Anchor Capital Advisors
Latest statistics and disclosures from Anchor Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MCK, BAH, CBOE, ADI, MKL, and represent 10.77% of Anchor Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: ES (+$40M), WRB (+$39M), NSC (+$37M), NSA (+$35M), BIO (+$28M), CRL (+$26M), TMO (+$14M), UNP (+$13M), LNT (+$6.9M), IEI (+$5.3M).
- Started 14 new stock positions in QQQ, CINT, STZ, CRL, UNP, CLMB, KARO, QIPT, AIRS, BIO. MEC, MGRC, CXT, CP.
- Reduced shares in these 10 stocks: WSO (-$26M), , HUBB (-$22M), DG (-$22M), UI (-$16M), IT (-$11M), BWXT (-$10M), ADI (-$9.9M), VNT (-$8.3M), AAPL (-$8.0M).
- Sold out of its positions in BMTX, CATC, Canadian Pacific Railway, APPS, EPAM, CCRD, IBB, IJJ, MP, MVBF. PDCE, TFC.
- Anchor Capital Advisors was a net seller of stock by $-15M.
- Anchor Capital Advisors has $3.9B in assets under management (AUM), dropping by 1.93%.
- Central Index Key (CIK): 0000813933
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Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 267 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
McKesson Corporation (MCK) | 2.5 | $98M | -3% | 228k | 427.31 |
|
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 2.2 | $85M | -3% | 766k | 111.60 |
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CBOE Holdings (CBOE) | 2.1 | $81M | -3% | 587k | 138.01 |
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Analog Devices (ADI) | 2.0 | $78M | -11% | 401k | 194.81 |
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Markel Corporation (MKL) | 1.9 | $73M | -3% | 53k | 1383.18 |
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A. O. Smith Corporation (AOS) | 1.9 | $72M | -5% | 993k | 72.78 |
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Watsco, Incorporated (WSO) | 1.8 | $71M | -26% | 186k | 381.47 |
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First American Financial (FAF) | 1.8 | $69M | -3% | 1.2M | 57.02 |
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Boston Scientific Corporation (BSX) | 1.8 | $69M | -5% | 1.3M | 54.09 |
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Bwx Technologies (BWXT) | 1.7 | $67M | -13% | 939k | 71.57 |
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Hess (HES) | 1.7 | $66M | -5% | 486k | 135.95 |
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Diamondback Energy (FANG) | 1.7 | $65M | 494k | 131.36 |
|
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Casey's General Stores (CASY) | 1.7 | $65M | -2% | 264k | 243.88 |
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Broadridge Financial Solutions (BR) | 1.6 | $62M | -2% | 372k | 165.63 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.6 | $62M | -2% | 131k | 470.59 |
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Sun Communities (SUI) | 1.5 | $59M | -4% | 453k | 130.46 |
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Alliant Energy Corporation (LNT) | 1.5 | $59M | +13% | 1.1M | 52.48 |
|
Te Connectivity SHS (TEL) | 1.5 | $58M | -4% | 415k | 140.16 |
|
Expeditors International of Washington (EXPD) | 1.5 | $57M | -4% | 473k | 121.13 |
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Fluor Corporation (FLR) | 1.5 | $57M | -3% | 1.9M | 29.60 |
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Hubbell (HUBB) | 1.5 | $57M | -27% | 171k | 331.56 |
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Vontier Corporation (VNT) | 1.5 | $56M | -12% | 1.7M | 32.21 |
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Globe Life (GL) | 1.4 | $56M | -5% | 510k | 109.62 |
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M&T Bank Corporation (MTB) | 1.4 | $56M | 452k | 123.76 |
|
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Insperity (NSP) | 1.4 | $56M | -3% | 466k | 118.96 |
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Hershey Company (HSY) | 1.4 | $56M | -8% | 222k | 249.70 |
|
Trane Technologies SHS (TT) | 1.4 | $53M | -3% | 277k | 191.26 |
|
W.R. Berkley Corporation (WRB) | 1.4 | $53M | +287% | 886k | 59.56 |
|
Portland Gen Elec Com New (POR) | 1.4 | $53M | -3% | 1.1M | 46.83 |
|
Entergy Corporation (ETR) | 1.3 | $51M | -3% | 526k | 97.37 |
|
Willis Towers Watson SHS (WTW) | 1.3 | $50M | -3% | 213k | 235.50 |
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Lamar Advertising Cl A (LAMR) | 1.3 | $50M | -3% | 504k | 99.25 |
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Alexandria Real Estate Equities (ARE) | 1.3 | $50M | +9% | 438k | 113.49 |
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Royal Gold (RGLD) | 1.3 | $49M | 430k | 114.78 |
|
