Anchor Capital Advisors
Latest statistics and disclosures from Anchor Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MCK, CBOE, ADI, WRB, MTB, and represent 11.12% of Anchor Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: SUNB (+$30M), BLDR (+$29M), PAYC (+$22M), CNH (+$17M), SHY (+$12M), AZN (+$11M), BRK.B (+$8.4M), TECK (+$8.3M), CCI (+$8.1M), JPLD (+$7.2M).
- Started 20 new stock positions in FLXR, IJR, IBDT, COST, JPLD, EEM, VOT, TTE, COMT, SUNB. GNR, BLDR, UI, FENI, PAYC, IJH, MGK, SCHG, RGLD, AZN.
- Reduced shares in these 10 stocks: BWXT (-$35M), AJG (-$31M), HAL (-$30M), IWD (-$11M), MCK (-$11M), AstraZeneca (-$10M), PGR (-$9.5M), MBB (-$8.7M), ADI (-$8.3M), .
- Sold out of its positions in AstraZeneca, ASUR, CBZ, CP, DEO, DFH, FIS, IT, HIFS, IWV. MBB, USMV, JILL, NSA, SPGI, CRM, UNH, VO, WAT, WTW.
- Anchor Capital Advisors was a net seller of stock by $-30M.
- Anchor Capital Advisors has $3.5B in assets under management (AUM), dropping by 1.79%.
- Central Index Key (CIK): 0000813933
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Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 251 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| McKesson Corporation (MCK) | 2.4 | $85M | -11% | 98k | 865.36 |
|
| CBOE Holdings (CBOE) | 2.3 | $82M | -2% | 291k | 281.07 |
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| Analog Devices (ADI) | 2.2 | $77M | -9% | 243k | 318.14 |
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| W.R. Berkley Corporation (WRB) | 2.1 | $75M | 1.1M | 66.28 |
|
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| M&T Bank Corporation (MTB) | 2.0 | $72M | 348k | 206.72 |
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| Ferguson Enterprises Common Stock New (FERG) | 2.0 | $71M | 306k | 233.26 |
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| Diamondback Energy (FANG) | 2.0 | $70M | -2% | 352k | 197.79 |
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| PNC Financial Services (PNC) | 2.0 | $69M | -2% | 331k | 208.09 |
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| CRH Ord (CRH) | 1.9 | $68M | 645k | 105.12 |
|
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| Casey's General Stores (CASY) | 1.9 | $67M | -4% | 93k | 727.86 |
|
| Air Products & Chemicals (APD) | 1.8 | $63M | +10% | 218k | 290.49 |
|
| Markel Corporation (MKL) | 1.8 | $62M | 32k | 1914.05 |
|
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| Ida (IDA) | 1.7 | $59M | 414k | 142.97 |
|
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| Alliant Energy Corporation (LNT) | 1.6 | $55M | 771k | 71.76 |
|
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| Globus Med Cl A (GMED) | 1.6 | $55M | -8% | 640k | 86.16 |
|
| Lamar Advertising Cl A (LAMR) | 1.6 | $55M | -3% | 433k | 126.66 |
|
| Alcon Ord Shs (ALC) | 1.5 | $53M | -2% | 697k | 75.35 |
|
| Mid-America Apartment (MAA) | 1.5 | $52M | +7% | 422k | 122.12 |
|
| Hubbell (HUBB) | 1.5 | $52M | -2% | 105k | 490.74 |
|
| Cnh Indl N V SHS (CNH) | 1.4 | $51M | +48% | 4.6M | 11.00 |
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| Corteva (CTVA) | 1.4 | $50M | -6% | 599k | 83.71 |
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| Hershey Company (HSY) | 1.4 | $50M | -3% | 240k | 207.89 |
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| Qnity Electronics Common Stock (Q) | 1.4 | $50M | 432k | 115.38 |
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| Xcel Energy (XEL) | 1.4 | $49M | 617k | 79.44 |
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| SYNNEX Corporation (SNX) | 1.4 | $49M | 289k | 168.71 |
|
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| Dupont De Nemours (DD) | 1.4 | $48M | -3% | 1.1M | 45.80 |
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| Avery Dennison Corporation (AVY) | 1.3 | $47M | 270k | 172.68 |
|
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| Expeditors International of Washington (EXPD) | 1.3 | $47M | -3% | 326k | 143.23 |
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| Te Connectivity Ord Shs (TEL) | 1.3 | $45M | 217k | 209.02 |
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| Toll Brothers (TOL) | 1.3 | $45M | -3% | 327k | 136.47 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $44M | 151k | 294.16 |
|
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| Ge Healthcare Technologies I Common Stock (GEHC) | 1.3 | $44M | -7% | 621k | 71.18 |
