Anchor Capital Advisors as of March 31, 2025
Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 241 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| W.R. Berkley Corporation (WRB) | 2.6 | $88M | 1.2M | 71.16 | |
| McKesson Corporation (MCK) | 2.4 | $82M | 121k | 672.99 | |
| CBOE Holdings (CBOE) | 2.3 | $77M | 342k | 226.29 | |
| Markel Corporation (MKL) | 2.1 | $70M | 38k | 1869.62 | |
| PNC Financial Services (PNC) | 1.9 | $62M | 354k | 175.77 | |
| M&T Bank Corporation (MTB) | 1.8 | $62M | 344k | 178.75 | |
| CRH Ord (CRH) | 1.8 | $61M | 692k | 87.97 | |
| Cnh Indl N V SHS (CNH) | 1.7 | $58M | 4.7M | 12.28 | |
| Analog Devices (ADI) | 1.7 | $58M | 285k | 201.67 | |
| Alliant Energy Corporation (LNT) | 1.6 | $53M | 818k | 64.35 | |
| Casey's General Stores (CASY) | 1.5 | $52M | 119k | 434.04 | |
| Mid-America Apartment (MAA) | 1.5 | $51M | 301k | 167.58 | |
| Boston Scientific Corporation (BSX) | 1.5 | $50M | 496k | 100.88 | |
| Diamondback Energy (FANG) | 1.4 | $49M | 303k | 159.88 | |
| Solventum Corp Com Shs (SOLV) | 1.4 | $48M | 633k | 76.04 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.4 | $48M | 596k | 80.71 | |
| Crown Castle Intl (CCI) | 1.4 | $47M | 452k | 104.23 | |
| Keurig Dr Pepper (KDP) | 1.4 | $47M | 1.4M | 34.22 | |
| Xcel Energy (XEL) | 1.4 | $46M | 645k | 70.79 | |
| Lamar Advertising Cl A (LAMR) | 1.4 | $46M | 400k | 113.78 | |
| Arch Cap Group Ord (ACGL) | 1.3 | $45M | 468k | 96.18 | |
| Corteva (CTVA) | 1.3 | $45M | 714k | 62.93 | |
| Hershey Company (HSY) | 1.3 | $44M | 257k | 171.03 | |
| Broadridge Financial Solutions (BR) | 1.3 | $44M | 180k | 242.46 | |
| Arthur J. Gallagher & Co. (AJG) | 1.3 | $44M | 126k | 345.24 | |
| Expeditors International of Washington (EXPD) | 1.3 | $43M | 361k | 120.25 | |
| Te Connectivity Ord Shs (TEL) | 1.3 | $43M | 305k | 141.32 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.3 | $43M | 267k | 160.23 | |
| Sun Communities (SUI) | 1.3 | $42M | 330k | 128.64 | |
| Autodesk (ADSK) | 1.3 | $42M | 161k | 261.80 | |
| Watsco, Incorporated (WSO) | 1.2 | $42M | 82k | 508.30 | |
| Globus Med Cl A (GMED) | 1.2 | $39M | 537k | 73.20 | |
| SYNNEX Corporation (SNX) | 1.2 | $39M | 372k | 103.96 | |
| Toll Brothers (TOL) | 1.1 | $38M | 364k | 105.59 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $38M | 156k | 245.30 | |
| Hubbell (HUBB) | 1.1 | $38M | 115k | 330.91 | |
| Yum! Brands (YUM) | 1.1 | $37M | 236k | 157.36 | |
| Portland Gen Elec Com New (POR) | 1.1 | $37M | 818k | 44.60 | |
| Ss&c Technologies Holding (SSNC) | 1.1 | $36M | 434k | 83.53 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 1.1 | $36M | 917k | 39.40 | |
| Fluor Corporation (FLR) | 1.1 | $35M | 986k | 35.82 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $35M | 421k | 82.73 | |
| Fidelity National Information Services (FIS) | 1.0 | $34M | 455k | 74.68 | |
| Avery Dennison Corporation (AVY) | 1.0 | $33M | 187k | 177.97 | |
| Corpay Com Shs (CPAY) | 1.0 | $33M | 94k | 348.72 | |
| A. O. Smith Corporation (AOS) | 1.0 | $33M | 498k | 65.36 | |
| Bwx Technologies (BWXT) | 1.0 | $33M | 329k | 98.65 | |
| Insight Enterprises (NSIT) | 1.0 | $32M | 214k | 149.99 | |
| Genuine Parts Company (GPC) | 1.0 | $32M | 267k | 119.14 | |
| Norfolk Southern (NSC) | 0.9 | $32M | 134k | 236.85 | |
| Gartner (IT) | 0.9 | $29M | 69k | 419.74 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $27M | 50k | 532.58 | |
| Microsoft Corporation (MSFT) | 0.8 | $26M | 68k | 375.39 | |
| Johnson & Johnson (JNJ) | 0.8 | $26M | 154k | 165.84 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $25M | 187k | 132.46 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.7 | $24M | 207k | 118.14 | |
| Chubb (CB) | 0.7 | $23M | 76k | 301.99 | |
| Trane Technologies SHS (TT) | 0.7 | $23M | 68k | 336.92 | |
| Progressive Corporation (PGR) | 0.6 | $22M | 76k | 283.01 | |
