Anchor Capital Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Anchor Capital Advisors LLC reported 242 stock positions worth $3.5 billion. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 2.4% of the portfolio, followed by WR Berkley (WRB, 2.2%) and PNC Financial Services (PNC, 2.1%). Compared with Q3 2024, it opened 13 new positions, sold out of 15, added to 61 and reduced 139. The biggest buy was iShares Russell Mid-Cap Valu (IWS, shares +137%) and the biggest sale Ulta Beauty (ULTA, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000813933
- Portfolio Value
- $3.5B (Q4 2024)
- SEC Filing
- 0001172661-25-000507 ↗ filed Feb 5, 2025
Holdings Value
Holdings 242 stocks · $3.5B
| SHV iShares 0-1 Year Treasury Bo | 2.44% | 776,544 | $85.5M | Reduce -23.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 2.16% | 1,295,793 | $75.8M | Reduce -4.6% |
| PNC PNC Financial Services Group | 2.06% | 374,483 | $72.2M | Reduce -5.6% |
| MCK McKesson Corp. | 2.06% | 126,692 | $72.2M | Reduce -5.2% |
| CBOE Cboe Global Markets Inc. | 1.98% | 354,547 | $69.3M | Reduce -4.4% |
| MKL Markel Group Inc. | 1.97% | 40,035 | $69.1M | Reduce -4.5% |
| CRH CRH PLC | 1.91% | 725,660 | $67.1M | Add +4.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.87% | 349,198 | $65.7M | Reduce -7.8% |
| BSX Boston Scientific Corp. | 1.85% | 726,928 | $64.9M | Reduce -4.3% |
| IWS iShares Russell Mid-Cap Valu | 1.84% | 498,392 | $64.5M | Add +137.2% |
| FANG Diamondback Energy Inc. | 1.77% | 378,417 | $62.0M | Reduce -2.9% |
| ADI Analog Devices Inc. | 1.77% | 291,671 | $62.0M | Reduce -3.3% |
| LNT Alliant Energy Corp. | 1.47% | 869,171 | $51.4M | Reduce -6.4% |
| FLR Fluor Corp. | 1.45% | 1,030,635 | $50.8M | Reduce -6.9% |
| LAMR Lamar Advertising Co. Class A | 1.45% | 416,426 | $50.7M | Reduce -4.5% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 1.44% | 411,226 | $50.6M | Reduce -6.1% |
| CASY Casey's General Stores Inc. | 1.44% | 127,546 | $50.5M | Reduce -6.3% |
| MAA Mid-America Apartment Comm | 1.39% | 315,162 | $48.7M | Reduce -4.2% |
| TT Trane Technologies PLC | 1.38% | 130,983 | $48.4M | Reduce -6.2% |
| HUBB Hubbell Inc. | 1.37% | 114,282 | $47.9M | Reduce -4.6% |
| CNH CNH Industrial NV | 1.32% | 4,098,065 | $46.4M | Add +23.2% |
| SNX TD Synnex Corp. | 1.32% | 393,484 | $46.1M | Reduce -3.9% |
| FIS Fidelity National Info Serv | 1.29% | 561,911 | $45.4M | Reduce -9.3% |
| TEL Te Connectivity PLC | 1.29% | 315,705 | $45.1M | Reduce -3.7% |
| SOLV Solventum Corp. | 1.23% | 651,074 | $43.0M | Reduce -3.6% |
| BR Broadridge Financial Solutio | 1.21% | 187,994 | $42.5M | Reduce -3.7% |
| SSNC Ss&c Technologies Holdings | 1.17% | 539,993 | $40.9M | Reduce -5.2% |
| ES Eversource Energy | 1.16% | 709,373 | $40.7M | Reduce -8.1% |
| ADSK Autodesk Inc. | 1.16% | 137,056 | $40.5M | Reduce -6.7% |
| WSO Watsco Inc. | 1.15% | 85,255 | $40.4M | Reduce -4.5% |
| GMED Globus Medical Inc. Class A | 1.14% | 482,422 | $39.9M | Reduce -5.1% |
| HSY The Hershey Co. | 1.14% | 235,365 | $39.9M | Reduce -5.9% |
| EXPD Expeditors Intl Wash Inc. | 1.13% | 358,826 | $39.7M | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 1.11% | 161,884 | $38.8M | Reduce -4.7% |
| BWXT BWX Technologies Inc. | 1.09% | 342,879 | $38.2M | Reduce -6.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.07% | 132,525 | $37.6M | Reduce -5.1% |
| AOS Smith (a.o.) Corp. | 1.05% | 539,678 | $36.8M | Reduce -19.0% |
| CTVA Corteva Inc. | 1.02% | 629,215 | $35.8M | Add +228.8% |