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| Otis Worldwide Corp (OTIS) | 1.2 | $43M | +2% | 555k | 77.08 |
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| Yum! Brands (YUM) | 1.2 | $43M | 274k | 155.48 |
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| Arch Cap Group Ord (ACGL) | 1.2 | $43M | 443k | 95.99 |
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| Teck Resources CL B (TECK) | 1.2 | $41M | +25% | 793k | 51.75 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.2 | $41M | -11% | 278k | 145.74 |
|
| Corpay Com Shs (CPAY) | 1.1 | $40M | +10% | 138k | 290.99 |
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| Crown Castle Intl (CCI) | 1.1 | $40M | +25% | 490k | 81.31 |
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| Keurig Dr Pepper (KDP) | 1.1 | $40M | +15% | 1.5M | 26.33 |
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| Solventum Corp Com Shs (SOLV) | 1.1 | $39M | 590k | 65.30 |
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| Autodesk (ADSK) | 1.0 | $35M | 147k | 239.40 |
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| Rexford Industrial Realty Inc reit (REXR) | 1.0 | $35M | 1.1M | 32.73 |
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| Watsco, Incorporated (WSO) | 0.9 | $33M | +7% | 91k | 363.79 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $33M | +58% | 399k | 82.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $32M | +36% | 66k | 479.20 |
|
| Johnson & Johnson (JNJ) | 0.9 | $31M | -15% | 126k | 244.44 |
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| Sunbelt Rentals Holdings SHS (SUNB) | 0.9 | $30M | NEW | 462k | 65.09 |
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| Boston Scientific Corporation (BSX) | 0.8 | $29M | 464k | 62.75 |
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| Builders FirstSource (BLDR) | 0.8 | $29M | NEW | 349k | 82.33 |
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| Fluor Corporation (FLR) | 0.8 | $28M | -4% | 592k | 46.65 |
|
| Broadridge Financial Solutions (BR) | 0.8 | $27M | 168k | 162.48 |
|
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.8 | $27M | +17% | 227k | 118.60 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $26M | 137k | 192.90 |
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| Microsoft Corporation (MSFT) | 0.8 | $26M | +11% | 71k | 370.17 |
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| Trane Technologies SHS (TT) | 0.7 | $25M | 60k | 416.74 |
|
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| Shell Spon Ads (SHEL) | 0.7 | $24M | 262k | 93.00 |
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| Chevron Corporation (CVX) | 0.7 | $24M | 118k | 206.90 |
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| Chubb (CB) | 0.7 | $24M | 73k | 325.93 |
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| Goldman Sachs (GS) | 0.7 | $23M | -19% | 28k | 846.00 |
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| Applied Materials (AMAT) | 0.6 | $22M | -11% | 65k | 341.79 |
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| Paycom Software (PAYC) | 0.6 | $22M | NEW | 183k | 121.54 |
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| Rio Tinto Sponsored Adr (RIO) | 0.6 | $22M | +12% | 234k | 93.29 |
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| McDonald's Corporation (MCD) | 0.6 | $21M | +30% | 69k | 310.79 |
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| Entergy Corporation (ETR) | 0.6 | $21M | 187k | 112.36 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.6 | $21M | 275k | 76.16 |
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| Pepsi (PEP) | 0.6 | $20M | +2% | 130k | 155.29 |
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| Lowe's Companies (LOW) | 0.6 | $20M | +39% | 84k | 236.28 |
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| Cme (CME) | 0.6 | $20M | +2% | 67k | 295.35 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $19M | -14% | 199k | 95.44 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $18M | 30k | 604.38 |
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| Marathon Petroleum Corp (MPC) | 0.5 | $18M | +6% | 73k | 244.18 |
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| Visa Com Cl A (V) | 0.5 | $18M | +39% | 58k | 302.24 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $17M | +2% | 329k | 52.56 |
