Anchor Capital Advisors
Latest statistics and disclosures from Anchor Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CARG, FLR, FAF, MCK, MTB, and represent 10.11% of Anchor Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: FANG (+$71M), HES (+$60M), MCK (+$59M), VNT (+$47M), CVX (+$35M), MTB (+$32M), UNH (+$23M), V (+$19M), HPP (+$18M), CVS (+$18M).
- Started 24 new stock positions in BMY, VNT, CVX, GLD, FANG, PDCE, AMT, PH, CVS, RGF. XOM, IBEX, BND, TRV, ATLC, MGY, HES, APPS, COLD, APD, SHEL, SMLR, KR, NNI.
- Reduced shares in these 10 stocks: IGF (-$760M), COMT (-$246M), ACWI (-$68M), IT (-$52M), HXL (-$49M), NUVA (-$47M), IAA (-$39M), CLX (-$34M), TPL (-$31M), SEDG (-$30M).
- Sold out of its positions in BMRC, LOTZ, ROAD, XRAY, HXL, HST, HYRE, IAA, IJJ, SMMD. EL, LVO, OLLI, PAYS, Royal Dutch Shell, VQS, PARA, WRAP, MIME.
- Anchor Capital Advisors was a net seller of stock by $-1.2B.
- Anchor Capital Advisors has $4.7B in assets under management (AUM), dropping by -6.43%.
- Central Index Key (CIK): 0000813933
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Portfolio Holdings for Anchor Capital Advisors
Companies in the Anchor Capital Advisors portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cargurus Com Cl A (CARG) | 2.1 | $101M | -2% | 2.4M | 42.46 | |
| Fluor Corporation (FLR) | 2.1 | $97M | 3.4M | 28.69 | ||
| First American Financial (FAF) | 2.0 | $97M | 1.5M | 64.82 | ||
| McKesson Corporation (MCK) | 2.0 | $93M | +175% | 303k | 306.13 | |
| M&T Bank Corporation (MTB) | 1.9 | $91M | +55% | 536k | 169.50 | |
| Hudson Pacific Properties (HPP) | 1.9 | $90M | +25% | 3.3M | 27.75 | |
| Dollar General (DG) | 1.8 | $87M | 390k | 222.63 | ||
| Markel Corporation (MKL) | 1.8 | $86M | 58k | 1475.24 | ||
| CBOE Holdings (CBOE) | 1.8 | $85M | 747k | 114.42 | ||
| Sun Communities (SUI) | 1.8 | $85M | 483k | 175.29 | ||
| Broadridge Financial Solutions (BR) | 1.8 | $83M | 533k | 155.71 | ||
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 1.7 | $82M | +19% | 931k | 87.84 | |
| Ss&c Technologies Holding (SSNC) | 1.7 | $79M | -2% | 1.1M | 75.02 | |
| A. O. Smith Corporation (AOS) | 1.6 | $76M | -3% | 1.2M | 63.89 | |
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| Analog Devices (ADI) | 1.6 | $75M | 454k | 165.18 | ||
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.6 | $75M | -2% | 187k | 398.22 | |
| Entergy Corporation (ETR) | 1.6 | $75M | -2% | 639k | 116.75 | |
| First Republic Bank/san F (FRC) | 1.6 | $74M | 455k | 162.10 | ||
| Watsco, Incorporated (WSO) | 1.5 | $71M | 234k | 304.64 | ||
| Diamondback Energy (FANG) | 1.5 | $71M | NEW | 515k | 137.08 | |
| Boston Scientific Corporation (BSX) | 1.5 | $70M | 1.6M | 44.29 | ||
| Portland Gen Elec Com New (POR) | 1.5 | $69M | -3% | 1.3M | 55.15 | |
| Insperity (NSP) | 1.4 | $68M | 677k | 100.42 | ||
