Anchor Capital Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed September 3, 2026), Anchor Capital Advisors LLC reported 245 stock positions worth $3.6 billion. Its top holding was Analog Devices (ADI) at 2.5% of the portfolio, followed by M & T Bank (MTB, 2.2%) and PNC Financial Services (PNC, 2.2%). Compared with Q1 2026, it opened 15 new positions, sold out of 22, added to 43 and reduced 156. The biggest buy was American Healthcare REIT (AHR, shares +391%) and the biggest sale an exit from Otis Worldwide (OTIS).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000813933
- Portfolio Value
- $3.6B (Q2 2026)
- SEC Filing
- 0001172661-26-004338 ↗ filed Sep 3, 2026
Holdings Value
Holdings 245 stocks · $3.6B
| ADI Analog Devices Inc. | 2.54% | 227,420 | $90.3M | Reduce -6.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 2.25% | 335,731 | $79.9M | Reduce -3.5% |
| PNC PNC Financial Services Group | 2.16% | 311,660 | $76.7M | Reduce -5.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 2.05% | 1,035,350 | $73.0M | Reduce -8.7% |
| MCK McKesson Corp. | 2.01% | 94,509 | $71.4M | Reduce -3.5% |
| FERG Ferguson Enterprises Inc. | 2.01% | 300,874 | $71.4M | Reduce -1.5% |
| CRH CRH PLC | 1.95% | 647,972 | $69.3M | Add +0.5% |
| SNX TD Synnex Corp. | 1.86% | 247,410 | $66.1M | Reduce -14.3% |
| CBOE Cboe Global Markets Inc. | 1.82% | 267,152 | $64.8M | Reduce -8.1% |
| Q Qnity Electronics Inc. | 1.82% | 396,613 | $64.8M | Reduce -8.2% |
| LAMR Lamar Advertising Co. Class A | 1.80% | 411,638 | $64.2M | Reduce -4.8% |
| APD Air Products & Chemicals Inc. | 1.73% | 209,608 | $61.5M | Reduce -3.9% |
| FANG Diamondback Energy Inc. | 1.70% | 343,959 | $60.5M | Reduce -2.2% |
| IDA Idacorp Inc. | 1.68% | 395,636 | $59.9M | Reduce -4.3% |
| LNT Alliant Energy Corp. | 1.62% | 757,741 | $57.8M | Reduce -1.8% |
| CASY Casey's General Stores Inc. | 1.61% | 72,247 | $57.4M | Reduce -21.9% |
| SOLS Solstice Adv Materials Inc. | 1.57% | 630,541 | $55.9M | Add +129.7% |
| MAA Mid-America Apartment Comm | 1.54% | 394,784 | $54.9M | Reduce -6.5% |
| HUBB Hubbell Inc. | 1.50% | 101,987 | $53.4M | Reduce -2.8% |
| TOL Toll Brothers Inc. | 1.46% | 315,103 | $51.9M | Reduce -3.7% |
| GMED Globus Medical Inc. Class A | 1.44% | 648,338 | $51.2M | Add +1.4% |
| EXPD Expeditors Intl Wash Inc. | 1.40% | 305,976 | $49.9M | Reduce -6.0% |
| CNH CNH Industrial NV | 1.38% | 4,373,122 | $49.1M | Reduce -5.4% |
| XEL Xcel Energy Inc. | 1.36% | 604,296 | $48.5M | Reduce -2.0% |
| KDP Keurig Dr Pepper Inc. | 1.35% | 1,467,633 | $48.0M | Reduce -2.4% |
| CTVA Corteva Inc. | 1.34% | 564,831 | $47.8M | Reduce -5.6% |
| TECK Teck Resources Ltd.-CLS B | 1.29% | 772,449 | $45.9M | Reduce -2.5% |
| AHR American Healthcare REIT Inc. | 1.28% | 872,994 | $45.5M | Add +391.3% |
| DD Dupont DE Nemours Inc. | 1.27% | 333,213 | $45.2M | Reduce -5.2% |
