Anchor Capital Advisors
Latest statistics and disclosures from Anchor Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, WRB, PNC, MCK, CBOE, and represent 10.70% of Anchor Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: IWS (+$37M), EA (+$32M), YUM (+$30M), CTVA (+$25M), GEHC (+$13M), SLB (+$10M), CNH (+$8.8M), ETR (+$8.2M), HON (+$7.8M), REGN (+$7.7M).
- Started 13 new stock positions in WTW, JCI, MAGS, ASUR, VOE, NVDA, SLB, YUM, REVG, ETON. EEM, HON, REGN.
- Reduced shares in these 10 stocks: ULTA (-$48M), VNT (-$40M), SHV (-$26M), BAH (-$25M), LKQ (-$17M), FAF (-$9.6M), NDSN (-$8.8M), AOS (-$8.6M), GPC (-$7.5M), MTB (-$5.5M).
- Sold out of its positions in AVNW, STZ, DG, HUN, ICFI, INTC, COMT, IBDQ, IBDR, IBDT. IBDS, LKQ, NDSN, NVO, RGLD.
- Anchor Capital Advisors was a net seller of stock by $-129M.
- Anchor Capital Advisors has $3.5B in assets under management (AUM), dropping by -6.84%.
- Central Index Key (CIK): 0000813933
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Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 242 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 2.4 | $86M | -23% | 777k | 110.11 |
|
| W.R. Berkley Corporation (WRB) | 2.2 | $76M | -4% | 1.3M | 58.52 |
|
| PNC Financial Services (PNC) | 2.1 | $72M | -5% | 375k | 192.85 |
|
| McKesson Corporation (MCK) | 2.1 | $72M | -5% | 127k | 569.91 |
|
| CBOE Holdings (CBOE) | 2.0 | $69M | -4% | 355k | 195.40 |
|
| Markel Corporation (MKL) | 2.0 | $69M | -4% | 40k | 1726.22 |
|
| CRH Ord (CRH) | 1.9 | $67M | +4% | 726k | 92.52 |
|
| M&T Bank Corporation (MTB) | 1.9 | $66M | -7% | 349k | 188.01 |
|
| Boston Scientific Corporation (BSX) | 1.9 | $65M | -4% | 727k | 89.32 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.8 | $65M | +137% | 498k | 129.34 |
|
| Diamondback Energy (FANG) | 1.8 | $62M | -2% | 378k | 163.83 |
|
| Analog Devices (ADI) | 1.8 | $62M | -3% | 292k | 212.46 |
|
| Alliant Energy Corporation (LNT) | 1.5 | $51M | -6% | 869k | 59.14 |
|
| Fluor Corporation (FLR) | 1.4 | $51M | -6% | 1.0M | 49.32 |
|
| Lamar Advertising Cl A (LAMR) | 1.4 | $51M | -4% | 416k | 121.74 |
|
| Sun Communities (SUI) | 1.4 | $51M | -6% | 411k | 122.97 |
|
| Casey's General Stores (CASY) | 1.4 | $51M | -6% | 128k | 396.23 |
|
| Mid-America Apartment (MAA) | 1.4 | $49M | -4% | 315k | 154.57 |
|
| Trane Technologies SHS (TT) | 1.4 | $48M | -6% | 131k | 369.35 |
|
| Hubbell (HUBB) | 1.4 | $48M | -4% | 114k | 418.89 |
|
| Cnh Indl N V SHS (CNH) | 1.3 | $46M | +23% | 4.1M | 11.33 |
|
| SYNNEX Corporation (SNX) | 1.3 | $46M | -3% | 394k | 117.28 |
|
| Fidelity National Information Services (FIS) | 1.3 | $45M | -9% | 562k | 80.77 |
|
| Te Connectivity Ord Shs (TEL) | 1.3 | $45M | -3% | 316k | 142.97 |
|
| Solventum Corp Com Shs (SOLV) | 1.2 | $43M | -3% | 651k | 66.06 |
|
| Broadridge Financial Solutions (BR) | 1.2 | $43M | -3% | 188k | 226.09 |
|
| Ss&c Technologies Holding (SSNC) | 1.2 | $41M | -5% | 540k | 75.78 |
|
| Eversource Energy (ES) | 1.2 | $41M | -8% | 709k | 57.43 |
|
| Autodesk (ADSK) | 1.2 | $41M | -6% | 137k | 295.57 |
|
| Watsco, Incorporated (WSO) | 1.2 | $40M | -4% | 85k | 473.89 |
|
| Globus Med Cl A (GMED) | 1.1 | $40M | -5% | 482k | 82.71 |
|
| Hershey Company (HSY) | 1.1 | $40M | -5% | 235k | 169.35 |
|
| Expeditors International of Washington (EXPD) | 1.1 | $40M | -3% | 359k | 110.77 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $39M | -4% | 162k | 239.71 |
|
| Bwx Technologies (BWXT) | 1.1 | $38M | -6% | 343k | 111.39 |
|
| Arthur J. Gallagher & Co. (AJG) | 1.1 | $38M | -5% | 133k | 283.85 |
|
| A. O. Smith Corporation (AOS) | 1.0 | $37M | -18% | 540k | 68.21 |
|
| Corteva (CTVA) | 1.0 | $36M | +228% | 629k | 56.96 |
|
