Anchor Capital Advisors as of June 30, 2025
Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 240 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| W.R. Berkley Corporation (WRB) | 2.6 | $87M | 1.2M | 73.47 | |
| McKesson Corporation (MCK) | 2.5 | $86M | 117k | 732.78 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.3 | $78M | 358k | 217.75 | |
| CBOE Holdings (CBOE) | 2.2 | $76M | 325k | 233.21 | |
| Markel Corporation (MKL) | 2.1 | $71M | 36k | 1997.39 | |
| M&T Bank Corporation (MTB) | 2.1 | $71M | 363k | 193.99 | |
| Analog Devices (ADI) | 2.0 | $68M | 285k | 238.02 | |
| PNC Financial Services (PNC) | 1.9 | $66M | 355k | 186.42 | |
| CRH Ord (CRH) | 1.8 | $62M | 673k | 91.80 | |
| Cnh Indl N V SHS (CNH) | 1.8 | $61M | 4.7M | 12.96 | |
| Casey's General Stores (CASY) | 1.7 | $58M | 114k | 510.27 | |
| Lamar Advertising Cl A (LAMR) | 1.7 | $56M | 464k | 121.36 | |
| Mid-America Apartment (MAA) | 1.5 | $53M | 357k | 148.01 | |
| Boston Scientific Corporation (BSX) | 1.5 | $52M | 481k | 107.41 | |
| Corteva (CTVA) | 1.5 | $51M | 685k | 74.53 | |
| SYNNEX Corporation (SNX) | 1.4 | $49M | 363k | 135.70 | |
| Alliant Energy Corporation (LNT) | 1.4 | $49M | 803k | 60.47 | |
| Autodesk (ADSK) | 1.4 | $48M | 155k | 309.57 | |
| Crown Castle Intl (CCI) | 1.4 | $48M | 464k | 102.73 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.4 | $47M | 632k | 74.07 | |
| Solventum Corp Com Shs (SOLV) | 1.4 | $46M | 611k | 75.84 | |
| Hubbell (HUBB) | 1.4 | $46M | 114k | 408.41 | |
| Keurig Dr Pepper (KDP) | 1.3 | $46M | 1.4M | 33.06 | |
| Dupont De Nemours (DD) | 1.3 | $45M | 660k | 68.59 | |
| Bwx Technologies (BWXT) | 1.3 | $45M | 313k | 144.06 | |
| Xcel Energy (XEL) | 1.3 | $45M | 660k | 68.10 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $45M | 154k | 289.91 | |
| Fluor Corporation (FLR) | 1.3 | $44M | 863k | 51.27 | |
| Hershey Company (HSY) | 1.3 | $43M | 259k | 165.95 | |
| Broadridge Financial Solutions (BR) | 1.2 | $42M | 172k | 243.03 | |
| Yum! Brands (YUM) | 1.2 | $42M | 281k | 148.18 | |
| Arch Cap Group Ord (ACGL) | 1.2 | $41M | 453k | 91.05 | |
| Diamondback Energy (FANG) | 1.2 | $40M | 294k | 137.40 | |
| Rexford Industrial Realty Inc reit (REXR) | 1.2 | $40M | 1.1M | 35.57 | |
| Expeditors International of Washington (EXPD) | 1.2 | $40M | 353k | 114.25 | |
| Te Connectivity Ord Shs (TEL) | 1.2 | $40M | 237k | 168.67 | |
| Arthur J. Gallagher & Co. (AJG) | 1.2 | $40M | 124k | 320.12 | |
| Toll Brothers (TOL) | 1.1 | $38M | 336k | 114.13 | |
| Watsco, Incorporated (WSO) | 1.0 | $35M | 79k | 441.62 | |
| Ss&c Technologies Holding (SSNC) | 1.0 | $35M | 420k | 82.80 | |
| Fidelity National Information Services (FIS) | 1.0 | $34M | 416k | 81.41 | |
| Norfolk Southern (NSC) | 1.0 | $33M | 130k | 255.97 | |
| Globus Med Cl A (GMED) | 1.0 | $33M | 563k | 59.02 | |
| Microsoft Corporation (MSFT) | 1.0 | $33M | 67k | 497.41 | |
| Avery Dennison Corporation (AVY) | 1.0 | $33M | 186k | 175.47 | |
| Genuine Parts Company (GPC) | 0.9 | $32M | 262k | 121.31 | |
| Corpay Com Shs (CPAY) | 0.9 | $30M | 92k | 331.82 | |
| Portland Gen Elec Com New (POR) | 0.9 | $30M | 731k | 40.63 | |
| Trane Technologies SHS (TT) | 0.8 | $28M | 65k | 437.41 | |
| Gartner (IT) | 0.8 | $28M | 68k | 404.22 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $27M | 182k | 146.02 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.8 | $26M | 194k | 132.14 | |
| Goldman Sachs (GS) | 0.7 | $25M | 36k | 707.75 | |
| Insight Enterprises (NSIT) | 0.7 | $25M | 182k | 138.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $24M | 49k | 485.77 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.7 | $24M | 201k | 119.09 | |
| Johnson & Johnson (JNJ) | 0.7 | $24M | 154k | 152.75 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $22M | 232k | 95.77 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $22M | 261k | 82.86 | |