| SOLV Solventum Corp. | 1.26% | 582,760 | $45.0M | Reduce -1.3% |
| SUNB Sunbelt Rentals Holdings Inc. | 1.26% | 600,494 | $44.9M | Add +30.1% |
| MKL Markel Group Inc. | 1.25% | 22,827 | $44.6M | Reduce -29.6% |
| CPAY Corpay Inc. | 1.25% | 133,146 | $44.4M | Reduce -3.1% |
| TEL Te Connectivity PLC | 1.24% | 218,517 | $44.1M | Add +0.5% |
| AVY Avery Dennison Corp. | 1.23% | 270,014 | $43.8M | Reduce -0.0% |
| YUM Yum! Brands Inc. | 1.23% | 272,698 | $43.6M | Reduce -0.6% |
| ACGL Arch Capital Group Ltd. | 1.20% | 439,823 | $42.7M | Reduce -0.7% |
| HSY The Hershey Co. | 1.12% | 227,406 | $39.9M | Reduce -5.4% |
| ALC Alcon Inc. filed as ALCON AG | 1.10% | 586,025 | $39.3M | Reduce -15.9% |
| IWS iShares Russell Mid-Cap Valu | 1.10% | 236,815 | $39.0M | Reduce -14.9% |
| WSO Watsco Inc. | 1.07% | 91,748 | $38.2M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 1.06% | 115,282 | $37.7M | Reduce -23.7% |
| CCI Crown Castle Inc. | 0.96% | 450,800 | $34.1M | Reduce -7.9% |
| MSFT Microsoft Corp. | 0.95% | 90,507 | $33.8M | Add +26.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.93% | 400,907 | $32.9M | Add +0.5% |
| AMAT Applied Materials Inc. | 0.92% | 45,400 | $32.8M | Reduce -30.5% |
| INTC Intel Corp. | 0.92% | 233,195 | $32.6M | Reduce -32.9% |
| LNG Cheniere Energy Inc. | 0.91% | 135,860 | $32.5M | New |
| FNV Franco-Nevada Corp. | 0.90% | 153,496 | $32.0M | New |
| HONA Honeywell Aerospace Inc. | 0.87% | 140,503 | $31.1M | Add +329.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 61,453 | $30.8M | Reduce -6.5% |
| JNJ Johnson & Johnson | 0.85% | 119,759 | $30.4M | Reduce -4.6% |
| BLDR Builders Firstsource Inc. | 0.85% | 336,660 | $30.1M | Reduce -3.4% |
| HON Honeywell International Inc. | 0.85% | 134,360 | $30.1M | Add +310.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.83% | 252,001 | $29.6M | Add +11.1% |
| TT Trane Technologies PLC | 0.80% | 57,777 | $28.4M | Reduce -3.9% |
| GEHC GE Healthcare Technology | 0.76% | 421,287 | $27.0M | Reduce -32.1% |
| ADSK Autodesk Inc. | 0.72% | 132,310 | $25.7M | Reduce -10.0% |
| RTX RTX Corp. | 0.69% | 129,507 | $24.6M | Reduce -5.5% |
| GS Goldman Sachs Group Inc. | 0.68% | 23,938 | $24.2M | Reduce -13.0% |
| AMZN Amazon.com Inc. | 0.66% | 99,138 | $23.6M | Add +2199.1% |
| CB Chubb Ltd. | 0.65% | 67,651 | $23.1M | Reduce -7.3% |
| LOW Lowe's Cos Inc. | 0.59% | 95,564 | $21.1M | Add +13.4% |
| RIO Rio Tinto PLC-Spon ADR | 0.58% | 216,922 | $20.6M | Reduce -7.4% |
| ETR Entergy Corp. | 0.57% | 175,299 | $20.1M | Reduce -6.3% |
| V Visa Inc. Class A | 0.53% | 55,382 | $19.0M | Reduce -5.0% |
| IEF iShares 7-10 Year Treasury B | 0.52% | 196,504 | $18.6M | Reduce -1.2% |
| SHEL Shell PLC-ADR | 0.51% | 235,851 | $18.3M | Reduce -10.0% |
| MCD McDonald's Corp. | 0.50% | 66,370 | $17.9M | Reduce -3.2% |
| CVX Chevron Corp. | 0.50% | 108,213 | $17.9M | Reduce -8.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.49% | 330,632 | $17.3M | Add +0.6% |