| Portland Gen Elec Com New (POR) | 1.0 | $36M | -5% | 821k | 43.62 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $35M | 425k | 81.98 |
|
|
| Avery Dennison Corporation (AVY) | 1.0 | $35M | -3% | 185k | 187.13 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.0 | $35M | +56% | 442k | 78.18 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 1.0 | $34M | -4% | 906k | 37.91 |
|
| Gartner (IT) | 1.0 | $34M | -4% | 70k | 484.47 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.9 | $33M | +18% | 189k | 173.57 |
|
| Electronic Arts (EA) | 0.9 | $32M | +5606% | 219k | 146.30 |
|
| Bio Rad Labs Cl A (BIO) | 0.9 | $32M | 97k | 328.51 |
|
|
| Norfolk Southern (NSC) | 0.9 | $32M | -4% | 136k | 234.70 |
|
| Yum! Brands (YUM) | 0.9 | $30M | NEW | 224k | 134.16 |
|
| Microsoft Corporation (MSFT) | 0.9 | $30M | -2% | 71k | 421.50 |
|
| Xcel Energy (XEL) | 0.8 | $29M | -7% | 434k | 67.52 |
|
| Crown Castle Intl (CCI) | 0.8 | $29M | -2% | 319k | 90.76 |
|
| Chord Energy Corporation Com New (CHRD) | 0.8 | $27M | 232k | 116.92 |
|
|
| First American Financial (FAF) | 0.7 | $26M | -26% | 419k | 62.44 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.7 | $25M | -50% | 195k | 128.70 |
|
| Corpay Com Shs (CPAY) | 0.7 | $25M | -5% | 73k | 338.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $24M | -3% | 53k | 453.28 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.7 | $24M | +4% | 206k | 115.55 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $23M | -3% | 196k | 115.72 |
|
| Goldman Sachs (GS) | 0.6 | $22M | -4% | 39k | 572.62 |
|
| Genuine Parts Company (GPC) | 0.6 | $22M | -25% | 190k | 116.76 |
|
| Chubb (CB) | 0.6 | $22M | -2% | 79k | 276.30 |
|
| Wal-Mart Stores (WMT) | 0.6 | $21M | -6% | 229k | 90.35 |
|
| Toll Brothers (TOL) | 0.6 | $21M | -7% | 163k | 125.95 |
|
| UnitedHealth (UNH) | 0.6 | $20M | -3% | 40k | 505.86 |
|
| Progressive Corporation (PGR) | 0.6 | $19M | -3% | 81k | 239.61 |
|
| Ida (IDA) | 0.6 | $19M | -3% | 178k | 109.28 |
|
| Procter & Gamble Company (PG) | 0.5 | $19M | -3% | 114k | 167.65 |
|
| Johnson & Johnson (JNJ) | 0.5 | $18M | -2% | 123k | 144.62 |
|
| Chevron Corporation (CVX) | 0.5 | $18M | -3% | 121k | 144.84 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $17M | 337k | 51.70 |
|
|
| Shell Spon Ads (SHEL) | 0.5 | $17M | 277k | 62.65 |
|
|
| Entergy Corporation (ETR) | 0.5 | $17M | +89% | 228k | 75.82 |
|
| salesforce (CRM) | 0.5 | $17M | -5% | 50k | 334.33 |
|
| Abbvie (ABBV) | 0.5 | $17M | -2% | 93k | 177.70 |
|
| McDonald's Corporation (MCD) | 0.5 | $16M | 57k | 289.89 |
|
|
| Apollo Global Mgmt (APO) | 0.5 | $16M | -4% | 99k | 165.16 |
|
| Lowe's Companies (LOW) | 0.5 | $16M | -3% | 66k | 246.80 |
|
| Cme (CME) | 0.5 | $16M | -3% | 69k | 232.23 |
|
| Abbott Laboratories (ABT) | 0.5 | $16M | 140k | 113.11 |
|
|
| Charles River Laboratories (CRL) | 0.4 | $16M | -15% | 85k | 184.60 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $16M | -3% | 30k | 520.23 |
|
| Air Products & Chemicals (APD) | 0.4 | $16M | -4% | 54k | 290.04 |
|
| Halliburton Company (HAL) | 0.4 | $15M | +15% | 567k | 27.19 |
|
| Pepsi (PEP) | 0.4 | $15M | +9% | 101k | 152.06 |
|
| Union Pacific Corporation (UNP) | 0.4 | $15M | -2% | 64k | 228.04 |
|
| American Express Company (AXP) | 0.4 | $15M | -20% | 49k | 296.79 |
|
| Alcon Ord Shs (ALC) | 0.4 | $14M | -3% | 161k | 84.89 |
|
| Visa Com Cl A (V) | 0.4 | $13M | -19% | 42k | 316.04 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $13M | -4% | 348k | 37.53 |
|
| American Tower Reit (AMT) | 0.4 | $13M | 71k | 183.41 |
|
|
| Teck Resources CL B (TECK) | 0.4 | $13M | -22% | 320k | 40.53 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $13M | -2% | 27k | 485.94 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $12M | -15% | 242k | 51.51 |