| POR Portland General Electric Co. | 1.02% | 820,713 | $35.8M | Reduce -5.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.99% | 425,266 | $34.9M | Add +0.4% |
| AVY Avery Dennison Corp. | 0.99% | 185,012 | $34.6M | Reduce -3.4% |
| GEHC GE Healthcare Technology | 0.98% | 441,744 | $34.5M | Add +56.7% |
| NSA National Storage Affiliates | 0.98% | 906,411 | $34.4M | Reduce -4.3% |
| IT Gartner Inc. | 0.96% | 69,621 | $33.7M | Reduce -4.2% |
| FERG Ferguson Enterprises Inc. | 0.93% | 188,456 | $32.7M | Add +18.4% |
| EA Electronic Arts Inc. | 0.91% | 219,013 | $32.0M | Add +5606.4% |
| BIO Bio-Rad Laboratories-A | 0.91% | 97,207 | $31.9M | Reduce -0.6% |
| NSC Norfolk Southern Corp. | 0.91% | 136,003 | $31.9M | Reduce -4.1% |
| YUM Yum! Brands Inc. | 0.86% | 224,346 | $30.1M | New |
| MSFT Microsoft Corp. | 0.85% | 71,086 | $30.0M | Reduce -2.0% |
| XEL Xcel Energy Inc. | 0.84% | 433,980 | $29.3M | Reduce -7.2% |
| CCI Crown Castle Inc. | 0.83% | 319,413 | $29.0M | Reduce -2.7% |
| CHRD Chord Energy Corp. | 0.77% | 231,936 | $27.1M | Add +1.4% |
| FAF First American Financial | 0.75% | 419,449 | $26.2M | Reduce -26.9% |
| BAH Booz Allen Hamilton Holdings | 0.72% | 195,143 | $25.1M | Reduce -50.1% |
| CPAY Corpay Inc. | 0.70% | 72,862 | $24.7M | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 52,895 | $24.0M | Reduce -3.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.68% | 206,184 | $23.8M | Add +4.3% |
| RTX RTX Corp. | 0.65% | 195,819 | $22.7M | Reduce -3.5% |
| GS Goldman Sachs Group Inc. | 0.63% | 38,751 | $22.2M | Reduce -4.0% |
| GPC Genuine Parts Co. | 0.63% | 189,469 | $22.1M | Reduce -25.3% |
| CB Chubb Ltd. | 0.62% | 78,667 | $21.7M | Reduce -2.9% |
| WMT Walmart Inc. | 0.59% | 228,559 | $20.7M | Reduce -6.1% |
| TOL Toll Brothers Inc. | 0.58% | 162,766 | $20.5M | Reduce -7.2% |
| UNH Unitedhealth Group Inc. | 0.58% | 39,952 | $20.2M | Reduce -3.6% |
| PGR Progressive Corp. | 0.55% | 81,010 | $19.4M | Reduce -3.4% |
| IDA Idacorp Inc. | 0.55% | 177,582 | $19.4M | Reduce -3.4% |
| PG The Procter & Gamble Co. | 0.54% | 113,922 | $19.1M | Reduce -3.3% |
| JNJ Johnson & Johnson | 0.51% | 122,934 | $17.8M | Reduce -2.2% |
| CVX Chevron Corp. | 0.50% | 121,211 | $17.6M | Reduce -3.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.50% | 336,959 | $17.4M | Reduce -0.4% |
| SHEL Shell PLC-ADR | 0.50% | 277,360 | $17.4M | Reduce -0.8% |
| ETR Entergy Corp. | 0.49% | 228,126 | $17.3M | Reduce -5.2% |
| CRM Salesforce Inc. | 0.48% | 50,159 | $16.8M | Reduce -5.0% |
| ABBV Abbvie Inc. | 0.47% | 92,868 | $16.5M | Reduce -2.8% |
| MCD McDonald's Corp. | 0.47% | 56,568 | $16.4M | Reduce -1.8% |
| APO Apollo Global Management Inc. | 0.46% | 98,572 | $16.3M | Reduce -4.6% |
| LOW Lowe's Cos Inc. | 0.46% | 65,542 | $16.2M | Reduce -4.0% |
| CME Cme Group Inc. | 0.46% | 69,142 | $16.1M | Reduce -3.0% |
| ABT Abbott Laboratories | 0.45% | 140,239 | $15.9M | Reduce -1.9% |
| CRL Charles River Laboratories | 0.45% | 85,186 | $15.7M | Reduce -15.4% |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 30,195 | $15.7M | Reduce -3.7% |
| APD Air Products & Chemicals Inc. | 0.44% | 53,646 | $15.6M | Reduce -4.7% |
| HAL Halliburton Co. | 0.44% | 567,259 | $15.4M | Add +15.3% |
| PEP Pepsico Inc. | 0.44% | 101,365 | $15.4M | Add +9.7% |
| UNP Union Pacific Corp. | 0.42% | 64,240 | $14.6M | Reduce -2.5% |
| AXP American Express Co. | 0.41% | 49,017 | $14.5M | Reduce -20.2% |
| ALC Alcon Inc. filed as ALCON AG | 0.39% | 160,999 | $13.7M | Reduce -3.2% |
| V Visa Inc. Class A | 0.38% | 42,273 | $13.4M | Reduce -19.2% |
