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 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First American Financial (FAF) 1.9 $92M 1.6M 56.65
Bwx Technologies (BWXT) 1.9 $91M 1.4M 65.94
First Republic Bank/san F (FRC) 1.9 $90M 538k 166.75
A. O. Smith Corporation (AOS) 1.9 $89M +4% 1.3M 67.61
Broadridge Financial Solutions (BR) 1.8 $84M 551k 153.10
Huntsman Corporation (HUN) 1.8 $84M 2.9M 28.83
Dollar General (DG) 1.7 $81M +5% 398k 202.62
Ss&c Technologies Holding (SSNC) 1.7 $79M 1.1M 69.87
Sun Communities (SUI) 1.7 $78M 522k 150.04
CBOE Holdings (CBOE) 1.6 $78M NEW 787k 98.69
NuVasive (NUVA) 1.6 $77M +4% 1.2M 65.56
Analog Devices (ADI) 1.6 $75M -13% 481k 155.08
Entergy Corporation (ETR) 1.5 $73M +8% 732k 99.47
Hexcel Corporation (HXL) 1.5 $72M +25% 1.3M 56.00

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Liberty Broadband Corp Com Ser C (LBRDK) 1.5 $72M 476k 150.15
Hudson Pacific Properties (HPP) 1.5 $71M +41% 2.6M 27.13
Gartner (IT) 1.5 $71M -4% 390k 182.55
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.5 $70M 225k 309.17
Zimmer Holdings (ZBH) 1.5 $69M 433k 160.08
Expeditors International of Washington (EXPD) 1.5 $69M 643k 107.69
Fluor Corporation (FLR) 1.4 $68M +23% 2.9M 23.09
Solaredge Technologies (SEDG) 1.4 $65M 226k 287.44
Casey's General Stores (CASY) 1.4 $64M 298k 216.19
M&T Bank Corporation (MTB) 1.4 $64M +4% 423k 151.61
Booz Allen Hamilton Hldg Cor Cl A (BAH) 1.3 $64M -21% 791k 80.53
Watsco, Incorporated (WSO) 1.3 $63M +2% 242k 260.75
Portland Gen Elec Com New (POR) 1.3 $63M +8% 1.3M 47.47
Globe Life (GL) 1.3 $63M +2% 647k 96.63
Markel Corporation (MKL) 1.3 $62M +3% 54k 1139.63
Boston Scientific Corporation (BSX) 1.3 $62M +5% 1.6M 38.65
Bank of Hawaii Corporation (BOH) 1.2 $59M +17% 659k 89.49
Epam Systems (EPAM) 1.2 $58M -8% 145k 396.69
Woodward Governor Company (WWD) 1.2 $57M -8% 475k 120.63
Insperity (NSP) 1.2 $57M +4% 675k 83.74
Hubbell (HUBB) 1.2 $56M -2% 298k 186.89
Burlington Stores (BURL) 1.2 $55M 184k 298.80
Dentsply Sirona (XRAY) 1.2 $55M -2% 863k 63.81
Waters Corporation (WAT) 1.1 $53M 188k 284.17
Expedia Group Com New (EXPE) 1.1 $53M NEW 307k 172.12
Alleghany Corporation (Y) 1.1 $53M 84k 626.29
Hasbro (HAS) 1.1 $50M -24% 521k 96.12
Host Hotels & Resorts (HST) 1.1 $50M 3.0M 16.85
Xcel Energy (XEL) 1.0 $48M +30% 725k 66.51
Alliant Energy Corporation (LNT) 1.0 $48M NEW 882k 54.16
Cdk Global Inc equities (CDK) 1.0 $48M 883k 54.06
Avery Dennison Corporation (AVY) 1.0 $47M 257k 183.65
Liberty Media Corp Del Com C Siriusxm (LSXMK) 1.0 $46M 1.0M 44.11
Haemonetics Corporation (HAE) 1.0 $46M -7% 412k 111.01
Hershey Company (HSY) 0.9 $44M 279k 158.16
Ubiquiti (UI) 0.9 $44M -2% 146k 298.30
Texas Pacific Land Corp (TPL) 0.9 $43M NEW 27k 1589.44
Ollies Bargain Outlt Hldgs I (OLLI) 0.8 $39M +2% 447k 87.00