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.3 | $49M | +11% | 428k | 115.26 |
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Ss&c Technologies Holding (SSNC) | 1.2 | $45M | -8% | 741k | 60.60 |
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Ishares Tr Short Treas Bd (SHV) | 1.1 | $44M | +9% | 396k | 110.45 |
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Americold Rlty Tr (COLD) | 1.1 | $42M | -2% | 1.3M | 32.30 |
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Avery Dennison Corporation (AVY) | 1.1 | $42M | 242k | 171.80 |
|
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Eversource Energy (ES) | 1.1 | $41M | +5514% | 578k | 70.92 |
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Gartner (IT) | 1.0 | $40M | -21% | 115k | 350.31 |
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Dollar General (DG) | 1.0 | $38M | -35% | 226k | 169.78 |
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National Storage Affiliates Com Shs Ben In (NSA) | 1.0 | $38M | +1165% | 1.1M | 34.83 |
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Autodesk (ADSK) | 1.0 | $38M | 186k | 204.61 |
|
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Waters Corporation (WAT) | 1.0 | $38M | 142k | 266.54 |
|
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Xcel Energy (XEL) | 1.0 | $38M | -3% | 605k | 62.17 |
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Norfolk Southern (NSC) | 1.0 | $37M | +12445% | 164k | 226.76 |
|
Liberty Broadband Corp Com Ser C (LBRDK) | 0.9 | $37M | -2% | 457k | 80.11 |
|
Microsoft Corporation (MSFT) | 0.9 | $34M | -6% | 99k | 340.54 |
|
Bio Rad Labs Cl A (BIO) | 0.7 | $28M | NEW | 73k | 379.12 |
|
LKQ Corporation (LKQ) | 0.7 | $27M | -2% | 469k | 58.27 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $27M | +8% | 186k | 145.44 |
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Halliburton Company (HAL) | 0.7 | $27M | -2% | 810k | 32.99 |
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Charles River Laboratories (CRL) | 0.7 | $26M | NEW | 125k | 210.25 |
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Johnson & Johnson (JNJ) | 0.7 | $26M | 154k | 165.52 |
|
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International Flavors & Fragrances (IFF) | 0.7 | $25M | +5% | 318k | 79.59 |
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Solaredge Technologies (SEDG) | 0.6 | $25M | -3% | 91k | 269.05 |
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Dorman Products (DORM) | 0.6 | $23M | 293k | 78.83 |
|
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Chevron Corporation (CVX) | 0.6 | $23M | -3% | 143k | 157.35 |
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Apple (AAPL) | 0.6 | $22M | -26% | 113k | 193.97 |
|
Procter & Gamble Company (PG) | 0.6 | $22M | -4% | 144k | 151.74 |
|
Eaton Corp SHS (ETN) | 0.6 | $22M | -21% | 107k | 201.10 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $20M | 206k | 96.60 |
|
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $20M | -27% | 243k | 81.08 |
|
Chubb (CB) | 0.5 | $19M | -2% | 101k | 192.56 |
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Lowe's Companies (LOW) | 0.5 | $19M | -6% | 82k | 225.70 |
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Pepsi (PEP) | 0.5 | $18M | -19% | 99k | 185.22 |
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Progressive Corporation (PGR) | 0.5 | $17M | -2% | 132k | 132.37 |
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Wal-Mart Stores (WMT) | 0.4 | $17M | -2% | 110k | 157.18 |
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Mondelez Intl Cl A (MDLZ) | 0.4 | $17M | -11% | 236k | 72.94 |
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UnitedHealth (UNH) | 0.4 | $17M | -3% | 35k | 480.64 |
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Ida (IDA) | 0.4 | $16M | 160k | 102.60 |
|
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Alcon Ord Shs (ALC) | 0.4 | $16M | -4% | 197k | 82.11 |
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Cme (CME) | 0.4 | $16M | -2% | 87k | 185.29 |
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Visa Com Cl A (V) | 0.4 | $16M | -4% | 67k | 237.48 |
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salesforce (CRM) | 0.4 | $15M | -8% | 73k | 211.26 |
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Abbott Laboratories (ABT) | 0.4 | $15M | -2% | 139k | 109.02 |
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Abbvie (ABBV) | 0.4 | $15M | 111k | 134.73 |
|
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Shell Spon Ads (SHEL) | 0.4 | $15M | -3% | 246k | 60.38 |
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Air Products & Chemicals (APD) | 0.4 | $14M | 48k | 299.53 |