|
| Diageo Spon Adr New (DEO) | 0.3 | $12M | +16% | 92k | 127.13 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $11M | 185k | 59.73 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $11M | 165k | 65.52 |
|
|
| Parker-Hannifin Corporation (PH) | 0.3 | $11M | -4% | 17k | 636.01 |
|
| Schlumberger Com Stk (SLB) | 0.3 | $10M | NEW | 271k | 38.34 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $10M | 73k | 139.50 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $9.0M | +293% | 154k | 58.81 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $8.6M | -3% | 94k | 91.68 |
|
| Otis Worldwide Corp (OTIS) | 0.2 | $8.2M | -3% | 88k | 92.61 |
|
| Apple (AAPL) | 0.2 | $8.1M | 32k | 250.42 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $7.8M | +170% | 42k | 185.13 |
|
| Honeywell International (HON) | 0.2 | $7.8M | NEW | 35k | 225.89 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $7.7M | NEW | 11k | 712.34 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $7.3M | -2% | 94k | 78.01 |
|
| Qualcomm (QCOM) | 0.2 | $7.3M | 47k | 153.62 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $6.4M | -3% | 19k | 331.88 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $6.2M | -3% | 162k | 38.08 |
|
| Applied Materials (AMAT) | 0.2 | $6.0M | 37k | 162.63 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $6.0M | -17% | 65k | 92.45 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.4M | -9% | 17k | 322.17 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $5.3M | -12% | 53k | 100.34 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $5.3M | -3% | 66k | 80.27 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.6M | -26% | 16k | 220.96 |
|
| Texas Pacific Land Corp (TPL) | 0.1 | $3.4M | -11% | 3.1k | 1105.99 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.3M | -3% | 31k | 106.84 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.2M | 36k | 88.40 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.0M | -4% | 38k | 77.27 |
|
| Unilever Spon Adr New (UL) | 0.1 | $3.0M | -3% | 52k | 56.70 |
|
| Daktronics (DAKT) | 0.1 | $2.9M | +60% | 171k | 16.86 |
|
| Clorox Company (CLX) | 0.1 | $2.8M | +3% | 17k | 162.41 |
|
| Pjt Partners Com Cl A (PJT) | 0.1 | $2.6M | 16k | 157.81 |
|
|
| RPM International (RPM) | 0.1 | $2.5M | -8% | 20k | 123.06 |
|
| Aon Shs Cl A (AON) | 0.1 | $2.5M | -6% | 6.9k | 359.16 |
|
| Nicolet Bankshares (NIC) | 0.1 | $2.5M | 23k | 104.91 |
|
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $2.4M | 101k | 23.38 |
|
|
| Cavco Industries (CVCO) | 0.1 | $2.4M | +2% | 5.3k | 446.23 |
|
| Atmus Filtration Technologies Ord (ATMU) | 0.1 | $2.3M | -12% | 59k | 39.18 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $2.3M | -31% | 51k | 44.87 |
|
| Everest Re Group (EG) | 0.1 | $2.3M | +2% | 6.2k | 362.48 |
|
| Community Bank System (CBU) | 0.1 | $2.1M | 34k | 61.68 |
|
|
| First of Long Island Corporation (FLIC) | 0.1 | $2.1M | 176k | 11.68 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $2.0M | -15% | 22k | 90.91 |
|
| SkyWest (SKYW) | 0.1 | $2.0M | -13% | 20k | 100.13 |
|
| United Bankshares (UBSI) | 0.1 | $1.9M | 51k | 37.55 |
|
|
| Seneca Foods Corp Cl A (SENEA) | 0.1 | $1.9M | 24k | 79.26 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.9M | +512% | 15k | 124.96 |
|
| American Beacon Select Funds Glg Natural Reso (MGNR) | 0.1 | $1.8M | +45% | 61k | 29.71 |
|
| Hawkins (HWKN) | 0.1 | $1.8M | 15k | 122.67 |
|
|
| Msa Safety Inc equity (MSA) | 0.1 | $1.8M | +18% | 11k | 165.77 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.8M | NEW | 11k | 161.77 |
|
| Rev (REVG) | 0.1 | $1.8M | NEW | 56k | 31.87 |