| Bwx Technologies (BWXT) | 1.4 | $66M | -13% | 1.2M | 53.86 | |
| Willis Towers Watson SHS (WTW) | 1.4 | $65M | 275k | 236.22 | ||
| Royal Gold (RGLD) | 1.4 | $65M | +23% | 458k | 141.28 | |
| Globe Life (GL) | 1.4 | $65M | -3% | 641k | 100.60 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.4 | $64M | 475k | 135.32 | ||
| Hess (HES) | 1.3 | $60M | NEW | 563k | 107.04 | |
| Casey's General Stores (CASY) | 1.2 | $59M | 296k | 198.17 | ||
| Hershey Company (HSY) | 1.2 | $57M | -3% | 264k | 216.63 | |
| Zimmer Holdings (ZBH) | 1.2 | $57M | 442k | 127.90 | ||
| Gxo Logistics Incorporated Common Stock (GXO) | 1.2 | $56M | -4% | 791k | 71.34 | |
| Expeditors International of Washington (EXPD) | 1.1 | $54M | -16% | 521k | 103.16 | |
| Alliant Energy Corporation (LNT) | 1.1 | $52M | 837k | 62.48 | ||
| Expedia Group Com New (EXPE) | 1.1 | $51M | -11% | 262k | 195.67 | |
| Hubbell (HUBB) | 1.1 | $51M | 275k | 183.77 | ||
| Xcel Energy (XEL) | 1.1 | $50M | 695k | 72.17 | ||
| Gartner (IT) | 1.0 | $49M | -51% | 165k | 297.46 | |
| Waters Corporation (WAT) | 1.0 | $49M | 157k | 310.39 | ||
| Vontier Corporation (VNT) | 1.0 | $47M | NEW | 1.9M | 25.39 | |
| Solaredge Technologies (SEDG) | 1.0 | $46M | -39% | 144k | 322.37 | |
| Liberty Media Corp Del Com C Siriusxm (LSXMK) | 1.0 | $45M | 992k | 45.73 | ||
| Avery Dennison Corporation (AVY) | 1.0 | $45M | +2% | 258k | 173.97 | |
| Bank of Hawaii Corporation (BOH) | 0.9 | $45M | -22% | 532k | 83.92 | |
| Ubiquiti (UI) | 0.9 | $45M | +2% | 153k | 291.16 | |
| Microsoft Corporation (MSFT) | 0.9 | $44M | 142k | 308.31 | ||
| Apple (AAPL) | 0.9 | $44M | 250k | 174.61 | ||
| Hasbro (HAS) | 0.9 | $42M | 507k | 81.92 | ||
| Alleghany Corporation (Y) | 0.8 | $38M | -43% | 44k | 846.99 | |
| Burlington Stores (BURL) | 0.7 | $35M | +4% | 192k | 182.17 | |
| Chevron Corporation (CVX) | 0.7 | $35M | NEW | 212k | 162.83 | |
| Chubb (CB) | 0.7 | $33M | -3% | 156k | 213.90 | |
| Procter & Gamble Company (PG) | 0.7 | $32M | +5% | 207k | 152.80 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $31M | -5% | 227k | 136.32 | |
| Dorman Products (DORM) | 0.7 | $31M | 324k | 95.03 | ||
| Helen Of Troy (HELE) | 0.6 | $30M | 151k | 195.84 | ||
| Progressive Corporation (PGR) | 0.6 | $29M | 252k | 113.99 | ||
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.6 | $28M | 227k | 122.05 | ||
| Marathon Petroleum Corp (MPC) | 0.6 | $28M | -2% | 323k | 85.50 | |
| Epam Systems (EPAM) | 0.6 | $28M | -3% | 93k | 296.61 | |
| Johnson & Johnson (JNJ) | 0.6 | $27M | 155k | 177.23 | ||
| Medtronic SHS (MDT) | 0.6 | $27M | +3% | 246k | 110.95 | |
| Mondelez Intl Cl A (MDLZ) | 0.6 | $27M | 430k | 62.78 | ||
| Pepsi (PEP) | 0.5 | $26M | 155k | 167.38 | ||
| Ishares Tr Glb Infrastr Etf (IGF) | 0.5 | $26M | -96% | 1.3k | 19668.97 | |
| Ida (IDA) | 0.5 | $25M | 219k | 115.36 | ||
| Te Connectivity SHS (TEL) | 0.5 | $25M | 189k | 130.98 | ||