|
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Raytheon Technologies Corp (RTX) | 0.4 | $14M | 147k | 97.96 |
|
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Comcast Corp Cl A (CMCSA) | 0.4 | $14M | -2% | 344k | 41.55 |
|
Lockheed Martin Corporation (LMT) | 0.4 | $14M | 31k | 460.38 |
|
|
Astrazeneca Sponsored Adr (AZN) | 0.4 | $14M | +13% | 197k | 71.57 |
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Corteva (CTVA) | 0.4 | $14M | -4% | 245k | 57.30 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $14M | -3% | 279k | 50.17 |
|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $14M | -3% | 276k | 50.57 |
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Thermo Fisher Scientific (TMO) | 0.4 | $14M | +5500% | 27k | 521.76 |
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Franco-Nevada Corporation (FNV) | 0.4 | $14M | +13% | 96k | 142.60 |
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Parker-Hannifin Corporation (PH) | 0.3 | $14M | -3% | 35k | 390.04 |
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Union Pacific Corporation (UNP) | 0.3 | $13M | NEW | 65k | 204.62 |
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Qualcomm (QCOM) | 0.3 | $13M | +19% | 111k | 119.04 |
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Marathon Petroleum Corp (MPC) | 0.3 | $13M | -17% | 113k | 116.60 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $13M | 37k | 341.00 |
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American Tower Reit (AMT) | 0.3 | $12M | 62k | 193.94 |
|
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American Express Company (AXP) | 0.3 | $11M | -4% | 64k | 174.20 |
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Diageo Spon Adr New (DEO) | 0.3 | $11M | -5% | 64k | 173.48 |
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Nextera Energy (NEE) | 0.3 | $10M | -5% | 140k | 74.20 |
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CVS Caremark Corporation (CVS) | 0.3 | $10M | 149k | 69.13 |
|
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Otis Worldwide Corp (OTIS) | 0.3 | $10M | -5% | 113k | 89.01 |
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Medtronic SHS (MDT) | 0.3 | $9.8M | -6% | 111k | 88.10 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $9.7M | 129k | 75.66 |
|
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Boeing Company (BA) | 0.2 | $9.6M | -2% | 46k | 211.16 |
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PNC Financial Services (PNC) | 0.2 | $9.5M | -2% | 75k | 125.95 |
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Walt Disney Company (DIS) | 0.2 | $9.5M | -5% | 106k | 89.28 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $9.3M | -26% | 85k | 109.84 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $8.1M | -4% | 81k | 99.76 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $8.0M | 102k | 79.03 |
|
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Freeport-mcmoran CL B (FCX) | 0.2 | $7.5M | 187k | 40.00 |
|
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $5.4M | 50k | 108.14 |
|
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Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.6M | 19k | 243.74 |
|
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.4M | 24k | 187.27 |
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Clorox Company (CLX) | 0.1 | $3.5M | -5% | 22k | 159.04 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $3.4M | 76k | 45.42 |
|
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Unilever Spon Adr New (UL) | 0.1 | $3.2M | +5% | 61k | 52.13 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.2M | -2% | 42k | 75.57 |
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Cisco Systems (CSCO) | 0.1 | $3.1M | +13% | 59k | 51.74 |
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Texas Pacific Land Corp (TPL) | 0.1 | $3.0M | +6% | 2.3k | 1316.52 |
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Hologic (HOLX) | 0.1 | $2.9M | 36k | 80.97 |
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ICF International (ICFI) | 0.1 | $2.9M | -20% | 23k | 124.39 |
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Nv5 Holding (NVEE) | 0.1 | $2.8M | 26k | 110.77 |
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International Money Express (IMXI) | 0.1 | $2.8M | -12% | 116k | 24.53 |
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Aon Shs Cl A (AON) | 0.1 | $2.8M | 8.1k | 345.20 |
|
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Genuine Parts Company (GPC) | 0.1 | $2.8M | +7% | 16k | 169.23 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.7M | -19% | 17k | 157.83 |