| Chubb (CB) | 0.6 | $22M | 75k | 289.72 | |
| Progressive Corporation (PGR) | 0.6 | $20M | 74k | 266.86 | |
| Ida (IDA) | 0.6 | $20M | 169k | 115.45 | |
| Shell Spon Ads (SHEL) | 0.6 | $19M | 268k | 70.41 | |
| Abbott Laboratories (ABT) | 0.5 | $19M | 136k | 136.01 | |
| Cme (CME) | 0.5 | $18M | 66k | 275.62 | |
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $18M | 163k | 110.42 | |
| American Express Company (AXP) | 0.5 | $18M | 56k | 318.98 | |
| Teck Resources CL B (TECK) | 0.5 | $18M | 434k | 40.38 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $17M | 329k | 52.76 | |
| Procter & Gamble Company (PG) | 0.5 | $17M | 107k | 159.32 | |
| Chevron Corporation (CVX) | 0.5 | $17M | 119k | 143.19 | |
| Entergy Corporation (ETR) | 0.5 | $17M | 204k | 83.12 | |
| Becton, Dickinson and (BDX) | 0.5 | $16M | 94k | 172.25 | |
| Honeywell International (HON) | 0.5 | $16M | 69k | 232.88 | |
| Halliburton Company (HAL) | 0.5 | $16M | 789k | 20.38 | |
| Wal-Mart Stores (WMT) | 0.5 | $16M | 163k | 97.78 | |
| McDonald's Corporation (MCD) | 0.5 | $16M | 53k | 292.17 | |
| American Tower Reit (AMT) | 0.4 | $15M | 68k | 221.02 | |
| Applied Materials (AMAT) | 0.4 | $15M | 81k | 183.07 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $15M | 31k | 463.14 | |
| Air Products & Chemicals (APD) | 0.4 | $14M | 51k | 282.06 | |
| Union Pacific Corporation (UNP) | 0.4 | $14M | 61k | 230.08 | |
| Lowe's Companies (LOW) | 0.4 | $14M | 63k | 221.87 | |
| Visa Com Cl A (V) | 0.4 | $14M | 39k | 355.05 | |
| Alcon Ord Shs (ALC) | 0.4 | $13M | 152k | 88.28 | |
| Pepsi (PEP) | 0.4 | $13M | 100k | 132.04 | |
| Realty Income (O) | 0.4 | $13M | 224k | 57.61 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $12M | 229k | 53.29 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $12M | 335k | 35.69 | |
| Abbvie (ABBV) | 0.3 | $12M | 64k | 185.62 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $12M | 71k | 166.11 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $11M | 28k | 405.46 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $11M | 16k | 698.47 | |
| Schlumberger Com Stk (SLB) | 0.3 | $9.3M | 275k | 33.80 | |
| Diageo Spon Adr New (DEO) | 0.3 | $9.2M | 91k | 100.84 | |
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $9.0M | 154k | 58.33 | |
| Ishares Tr Mbs Etf (MBB) | 0.3 | $8.7M | 93k | 93.89 | |
| Otis Worldwide Corp (OTIS) | 0.2 | $8.2M | 83k | 99.02 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $8.1M | 117k | 69.88 | |
| salesforce (CRM) | 0.2 | $8.0M | 29k | 272.69 | |
| UnitedHealth (UNH) | 0.2 | $7.8M | 25k | 311.97 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $6.8M | 157k | 43.35 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $6.3M | 80k | 79.50 | |
| Apple (AAPL) | 0.2 | $6.2M | 30k | 205.17 | |
| American Healthcare Reit Com Shs (AHR) | 0.2 | $6.1M | 167k | 36.74 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $6.0M | 11k | 524.98 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.3M | 16k | 339.58 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $5.1M | 61k | 82.92 | |
| Sun Communities (SUI) | 0.1 | $4.8M | 38k | 126.49 | |
| Eaton Corp SHS (ETN) | 0.1 | $4.6M | 13k | 357.00 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $4.6M | 24k | 194.23 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $3.9M | 39k | 100.53 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.2M | 29k | 109.61 | |
| Unilever Spon Adr New (UL) | 0.1 | $3.1M | 51k | 61.17 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $3.1M | 2.9k | 1056.42 | |
| Daktronics (DAKT) | 0.1 | $3.0M | 196k | 15.12 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.8M | 31k | 91.97 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.8M | 13k | 215.79 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.8M | 35k | 78.70 | |
