Anchor Capital Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Anchor Capital Advisors LLC reported 241 stock positions worth $3.4 billion. Its top holding was WR Berkley (WRB) at 2.6% of the portfolio, followed by McKesson (MCK, 2.4%) and Cboe Global Markets (CBOE, 2.3%). Compared with Q4 2024, it opened 8 new positions, sold out of 9, added to 44 and reduced 159. The biggest buy was a new position in Keurig Dr Pepper (KDP) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000813933
- Portfolio Value
- $3.4B (Q1 2025)
- SEC Filing
- 0001172661-25-001743 ↗ filed May 13, 2025
Holdings Value
Holdings 241 stocks · $3.4B
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 2.62% | 1,235,004 | $87.9M | Reduce -4.7% |
| MCK McKesson Corp. | 2.44% | 121,369 | $81.7M | Reduce -4.2% |
| CBOE Cboe Global Markets Inc. | 2.31% | 342,047 | $77.4M | Reduce -3.5% |
| MKL Markel Group Inc. | 2.10% | 37,658 | $70.4M | Reduce -5.9% |
| PNC PNC Financial Services Group | 1.86% | 354,410 | $62.3M | Reduce -5.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.83% | 343,833 | $61.5M | Reduce -1.5% |
| CRH CRH PLC | 1.82% | 692,123 | $60.9M | Reduce -4.6% |
| CNH CNH Industrial NV | 1.73% | 4,712,307 | $57.9M | Add +15.0% |
| ADI Analog Devices Inc. | 1.72% | 285,349 | $57.5M | Reduce -2.2% |
| LNT Alliant Energy Corp. | 1.57% | 817,694 | $52.6M | Reduce -5.9% |
| CASY Casey's General Stores Inc. | 1.54% | 118,760 | $51.5M | Reduce -6.9% |
| MAA Mid-America Apartment Comm | 1.51% | 301,395 | $50.5M | Reduce -4.4% |
| BSX Boston Scientific Corp. | 1.49% | 496,361 | $50.1M | Reduce -31.7% |
| FANG Diamondback Energy Inc. | 1.45% | 303,080 | $48.5M | Reduce -19.9% |
| SOLV Solventum Corp. | 1.44% | 632,912 | $48.1M | Reduce -2.8% |
| GEHC GE Healthcare Technology | 1.43% | 595,627 | $48.1M | Add +34.8% |
| CCI Crown Castle Inc. | 1.41% | 452,097 | $47.1M | Add +41.5% |
| KDP Keurig Dr Pepper Inc. | 1.40% | 1,372,292 | $47.0M | New |
| XEL Xcel Energy Inc. | 1.36% | 644,719 | $45.6M | Add +48.6% |
| LAMR Lamar Advertising Co. Class A | 1.36% | 400,320 | $45.5M | Reduce -3.9% |
| ACGL Arch Capital Group Ltd. | 1.34% | 468,262 | $45.0M | New |
| CTVA Corteva Inc. | 1.34% | 713,735 | $44.9M | Add +13.4% |
| HSY The Hershey Co. | 1.31% | 257,328 | $44.0M | Add +9.3% |
| BR Broadridge Financial Solutio | 1.30% | 180,228 | $43.7M | Reduce -4.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.30% | 125,979 | $43.5M | Reduce -4.9% |
| EXPD Expeditors Intl Wash Inc. | 1.29% | 360,571 | $43.4M | Add +0.5% |
| TEL Te Connectivity PLC | 1.29% | 305,177 | $43.1M | Reduce -3.3% |
| FERG Ferguson Enterprises Inc. | 1.28% | 266,976 | $42.8M | Add +41.7% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 1.27% | 329,667 | $42.4M | Reduce -19.8% |
| ADSK Autodesk Inc. | 1.26% | 160,720 | $42.1M | Add +17.3% |
| WSO Watsco Inc. | 1.24% | 81,708 | $41.5M | Reduce -4.2% |
| GMED Globus Medical Inc. Class A | 1.17% | 536,977 | $39.3M | Add +11.3% |