| MPC Marathon Petroleum Corp. | 0.48% | 67,429 | $17.2M | Reduce -7.2% |
| AXP American Express Co. | 0.47% | 49,871 | $16.9M | Reduce -6.3% |
| PEP Pepsico Inc. | 0.47% | 122,835 | $16.6M | Reduce -5.2% |
| ETN Eaton Corp. PLC | 0.46% | 38,619 | $16.5M | Add +216.7% |
| UNP Union Pacific Corp. | 0.45% | 59,443 | $16.2M | Reduce -5.6% |
| GLD SPDR Gold Shares | 0.44% | 42,601 | $15.7M | Add +4515.5% |
| ABBV Abbvie Inc. | 0.43% | 60,716 | $15.3M | Reduce -2.9% |
| LMT Lockheed Martin Corp. | 0.42% | 29,209 | $14.9M | Reduce -3.6% |
| PH Parker Hannifin Corp. | 0.41% | 15,060 | $14.7M | Reduce -9.0% |
| CME Cme Group Inc. | 0.41% | 66,072 | $14.6M | Reduce -1.5% |
| O Realty Income Corp. | 0.35% | 201,410 | $12.5M | Reduce -5.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.33% | 220,463 | $11.7M | Reduce -0.3% |
| AMT American Tower Corp. | 0.33% | 70,867 | $11.6M | Reduce -25.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.32% | 241,955 | $11.2M | Reduce -8.8% |
| PG The Procter & Gamble Co. | 0.28% | 69,046 | $10.1M | Reduce -4.0% |
| AZN Astrazeneca PLC | 0.27% | 49,828 | $9.4M | Reduce -9.0% |
| FLXR TCW Flexible Income ETF | 0.26% | 235,153 | $9.2M | Add +82.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.25% | 82,035 | $9.1M | Reduce -39.1% |
| ABT Abbott Laboratories | 0.25% | 99,667 | $9.0M | Reduce -27.1% |
| AAPL Apple Inc. | 0.23% | 27,959 | $8.1M | Reduce -3.2% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 15,660 | $7.9M | Reduce -1.9% |
| BSX Boston Scientific Corp. | 0.22% | 180,002 | $7.7M | Reduce -61.2% |
| JPLD JPMorgan Ltd. Duration ETF | 0.21% | 141,013 | $7.4M | Add +2.8% |
| SCHG Schwab US Large-Cap Growth | 0.20% | 206,771 | $7.0M | Add +3.4% |
| IWB iShares Russell 1000 ETF | 0.17% | 14,490 | $5.9M | Add +0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 65,299 | $5.2M | Reduce -6.0% |
| PGR Progressive Corp. | 0.14% | 23,550 | $5.1M | Reduce -2.8% |
| QCOM Qualcomm Inc. | 0.13% | 25,502 | $4.7M | Add +299.9% |
| IWD iShares Russell 1000 Value E | 0.13% | 19,154 | $4.6M | Add +22.7% |
Portfolio Sells Q1 2026 → Q2 2026
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −1.22 |
| REXR Rexford Industrial Realty Inc. | Sold out | 0.00% | −1.00 |
| BR Broadridge Financial Solutio | Reduce -90.7% | 0.06% | −0.72 |
| FLR Fluor Corp. | Reduce -90.6% | 0.08% | −0.70 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.63 |
| BSX Boston Scientific Corp. | Reduce -61.2% | 0.22% | −0.61 |
| MKL Markel Group Inc. | Reduce -29.6% | 1.25% | −0.51 |
| CBOE Cboe Global Markets Inc. | Reduce -8.1% | 1.82% | −0.51 |
| GEHC GE Healthcare Technology | Reduce -32.1% | 0.76% | −0.50 |
| MCK McKesson Corp. | Reduce -3.5% | 2.01% | −0.41 |
| ALC Alcon Inc. | Reduce -15.9% | 1.10% | −0.39 |
| WMT Walmart Inc. | Reduce -79.8% | 0.08% | −0.34 |