|
| Ross Stores (ROST) | 0.0 | $1.7M | -2% | 11k | 151.27 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.7M | -6% | 29k | 58.18 |
|
| Unitil Corporation (UTL) | 0.0 | $1.7M | 31k | 54.19 |
|
|
| Mayville Engineering (MEC) | 0.0 | $1.6M | +2% | 101k | 15.72 |
|
| Gibraltar Industries (ROCK) | 0.0 | $1.6M | 27k | 58.90 |
|
|
| Universal Truckload Services (ULH) | 0.0 | $1.6M | +28% | 34k | 45.94 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.6M | NEW | 20k | 78.93 |
|
| Stag Industrial (STAG) | 0.0 | $1.6M | 46k | 33.82 |
|
|
| Community Healthcare Tr (CHCT) | 0.0 | $1.5M | +3% | 81k | 19.21 |
|
| Crane Holdings (CXT) | 0.0 | $1.5M | +22% | 26k | 58.22 |
|
| Hillman Solutions Corp (HLMN) | 0.0 | $1.5M | 158k | 9.74 |
|
|
| J Jill Group (JILL) | 0.0 | $1.5M | +6% | 54k | 27.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.5M | 7.7k | 189.31 |
|
|
| Douglas Dynamics (PLOW) | 0.0 | $1.5M | 62k | 23.63 |
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| Fiserv (FI) | 0.0 | $1.4M | -9% | 7.0k | 205.42 |
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| Dow (DOW) | 0.0 | $1.4M | -8% | 36k | 40.13 |
|
| Nelnet Cl A (NNI) | 0.0 | $1.4M | 13k | 106.81 |
|
|
| Safety Insurance (SAFT) | 0.0 | $1.4M | 17k | 82.40 |
|
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| Coca-Cola Company (KO) | 0.0 | $1.4M | -18% | 22k | 62.26 |
|
| Vontier Corporation (VNT) | 0.0 | $1.4M | -96% | 38k | 36.47 |
|
| Hingham Institution for Savings (HIFS) | 0.0 | $1.4M | 5.4k | 254.14 |
|
|
| Winmark Corporation (WINA) | 0.0 | $1.4M | +2% | 3.5k | 393.07 |
|
| Spectrum Brands Holding (SPB) | 0.0 | $1.3M | 16k | 84.49 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.3M | +2% | 4.9k | 269.70 |
|
| Paypal Holdings (PYPL) | 0.0 | $1.3M | 15k | 85.35 |
|
|
| Citi Trends (CTRN) | 0.0 | $1.2M | -6% | 47k | 26.25 |
|
| Simpson Manufacturing (SSD) | 0.0 | $1.2M | +2% | 7.2k | 165.83 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.2M | 6.3k | 190.44 |
|
|
| Asure Software (ASUR) | 0.0 | $1.1M | NEW | 121k | 9.41 |
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| Brightview Holdings (BV) | 0.0 | $1.1M | 71k | 15.99 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $1.1M | +3% | 11k | 107.57 |
|
| Stryker Corporation (SYK) | 0.0 | $1.1M | 3.1k | 360.05 |
|
|
| UFP Technologies (UFPT) | 0.0 | $1.1M | 4.5k | 244.51 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.1M | -9% | 6.4k | 164.17 |
|
| Hologic (HOLX) | 0.0 | $1.1M | -59% | 15k | 72.09 |
|
| Oracle Corporation (ORCL) | 0.0 | $1.0M | 6.0k | 166.64 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $988k | -97% | 2.3k | 435.01 |
|
| Boot Barn Hldgs (BOOT) | 0.0 | $950k | 6.3k | 151.82 |
|
|
| Medtronic SHS (MDT) | 0.0 | $945k | -6% | 12k | 79.88 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $920k | -39% | 12k | 75.61 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $874k | +7% | 17k | 52.27 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $843k | 3.0k | 278.94 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $815k | NEW | 20k | 41.82 |
|
| Eton Pharmaceuticals (ETON) | 0.0 | $805k | NEW | 60k | 13.32 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $796k | -5% | 16k | 50.88 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $740k | 1.3k | 588.68 |
|
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $732k | -2% | 6.2k | 117.50 |
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| FactSet Research Systems (FDS) | 0.0 | $720k | 1.5k | 480.28 |
|
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| Helen Of Troy (HELE) | 0.0 | $671k | +4% | 11k | 59.83 |
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| Cisco Systems (CSCO) | 0.0 | $666k | -79% | 11k | 59.20 |