| Nicolet Bankshares (NIC) | 0.1 | $2.7M | 22k | 123.48 | |
| Rev (REVG) | 0.1 | $2.7M | 57k | 47.59 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $2.6M | 25k | 104.13 | |
| Apollo Global Mgmt (APO) | 0.1 | $2.6M | 18k | 141.87 | |
| American Beacon Select Funds Glg Natural Reso (MGNR) | 0.1 | $2.5M | 76k | 33.22 | |
| Everest Re Group (EG) | 0.1 | $2.5M | 7.3k | 339.86 | |
| Seneca Foods Corp Cl A (SENEA) | 0.1 | $2.3M | 23k | 101.43 | |
| RPM International (RPM) | 0.1 | $2.3M | 21k | 109.84 | |
| Aon Shs Cl A (AON) | 0.1 | $2.3M | 6.4k | 356.76 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $2.2M | 96k | 22.48 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.1 | $2.1M | 58k | 36.42 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.1M | 20k | 105.62 | |
| Hawkins (HWKN) | 0.1 | $2.0M | 14k | 142.10 | |
| Connectone Banc (CNOB) | 0.1 | $2.0M | 86k | 23.16 | |
| Community Bank System (CBU) | 0.1 | $1.9M | 33k | 56.87 | |
| Pjt Partners Com Cl A (PJT) | 0.1 | $1.9M | 11k | 165.01 | |
| Cavco Industries (CVCO) | 0.1 | $1.8M | 4.2k | 434.43 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.8M | 20k | 90.90 | |
| Msa Safety Inc equity (MSA) | 0.1 | $1.8M | 11k | 167.53 | |
| ICF International (ICFI) | 0.1 | $1.7M | 21k | 84.71 | |
| United Bankshares (UBSI) | 0.1 | $1.7M | 48k | 36.43 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.7M | 29k | 58.78 | |
| Toro Company (TTC) | 0.1 | $1.7M | 24k | 70.68 | |
| Stag Industrial (STAG) | 0.0 | $1.6M | 45k | 36.28 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $1.6M | 51k | 31.99 | |
| Unitil Corporation (UTL) | 0.0 | $1.6M | 31k | 52.15 | |
| SkyWest (SKYW) | 0.0 | $1.6M | 15k | 102.97 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.6M | 23k | 67.44 | |
| Nelnet Cl A (NNI) | 0.0 | $1.6M | 13k | 121.12 | |
| Mayville Engineering (MEC) | 0.0 | $1.6M | 98k | 15.96 | |
| Gibraltar Industries (ROCK) | 0.0 | $1.6M | 26k | 59.00 | |
| Chord Energy Corporation Com New (CHRD) | 0.0 | $1.5M | 16k | 96.85 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $1.4M | 30k | 45.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.3M | 7.6k | 176.23 | |
| Hingham Institution for Savings (HIFS) | 0.0 | $1.3M | 5.3k | 248.35 | |
| Coca-Cola Company (KO) | 0.0 | $1.3M | 18k | 70.75 | |
| Safety Insurance (SAFT) | 0.0 | $1.3M | 16k | 79.39 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.3M | 4.5k | 285.30 | |
| Winmark Corporation (WINA) | 0.0 | $1.3M | 3.4k | 377.61 | |
| Oracle Corporation (ORCL) | 0.0 | $1.3M | 5.8k | 218.63 | |
| Eton Pharmaceuticals (ETON) | 0.0 | $1.2M | 88k | 14.25 | |
| Community Healthcare Tr (CHCT) | 0.0 | $1.2M | 75k | 16.63 | |
| Stryker Corporation (SYK) | 0.0 | $1.2M | 3.1k | 395.63 | |
| Universal Truckload Services (ULH) | 0.0 | $1.2M | 49k | 25.38 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | 7.5k | 157.76 | |
| Fiserv (FI) | 0.0 | $1.2M | 6.8k | 172.40 | |
| Qualcomm (QCOM) | 0.0 | $1.1M | 7.2k | 159.26 | |
| Brightview Holdings (BV) | 0.0 | $1.1M | 68k | 16.65 | |
| Asure Software (ASUR) | 0.0 | $1.1M | 117k | 9.76 | |
| Simpson Manufacturing (SSD) | 0.0 | $1.1M | 7.2k | 155.31 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.1M | 10k | 107.80 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.1M | 6.3k | 177.39 | |
| Electronic Arts (EA) | 0.0 | $1.1M | 6.9k | 159.69 | |
| Hillman Solutions Corp (HLMN) | 0.0 | $1.1M | 152k | 7.14 | |
| UFP Technologies (UFPT) | 0.0 | $1.0M | 4.3k | 244.16 | |
| McGrath Rent (MGRC) | 0.0 | $1.0M | 8.9k | 115.96 | |
| Paypal Holdings (PYPL) | 0.0 | $1.0M | 14k | 74.32 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.0M | 12k | 89.39 | |
| Amazon (AMZN) | 0.0 | $1.0M | 4.6k | 219.39 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $983k | 17k | 59.20 | |
| Crane Holdings (CXT) | 0.0 | $976k | 18k | 53.90 | |
