR) | 0.1 | $2.1M | NEW | 87k | 24.53 |
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| Hillman Solutions Corp (HLMN) | 0.1 | $2.1M | +6% | 244k | 8.66 |
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| Aon Shs Cl A (AON) | 0.1 | $2.1M | -3% | 5.9k | 352.88 |
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| Pjt Partners Com Cl A (PJT) | 0.1 | $2.1M | +8% | 13k | 167.20 |
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| United Bankshares (UBSI) | 0.1 | $2.0M | +9% | 53k | 38.40 |
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| Daktronics (DAKT) | 0.1 | $2.0M | +6% | 103k | 19.77 |
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| Stag Industrial (STAG) | 0.1 | $2.0M | +6% | 55k | 36.76 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $2.0M | -2% | 24k | 84.36 |
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| Mayville Engineering (MEC) | 0.1 | $2.0M | +8% | 108k | 18.72 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $2.0M | -94% | 23k | 87.42 |
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| Unitil Corporation (UTL) | 0.1 | $2.0M | +5% | 41k | 48.44 |
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| Msa Safety Inc equity (MSA) | 0.1 | $1.9M | +5% | 12k | 160.14 |
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| Nelnet Cl A (NNI) | 0.1 | $1.9M | +7% | 14k | 132.96 |
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| Hawkins (HWKN) | 0.1 | $1.8M | +12% | 13k | 142.06 |
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| SkyWest (SKYW) | 0.0 | $1.7M | +8% | 17k | 100.41 |
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| Chord Energy Corporation Com New (CHRD) | 0.0 | $1.7M | +7% | 18k | 92.70 |
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| Hingham Institution for Savings (HIFS) | 0.0 | $1.6M | +7% | 5.8k | 283.96 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.6M | 27k | 58.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.6M | +6% | 2.6k | 627.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.6M | 5.0k | 313.80 |
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| Independence Realty Trust In (IRT) | 0.0 | $1.6M | NEW | 91k | 17.48 |
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| Simpson Manufacturing (SSD) | 0.0 | $1.5M | +29% | 9.5k | 161.47 |
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| Winmark Corporation (WINA) | 0.0 | $1.5M | +9% | 3.7k | 404.94 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.4M | 4.5k | 314.80 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.4M | -8% | 18k | 79.02 |
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| Safety Insurance (SAFT) | 0.0 | $1.3M | +3% | 17k | 77.91 |
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| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $1.3M | -4% | 47k | 28.21 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $1.3M | +77% | 9.8k | 131.59 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.3M | +90% | 1.9k | 684.94 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.3M | 11k | 120.34 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $1.2M | 27k | 46.04 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | +16% | 6.7k | 181.21 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.2M | -3% | 22k | 53.83 |
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| Oracle Corporation (ORCL) | 0.0 | $1.2M | +3% | 6.0k | 194.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.2M | NEW | 19k | 62.47 |
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| Asure Software (ASUR) | 0.0 | $1.1M | 121k | 9.42 |
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| Qualcomm (QCOM) | 0.0 | $1.1M | -8% | 6.5k | 171.04 |
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| Stryker Corporation (SYK) | 0.0 | $1.1M | 3.1k | 351.47 |
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| Hologic (HOLX) | 0.0 | $1.1M | 15k | 74.49 |
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| Coca-Cola Company (KO) | 0.0 | $1.1M | -7% | 15k | 69.91 |
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| Amazon (AMZN) | 0.0 | $1.1M | 4.6k | 230.82 |
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| UFP Technologies (UFPT) | 0.0 | $1.0M | +6% | 4.6k | 222.03 |
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| Cbiz (CBZ) | 0.0 | $990k | NEW | 20k | 50.45 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $983k | +3% | 16k | 61.36 |
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| Brightview Holdings (BV) | 0.0 | $971k | +9% | 77k | 12.67 |
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| Norfolk Southern (NSC) | 0.0 | $966k | -27% | 3.3k | 288.71 |
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| McGrath Rent (MGRC) | 0.0 | $948k | 9.0k | 104.93 |
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| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $939k | 18k | 51.91 |
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| Marriott Intl Cl A (MAR) | 0.0 | $924k | 3.0k | 310.24 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $918k | -10% | 9.6k | 96.03 |
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| Medtronic SHS (MDT) | 0.0 | $912k | -5% | 9.5k | 96.06 |
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| salesforce (CRM) | 0.0 | $903k | -92% | 3.4k | 264.91 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $864k | -91% | 29k | 29.89 |
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| Crane Holdings (CXT) | 0.0 | $849k | 18k | 47.07 |
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| Citi Trends (CTRN) | 0.0 | $803k | -32% | 19k | 41.56 |
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| Gartner (IT) | 0.0 | $792k | -16% | 3.1k | 252.28 |
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| Community Healthcare Tr (CHCT) | 0.0 | $792k | -37% | 48k | 16.42 |
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| Paypal Holdings (PYPL) | 0.0 | $789k | 14k | 58.38 |