Iaa (IAA) 0.8 $38M +5% 691k 55.14
JPMorgan Chase & Co. (JPM) 0.8 $38M +8% 250k 152.23
Microsoft Corporation (MSFT) 0.8 $37M +6% 159k 235.77
Dorman Products (DORM) 0.7 $35M -2% 341k 102.64
Apple (AAPL) 0.7 $33M +10% 270k 122.15
Donaldson Company (DCI) 0.7 $33M 567k 58.16
Helen Of Troy (HELE) 0.7 $32M 153k 210.66
Clorox Company (CLX) 0.6 $30M +6% 155k 192.88
Eaton Corp SHS (ETN) 0.6 $29M -7% 211k 138.28
American Express Company (AXP) 0.6 $28M +5% 201k 141.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $28M +4% 344k 82.50
Comcast Corp Cl A (CMCSA) 0.6 $28M +3% 521k 54.11
Chubb (CB) 0.6 $27M +7% 173k 157.97
Medtronic SHS (MDT) 0.6 $27M +7% 227k 118.13
Te Connectivity Reg Shs (TEL) 0.6 $26M -7% 202k 129.11
Mondelez Intl Cl A (MDLZ) 0.5 $26M +10% 442k 58.53
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $26M +60% 197k 129.89
Johnson & Johnson (JNJ) 0.5 $26M -8% 155k 164.35
Fiserv (FISV) 0.5 $25M +30% 213k 119.04
Paypal Holdings (PYPL) 0.5 $25M +12% 104k 242.84
Boeing Company (BA) 0.5 $25M -7% 98k 254.72
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $25M 267k 93.03
Progressive Corporation (PGR) 0.5 $24M +13% 251k 95.61
Ross Stores (ROST) 0.5 $24M +21% 199k 119.91
Lowe's Companies (LOW) 0.5 $24M +5% 125k 190.18
Procter & Gamble Company (PG) 0.5 $23M +10% 170k 135.43
Citigroup Com New (C) 0.5 $23M NEW 316k 72.75
Ida (IDA) 0.5 $23M NEW 226k 99.97
Pepsi (PEP) 0.5 $22M +10% 155k 141.45
Kansas City Southern Com New (KSU) 0.5 $21M 81k 263.92
Abbott Laboratories (ABT) 0.4 $20M +6% 167k 119.84
W.R. Berkley Corporation (WRB) 0.4 $20M +3% 260k 75.35
Pioneer Natural Resources (PXD) 0.4 $19M 121k 158.82
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $19M +46% 170k 112.93
Corteva (CTVA) 0.4 $19M 411k 46.62
Alcon Ord Shs (ALC) 0.4 $19M +2% 273k 70.18
Marathon Petroleum Corp (MPC) 0.4 $18M +7% 344k 53.49
Wal-Mart Stores (WMT) 0.4 $18M +7% 135k 135.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $18M +2% 214k 82.19
Clarivate Ord Shs (CLVT) 0.4 $17M NEW 652k 26.39
Raytheon Technologies Corp (RTX) 0.4 $17M +24% 221k 77.27
Lauder Estee Cos Cl A (EL) 0.4 $17M -18% 58k 290.85
Verizon Communications (VZ) 0.4 $17M -15% 290k 58.15
Lamar Advertising Cl A (LAMR) 0.3 $16M +10% 172k 93.92
Pfizer (PFE) 0.3 $15M +5% 424k 36.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $15M +24% 292k 51.54
Ishares Tr Mbs Etf (MBB) 0.3 $15M +57% 136k 108.42
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $13M +11% 128k 101.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $13M -41% 50k 255.46
Marriott Intl Cl A (MAR) 0.3 $13M +22% 87k 148.11
Amdocs SHS (DOX) 0.3 $12M -17% 173k 70.15
Mohawk Group Holdings Ord 0.1 $7.0M +86% 236k 29.50
Ishares Tr Russell 2000 Etf (IWM) 0.1 $6.0M 27k 220.93
Easterly Government Properti reit (DEA) 0.1 $5.7M +32% 275k 20.73
