Anchor Capital Advisors

Latest statistics and disclosures from Anchor Capital Advisors's latest quarterly 13F-HR filing:

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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

View all past filings