| SNX TD Synnex Corp. | 1.15% | 372,152 | $38.7M | Reduce -5.4% |
| TOL Toll Brothers Inc. | 1.15% | 363,578 | $38.4M | Add +123.4% |
| JPM JPMorgan Chase & Co. | 1.14% | 156,140 | $38.3M | Reduce -3.5% |
| HUBB Hubbell Inc. | 1.14% | 115,219 | $38.1M | Add +0.8% |
| YUM Yum! Brands Inc. | 1.11% | 235,486 | $37.1M | Add +5.0% |
| POR Portland General Electric Co. | 1.09% | 817,964 | $36.5M | Reduce -0.3% |
| SSNC Ss&c Technologies Holdings | 1.08% | 433,882 | $36.2M | Reduce -19.6% |
| NSA National Storage Affiliates | 1.08% | 917,337 | $36.1M | Add +1.2% |
| FLR Fluor Corp. | 1.05% | 985,578 | $35.3M | Reduce -4.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.04% | 421,275 | $34.9M | Reduce -0.9% |
| FIS Fidelity National Info Serv | 1.01% | 454,698 | $34.0M | Reduce -19.1% |
| AVY Avery Dennison Corp. | 0.99% | 187,109 | $33.3M | Add +1.1% |
| CPAY Corpay Inc. | 0.98% | 94,350 | $32.9M | Add +29.5% |
| AOS Smith (a.o.) Corp. | 0.97% | 497,529 | $32.5M | Reduce -7.8% |
| BWXT BWX Technologies Inc. | 0.97% | 329,319 | $32.5M | Reduce -4.0% |
| NSIT Insight Enterprises Inc. | 0.96% | 214,175 | $32.1M | New |
| GPC Genuine Parts Co. | 0.95% | 267,185 | $31.8M | Add +41.0% |
| NSC Norfolk Southern Corp. | 0.94% | 133,622 | $31.6M | Reduce -1.8% |
| IT Gartner Inc. | 0.86% | 68,720 | $28.8M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 50,293 | $26.8M | Reduce -4.9% |
| MSFT Microsoft Corp. | 0.77% | 68,368 | $25.7M | Reduce -3.8% |
| JNJ Johnson & Johnson | 0.76% | 154,074 | $25.6M | Add +25.3% |
| RTX RTX Corp. | 0.74% | 186,663 | $24.7M | Reduce -4.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.73% | 206,849 | $24.4M | Add +0.3% |
| CB Chubb Ltd. | 0.69% | 76,010 | $23.0M | Reduce -3.4% |
| TT Trane Technologies PLC | 0.68% | 67,985 | $22.9M | Reduce -48.1% |
| PGR Progressive Corp. | 0.64% | 76,072 | $21.5M | Reduce -6.1% |
| IDA Idacorp Inc. | 0.60% | 173,290 | $20.1M | Reduce -2.4% |
| CVX Chevron Corp. | 0.60% | 119,802 | $20.0M | Reduce -1.2% |
| SHEL Shell PLC-ADR | 0.59% | 267,815 | $19.6M | Reduce -3.4% |
| GS Goldman Sachs Group Inc. | 0.58% | 35,836 | $19.6M | Reduce -7.5% |
| WMT Walmart Inc. | 0.57% | 216,927 | $19.0M | Reduce -5.1% |
| ABBV Abbvie Inc. | 0.56% | 89,250 | $18.7M | Reduce -3.9% |
| PG The Procter & Gamble Co. | 0.56% | 109,465 | $18.7M | Reduce -3.9% |
| ABT Abbott Laboratories | 0.55% | 138,609 | $18.4M | Reduce -1.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.55% | 166,161 | $18.4M | Reduce -78.6% |
| ETR Entergy Corp. | 0.54% | 212,059 | $18.1M | Reduce -7.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.53% | 336,918 | $17.6M | Reduce -0.0% |
| TECK Teck Resources Ltd.-CLS B | 0.53% | 483,227 | $17.6M | Add +50.8% |
| CME Cme Group Inc. | 0.52% | 66,020 | $17.5M | Reduce -4.5% |
| MCD McDonald's Corp. | 0.51% | 54,667 | $17.1M | Reduce -3.4% |
| IWS iShares Russell Mid-Cap Valu | 0.49% | 129,967 | $16.4M | Reduce -73.9% |
| HAL Halliburton Co. | 0.49% | 642,624 | $16.3M | Add +13.3% |