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $5.6M +19% 43k 130.04
Nv5 Holding (NVEE) 0.1 $5.2M +7% 54k 96.56
Citi Trends (CTRN) 0.1 $4.7M +76% 56k 83.79
Ishares Tr Rus 1000 Etf (IWB) 0.1 $4.6M 21k 223.82
Community Bank System (CBU) 0.1 $4.5M +33% 59k 76.72
ICF International (ICFI) 0.1 $4.4M +33% 50k 87.40
National Storage Affiliates Com Shs Ben In (NSA) 0.1 $4.1M 102k 39.93
Colgate-Palmolive Company (CL) 0.1 $4.0M 51k 78.84
Viemed Healthcare (VMD) 0.1 $4.0M NEW 391k 10.12
Gibraltar Industries (ROCK) 0.1 $3.9M +13% 42k 91.51
Perficient (PRFT) 0.1 $3.8M +17% 65k 58.72
Unilever Spon Adr New (UL) 0.1 $3.7M -2% 66k 55.83
Hyrecar (HYRE) 0.1 $3.5M NEW 361k 9.80
Sp Plus (SP) 0.1 $3.4M +24% 104k 32.79
International Money Express (IMXI) 0.1 $3.4M +8% 227k 15.01
Msa Safety Inc equity (MSA) 0.1 $3.4M +6% 23k 150.02
Exp World Holdings Inc equities (EXPI) 0.1 $3.3M +11% 73k 45.55
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $3.3M -10% 29k 113.81
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $3.2M 44k 72.99
Facebook Cl A (FB) 0.1 $3.1M +27% 11k 294.57
Eastern Bankshares (EBC) 0.1 $3.1M NEW 162k 19.29
Honeywell International (HON) 0.1 $3.0M 14k 217.10
Douglas Dynamics (PLOW) 0.1 $2.9M +38% 64k 46.15
Fidelity National Information Services (FIS) 0.1 $2.9M -80% 21k 140.60
Coca-Cola Company (KO) 0.1 $2.9M 55k 52.70
RPM International (RPM) 0.1 $2.8M 30k 91.86
Hologic (HOLX) 0.1 $2.7M 37k 74.37
Bank of Marin Ban (BMRC) 0.1 $2.7M 69k 39.16
Open Lending Corp Com Cl A (LPRO) 0.1 $2.6M 73k 35.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.5M 34k 73.92
Genuine Parts Company (GPC) 0.1 $2.4M -95% 21k 115.57
Truist Financial Corp equities (TFC) 0.0 $2.4M 40k 58.31
Dow (DOW) 0.0 $2.3M +2% 36k 63.95
Sonoco Products Company (SON) 0.0 $2.3M -92% 37k 63.30
Cisco Systems (CSCO) 0.0 $2.3M 45k 51.72
Aon Shs Cl A (AON) 0.0 $2.1M -2% 9.0k 230.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $2.1M -3% 23k 91.85
Power Reit (PW) 0.0 $2.0M +25% 45k 45.24
Transcat (TRNS) 0.0 $2.0M -9% 41k 49.09
Leidos Holdings (LDOS) 0.0 $2.0M -18% 21k 96.27
Red Violet (RDVT) 0.0 $1.9M +25% 104k 18.42
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.9M 25k 75.86
Everest Re Group (RE) 0.0 $1.8M -88% 7.2k 247.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $1.8M -68% 12k 151.55
Texas Instruments Incorporated (TXN) 0.0 $1.8M 9.4k 188.95
Celsius Hldgs Com New (CELH) 0.0 $1.7M -23% 36k 48.05
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.7M 28k 61.50
UFP Technologies (UFPT) 0.0 $1.7M -5% 33k 49.82
Aar (AIR) 0.0 $1.6M -10% 39k 41.65
Bank of America Corporation (BAC) 0.0 $1.6M 41k 38.68
Bm Technologies Cl A Com (BMTX) 0.0 $1.6M NEW 137k 11.65
SYSCO Corporation (SYY) 0.0 $1.6M -87% 20k 78.76
Fathom Holdings (FTHM) 0.0 $1.6M -53% 43k 36.62