| Ida (IDA) | 0.6 | $20M | 173k | 116.22 | |
| Chevron Corporation (CVX) | 0.6 | $20M | 120k | 167.29 | |
| Shell Spon Ads (SHEL) | 0.6 | $20M | 268k | 73.28 | |
| Goldman Sachs (GS) | 0.6 | $20M | 36k | 546.30 | |
| Wal-Mart Stores (WMT) | 0.6 | $19M | 217k | 87.79 | |
| Abbvie (ABBV) | 0.6 | $19M | 89k | 209.52 | |
| Procter & Gamble Company (PG) | 0.6 | $19M | 110k | 170.42 | |
| Abbott Laboratories (ABT) | 0.5 | $18M | 139k | 132.65 | |
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $18M | 166k | 110.46 | |
| Entergy Corporation (ETR) | 0.5 | $18M | 212k | 85.49 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $18M | 337k | 52.37 | |
| Teck Resources CL B (TECK) | 0.5 | $18M | 483k | 36.43 | |
| Cme (CME) | 0.5 | $18M | 66k | 265.29 | |
| McDonald's Corporation (MCD) | 0.5 | $17M | 55k | 312.37 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $16M | 130k | 125.97 | |
| Halliburton Company (HAL) | 0.5 | $16M | 643k | 25.37 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $16M | 163k | 95.37 | |
| American Tower Reit (AMT) | 0.5 | $15M | 70k | 217.60 | |
| Air Products & Chemicals (APD) | 0.5 | $15M | 51k | 294.92 | |
| Pepsi (PEP) | 0.5 | $15M | 101k | 149.94 | |
| Lowe's Companies (LOW) | 0.4 | $15M | 63k | 233.23 | |
| Honeywell International (HON) | 0.4 | $15M | 69k | 211.75 | |
| Alcon Ord Shs (ALC) | 0.4 | $15M | 155k | 94.93 | |
| Union Pacific Corporation (UNP) | 0.4 | $15M | 62k | 236.24 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $15M | 29k | 497.60 | |
| UnitedHealth (UNH) | 0.4 | $14M | 27k | 523.75 | |
| Visa Com Cl A (V) | 0.4 | $14M | 40k | 350.46 | |
| Realty Income (O) | 0.4 | $13M | 226k | 58.01 | |
| Apollo Global Mgmt (APO) | 0.4 | $13M | 94k | 136.94 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $13M | 342k | 36.90 | |
| American Express Company (AXP) | 0.4 | $13M | 47k | 269.05 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $12M | 235k | 52.52 | |
| Schlumberger Com Stk (SLB) | 0.4 | $12M | 286k | 41.80 | |
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $12M | 159k | 73.50 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $12M | 26k | 446.71 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $10M | 72k | 145.69 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $9.7M | 16k | 607.84 | |
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $9.5M | 158k | 60.08 | |
| Diageo Spon Adr New (DEO) | 0.3 | $9.4M | 90k | 104.79 | |
| Ishares Tr Mbs Etf (MBB) | 0.3 | $8.9M | 95k | 93.78 | |
| Otis Worldwide Corp (OTIS) | 0.3 | $8.7M | 84k | 103.20 | |
| salesforce (CRM) | 0.2 | $8.0M | 30k | 268.36 | |
| Qualcomm (QCOM) | 0.2 | $7.0M | 46k | 153.61 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $7.0M | 11k | 634.21 | |
| Apple (AAPL) | 0.2 | $6.8M | 31k | 222.13 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $6.7M | 85k | 78.94 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $5.9M | 156k | 37.86 | |
| Applied Materials (AMAT) | 0.2 | $5.4M | 37k | 145.12 | |
| Eaton Corp SHS (ETN) | 0.2 | $5.2M | 19k | 271.84 | |
| American Healthcare Reit Com Shs (AHR) | 0.2 | $5.1M | 170k | 30.30 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $5.1M | 62k | 81.76 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.1M | 17k | 306.75 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $4.9M | 49k | 100.62 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $3.9M | 2.9k | 1325.03 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.3M | 18k | 188.16 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.2M | 29k | 108.69 | |
| Unilever Spon Adr New (UL) | 0.1 | $3.1M | 53k | 59.55 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.1M | 15k | 199.49 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.0M | 35k | 85.07 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $3.0M | 29k | 104.58 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.8M | 36k | 78.28 | |