|
| American Tower Reit (AMT) | 0.5 | $16M | +50% | 95k | 172.58 |
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| American Express Company (AXP) | 0.5 | $16M | 53k | 302.48 |
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| Intel Corporation (INTC) | 0.4 | $15M | +4% | 348k | 44.13 |
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| Union Pacific Corporation (UNP) | 0.4 | $15M | +2% | 63k | 242.62 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.4 | $15M | 135k | 110.39 |
|
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| Parker-Hannifin Corporation (PH) | 0.4 | $15M | 17k | 895.23 |
|
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| Honeywell International (HON) | 0.4 | $15M | +3% | 65k | 226.03 |
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| Wal-Mart Stores (WMT) | 0.4 | $15M | -24% | 117k | 124.28 |
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| Abbott Laboratories (ABT) | 0.4 | $14M | 137k | 102.67 |
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| SLB Com Stk (SLB) | 0.4 | $14M | +14% | 265k | 51.39 |
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| Abbvie (ABBV) | 0.4 | $14M | 63k | 217.49 |
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| Realty Income (O) | 0.4 | $13M | 214k | 61.18 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $12M | 221k | 53.22 |
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| Astrazeneca Ord (AZN) | 0.3 | $11M | NEW | 55k | 197.22 |
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| Procter & Gamble Company (PG) | 0.3 | $10M | -31% | 72k | 144.44 |
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| American Healthcare Reit Com Shs (AHR) | 0.2 | $8.4M | +3% | 178k | 47.16 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $8.0M | -17% | 10k | 772.65 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $7.8M | -39% | 16k | 491.53 |
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| Apple (AAPL) | 0.2 | $7.3M | 29k | 253.79 |
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| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.2 | $7.2M | NEW | 137k | 52.19 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $5.8M | NEW | 200k | 29.13 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.5M | -2% | 69k | 79.27 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.2M | 15k | 356.57 |
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| Tcw Etf Trust Flexible Income (FLXR) | 0.1 | $5.0M | NEW | 129k | 39.27 |
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| Progressive Corporation (PGR) | 0.1 | $4.8M | -66% | 24k | 198.24 |
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| Bwx Technologies (BWXT) | 0.1 | $4.7M | -88% | 23k | 204.49 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.6M | -2% | 56k | 82.75 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $4.6M | +2% | 9.6k | 474.57 |
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| Eaton Corp SHS (ETN) | 0.1 | $4.4M | 12k | 357.67 |
|
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| American Beacon Select Funds Glg Natural Reso (MGNR) | 0.1 | $4.1M | +6% | 79k | 51.58 |
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| Sun Communities (SUI) | 0.1 | $4.0M | -14% | 31k | 125.96 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $3.9M | NEW | 106k | 37.20 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $3.4M | -9% | 109k | 31.57 |
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| Russell Invts Exchange Trade Us Small Cap Equ (RUSC) | 0.1 | $3.4M | 106k | 31.99 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.3M | -77% | 16k | 213.67 |
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| Chord Energy Corporation Com New (CHRD) | 0.1 | $3.2M | +25% | 23k | 142.18 |
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| Nicolet Bankshares (NIC) | 0.1 | $3.2M | 21k | 148.62 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.0M | -2% | 28k | 108.99 |
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| Seneca Foods Corp Cl A (SENEA) | 0.1 | $2.9M | 19k | 151.12 |
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| ICF International (ICFI) | 0.1 | $2.9M | +39% | 45k | 65.29 |
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| Connectone Banc (CNOB) | 0.1 | $2.9M | 108k | 26.77 |