Home Depot (HD) 0.0 $1.5M 5.0k 305.23
Qualcomm (QCOM) 0.0 $1.5M 11k 132.55
Juniper Indl Hldgs Com Cl A 0.0 $1.5M NEW 119k 12.40
Audioeye Com New (AEYE) 0.0 $1.5M +29% 52k 27.93
Pinterest Cl A (PINS) 0.0 $1.5M 20k 74.01
Fidelity Covington Trust Total Bd Etf (FBND) 0.0 $1.4M +42% 27k 52.41
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $1.4M 31k 45.07
Harrow Health (HROW) 0.0 $1.4M NEW 209k 6.75
Ion Acquisition Corp 1 Shs Cl A 0.0 $1.4M NEW 139k 10.11
Safety Insurance (SAFT) 0.0 $1.3M +24% 16k 84.22
First of Long Island Corporation (FLIC) 0.0 $1.3M -3% 59k 21.26
Cavco Industries (CVCO) 0.0 $1.2M -2% 5.4k 225.69
Store Capital Corp reit (STOR) 0.0 $1.2M -91% 35k 33.50
Evi Industries (EVI) 0.0 $1.2M +100% 41k 28.77
Intel Corporation (INTC) 0.0 $1.2M -7% 18k 63.99
Lockheed Martin Corporation (LMT) 0.0 $1.2M 3.2k 369.61
Eversource Energy (ES) 0.0 $1.1M 13k 86.59
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $1.1M +12% 7.2k 159.45
Columbia Banking System (COLB) 0.0 $1.1M -4% 26k 43.09
McDonald's Corporation (MCD) 0.0 $1.1M 4.7k 224.07
Amgen (AMGN) 0.0 $1.0M 4.0k 248.82
Glaxosmithkline Sponsored Adr (GSK) 0.0 $1.0M -89% 28k 35.69
Kaman Corporation (KAMN) 0.0 $992k -7% 19k 51.27
Carlotz Com Cl A (LOTZ) 0.0 $984k NEW 138k 7.13
First Financial Ban (FFBC) 0.0 $981k -3% 41k 24.01
Walt Disney Company (DIS) 0.0 $981k 5.3k 184.61
Winmark Corporation (WINA) 0.0 $935k 5.0k 186.44
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $934k 18k 50.80
Stag Industrial (STAG) 0.0 $918k -3% 27k 33.61
Alphabet Cap Stk Cl A (GOOGL) 0.0 $864k 419.00 2062.05
Unitil Corporation (UTL) 0.0 $850k -6% 19k 45.70
Stryker Corporation (SYK) 0.0 $830k 3.4k 243.54
Hingham Institution for Savings (HIFS) 0.0 $803k -2% 2.8k 283.65
United Bankshares (UBSI) 0.0 $802k -9% 21k 38.58
Ishares Tr Nasdaq Biotech (IBB) 0.0 $788k 5.2k 150.53
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.0 $788k 25k 32.04
Spdr Gold Tr Gold Shs (GLD) 0.0 $787k -8% 4.9k 159.96
Construction Partners Com Cl A (ROAD) 0.0 $785k -56% 26k 29.88
Norfolk Southern (NSC) 0.0 $776k 2.9k 268.51
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $771k 2.00 385500.00
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $768k 8.1k 95.17
Barnes (B) 0.0 $758k +4% 15k 49.55
Simpson Manufacturing (SSD) 0.0 $728k -2% 7.0k 103.69
PNC Financial Services (PNC) 0.0 $727k 4.1k 175.31
3M Company (MMM) 0.0 $721k -2% 3.7k 192.78
Alphabet Cap Stk Cl C (GOOG) 0.0 $687k 332.00 2069.28
Graftech International (EAF) 0.0 $686k NEW 56k 12.23
Science App Int'l (SAIC) 0.0 $685k -3% 8.2k 83.58
Mid-America Apartment (MAA) 0.0 $677k -5% 4.7k 144.26
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $659k -97% 6.0k 109.32
ResMed (RMD) 0.0 $655k 3.4k 194.07
Signature Bank (SBNY) 0.0 $655k -40% 2.9k 226.17
Tufin Software Technologie SHS (TUFN) 0.0 $646k 62k 10.50