| CMCSA Comcast Corp. Class A | 0.37% | 348,055 | $13.1M | Reduce -4.3% |
| AMT American Tower Corp. | 0.37% | 70,898 | $13.0M | Reduce -1.4% |
| TECK Teck Resources Ltd.-CLS B | 0.37% | 320,377 | $13.0M | Reduce -22.0% |
| LMT Lockheed Martin Corp. | 0.37% | 26,509 | $12.9M | Reduce -2.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.35% | 241,458 | $12.4M | Reduce -16.0% |
| DEO Diageo PLC-Sponsored ADR | 0.33% | 91,576 | $11.6M | Add +16.6% |
| MDLZ Mondelez International Inc. Class A | 0.32% | 185,076 | $11.1M | Reduce -1.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.31% | 165,428 | $10.8M | Reduce -0.9% |
| PH Parker Hannifin Corp. | 0.31% | 16,827 | $10.7M | Reduce -4.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.30% | 271,323 | $10.4M | New |
| MPC Marathon Petroleum Corp. | 0.29% | 73,019 | $10.2M | Reduce -0.5% |
Portfolio Sells Q3 2024 → Q4 2024
| ULTA Ulta Beauty Inc. | Reduce -98.0% | 0.03% | −1.14 |
| VNT Vontier Corp. | Reduce -96.7% | 0.04% | −0.99 |
| BAH Booz Allen Hamilton Holdings | Reduce -50.1% | 0.72% | −0.98 |
| AOS Smith (a.o.) Corp. | Reduce -19.0% | 1.05% | −0.54 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -23.3% | 2.44% | −0.54 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.45 |
| GPC Genuine Parts Co. | Reduce -25.3% | 0.63% | −0.31 |
| FAF First American Financial | Reduce -26.9% | 0.75% | −0.26 |
| ES Eversource Energy | Reduce -8.1% | 1.16% | −0.23 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.23 |
| NSA National Storage Affiliates | Reduce -4.3% | 0.98% | −0.23 |
| CCI Crown Castle Inc. | Reduce -2.7% | 0.83% | −0.21 |
| TECK Teck Resources Ltd.-CLS B | Reduce -22.0% | 0.37% | −0.20 |
| EXPD Expeditors Intl Wash Inc. | Reduce -3.1% | 1.13% | −0.16 |
| HSY The Hershey Co. | Reduce -5.9% | 1.14% | −0.14 |
| AVY Avery Dennison Corp. | Reduce -3.4% | 0.99% | −0.14 |
| TOL Toll Brothers Inc. | Reduce -7.2% | 0.58% | −0.13 |
| SUI Sun Communities Inc. | Reduce -6.1% | 1.44% | −0.13 |
| LAMR Lamar Advertising Co. Class A | Reduce -4.5% | 1.45% | −0.10 |
| POR Portland General Electric Co. | Reduce -5.7% | 1.02% | −0.09 |
| FIS Fidelity National Info Serv | Reduce -9.3% | 1.29% | −0.08 |
| CRL Charles River Laboratories | Reduce -15.4% | 0.45% | −0.08 |
| ADI Analog Devices Inc. | Reduce -3.3% | 1.77% | −0.08 |
| AMT American Tower Corp. | Reduce -1.4% | 0.37% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.7% | 0.45% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -3.6% | 0.58% | −0.07 |
| TT Trane Technologies PLC | Reduce -6.2% | 1.38% | −0.06 |
| ICFI Icf International Inc. | Sold out | 0.00% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -79.1% | 0.02% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -2.9% | 0.37% | −0.06 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -16.0% | 0.35% | −0.06 |
| ALC Alcon Inc. | Reduce -3.2% | 0.39% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.2% | 0.32% | −0.05 |
| HOLX Hologic Inc. | Reduce -59.6% | 0.03% | −0.05 |
| FCX Freeport-McMoran Inc. | Reduce -3.8% | 0.18% | −0.05 |
| CBOE Cboe Global Markets Inc. | Reduce -4.4% | 1.98% | −0.04 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -0.9% | 0.31% | −0.04 |
| JNJ Johnson & Johnson | Reduce -2.2% | 0.51% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Reduce -17.5% | 0.17% | −0.03 |
| LNT Alliant Energy Corp. | Reduce -6.4% | 1.47% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -4.3% | 0.37% | −0.03 |