| Eaton Corp SHS (ETN) | 0.5 | $25M | -14% | 162k | 151.76 | |
| UnitedHealth (UNH) | 0.5 | $24M | +3443% | 47k | 509.96 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $24M | +2% | 510k | 46.82 | |
| W.R. Berkley Corporation (WRB) | 0.5 | $24M | +40% | 352k | 66.59 | |
| Corteva (CTVA) | 0.5 | $23M | 403k | 57.48 | ||
| Fiserv (FISV) | 0.5 | $22M | +4% | 212k | 101.40 | |
| Lowe's Companies (LOW) | 0.5 | $22M | -5% | 106k | 202.19 | |
| Huntsman Corporation (HUN) | 0.4 | $21M | -4% | 563k | 37.51 | |
| Alcon Ord Shs (ALC) | 0.4 | $21M | 263k | 79.33 | ||
| PNC Financial Services (PNC) | 0.4 | $21M | +21% | 112k | 184.45 | |
| Wal-Mart Stores (WMT) | 0.4 | $20M | 137k | 148.92 | ||
| Raytheon Technologies Corp (RTX) | 0.4 | $20M | -6% | 202k | 99.07 | |
| Visa Com Cl A (V) | 0.4 | $20M | +3069% | 89k | 221.77 | |
| Abbott Laboratories (ABT) | 0.4 | $20M | 166k | 118.36 | ||
| Walt Disney Company (DIS) | 0.4 | $20M | +14% | 142k | 137.16 | |
| Lamar Advertising Cl A (LAMR) | 0.4 | $19M | 165k | 116.18 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $19M | -35% | 245k | 78.09 | |
| CVS Caremark Corporation (CVS) | 0.4 | $18M | NEW | 178k | 101.21 | |
| Crown Holdings (CCK) | 0.4 | $18M | +6% | 143k | 125.09 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.4 | $17M | -2% | 159k | 107.47 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $17M | -37% | 194k | 86.04 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $17M | +2% | 326k | 50.52 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $16M | 47k | 352.91 | ||
| Franco-Nevada Corporation (FNV) | 0.3 | $16M | +11% | 100k | 159.52 | |
| American Tower Reit (AMT) | 0.3 | $16M | NEW | 63k | 251.22 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $16M | +842% | 262k | 59.26 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $15M | +276% | 34k | 441.39 | |
| American Express Company (AXP) | 0.3 | $15M | -49% | 79k | 187.00 | |
| Meta Platforms Cl A (FB) | 0.3 | $15M | +20% | 65k | 222.37 | |
| Americold Rlty Tr (COLD) | 0.3 | $14M | NEW | 485k | 27.88 | |
| Nextera Energy (NEE) | 0.3 | $13M | +5178% | 148k | 84.71 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $12M | +3% | 116k | 100.16 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $11M | NEW | 61k | 180.66 | |
| Boeing Company (BA) | 0.2 | $11M | -35% | 58k | 191.50 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $11M | NEW | 38k | 283.77 | |
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.2 | $10M | -95% | 414.00 | 24954.11 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $9.6M | -72% | 80k | 119.64 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $9.2M | -44% | 179k | 51.21 | |