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Colgate-Palmolive Company (CL) | 0.1 | $2.6M | 34k | 77.04 |
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Everest Re Group (RE) | 0.1 | $2.6M | +7% | 7.5k | 341.87 |
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Msa Safety Inc equity (MSA) | 0.1 | $2.5M | -17% | 15k | 173.96 |
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RPM International (RPM) | 0.1 | $2.5M | +9% | 28k | 89.73 |
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Boot Barn Hldgs (BOOT) | 0.1 | $2.5M | -6% | 29k | 84.69 |
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Pjt Partners Com Cl A (PJT) | 0.1 | $2.4M | +3% | 35k | 69.64 |
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Dow (DOW) | 0.1 | $2.4M | +9% | 45k | 53.26 |
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Coca-Cola Company (KO) | 0.1 | $2.4M | 39k | 60.22 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.3M | 31k | 73.03 |
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Sonoco Products Company (SON) | 0.1 | $2.0M | +10% | 34k | 59.02 |
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Dream Finders Homes Com Cl A (DFH) | 0.0 | $1.9M | 77k | 24.59 |
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Electronic Arts (EA) | 0.0 | $1.9M | -19% | 14k | 129.70 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.8M | -3% | 32k | 57.73 |
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Janus International Group In Common Stock (JBI) | 0.0 | $1.7M | +36% | 163k | 10.66 |
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Celsius Hldgs Com New (CELH) | 0.0 | $1.7M | 12k | 149.19 |
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UFP Technologies (UFPT) | 0.0 | $1.7M | -26% | 8.8k | 193.85 |
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Ross Stores (ROST) | 0.0 | $1.6M | 15k | 112.13 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.6M | 19k | 83.56 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.6M | 22k | 72.50 |
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Crown Holdings (CCK) | 0.0 | $1.6M | -19% | 18k | 86.87 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $1.5M | 30k | 50.82 |
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Perficient (PRFT) | 0.0 | $1.5M | +17% | 18k | 83.33 |
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Inmode SHS (INMD) | 0.0 | $1.4M | +13% | 38k | 37.35 |
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Cavco Industries (CVCO) | 0.0 | $1.4M | +7% | 4.7k | 295.00 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.3M | 14k | 97.95 |
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Sp Plus (SP) | 0.0 | $1.3M | 34k | 39.11 |
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Magnolia Oil & Gas Corp Cl A (MGY) | 0.0 | $1.3M | +18% | 62k | 20.90 |
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Gibraltar Industries (ROCK) | 0.0 | $1.3M | +19% | 20k | 62.92 |
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Exp World Holdings Inc equities (EXPI) | 0.0 | $1.3M | 62k | 20.28 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.2M | 6.2k | 202.72 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | +15% | 8.5k | 140.80 |
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Paypal Holdings (PYPL) | 0.0 | $1.2M | 18k | 66.73 |
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Unitil Corporation (UTL) | 0.0 | $1.2M | +19% | 23k | 50.71 |
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BRC Com Cl A (BRCC) | 0.0 | $1.2M | +100% | 223k | 5.16 |
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Nelnet Cl A (NNI) | 0.0 | $1.1M | 12k | 96.48 |
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Stag Industrial (STAG) | 0.0 | $1.1M | 32k | 35.88 |
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Douglas Dynamics (PLOW) | 0.0 | $1.1M | +49% | 38k | 29.88 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $1.1M | 24k | 47.42 |
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Zevia Pbc Cl A (ZVIA) | 0.0 | $1.1M | +27% | 257k | 4.31 |
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Hillman Solutions Corp (HLMN) | 0.0 | $1.1M | 122k | 9.01 |
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Spectrum Brands Holding (SPB) | 0.0 | $1.1M | +18% | 14k | 78.05 |
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Hawkins (HWKN) | 0.0 | $1.1M | 23k | 47.69 |
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SkyWest (SKYW) | 0.0 | $1.1M | -52% | 27k | 40.72 |
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Helen Of Troy (HELE) | 0.0 | $1.1M | +32% | 9.9k | 108.02 |