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| RPM International (RPM) | 0.1 | $2.8M | +23% | 29k | 99.40 |
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| Unilever Spon Adr New (UL) | 0.1 | $2.8M | +2% | 50k | 56.97 |
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| Toro Company (TTC) | 0.1 | $2.8M | 30k | 93.44 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.8M | -9% | 28k | 97.23 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.7M | -4% | 27k | 100.57 |
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| Everest Re Group (EG) | 0.1 | $2.6M | 8.1k | 326.86 |
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| NetGear (NTGR) | 0.1 | $2.6M | +38% | 121k | 21.84 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.6M | -5% | 11k | 248.00 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $2.6M | 20k | 130.95 |
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| Daktronics (DAKT) | 0.1 | $2.4M | +17% | 121k | 19.55 |
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| Community Bank System (CBU) | 0.1 | $2.3M | 39k | 58.65 |
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| McGrath Rent (MGRC) | 0.1 | $2.3M | +127% | 21k | 110.28 |
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| United Bankshares (UBSI) | 0.1 | $2.2M | 53k | 41.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.2M | +43% | 3.7k | 597.55 |
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| Cavco Industries (CVCO) | 0.1 | $2.2M | 4.5k | 484.29 |
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| Pjt Partners Com Cl A (PJT) | 0.1 | $2.1M | +23% | 15k | 139.72 |
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| SkyWest (SKYW) | 0.1 | $2.1M | +36% | 23k | 91.83 |
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| Unitil Corporation (UTL) | 0.1 | $2.1M | 40k | 52.24 |
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| Hillman Solutions Corp (HLMN) | 0.1 | $2.1M | +3% | 253k | 8.32 |
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| Stag Industrial (STAG) | 0.1 | $2.0M | 55k | 36.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.9M | 6.8k | 287.56 |
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| Msa Safety Inc equity (MSA) | 0.1 | $1.9M | 12k | 163.95 |
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| Aon Shs Cl A (AON) | 0.1 | $1.9M | 5.9k | 322.78 |
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| Hawkins (HWKN) | 0.1 | $1.9M | 13k | 153.60 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | 11k | 169.66 |
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| Nelnet Cl A (NNI) | 0.1 | $1.8M | 14k | 128.96 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $1.8M | -5% | 23k | 78.03 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.7M | -37% | 22k | 78.41 |
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| Simpson Manufacturing (SSD) | 0.0 | $1.6M | 9.4k | 171.62 |
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| Winmark Corporation (WINA) | 0.0 | $1.6M | 3.7k | 427.55 |
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| Progress Software Corporation (PRGS) | 0.0 | $1.6M | 61k | 25.65 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.5M | 17k | 85.23 |
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| Mayville Engineering (MEC) | 0.0 | $1.5M | -24% | 81k | 17.95 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.5M | -9% | 25k | 58.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.4M | 5.0k | 286.86 |
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| Apollo Global Mgmt (APO) | 0.0 | $1.4M | -25% | 13k | 111.42 |
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| Independence Realty Trust In (IRT) | 0.0 | $1.4M | 91k | 14.89 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $1.3M | +8% | 29k | 45.62 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.3M | 4.4k | 298.85 |
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| Safety Insurance (SAFT) | 0.0 | $1.3M | 17k | 72.64 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.2M | -4% | 21k | 57.64 |
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| Coca-Cola Company (KO) | 0.0 | $1.1M | -3% | 15k | 76.05 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.1M | -11% | 1.7k | 653.21 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.1M | -16% | 5.6k | 189.58 |