| Ross Stores (ROST) | 0.2 | $9.0M | -46% | 100k | 90.46 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $7.5M | -90% | 746.00 | 10026.81 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $7.1M | -64% | 43k | 165.98 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $7.0M | -48% | 69k | 101.86 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $6.2M | 51k | 120.95 | ||
| Clorox Company (CLX) | 0.1 | $5.5M | -86% | 40k | 139.02 | |
| Nv5 Holding (NVEE) | 0.1 | $5.4M | -3% | 41k | 133.30 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $5.2M | -8% | 83k | 62.76 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.0M | 24k | 205.28 | ||
| ICF International (ICFI) | 0.1 | $4.8M | 51k | 94.14 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.8M | +2% | 19k | 250.07 | |
| Nicolet Bankshares (NCBS) | 0.1 | $4.5M | 48k | 93.57 | ||
| Pioneer Natural Resources (PXD) | 0.1 | $4.2M | 17k | 250.03 | ||
| Texas Pacific Land Corp (TPL) | 0.1 | $4.1M | -88% | 3.0k | 1352.02 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $4.0M | +7% | 51k | 77.90 | |
| Intel Corporation (INTC) | 0.1 | $3.9M | +328% | 79k | 49.56 | |
| Eastern Bankshares (EBC) | 0.1 | $3.9M | +2% | 180k | 21.54 | |
| International Money Express (IMXI) | 0.1 | $3.8M | -25% | 184k | 20.61 | |
| Sp Plus (SP) | 0.1 | $3.7M | 117k | 31.36 | ||
| Msa Safety Inc equity (MSA) | 0.1 | $3.2M | 24k | 132.69 | ||
| Perficient (PRFT) | 0.1 | $3.2M | -12% | 29k | 110.08 | |
| Electronic Arts (EA) | 0.1 | $3.1M | 24k | 126.52 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $3.0M | -8% | 40k | 75.82 | |
| Citi Trends (CTRN) | 0.1 | $2.9M | +58% | 94k | 30.63 | |
| Unilever Spon Adr New (UL) | 0.1 | $2.9M | -3% | 63k | 45.57 | |
| Coca-Cola Company (KO) | 0.1 | $2.8M | -2% | 46k | 61.99 | |
| Hologic (HOLX) | 0.1 | $2.8M | 36k | 76.81 | ||
| Gibraltar Industries (ROCK) | 0.1 | $2.8M | +47% | 64k | 42.96 | |
| Cisco Systems (CSCO) | 0.1 | $2.8M | 49k | 55.77 | ||
| Honeywell International (HON) | 0.1 | $2.7M | 14k | 194.60 | ||
| Aon Shs Cl A (AON) | 0.1 | $2.7M | -4% | 8.1k | 325.64 | |
| Open Lending Corp Com Cl A (LPRO) | 0.1 | $2.5M | +15% | 133k | 18.91 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.5M | 32k | 78.04 | ||
| Easterly Government Properti reit (DEA) | 0.1 | $2.4M | -4% | 114k | 21.14 | |
| RPM International (RPM) | 0.1 | $2.4M | 30k | 81.44 | ||
| Paypal Holdings (PYPL) | 0.0 | $2.4M | -80% | 20k | 115.66 | |
| Air Products & Chemicals (APD) | 0.0 | $2.4M | NEW | 9.4k | 249.95 | |
| Dow (DOW) | 0.0 | $2.2M | +6% | 35k | 63.72 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $2.2M | 12k | 183.48 | ||
| Pjt Partners Com Cl A (PJT) | 0.0 | $2.2M | +103% | 35k | 63.13 | |
| Truist Financial Corp equities (TFC) | 0.0 | $2.2M | +3% | 39k | 56.71 | |
| Genuine Parts Company (GPC) | 0.0 | $2.2M | -4% | 17k | 126.00 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $2.2M | 20k | 108.35 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $2.2M | +162% | 20k | 107.08 | |
| Everest Re Group (RE) | 0.0 | $2.1M | 6.8k | 301.38 | ||