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| Transcat (TRNS) | 0.0 | $664k | 6.3k | 105.74 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $643k | 2.2k | 289.81 |
|
|
| Science App Int'l (SAIC) | 0.0 | $636k | -6% | 5.7k | 111.78 |
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| Kellogg Company (K) | 0.0 | $632k | -9% | 7.8k | 80.96 |
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| Boeing Company (BA) | 0.0 | $629k | 3.6k | 177.00 |
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| State Street Corporation (STT) | 0.0 | $611k | 6.2k | 98.15 |
|
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| Amazon (AMZN) | 0.0 | $604k | 2.8k | 219.39 |
|
|
| Listed Fd Tr Roundhill Magnif (MAGS) | 0.0 | $597k | NEW | 11k | 54.42 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $592k | 767.00 | 772.00 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $559k | +46% | 954.00 | 586.17 |
|
| Illinois Tool Works (ITW) | 0.0 | $555k | -4% | 2.2k | 253.56 |
|
| ConocoPhillips (COP) | 0.0 | $551k | -3% | 5.6k | 99.17 |
|
| ResMed (RMD) | 0.0 | $534k | 2.3k | 228.69 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $525k | 2.8k | 187.51 |
|
|
| Ametek (AME) | 0.0 | $493k | 2.7k | 180.26 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $460k | -64% | 4.7k | 96.90 |
|
| Home Depot (HD) | 0.0 | $438k | -2% | 1.1k | 388.99 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $411k | -3% | 763.00 | 538.81 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $409k | 3.1k | 131.15 |
|
|
| Caterpillar (CAT) | 0.0 | $409k | 1.1k | 362.76 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $395k | +31% | 1.2k | 334.25 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $362k | 635.00 | 569.58 |
|
|
| S&p Global (SPGI) | 0.0 | $358k | 719.00 | 498.03 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $350k | 5.0k | 70.28 |
|
|
| Alexander & Baldwin (ALEX) | 0.0 | $344k | +57% | 19k | 17.74 |
|
| Citigroup Com New (C) | 0.0 | $337k | 4.8k | 70.39 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $336k | 3.8k | 88.79 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $331k | 4.6k | 71.91 |
|
|
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $327k | 14k | 23.27 |
|
|
| Amgen (AMGN) | 0.0 | $322k | 1.2k | 260.64 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $310k | -9% | 1.4k | 226.87 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $278k | 3.1k | 89.08 |
|
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $264k | 3.5k | 74.78 |
|
|
| Pfizer (PFE) | 0.0 | $257k | -16% | 9.7k | 26.53 |
|
| Waters Corporation (WAT) | 0.0 | $257k | -4% | 694.00 | 370.92 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $255k | 3.2k | 79.03 |
|
|
| Southern Company (SO) | 0.0 | $247k | -3% | 3.0k | 82.32 |
|
| Kroger (KR) | 0.0 | $245k | 4.0k | 61.15 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $240k | 3.3k | 72.37 |
|
|
| Nextera Energy (NEE) | 0.0 | $223k | +5% | 3.1k | 71.69 |
|
| Public Service Enterprise (PEG) | 0.0 | $220k | 2.6k | 84.49 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $212k | 362.00 | 585.51 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $207k | NEW | 660.00 | 313.24 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $206k | NEW | 1.5k | 134.29 |
|
| Hess (HES) | 0.0 | $202k | 1.5k | 132.99 |
|
|
| Linde SHS (LIN) | 0.0 | $201k | 480.00 | 418.67 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $65k | 16k | 3.95 |
|
Past Filings by Anchor Capital Advisors
SEC 13F filings are viewable for Anchor Capital Advisors going back to 2010
- 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
- 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