| CASY Casey's General Stores Inc. | Reduce -21.9% | 1.61% | −0.30 |
| HSY The Hershey Co. | Reduce -5.4% | 1.12% | −0.30 |
| FANG Diamondback Energy Inc. | Reduce -2.2% | 1.70% | −0.28 |
| ADSK Autodesk Inc. | Reduce -10.0% | 0.72% | −0.28 |
| JPM JPMorgan Chase & Co. | Reduce -23.7% | 1.06% | −0.20 |
| REGN Regeneron Pharmaceuticals | Reduce -81.7% | 0.03% | −0.19 |
| CVX Chevron Corp. | Reduce -8.0% | 0.50% | −0.19 |
| SHEL Shell PLC-ADR | Reduce -10.0% | 0.51% | −0.18 |
| CCI Crown Castle Inc. | Reduce -7.9% | 0.96% | −0.17 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -39.1% | 0.25% | −0.17 |
| CME Cme Group Inc. | Reduce -1.5% | 0.41% | −0.15 |
| ABT Abbott Laboratories | Reduce -27.1% | 0.25% | −0.15 |
| AMT American Tower Corp. | Reduce -25.6% | 0.33% | −0.14 |
| PEP Pepsico Inc. | Reduce -5.2% | 0.47% | −0.11 |
| DD Dupont DE Nemours Inc. | Reduce -5.2% | 1.27% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -3.6% | 0.42% | −0.10 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.50% | −0.10 |
| AVY Avery Dennison Corp. | Reduce -0.0% | 1.23% | −0.10 |
| WRB WR Berkley Corp. | Reduce -8.7% | 2.05% | −0.09 |
| CTVA Corteva Inc. | Reduce -5.6% | 1.34% | −0.08 |
| APD Air Products & Chemicals Inc. | Reduce -3.9% | 1.73% | −0.08 |
| SLB SLB Ltd. | Reduce -8.8% | 0.32% | −0.07 |
| CNH CNH Industrial NV | Reduce -5.4% | 1.38% | −0.07 |
| RTX RTX Corp. | Reduce -5.5% | 0.69% | −0.06 |
| IWS iShares Russell Mid-Cap Valu | Reduce -14.9% | 1.10% | −0.06 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -7.4% | 0.58% | −0.04 |
| AZN Astrazeneca PLC | Reduce -9.0% | 0.27% | −0.04 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.04 |
| SAFT Safety Insurance Group Inc. | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.5% | 0.86% | −0.03 |
| ETR Entergy Corp. | Reduce -6.3% | 0.57% | −0.03 |
| XEL Xcel Energy Inc. | Reduce -2.0% | 1.36% | −0.03 |
| ULH Universal Logistics Holdings | Sold out | 0.00% | −0.03 |
| CB Chubb Ltd. | Reduce -7.3% | 0.65% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.03 |
| FERG Ferguson Enterprises Inc. | Reduce -1.5% | 2.01% | −0.02 |
| O Realty Income Corp. | Reduce -5.8% | 0.35% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -7.2% | 0.48% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| AHR American Healthcare REIT Inc. | Add +391.3% | 1.28% | +1.04 |
| SOLS Solstice Adv Materials Inc. | Add +129.7% | 1.57% | +0.97 |
| LNG Cheniere Energy Inc. | New | 0.91% | +0.91 |
| FNV Franco-Nevada Corp. | New | 0.90% | +0.90 |
| HONA Honeywell Aerospace Inc. | Add +329.4% | 0.87% | +0.67 |
| AMZN Amazon.com Inc. | Add +2199.1% | 0.66% | +0.64 |
| GLD SPDR Gold Shares | Add +4515.5% | 0.44% | +0.43 |
| HON Honeywell International Inc. | Add +310.6% | 0.85% | +0.42 |
| SUNB Sunbelt Rentals Holdings Inc. | Add +30.1% | 1.26% | +0.41 |
| ETN Eaton Corp. PLC | Add +216.7% | 0.46% | +0.34 |