| IEF iShares 7-10 Year Treasury B | 0.46% | 163,223 | $15.6M | Add +152.4% |
| AMT American Tower Corp. | 0.45% | 69,566 | $15.1M | Reduce -1.9% |
| APD Air Products & Chemicals Inc. | 0.45% | 51,223 | $15.1M | Reduce -4.5% |
| PEP Pepsico Inc. | 0.45% | 100,567 | $15.1M | Reduce -0.8% |
| LOW Lowe's Cos Inc. | 0.44% | 63,246 | $14.8M | Reduce -3.5% |
| HON Honeywell International Inc. | 0.44% | 69,405 | $14.7M | Add +100.8% |
| ALC Alcon Inc. filed as ALCON AG | 0.44% | 154,763 | $14.7M | Reduce -3.9% |
| UNP Union Pacific Corp. | 0.43% | 61,637 | $14.6M | Reduce -4.0% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 29,167 | $14.5M | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 0.43% | 27,213 | $14.3M | Reduce -31.9% |
| V Visa Inc. Class A | 0.42% | 39,934 | $14.0M | Reduce -5.5% |
| O Realty Income Corp. | 0.39% | 226,102 | $13.1M | New |
| APO Apollo Global Management Inc. | 0.38% | 93,699 | $12.8M | Reduce -4.9% |
| CMCSA Comcast Corp. Class A | 0.38% | 341,538 | $12.6M | Reduce -1.9% |
| AXP American Express Co. | 0.38% | 46,754 | $12.6M | Reduce -4.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.37% | 235,166 | $12.4M | Reduce -2.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.36% | 285,934 | $12.0M | Add +5.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.35% | 159,108 | $11.7M | Reduce -3.8% |
| LMT Lockheed Martin Corp. | 0.34% | 25,826 | $11.5M | Reduce -2.6% |
| MPC Marathon Petroleum Corp. | 0.31% | 71,689 | $10.4M | Reduce -1.8% |
| PH Parker Hannifin Corp. | 0.29% | 15,953 | $9.7M | Reduce -5.2% |
| RIO Rio Tinto PLC-Spon ADR | 0.28% | 157,934 | $9.5M | Add +2.9% |
| DEO Diageo PLC-Sponsored ADR | 0.28% | 89,668 | $9.4M | Reduce -2.1% |
| MBB iShares MBS ETF | 0.27% | 95,016 | $8.9M | Add +1.1% |
| OTIS Otis Worldwide Corp. | 0.26% | 84,199 | $8.7M | Reduce -4.7% |
Portfolio Sells Q4 2024 → Q1 2025
| SHV iShares 0-1 Year Treasury Bo | Reduce -78.6% | 0.55% | −1.89 |
| IWS iShares Russell Mid-Cap Valu | Reduce -73.9% | 0.49% | −1.35 |
| ES Eversource Energy | Reduce -97.7% | 0.03% | −1.13 |
| BIO Bio-Rad Laboratories-A | Reduce -98.0% | 0.01% | −0.90 |
| EA Electronic Arts Inc. | Reduce -96.4% | 0.03% | −0.88 |
| FAF First American Financial | Reduce -95.5% | 0.04% | −0.71 |
| CHRD Chord Energy Corp. | Reduce -91.4% | 0.07% | −0.71 |
| TT Trane Technologies PLC | Reduce -48.1% | 0.68% | −0.70 |
| BAH Booz Allen Hamilton Holdings | Reduce -85.3% | 0.09% | −0.63 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.45 |
| FLR Fluor Corp. | Reduce -4.4% | 1.05% | −0.40 |
| BSX Boston Scientific Corp. | Reduce -31.7% | 1.49% | −0.36 |
| FANG Diamondback Energy Inc. | Reduce -19.9% | 1.45% | −0.32 |
| FIS Fidelity National Info Serv | Reduce -19.1% | 1.01% | −0.28 |
| CRM Salesforce Inc. | Reduce -40.9% | 0.24% | −0.24 |
| MDLZ Mondelez International Inc. Class A | Reduce -79.2% | 0.08% | −0.24 |
| PNC PNC Financial Services Group | Reduce -5.4% | 1.86% | −0.20 |
| SUI Sun Communities Inc. | Reduce -19.8% | 1.27% | −0.18 |