| Aon Shs Cl A (AON) | 0.1 | $2.7M | 6.8k | 399.09 | |
| Cavco Industries (CVCO) | 0.1 | $2.6M | 5.1k | 519.63 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.6M | 39k | 67.85 | |
| Nicolet Bankshares (NIC) | 0.1 | $2.5M | 23k | 108.96 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $2.5M | 99k | 25.26 | |
| Daktronics (DAKT) | 0.1 | $2.4M | 200k | 12.18 | |
| RPM International (RPM) | 0.1 | $2.4M | 21k | 115.68 | |
| Everest Re Group (EG) | 0.1 | $2.3M | 6.5k | 363.34 | |
| Chord Energy Corporation Com New (CHRD) | 0.1 | $2.3M | 20k | 112.72 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $2.2M | 49k | 45.65 | |
| First of Long Island Corporation | 0.1 | $2.1M | 173k | 12.35 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.1 | $2.1M | 58k | 36.73 | |
| American Beacon Select Funds Glg Natural Reso (MGNR) | 0.1 | $2.1M | 71k | 29.78 | |
| Seneca Foods Corp Cl A (SENEA) | 0.1 | $2.1M | 24k | 89.04 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.0M | 22k | 93.70 | |
| Rev (REVG) | 0.1 | $2.0M | 62k | 31.60 | |
| Community Bank System (CBU) | 0.1 | $1.9M | 33k | 56.86 | |
| Unitil Corporation (UTL) | 0.1 | $1.8M | 31k | 57.69 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.7M | 29k | 58.69 | |
| United Bankshares (UBSI) | 0.1 | $1.7M | 49k | 34.67 | |
| Stag Industrial (STAG) | 0.0 | $1.7M | 46k | 36.12 | |
| Pjt Partners Com Cl A (PJT) | 0.0 | $1.6M | 12k | 137.88 | |
| Msa Safety Inc equity (MSA) | 0.0 | $1.6M | 11k | 146.69 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.6M | 20k | 80.11 | |
| Gibraltar Industries (ROCK) | 0.0 | $1.6M | 27k | 58.66 | |
| Hawkins (HWKN) | 0.0 | $1.5M | 15k | 105.92 | |
| Fiserv (FI) | 0.0 | $1.5M | 7.0k | 220.82 | |
| Nelnet Cl A (NNI) | 0.0 | $1.5M | 13k | 110.93 | |
| Coca-Cola Company (KO) | 0.0 | $1.5M | 21k | 71.62 | |
| Ross Stores (ROST) | 0.0 | $1.4M | 11k | 127.79 | |
| Community Healthcare Tr (CHCT) | 0.0 | $1.4M | 77k | 18.16 | |
| SkyWest (SKYW) | 0.0 | $1.4M | 16k | 87.37 | |
| Douglas Dynamics (PLOW) | 0.0 | $1.4M | 58k | 23.23 | |
| Mayville Engineering (MEC) | 0.0 | $1.4M | 101k | 13.43 | |
| Safety Insurance (SAFT) | 0.0 | $1.3M | 17k | 78.88 | |
| Hillman Solutions Corp (HLMN) | 0.0 | $1.3M | 148k | 8.79 | |
| Universal Truckload Services (ULH) | 0.0 | $1.3M | 49k | 26.24 | |
| Hingham Institution for Savings (HIFS) | 0.0 | $1.3M | 5.4k | 237.80 | |
| Crane Holdings (CXT) | 0.0 | $1.3M | 25k | 51.40 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.3M | 11k | 118.93 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.3M | 4.9k | 257.03 | |
| First American Financial (FAF) | 0.0 | $1.2M | 19k | 65.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.2M | 7.6k | 154.64 | |
| Stryker Corporation (SYK) | 0.0 | $1.2M | 3.1k | 372.25 | |
| Asure Software (ASUR) | 0.0 | $1.2M | 121k | 9.55 | |
| Electronic Arts (EA) | 0.0 | $1.1M | 7.9k | 144.52 | |
| Simpson Manufacturing (SSD) | 0.0 | $1.1M | 7.2k | 157.08 | |
| Spectrum Brands Holding (SPB) | 0.0 | $1.1M | 16k | 71.55 | |
| Winmark Corporation (WINA) | 0.0 | $1.1M | 3.5k | 317.87 | |
| Eversource Energy (ES) | 0.0 | $1.0M | 17k | 62.11 | |
| McGrath Rent (MGRC) | 0.0 | $1.0M | 9.1k | 111.40 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $994k | 12k | 81.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $979k | 6.3k | 156.23 | |
| Medtronic SHS (MDT) | 0.0 | $961k | 11k | 89.86 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $960k | 6.4k | 150.98 | |
| Paypal Holdings (PYPL) | 0.0 | $944k | 15k | 65.25 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $914k | 17k | 54.67 | |
| J Jill Group (JILL) | 0.0 | $909k | 47k | 19.53 | |
| Brightview Holdings (BV) | 0.0 | $906k | 71k | 12.84 | |
| Hologic (HOLX) | 0.0 | $906k | 15k | 61.77 | |