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| Universal Truckload Services (ULH) | 0.0 | $1.1M | +2% | 50k | 21.14 |
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| Stryker Corporation (SYK) | 0.0 | $1.0M | 3.1k | 328.59 |
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| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $1.0M | 18k | 56.77 |
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| Eton Pharmaceuticals (ETON) | 0.0 | $1.0M | 41k | 24.68 |
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| Marriott Intl Cl A (MAR) | 0.0 | $967k | 3.0k | 327.07 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $961k | -10% | 14k | 67.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $958k | -19% | 15k | 64.08 |
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| Brightview Holdings (BV) | 0.0 | $939k | +3% | 80k | 11.79 |
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| Amazon (AMZN) | 0.0 | $898k | -5% | 4.3k | 208.27 |
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| Oracle Corporation (ORCL) | 0.0 | $877k | 6.0k | 147.11 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $868k | -6% | 8.9k | 97.12 |
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| UFP Technologies (UFPT) | 0.0 | $845k | -5% | 4.4k | 193.60 |
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| Citi Trends (CTRN) | 0.0 | $835k | 19k | 43.32 |
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| Ss&c Technologies Holding (SSNC) | 0.0 | $834k | -46% | 12k | 67.57 |
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| Qualcomm (QCOM) | 0.0 | $821k | -2% | 6.4k | 128.78 |
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| Medtronic SHS (MDT) | 0.0 | $793k | -3% | 9.2k | 86.65 |
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| Halliburton Company (HAL) | 0.0 | $785k | -97% | 20k | 38.99 |
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| Cisco Systems (CSCO) | 0.0 | $784k | 10k | 77.59 |
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| Community Healthcare Tr (CHCT) | 0.0 | $780k | 49k | 15.89 |
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| Crane Holdings (CXT) | 0.0 | $768k | +4% | 19k | 40.59 |
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| State Street Corporation (STT) | 0.0 | $762k | 6.0k | 126.56 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $750k | +21% | 2.3k | 320.81 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $750k | 5.4k | 138.37 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $733k | -11% | 26k | 28.71 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $712k | 31k | 22.91 |
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| Boeing Company (BA) | 0.0 | $705k | 3.5k | 199.00 |
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| Eli Lilly & Co. (LLY) | 0.0 | $663k | 721.00 | 919.77 |
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| Hologic | 0.0 | $655k | -40% | 8.7k | 75.59 |
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| Caterpillar (CAT) | 0.0 | $653k | 922.00 | 708.46 |
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| First American Financial (FAF) | 0.0 | $637k | -13% | 11k | 60.29 |
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| Crocs (CROX) | 0.0 | $632k | +3% | 7.6k | 83.02 |
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| ConocoPhillips (COP) | 0.0 | $597k | 4.5k | 132.00 |
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| Ametek (AME) | 0.0 | $586k | 2.7k | 214.36 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $580k | +43% | 5.1k | 114.83 |
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| Illinois Tool Works (ITW) | 0.0 | $570k | 2.2k | 260.29 |
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| Xpo Logistics Inc equity (XPO) | 0.0 | $568k | 2.9k | 194.55 |
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| Paypal Holdings (PYPL) | 0.0 | $550k | -10% | 12k | 45.23 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $544k | 2.8k | 194.14 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $542k | -58% | 4.1k | 132.49 |
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| Insight Enterprises (NSIT) | 0.0 | $527k | -10% | 7.9k | 67.01 |
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| ResMed (RMD) | 0.0 | $514k | 2.3k | 224.48 |
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| Lyft Cl A Com (LYFT) | 0.0 | $493k | +3% | 37k | 13.30 |