| ABBV Abbvie Inc. | Reduce -2.8% | 0.47% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -4.0% | 0.46% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -1.0% | 0.17% | −0.03 |
| TEL Te Connectivity PLC | Reduce -3.7% | 1.29% | −0.03 |
| AXP American Express Co. | Reduce -20.2% | 0.41% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -26.6% | 0.10% | −0.03 |
| FBND Fidelity Total Bond ETF | Reduce -31.5% | 0.07% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -0.5% | 0.29% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -4.1% | 0.91% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| IWS iShares Russell Mid-Cap Valu | Add +137.2% | 1.84% | +1.10 |
| EA Electronic Arts Inc. | Add +5606.4% | 0.91% | +0.90 |
| YUM Yum! Brands Inc. | New | 0.86% | +0.86 |
| CTVA Corteva Inc. | Add +228.8% | 1.02% | +0.72 |
| CNH CNH Industrial NV | Add +23.2% | 1.32% | +0.34 |
| SLB SLB Ltd. | New | 0.30% | +0.30 |
| GEHC GE Healthcare Technology | Add +56.7% | 0.98% | +0.28 |
| HON Honeywell International Inc. | New | 0.22% | +0.22 |
| REGN Regeneron Pharmaceuticals | New | 0.22% | +0.22 |
| CRH CRH PLC | Add +4.0% | 1.91% | +0.20 |
| RIO Rio Tinto PLC-Spon ADR | Add +293.1% | 0.26% | +0.18 |
| IWD iShares Russell 1000 Value E | Add +170.7% | 0.22% | +0.14 |
| FERG Ferguson Enterprises Inc. | Add +18.4% | 0.93% | +0.09 |
| HAL Halliburton Co. | Add +15.3% | 0.44% | +0.06 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.4% | 0.99% | +0.06 |
| IEI iShares 3-7 Year Treasury Bo | Add +4.3% | 0.68% | +0.05 |
| REVG Rev Group Inc. | New | 0.05% | +0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.05% | +0.05 |
| DAKT Daktronics Inc. | Add +60.2% | 0.08% | +0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +512.8% | 0.05% | +0.04 |
| JCI Johnson Controls Internation | New | 0.04% | +0.04 |
| DEO Diageo PLC-Sponsored ADR | Add +16.6% | 0.33% | +0.04 |
| AAPL Apple Inc. | Add +1.1% | 0.23% | +0.03 |
| ASUR Asure Software Inc. | New | 0.03% | +0.03 |
| EEM iShares MSCI Emerging Market | New | 0.02% | +0.02 |
| ETON Eton Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| PEP Pepsico Inc. | Add +9.7% | 0.44% | +0.02 |
| MGNR Amer Beac GLG NTRL Rsrcs ETF | Add +45.4% | 0.05% | +0.02 |
| MAGS Roundhill Magnificent Seven | New | 0.02% | +0.02 |
| SENEA Seneca Foods Corp. Class A | Add +1.2% | 0.05% | +0.01 |
| ULH Universal Logistics Holdings | Add +28.5% | 0.04% | +0.01 |
| CXT Crane NXT Co. | Add +22.7% | 0.04% | +0.01 |
| NIC Nicolet Bankshares Inc. | Add +0.4% | 0.07% | +0.01 |
| JILL J. Jill Inc. | Add +6.1% | 0.04% | +0.01 |
| CVCO Cavco Industries Inc. | Add +3.0% | 0.07% | +0.01 |
| MSA Msa Safety Inc. | Add +18.8% | 0.05% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.04% | +0.01 |
| CBU Community Financial System I | Add +1.7% | 0.06% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +1.6% | 0.09% | +0.01 |
| CLX Clorox Company | Add +3.1% | 0.08% | +0.01 |
| CHCT Community Healthcare Trust I | Add +3.5% | 0.04% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +46.1% | 0.02% | +0.01 |
| NVDA Nvidia Corp. | New | 0.01% | +0.01 |
| WTW Willis Towers Watson PLC | New | 0.01% | +0.01 |
| HIFS Hingham Institution for SVGS | Add +1.6% | 0.04% | +0.00 |
| UBSI United Bankshares Inc. | Add +0.2% | 0.05% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +2.9% | 0.04% | +0.00 |
| WINA Winmark Corp. | Add +2.4% | 0.04% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.7% | 0.02% | +0.00 |
| SAFT Safety Insurance Group Inc. | Add +1.6% | 0.04% | +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 |