| UFP Technologies (UFPT) | 0.0 | $886k | 4.4k | 201.71 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $830k | 16k | 51.05 | |
| Oracle Corporation (ORCL) | 0.0 | $804k | 5.8k | 139.81 | |
| Eton Pharmaceuticals (ETON) | 0.0 | $781k | 60k | 12.98 | |
| Marriott Intl Cl A (MAR) | 0.0 | $729k | 3.1k | 238.20 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $718k | 6.2k | 116.39 | |
| Crocs (CROX) | 0.0 | $709k | 6.7k | 106.20 | |
| FactSet Research Systems (FDS) | 0.0 | $682k | 1.5k | 454.64 | |
| Citi Trends (CTRN) | 0.0 | $644k | 29k | 22.14 | |
| Cisco Systems (CSCO) | 0.0 | $642k | 10k | 61.71 | |
| Eli Lilly & Co. (LLY) | 0.0 | $634k | 767.00 | 825.91 | |
| Boeing Company (BA) | 0.0 | $604k | 3.5k | 170.53 | |
| Helen Of Troy (HELE) | 0.0 | $598k | 11k | 53.49 | |
| Science App Int'l (SAIC) | 0.0 | $576k | 5.1k | 112.27 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $566k | 1.0k | 561.90 | |
| ConocoPhillips (COP) | 0.0 | $556k | 5.3k | 105.02 | |
| State Street Corporation (STT) | 0.0 | $556k | 6.2k | 89.53 | |
| Illinois Tool Works (ITW) | 0.0 | $543k | 2.2k | 248.01 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $528k | 1.9k | 274.84 | |
| ResMed (RMD) | 0.0 | $523k | 2.3k | 223.85 | |
| Amazon (AMZN) | 0.0 | $513k | 2.7k | 190.26 | |
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $512k | 23k | 22.56 | |
| Listed Fd Tr Roundhill Magnif (MAGS) | 0.0 | $503k | 11k | 45.86 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $503k | 2.8k | 179.70 | |
| Bio Rad Labs Cl A (BIO) | 0.0 | $477k | 2.0k | 243.56 | |
| Ametek (AME) | 0.0 | $471k | 2.7k | 172.14 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $470k | 4.7k | 98.92 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $465k | 904.00 | 513.91 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $447k | 3.7k | 119.72 | |
| Vontier Corporation (VNT) | 0.0 | $428k | 13k | 32.85 | |
| Home Depot (HD) | 0.0 | $413k | 1.1k | 366.49 | |
| Amgen (AMGN) | 0.0 | $385k | 1.2k | 311.55 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $376k | 5.0k | 75.65 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $375k | 5.1k | 73.45 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $365k | 653.00 | 559.39 | |
| S&p Global (SPGI) | 0.0 | $358k | 704.00 | 508.10 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $345k | 941.00 | 366.40 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $336k | 3.1k | 107.58 | |
| Kellogg Company (K) | 0.0 | $314k | 3.8k | 82.49 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $314k | 4.1k | 75.91 | |
| Becton, Dickinson and (BDX) | 0.0 | $313k | 1.4k | 229.06 | |
| Caterpillar (CAT) | 0.0 | $304k | 922.00 | 329.80 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $296k | 555.00 | 533.48 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $283k | 3.1k | 90.54 | |
| Southern Company (SO) | 0.0 | $276k | 3.0k | 91.95 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $274k | 1.7k | 160.54 | |
| Kroger (KR) | 0.0 | $271k | 4.0k | 67.69 | |
| Citigroup Com New (C) | 0.0 | $270k | 3.8k | 70.99 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $269k | 2.9k | 93.66 | |
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $265k | 3.2k | 82.18 | |
| Waters Corporation (WAT) | 0.0 | $248k | 673.00 | 368.37 | |
| Hess (HES) | 0.0 | $243k | 1.5k | 159.70 | |
| Pfizer (PFE) | 0.0 | $238k | 9.4k | 25.34 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $226k | 3.2k | 70.21 | |
| Linde SHS (LIN) | 0.0 | $224k | 480.00 | 465.64 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $223k | 660.00 | 337.95 | |
| Nextera Energy (NEE) | 0.0 | $220k | 3.1k | 70.89 | |
| Hci (HCI) | 0.0 | $213k | 1.4k | 149.23 | |
| Meta Platforms Cl A (META) | 0.0 | $209k | 362.00 | 576.36 | |
| Public Service Enterprise (PEG) | 0.0 | $206k | 2.5k | 82.30 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $51k | 16k | 3.12 |