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Simpson Manufacturing (SSD) | 0.0 | $1.1M | 7.7k | 138.50 |
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Transcat (TRNS) | 0.0 | $1.0M | -15% | 12k | 85.31 |
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Winmark Corporation (WINA) | 0.0 | $1.0M | -25% | 3.1k | 332.47 |
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Fiserv (FI) | 0.0 | $1.0M | -2% | 8.1k | 126.14 |
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Ci&t Com Cl A (CINT) | 0.0 | $984k | NEW | 157k | 6.27 |
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Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $979k | 21k | 46.95 |
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United Bankshares (UBSI) | 0.0 | $970k | +26% | 33k | 29.67 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $965k | 8.1k | 119.70 |
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McGrath Rent (MGRC) | 0.0 | $960k | NEW | 10k | 92.48 |
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Stryker Corporation (SYK) | 0.0 | $954k | -8% | 3.1k | 305.09 |
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Nicolet Bankshares (NIC) | 0.0 | $945k | -3% | 14k | 67.91 |
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $926k | 36k | 25.98 |
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First of Long Island Corporation (FLIC) | 0.0 | $907k | +48% | 75k | 12.02 |
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Community Bank System (CBU) | 0.0 | $900k | +7% | 19k | 46.88 |
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Safety Insurance (SAFT) | 0.0 | $882k | 12k | 71.72 |
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Mayville Engineering (MEC) | 0.0 | $867k | NEW | 70k | 12.46 |
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Constellation Brands Cl A (STZ) | 0.0 | $853k | NEW | 3.5k | 246.13 |
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Open Lending Corp (LPRO) | 0.0 | $841k | -9% | 80k | 10.51 |
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Pfizer (PFE) | 0.0 | $840k | -6% | 23k | 36.68 |
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Community Healthcare Tr (CHCT) | 0.0 | $816k | -4% | 25k | 33.02 |
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Progress Software Corporation (PRGS) | 0.0 | $784k | -21% | 14k | 58.10 |
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Endava Ads (DAVA) | 0.0 | $768k | +34% | 15k | 51.79 |
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Alphabet Cap Stk Cl C (GOOG) | 0.0 | $758k | -5% | 6.3k | 120.97 |
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Huntsman Corporation (HUN) | 0.0 | $751k | -69% | 28k | 27.02 |
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Hingham Institution for Savings (HIFS) | 0.0 | $744k | 3.5k | 213.18 |
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Science App Int'l (SAIC) | 0.0 | $740k | 6.6k | 112.48 |
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Taskus Class A Com (TASK) | 0.0 | $722k | +20% | 64k | 11.32 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $718k | 7.5k | 95.94 |
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Canadian Pacific Kansas City (CP) | 0.0 | $703k | NEW | 8.7k | 80.77 |
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Thoughtworks Holding (TWKS) | 0.0 | $681k | 90k | 7.55 |
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Airsculpt Technologies (AIRS) | 0.0 | $679k | NEW | 79k | 8.62 |
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Illinois Tool Works (ITW) | 0.0 | $654k | 2.6k | 250.16 |
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Pioneer Natural Resources (PXD) | 0.0 | $645k | 3.1k | 207.18 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $643k | 2.9k | 220.28 |
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Marriott Intl Cl A (MAR) | 0.0 | $639k | -2% | 3.5k | 183.69 |
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Citi Trends (CTRN) | 0.0 | $613k | -3% | 35k | 17.66 |
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FactSet Research Systems (FDS) | 0.0 | $601k | 1.5k | 400.65 |
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Ibex Shs New (IBEX) | 0.0 | $600k | +6% | 28k | 21.23 |
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ConocoPhillips (COP) | 0.0 | $600k | 5.8k | 103.61 |
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $572k | 22k | 26.55 |
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Evi Industries (EVI) | 0.0 | $571k | -34% | 26k | 22.00 |
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Audioeye Com New (AEYE) | 0.0 | $562k | +13% | 115k | 4.89 |