| Donaldson Company (DCI) | 0.0 | $2.0M | -93% | 39k | 51.92 | |
| UFP Technologies (UFPT) | 0.0 | $2.0M | 30k | 66.18 | ||
| Sonoco Products Company (SON) | 0.0 | $2.0M | +2% | 31k | 62.55 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $1.9M | +16% | 39k | 49.78 | |
| Transcat (TRNS) | 0.0 | $1.9M | -25% | 23k | 81.12 | |
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $1.8M | +27% | 108k | 17.08 | |
| Bank of America Corporation (BAC) | 0.0 | $1.7M | 41k | 41.22 | ||
| Exp World Holdings Inc equities (EXPI) | 0.0 | $1.7M | +17% | 80k | 21.17 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.7M | +5% | 23k | 73.60 | |
| Semler Scientific (SMLR) | 0.0 | $1.6M | NEW | 32k | 49.57 | |
| Qualcomm (QCOM) | 0.0 | $1.6M | 10k | 152.85 | ||
| Pfizer (PFE) | 0.0 | $1.5M | -6% | 30k | 51.79 | |
| Home Depot (HD) | 0.0 | $1.5M | 5.0k | 299.28 | ||
| Harrow Health (HROW) | 0.0 | $1.5M | +15% | 215k | 6.82 | |
| Red Violet (RDVT) | 0.0 | $1.4M | 51k | 28.50 | ||
| Pdc Energy (PDCE) | 0.0 | $1.4M | NEW | 20k | 72.66 | |
| Mastech Holdings (MHH) | 0.0 | $1.4M | +10% | 76k | 18.50 | |
| NuVasive (NUVA) | 0.0 | $1.4M | -97% | 25k | 56.71 | |
| Bm Technologies Cl A Com (BMTX) | 0.0 | $1.3M | +25% | 157k | 8.55 | |
| Safety Insurance (SAFT) | 0.0 | $1.3M | 15k | 90.85 | ||
| Power Reit (PW) | 0.0 | $1.3M | -13% | 34k | 39.40 | |
| Community Bank System (CBU) | 0.0 | $1.3M | -70% | 19k | 70.14 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.0 | $1.3M | NEW | 54k | 23.64 | |
| Mvb Financial (MVBF) | 0.0 | $1.2M | 30k | 41.50 | ||
| Aar (AIR) | 0.0 | $1.2M | -29% | 25k | 48.45 | |
| Cavco Industries (CVCO) | 0.0 | $1.2M | 5.0k | 240.84 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | 7.2k | 161.34 | ||
| Digital Turbine Com New (APPS) | 0.0 | $1.2M | NEW | 26k | 43.82 | |
| Nelnet Cl A (NNI) | 0.0 | $1.2M | NEW | 14k | 84.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.1M | 412.00 | 2781.55 | ||
| Spectrum Brands Holding (SPB) | 0.0 | $1.1M | +100% | 13k | 88.75 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $1.1M | 15k | 72.15 | ||
| Janus International Group In Common Stock (JBI) | 0.0 | $1.1M | +27% | 122k | 9.00 | |
| First of Long Island Corporation (FLIC) | 0.0 | $1.1M | 55k | 19.45 | ||
| Unitil Corporation (UTL) | 0.0 | $1.1M | +29% | 21k | 49.89 | |
| Viemed Healthcare (VMD) | 0.0 | $1.1M | +32% | 212k | 4.98 | |
| Graftech International (EAF) | 0.0 | $1.0M | 109k | 9.62 | ||
| Winmark Corporation (WINA) | 0.0 | $1.0M | 4.6k | 220.00 | ||
| Atlanticus Holdings (ATLC) | 0.0 | $1.0M | NEW | 20k | 51.79 | |
| Stag Industrial (STAG) | 0.0 | $1.0M | 24k | 41.34 | ||
| Marriott Intl Cl A (MAR) | 0.0 | $947k | -93% | 5.4k | 175.83 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $927k | 332.00 | 2792.17 | ||
| Store Capital Corp reit (STOR) | 0.0 | $919k | -5% | 32k | 29.22 | |