Ishares Msci Emerg Mrkt (EEMV) 0.0 $641k 10k 63.14
Big Lots (BIG) 0.0 $634k -2% 9.3k 68.33
Dril-Quip (DRQ) 0.0 $608k 18k 33.25
Fidelity Covington Trust Low Durtin Etf (FLDR) 0.0 $605k +48% 12k 50.67
Visa Com Cl A (V) 0.0 $593k 2.8k 211.79
NiSource (NI) 0.0 $585k -99% 24k 24.11
Textron (TXT) 0.0 $566k 10k 56.11
Royal Dutch Shell Spon Adr B (RDS.B) 0.0 $564k -8% 15k 36.84
State Street Corporation (STT) 0.0 $564k 6.7k 83.94
Abbvie (ABBV) 0.0 $528k -2% 4.9k 108.29
PS Business Parks (PSB) 0.0 $525k 3.4k 154.50
Global Med Reit Com New (GMRE) 0.0 $525k -3% 40k 13.12
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $519k 7.5k 69.20
International Flavors & Fragrances (IFF) 0.0 $514k NEW 3.7k 139.67
Illinois Tool Works (ITW) 0.0 $509k -3% 2.3k 221.30
CSG Systems International (CSGS) 0.0 $498k -3% 11k 44.86
UnitedHealth (UNH) 0.0 $496k 1.3k 372.09
Mimecast Ord Shs (MIME) 0.0 $484k +2% 12k 40.25
Amazon (AMZN) 0.0 $480k -50% 155.00 3096.77
Kadant (KAI) 0.0 $470k 2.5k 185.04
FactSet Research Systems (FDS) 0.0 $463k 1.5k 308.67
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $449k 17k 25.83
Becton, Dickinson and (BDX) 0.0 $406k 1.7k 243.41
ConocoPhillips (COP) 0.0 $373k -34% 7.0k 53.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $368k 7.1k 52.01
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $355k 1.6k 226.55
Dupont De Nemours (DD) 0.0 $338k -55% 4.4k 77.33
Ishares Tr Modert Alloc Etf (AOM) 0.0 $332k 7.6k 43.57
S&p Global (SPGI) 0.0 $313k 888.00 352.48
Southern Company (SO) 0.0 $308k 5.0k 62.22
Cambridge Ban (CATC) 0.0 $307k 3.6k 84.25
Ishares Tr Core Msci Eafe (IEFA) 0.0 $304k 4.2k 72.09
Eli Lilly & Co. (LLY) 0.0 $290k 1.6k 187.10
Novo-nordisk A S Adr (NVO) 0.0 $289k 4.3k 67.32
L Brands (LB) 0.0 $288k NEW 4.7k 61.94
Caterpillar (CAT) 0.0 $285k 1.2k 231.71
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $284k 2.8k 101.43
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $252k NEW 8.5k 29.82
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.0 $242k 3.8k 63.77
Thermo Fisher Scientific (TMO) 0.0 $240k 525.00 457.14
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $235k 4.4k 53.41
Hess (HES) 0.0 $223k -99% 3.2k 70.61
Nice Sponsored Adr (NICE) 0.0 $222k 1.0k 218.29
Ishares Tr Select Divid Etf (DVY) 0.0 $216k NEW 1.9k 113.92
Nextera Energy (NEE) 0.0 $212k -7% 2.8k 75.71
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $211k NEW 2.1k 101.30
Waitr Hldgs (WTRH) 0.0 $196k NEW 67k 2.93
Cbdmd (YCBD) 0.0 $121k NEW 29k 4.13
Wrap Technologies (WRAP) 0.0 $117k NEW 21k 5.57
Livexlive Media Com New (LIVX) 0.0 $113k NEW 26k 4.34
Paysign (PAYS) 0.0 $113k NEW 26k 4.37

Past Filings by Anchor Capital Advisors

SEC 13F filings are viewable for Anchor Capital Advisors going back to 2010

View all past filings