| MSFT Microsoft Corp. | Add +26.7% | 0.95% | +0.20 |
| WSO Watsco Inc. | Add +0.4% | 1.07% | +0.13 |
| FLXR TCW Flexible Income ETF | Add +82.9% | 0.26% | +0.12 |
| QCOM Qualcomm Inc. | Add +299.9% | 0.13% | +0.11 |
| IEI iShares 3-7 Year Treasury Bo | Add +11.1% | 0.83% | +0.07 |
| IAU iShares Gold Trust | New | 0.05% | +0.05 |
| XPEL Xpel Inc. | New | 0.05% | +0.05 |
| POOL Pool Corp. | New | 0.04% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +22.7% | 0.13% | +0.04 |
| ALM Almonty Industries Inc. | New | 0.03% | +0.03 |
| PRIM Primoris Services Corp. | New | 0.03% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +3.4% | 0.20% | +0.03 |
| LOW Lowe's Cos Inc. | Add +13.4% | 0.59% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +0.0% | 0.17% | +0.02 |
| CRH CRH PLC | Add +0.5% | 1.95% | +0.02 |
| VXUS Vanguard Total Intl Stock | New | 0.02% | +0.02 |
| FENI Fidelity Enhanced Intl ETF | Add +6.4% | 0.13% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.09% | +0.01 |
| CXT Crane NXT Co. | Add +29.3% | 0.04% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +23.8% | 0.04% | +0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +66.9% | 0.03% | +0.01 |
| RPM RPM International Inc. | Add +2.0% | 0.09% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 0.07% | +0.01 |
| SCHD Schwab US DVD Equity ETF | New | 0.01% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 0.09% | +0.01 |
| AVEM Avantis Emerging Markets Eq | New | 0.01% | +0.01 |
| FBND Fidelity Total Bond ETF | Add +23.5% | 0.05% | +0.01 |
| PYLD PIMCO Multisector Bond Actv | New | 0.01% | +0.01 |
| GVA Granite Construction Inc. | New | 0.01% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.01% | +0.01 |
| IWO iShares Russell 2000 Growth | New | 0.01% | +0.01 |
| USRT iShares Core US REIT ETF | New | 0.01% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +38.5% | 0.01% | +0.00 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +1.0% | 0.02% | +0.00 |
| JPLD JPMorgan Ltd. Duration ETF | Add +2.8% | 0.21% | +0.00 |
| MSA Msa Safety Inc. | Add +0.0% | 0.06% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.3% | 0.01% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +10.1% | 0.01% | +0.00 |
| IGF iShares Global Infrastructur | Add +8.5% | 0.03% | +0.00 |
| LYFT LYFT Inc. Class A | Add +2.2% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 245 | $3.6B | ADI, MTB, PNC, WRB, MCK |
| Q1 2026 | 251 | $3.5B | MCK, CBOE, ADI, WRB, MTB |
| Q4 2025 | 251 | $3.5B | MCK, CRH, WRB, CBOE, ADI |
| Q3 2025 | 242 | $3.5B | MCK, WRB, CRH, CBOE, MTB |
| Q2 2025 | 240 | $3.4B | WRB, MCK, FERG, CBOE, MKL |
| Q1 2025 | 241 | $3.4B | WRB, MCK, CBOE, MKL, PNC |
| Q4 2024 | 242 | $3.5B | SHV, WRB, PNC, MCK, CBOE |
| Q3 2024 | 244 | $3.8B | SHV, WRB, CBOE, PNC, ADI |
| Q2 2024 | 239 | $3.6B | SHV, FANG, MCK, ADI, WRB |
| Q1 2024 | 238 | $3.8B | MCK, WRB, CBOE, FANG, ULTA |