| Stryker Corporation (SYK) | 0.0 | $911k | 3.4k | 267.31 | ||
| Simpson Manufacturing (SSD) | 0.0 | $911k | -2% | 8.4k | 109.06 | |
| Eversource Energy (ES) | 0.0 | $910k | 10k | 88.20 | ||
| Hillman Solutions Corp (HLMN) | 0.0 | $909k | +2% | 77k | 11.88 | |
| Celsius Hldgs Com New (CELH) | 0.0 | $891k | +32% | 16k | 55.19 | |
| Hingham Institution for Savings (HIFS) | 0.0 | $880k | 2.6k | 343.08 | ||
| Woodward Governor Company (WWD) | 0.0 | $878k | -24% | 7.0k | 124.93 | |
| Canadian Pacific Railway (CP) | 0.0 | $859k | -27% | 10k | 82.52 | |
| Kaman Corporation (KAMN) | 0.0 | $814k | 19k | 43.51 | ||
| Citigroup Com New (C) | 0.0 | $803k | -94% | 15k | 53.42 | |
| Signature Bank (SBNY) | 0.0 | $780k | 2.7k | 293.56 | ||
| Mid-America Apartment (MAA) | 0.0 | $768k | 3.7k | 209.49 | ||
| ResMed (RMD) | 0.0 | $754k | -6% | 3.1k | 242.44 | |
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.0 | $744k | +3% | 15k | 50.13 | |
| Textron (TXT) | 0.0 | $743k | 10k | 74.40 | ||
| Abbvie (ABBV) | 0.0 | $742k | 4.6k | 162.15 | ||
| Columbia Banking System (COLB) | 0.0 | $730k | 23k | 32.27 | ||
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $702k | -4% | 16k | 43.55 | |
| Douglas Dynamics (PLOW) | 0.0 | $680k | 20k | 34.61 | ||
| FactSet Research Systems (FDS) | 0.0 | $651k | 1.5k | 434.00 | ||
| Science App Int'l (SAIC) | 0.0 | $651k | 7.1k | 92.21 | ||
| Barnes (B) | 0.0 | $649k | +4% | 16k | 40.19 | |
| United Bankshares (UBSI) | 0.0 | $648k | 19k | 34.87 | ||
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $640k | 22k | 29.68 | ||
| Xpo Logistics Inc equity (XPO) | 0.0 | $609k | -93% | 8.4k | 72.78 | |
| ConocoPhillips (COP) | 0.0 | $589k | 5.9k | 100.00 | ||
| Illinois Tool Works (ITW) | 0.0 | $587k | 2.8k | 209.27 | ||
| Fathom Holdings (FTHM) | 0.0 | $586k | +39% | 55k | 10.71 | |
| Shell Spon Ads (SHEL) | 0.0 | $586k | NEW | 11k | 54.89 | |
| State Street Corporation (STT) | 0.0 | $576k | 6.6k | 87.15 | ||
| PS Business Parks (PSB) | 0.0 | $540k | 3.2k | 168.22 | ||
| 3M Company (MMM) | 0.0 | $520k | -4% | 3.5k | 148.78 | |
| Tufin Software Technologie SHS (TUFN) | 0.0 | $502k | 56k | 8.92 | ||
| Amazon (AMZN) | 0.0 | $499k | 153.00 | 3261.44 | ||
| Kadant (KAI) | 0.0 | $474k | 2.4k | 194.26 | ||
| International Flavors & Fragrances (IFF) | 0.0 | $444k | 3.4k | 131.40 | ||
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $425k | 17k | 24.45 | ||
| Eli Lilly & Co. (LLY) | 0.0 | $422k | 1.5k | 286.10 | ||
| Audioeye Com New (AEYE) | 0.0 | $420k | +173% | 62k | 6.80 | |
| Becton, Dickinson and (BDX) | 0.0 | $401k | -6% | 1.5k | 265.92 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $366k | NEW | 4.6k | 79.57 | |
| The Real Good Food Company I Com Cl A (RGF) | 0.0 | $365k | NEW | 46k | 7.91 | |
| Ibex Shs New (IBEX) | 0.0 | $348k | NEW | 22k | 15.94 | |