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| Eversource Energy (ES) | 0.0 | $462k | 6.7k | 69.28 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $459k | NEW | 6.8k | 67.53 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $437k | 672.00 | 650.47 |
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| Amgen (AMGN) | 0.0 | $435k | 1.2k | 351.85 |
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| Norfolk Southern (NSC) | 0.0 | $427k | -55% | 1.5k | 287.03 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $423k | 4.7k | 90.53 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $406k | -4% | 777.00 | 522.96 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $397k | +8% | 923.00 | 430.29 |
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| Listed Fds Tr Roundhill Magnif (MAGS) | 0.0 | $391k | 6.7k | 57.94 |
|
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $376k | 5.1k | 73.64 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $367k | NEW | 1.0k | 367.44 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $359k | -42% | 5.4k | 65.94 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $358k | NEW | 2.9k | 124.31 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $351k | 3.5k | 99.27 |
|
|
| Science App Int'l (SAIC) | 0.0 | $347k | -15% | 3.7k | 94.92 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $337k | 546.00 | 617.14 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $331k | 3.7k | 88.70 |
|
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $329k | +6% | 4.4k | 74.72 |
|
| FactSet Research Systems (FDS) | 0.0 | $326k | 1.5k | 216.99 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $316k | +11% | 6.2k | 50.95 |
|
| Citigroup Com New (C) | 0.0 | $299k | -5% | 2.6k | 113.41 |
|
| Home Depot (HD) | 0.0 | $292k | 887.00 | 328.89 |
|
|
| Kroger (KR) | 0.0 | $289k | 4.0k | 72.36 |
|
|
| Ubiquiti (UI) | 0.0 | $281k | NEW | 356.00 | 790.29 |
|
| Southern Company (SO) | 0.0 | $278k | -4% | 2.9k | 96.52 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $271k | -16% | 5.0k | 54.05 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $269k | NEW | 270.00 | 996.43 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $264k | 5.5k | 48.05 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $262k | 1.7k | 152.75 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $256k | -23% | 715.00 | 357.92 |
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.0 | $242k | 3.2k | 76.83 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $241k | NEW | 4.2k | 56.79 |
|
| Vontier Corporation (VNT) | 0.0 | $238k | -31% | 6.7k | 35.47 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $235k | 2.5k | 92.67 |
|
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $230k | NEW | 6.8k | 33.81 |
|
| TJX Companies (TJX) | 0.0 | $227k | 1.4k | 159.70 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $226k | +3% | 1.1k | 215.06 |
|
| Hci (HCI) | 0.0 | $220k | -33% | 1.4k | 154.61 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $219k | -99% | 1.0k | 216.58 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $218k | NEW | 8.6k | 25.33 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $215k | 2.1k | 103.43 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $209k | NEW | 2.3k | 90.98 |
|
| Manulife Finl Corp (MFC) | 0.0 | $207k | 6.0k | 34.44 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $207k | 361.00 | 572.13 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $202k | NEW | 786.00 | 257.35 |
|
| Spdr Index Shs Fds State Street Spd (GNR) | 0.0 | $202k | NEW | 2.7k | 74.67 |
|
| Royal Gold (RGLD) | 0.0 | $201k | NEW | 792.00 | 254.35 |
|
| Genuine Parts Company (GPC) | 0.0 | $201k | -89% | 1.9k | 105.72 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $199k | 14k | 14.25 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $99k | 16k | 6.05 |
|
Past Filings by Anchor Capital Advisors
SEC 13F filings are viewable for Anchor Capital Advisors going back to 2010
- Anchor Capital Advisors 2026 Q1 filed May 12, 2026
- Anchor Capital Advisors 2025 Q4 filed Feb. 10, 2026
- Anchor Capital Advisors 2025 Q3 filed Oct. 30, 2025
- Anchor Capital Advisors 2025 Q2 filed Aug. 6, 2025
- Anchor Capital Advisors 2025 Q1 filed May 13, 2025
- 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