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| State Street Corporation (STT) | 0.0 | $786k | 6.1k | 129.01 |
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| Cisco Systems (CSCO) | 0.0 | $779k | 10k | 77.03 |
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| Eli Lilly & Co. (LLY) | 0.0 | $775k | -5% | 721.00 | 1074.68 |
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| Boeing Company (BA) | 0.0 | $769k | 3.5k | 217.09 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $769k | 5.4k | 141.49 |
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| First American Financial (FAF) | 0.0 | $750k | 12k | 61.44 |
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| Universal Truckload Services (ULH) | 0.0 | $737k | 49k | 15.19 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $716k | NEW | 31k | 23.02 |
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| Insight Enterprises (NSIT) | 0.0 | $713k | -94% | 8.7k | 81.47 |
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| Lyft Cl A Com (LYFT) | 0.0 | $695k | NEW | 36k | 19.37 |
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| Eton Pharmaceuticals (ETON) | 0.0 | $688k | +10% | 41k | 16.91 |
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| J Jill Group (JILL) | 0.0 | $651k | +3% | 48k | 13.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $644k | 1.9k | 335.27 |
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| A. O. Smith Corporation (AOS) | 0.0 | $638k | -26% | 9.5k | 66.88 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $634k | NEW | 1.6k | 386.85 |
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| Crocs (CROX) | 0.0 | $628k | +9% | 7.3k | 85.52 |
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| Ametek (AME) | 0.0 | $561k | 2.7k | 205.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $554k | NEW | 1.9k | 290.22 |
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| ResMed (RMD) | 0.0 | $552k | 2.3k | 240.87 |
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| Illinois Tool Works (ITW) | 0.0 | $539k | 2.2k | 246.30 |
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| Caterpillar (CAT) | 0.0 | $528k | 922.00 | 572.87 |
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| Fidelity National Information Services (FIS) | 0.0 | $522k | -98% | 7.9k | 66.46 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $493k | -7% | 815.00 | 605.26 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $486k | 2.8k | 173.49 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $467k | 684.00 | 681.99 |
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| Eversource Energy (ES) | 0.0 | $449k | 6.7k | 67.33 |
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| Listed Fds Tr Roundhill Magnif (MAGS) | 0.0 | $445k | -2% | 6.7k | 65.96 |
|
| FactSet Research Systems (FDS) | 0.0 | $435k | 1.5k | 290.19 |
|
|
| Science App Int'l (SAIC) | 0.0 | $435k | -10% | 4.3k | 100.66 |
|
| ConocoPhillips (COP) | 0.0 | $423k | -12% | 4.5k | 93.61 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $418k | 4.7k | 89.46 |
|
|
| Hci (HCI) | 0.0 | $410k | +35% | 2.1k | 191.69 |
|
| Amgen (AMGN) | 0.0 | $404k | 1.2k | 327.31 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $397k | 2.9k | 135.91 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $390k | 3.5k | 110.96 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $378k | 5.1k | 74.07 |
|
|
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $363k | 21k | 17.10 |
|
|
| Vontier Corporation (VNT) | 0.0 | $363k | -11% | 9.8k | 37.18 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $353k | -9% | 3.5k | 99.88 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $336k | NEW | 847.00 | 396.31 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $335k | 3.8k | 88.49 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $335k | 555.00 | 603.28 |
|
|
| Citigroup Com New (C) | 0.0 | $327k | -2% | 2.8k | 116.69 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $324k | NEW | 6.0k | 53.76 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $314k | 4.1k | 75.85 |
|
|
| Home Depot (HD) | 0.0 | $305k | -21% | 887.00 | 344.10 |
|
| Woodward Governor Company (WWD) | 0.0 | $283k | -6% | 935.00 | 302.32 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $282k | 5.6k | 50.86 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $271k | NEW | 14k | 19.36 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $265k | NEW | 5.5k | 48.32 |
|
| Southern Company (SO) | 0.0 | $262k | 3.0k | 87.20 |
|
|
| Kroger (KR) | 0.0 | $250k | 4.0k | 62.48 |
|
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.0 | $245k | NEW | 3.2k | 77.64 |
|
| Waters Corporation (WAT) | 0.0 | $241k | NEW | 634.00 | 380.05 |
|
| Meta Platforms Cl A (META) | 0.0 | $238k | 361.00 | 660.09 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $237k | 1.7k | 137.87 |
|
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $233k | 2.5k | 91.86 |
|
|
| S&p Global (SPGI) | 0.0 | $227k | -38% | 434.00 | 522.59 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $224k | NEW | 1.0k | 219.78 |
|
| TJX Companies (TJX) | 0.0 | $218k | NEW | 1.4k | 153.61 |
|
| Manulife Finl Corp (MFC) | 0.0 | $218k | NEW | 6.0k | 36.28 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $217k | 660.00 | 328.60 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $213k | NEW | 2.1k | 102.39 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $212k | 2.9k | 73.63 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $209k | -22% | 2.2k | 94.16 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $117k | 16k | 7.16 |
|
Past Filings by Anchor Capital Advisors
SEC 13F filings are viewable for Anchor Capital Advisors going back to 2010
- Anchor Capital Advisors 2025 Q4 filed Feb. 10, 2026
- Anchor Capital Advisors 2025 Q3 filed Oct. 30, 2025
- Anchor Capital Advisors 2025 Q2 filed Aug. 6, 2025
- Anchor Capital Advisors 2025 Q1 filed May 13, 2025
- Anchor Capital Advisors 2024 Q4 filed Feb. 5, 2025
- 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