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Insight Enterprises (NSIT) | 0.0 | $560k | 3.8k | 146.34 |
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Mid-America Apartment (MAA) | 0.0 | $557k | 3.7k | 151.86 |
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Easterly Government Properti reit (DEA) | 0.0 | $548k | -5% | 38k | 14.50 |
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Crane Holdings (CXT) | 0.0 | $527k | NEW | 9.3k | 56.44 |
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ResMed (RMD) | 0.0 | $510k | -18% | 2.3k | 218.50 |
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Texas Instruments Incorporated (TXN) | 0.0 | $504k | 2.8k | 180.02 |
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Harrow Health (HROW) | 0.0 | $494k | -56% | 26k | 19.04 |
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Wayside Technology (CLMB) | 0.0 | $482k | NEW | 10k | 47.86 |
|
State Street Corporation (STT) | 0.0 | $470k | -2% | 6.4k | 73.18 |
|
Intel Corporation (INTC) | 0.0 | $457k | -6% | 14k | 33.44 |
|
Home Depot (HD) | 0.0 | $428k | 1.4k | 310.64 |
|
|
Becton, Dickinson and (BDX) | 0.0 | $417k | 1.6k | 264.01 |
|
|
Oracle Corporation (ORCL) | 0.0 | $414k | 3.5k | 119.09 |
|
|
Grid Dynamics Hldgs Cl A (GDYN) | 0.0 | $403k | +11% | 44k | 9.25 |
|
Red Violet (RDVT) | 0.0 | $388k | +8% | 19k | 20.57 |
|
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $387k | 17k | 22.25 |
|
|
Citigroup Com New (C) | 0.0 | $379k | 8.2k | 46.04 |
|
|
Amazon (AMZN) | 0.0 | $373k | -6% | 2.9k | 130.36 |
|
Karooooo Ord Shs (KARO) | 0.0 | $368k | NEW | 16k | 23.32 |
|
Eli Lilly & Co. (LLY) | 0.0 | $360k | -48% | 767.00 | 468.98 |
|
Envela Corporation (ELA) | 0.0 | $335k | -48% | 46k | 7.36 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $334k | 4.6k | 72.69 |
|
|
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $329k | 4.9k | 67.50 |
|
|
Viemed Healthcare (VMD) | 0.0 | $324k | -45% | 33k | 9.78 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $321k | 670.00 | 478.91 |
|
|
S&p Global (SPGI) | 0.0 | $316k | 787.00 | 400.89 |
|
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $305k | 4.1k | 74.33 |
|
|
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.0 | $305k | 6.1k | 49.81 |
|
|
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $278k | 3.5k | 78.49 |
|
|
Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $276k | 6.8k | 40.41 |
|
|
Lifemd (LFMD) | 0.0 | $275k | -29% | 63k | 4.35 |
|
Amgen (AMGN) | 0.0 | $274k | 1.2k | 222.02 |
|
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $272k | 613.00 | 443.28 |
|
|
3M Company (MMM) | 0.0 | $270k | -2% | 2.7k | 100.09 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $265k | -13% | 1.6k | 162.43 |
|
NuVasive (NUVA) | 0.0 | $256k | -43% | 6.2k | 41.59 |
|
Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $256k | 3.8k | 67.44 |
|
|
Quipt Home Medical Corporation (QIPT) | 0.0 | $256k | NEW | 48k | 5.34 |
|
Ubiquiti (UI) | 0.0 | $247k | -98% | 1.4k | 175.74 |
|
GSK Sponsored Adr (GSK) | 0.0 | $246k | -9% | 6.9k | 35.64 |
|
Exxon Mobil Corporation (XOM) | 0.0 | $245k | -8% | 2.3k | 107.26 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $239k | 6.0k | 39.56 |
|
|
Southern Company (SO) | 0.0 | $239k | 3.4k | 70.25 |
|
|
Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $238k | 4.3k | 54.98 |
|
|
Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $233k | 9.9k | 23.47 |
|
|
Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $233k | 9.9k | 23.48 |
|
|
Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $233k | 9.6k | 24.38 |
|
|
Caterpillar (CAT) | 0.0 | $223k | -16% | 905.00 | 246.05 |
|
Woodward Governor Company (WWD) | 0.0 | $212k | -13% | 1.8k | 118.90 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $201k | NEW | 544.00 | 369.28 |
|
Mastech Holdings (MHH) | 0.0 | $189k | -79% | 19k | 9.88 |
|
Fathom Holdings (FTHM) | 0.0 | $154k | -33% | 22k | 7.14 |
|
The Real Brokerage Com New (REAX) | 0.0 | $149k | -36% | 78k | 1.90 |
|
The Real Good Food Company I Com Cl A (RGF) | 0.0 | $110k | -62% | 32k | 3.47 |
|
Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $98k | 16k | 6.00 |
|
|
Haleon Spon Ads (HLN) | 0.0 | $95k | 11k | 8.38 |
|
Past Filings by Anchor Capital Advisors
SEC 13F filings are viewable for Anchor Capital Advisors going back to 2010
- 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
- Anchor Capital Advisors 2020 Q3 filed Nov. 13, 2020
- Anchor Capital Advisors 2020 Q2 filed Aug. 10, 2020
- Anchor Capital Advisors 2020 Q1 filed May 7, 2020
- Anchor Capital Advisors 2019 Q4 filed Jan. 27, 2020
- Anchor Capital Advisors 2019 Q3 filed Oct. 25, 2019