| Hologic (HOLX) | 0.0 | $955k | 15k | 65.16 | |
| A. O. Smith Corporation (AOS) | 0.0 | $952k | 15k | 65.57 | |
| Citi Trends (CTRN) | 0.0 | $942k | 28k | 33.39 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $916k | 1.6k | 568.03 | |
| Medtronic SHS (MDT) | 0.0 | $879k | 10k | 87.17 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $829k | 16k | 51.02 | |
| Marriott Intl Cl A (MAR) | 0.0 | $819k | 3.0k | 273.21 | |
| First American Financial (FAF) | 0.0 | $819k | 13k | 61.39 | |
| Boeing Company (BA) | 0.0 | $742k | 3.5k | 209.50 | |
| Cisco Systems (CSCO) | 0.0 | $718k | 10k | 69.38 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $714k | 5.6k | 128.60 | |
| FactSet Research Systems (FDS) | 0.0 | $671k | 1.5k | 447.28 | |
| J Jill Group (JILL) | 0.0 | $660k | 45k | 14.64 | |
| Crocs (CROX) | 0.0 | $658k | 6.5k | 101.28 | |
| State Street Corporation (STT) | 0.0 | $650k | 6.1k | 106.34 | |
| Eversource Energy (ES) | 0.0 | $610k | 9.6k | 63.62 | |
| ResMed (RMD) | 0.0 | $602k | 2.3k | 258.00 | |
| Eli Lilly & Co. (LLY) | 0.0 | $598k | 767.00 | 779.53 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $597k | 962.00 | 620.90 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $584k | 1.9k | 303.93 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $581k | 2.8k | 207.62 | |
| Science App Int'l (SAIC) | 0.0 | $569k | 5.0k | 112.61 | |
| Illinois Tool Works (ITW) | 0.0 | $542k | 2.2k | 247.25 | |
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $534k | 21k | 25.13 | |
| Ametek (AME) | 0.0 | $495k | 2.7k | 180.96 | |
| ConocoPhillips (COP) | 0.0 | $471k | 5.2k | 89.74 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $415k | 5.0k | 83.48 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $414k | 669.00 | 618.28 | |
| Vontier Corporation (VNT) | 0.0 | $414k | 11k | 36.90 | |
| Home Depot (HD) | 0.0 | $413k | 1.1k | 366.64 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $413k | 883.00 | 467.61 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $409k | 4.1k | 99.20 | |
| Listed Fds Tr Roundhill Magnif (MAGS) | 0.0 | $384k | 6.9k | 55.47 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $376k | 5.1k | 73.63 | |
| S&p Global (SPGI) | 0.0 | $371k | 704.00 | 527.29 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $369k | 2.9k | 126.29 | |
| Caterpillar (CAT) | 0.0 | $358k | 922.00 | 388.21 | |
| Amgen (AMGN) | 0.0 | $345k | 1.2k | 279.21 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $314k | 555.00 | 566.48 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $314k | 4.1k | 75.90 | |
| Kellogg Company (K) | 0.0 | $303k | 3.8k | 79.53 | |
| Kroger (KR) | 0.0 | $287k | 4.0k | 71.73 | |
| Southern Company (SO) | 0.0 | $276k | 3.0k | 91.83 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $273k | 3.1k | 89.06 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $269k | 2.9k | 93.87 | |
| Meta Platforms Cl A (META) | 0.0 | $267k | 362.00 | 738.09 | |
| Citigroup Com New (C) | 0.0 | $251k | 2.9k | 85.12 | |
| Woodward Governor Company (WWD) | 0.0 | $246k | 1.0k | 245.09 | |
| Hci (HCI) | 0.0 | $240k | 1.6k | 152.20 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $230k | 2.9k | 79.27 | |
| Waters Corporation (WAT) | 0.0 | $229k | 657.00 | 348.95 | |
| Linde SHS (LIN) | 0.0 | $225k | 480.00 | 469.18 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $220k | 1.8k | 123.56 | |
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $216k | 2.6k | 84.19 | |
| Mr Cooper Group | 0.0 | $213k | 1.4k | 149.21 | |
| Hess (HES) | 0.0 | $211k | 1.5k | 138.51 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $208k | 1.7k | 121.01 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $202k | 660.00 | 306.50 | |
| Public Service Enterprise (PEG) | 0.0 | $202k | 2.4k | 84.18 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $102k | 16k | 6.24 |