| Amgen (AMGN) | 0.0 | $341k | +14% | 1.4k | 241.50 | |
| McDonald's Corporation (MCD) | 0.0 | $339k | -33% | 1.4k | 247.63 | |
| Norfolk Southern (NSC) | 0.0 | $339k | -10% | 1.2k | 284.87 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $338k | 4.9k | 69.45 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $337k | 4.4k | 77.47 | ||
| S&p Global (SPGI) | 0.0 | $335k | -2% | 816.00 | 410.54 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $331k | 3.5k | 93.64 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $326k | 7.1k | 46.08 | ||
| Diageo Spon Adr New (DEO) | 0.0 | $325k | 1.6k | 203.12 | ||
| Envela Corporation (ELA) | 0.0 | $322k | +87% | 69k | 4.66 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $307k | -2% | 5.0k | 61.05 | |
| Cambridge Ban (CATC) | 0.0 | $305k | 3.6k | 84.86 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $305k | -21% | 1.9k | 162.23 | |
| Evi Industries (EVI) | 0.0 | $299k | -59% | 16k | 18.56 | |
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $294k | 6.8k | 42.98 | ||
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $288k | -53% | 2.2k | 130.32 | |
| Oracle Corporation (ORCL) | 0.0 | $287k | 3.5k | 82.59 | ||
| Humana (HUM) | 0.0 | $285k | -98% | 654.00 | 435.78 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $281k | 475.00 | 591.58 | ||
| Clarivate Ord Shs (CLVT) | 0.0 | $280k | -97% | 17k | 16.73 | |
| Dupont De Nemours (DD) | 0.0 | $271k | -8% | 3.7k | 73.62 | |
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $264k | 3.8k | 69.57 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $259k | -68% | 5.7k | 45.22 | |
| Parts Id Com Cl A (ID) | 0.0 | $252k | +235% | 118k | 2.14 | |
| Southern Company (SO) | 0.0 | $247k | 3.4k | 72.65 | ||
| Caterpillar (CAT) | 0.0 | $241k | 1.1k | 223.15 | ||
| Automatic Data Processing (ADP) | 0.0 | $232k | 1.0k | 227.45 | ||
| Kroger (KR) | 0.0 | $229k | NEW | 4.0k | 57.25 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $227k | NEW | 2.8k | 82.49 | |
| Travelers Companies (TRV) | 0.0 | $219k | NEW | 1.2k | 182.80 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $216k | 596.00 | 362.42 | ||
| SYSCO Corporation (SYY) | 0.0 | $214k | -5% | 2.6k | 81.59 | |
| Bristol Myers Squibb (BMY) | 0.0 | $204k | NEW | 2.8k | 73.09 | |
| Mamamancini's Holdings (MMMB) | 0.0 | $175k | +98% | 105k | 1.67 | |
| Cbdmd (YCBD) | 0.0 | $156k | +229% | 150k | 1.04 | |
| Lifemd (LFMD) | 0.0 | $151k | -60% | 43k | 3.53 | |
Past Filings by Anchor Capital Advisors
SEC 13F filings are viewable for Anchor Capital Advisors going back to 2010
- 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
- Anchor Capital Advisors 2019 Q2 filed Aug. 1, 2019
- Anchor Capital Advisors 2019 Q1 filed May 9, 2019
- Anchor Capital Advisors 2018 Q4 filed Feb. 4, 2019
- Anchor Capital Advisors 2018 Q3 filed Oct. 31, 2018
- Anchor Capital Advisors 2018 Q2 filed Aug. 7, 2018