| SNX TD Synnex Corp. | Reduce -5.4% | 1.15% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -31.9% | 0.43% | −0.15 |
| IWD iShares Russell 1000 Value E | Reduce -57.9% | 0.10% | −0.12 |
| BWXT BWX Technologies Inc. | Reduce -4.0% | 0.97% | −0.12 |
| IT Gartner Inc. | Reduce -1.3% | 0.86% | −0.10 |
| CRH CRH PLC | Reduce -4.6% | 1.82% | −0.10 |
| MSFT Microsoft Corp. | Reduce -3.8% | 0.77% | −0.09 |
| LAMR Lamar Advertising Co. Class A | Reduce -3.9% | 1.36% | −0.09 |
| SSNC Ss&c Technologies Holdings | Reduce -19.6% | 1.08% | −0.09 |
| APO Apollo Global Management Inc. | Reduce -4.9% | 0.38% | −0.08 |
| AOS Smith (a.o.) Corp. | Reduce -7.8% | 0.97% | −0.08 |
| CLX Clorox Company | Sold out | 0.00% | −0.08 |
| DEO Diageo PLC-Sponsored ADR | Reduce -2.1% | 0.28% | −0.05 |
| ADI Analog Devices Inc. | Reduce -2.2% | 1.72% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -7.5% | 0.58% | −0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -84.4% | 0.01% | −0.04 |
| DOW Dow Inc. | Sold out | 0.00% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -74.8% | 0.01% | −0.04 |
| AXP American Express Co. | Reduce -4.6% | 0.38% | −0.04 |
| MTB M & T Bank Corp. | Reduce -1.5% | 1.83% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -1.8% | 0.15% | −0.03 |
| AAPL Apple Inc. | Reduce -4.9% | 0.20% | −0.03 |
| BOOT Boot Barn Holdings Inc. | Sold out | 0.00% | −0.03 |
| VNT Vontier Corp. | Reduce -65.6% | 0.01% | −0.03 |
| PJT PJT Partners Inc. Class A | Reduce -27.8% | 0.05% | −0.02 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -2.6% | 0.34% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -3.5% | 0.44% | −0.02 |
| WMT Walmart Inc. | Reduce -5.1% | 0.57% | −0.02 |
| TRNS Transcat Inc. | Sold out | 0.00% | −0.02 |
| ULTA Ulta Beauty Inc. | Reduce -58.6% | 0.01% | −0.02 |
| CTRN Citi Trends Inc. | Reduce -38.7% | 0.02% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| KDP Keurig Dr Pepper Inc. | New | 1.40% | +1.40 |
| ACGL Arch Capital Group Ltd. | New | 1.34% | +1.34 |
| NSIT Insight Enterprises Inc. | New | 0.96% | +0.96 |
| CCI Crown Castle Inc. | Add +41.5% | 1.41% | +0.58 |
| TOL Toll Brothers Inc. | Add +123.4% | 1.15% | +0.56 |
| XEL Xcel Energy Inc. | Add +48.6% | 1.36% | +0.53 |
| GEHC GE Healthcare Technology | Add +34.8% | 1.43% | +0.45 |
| CNH CNH Industrial NV | Add +15.0% | 1.73% | +0.40 |
| O Realty Income Corp. | New | 0.39% | +0.39 |
| FERG Ferguson Enterprises Inc. | Add +41.7% | 1.28% | +0.34 |
| GPC Genuine Parts Co. | Add +41.0% | 0.95% | +0.32 |
| CTVA Corteva Inc. | Add +13.4% | 1.34% | +0.32 |
| IEF iShares 7-10 Year Treasury B | Add +152.4% | 0.46% | +0.29 |
| CPAY Corpay Inc. | Add +29.5% | 0.98% | +0.28 |
| JNJ Johnson & Johnson | Add +25.3% | 0.76% | +0.26 |
| YUM Yum! Brands Inc. | Add +5.0% | 1.11% | +0.25 |
| HON Honeywell International Inc. | Add +100.8% | 0.44% | +0.22 |
| HSY The Hershey Co. | Add +9.3% | 1.31% | +0.18 |
| EXPD Expeditors Intl Wash Inc. | Add +0.5% | 1.29% | +0.16 |
| TECK Teck Resources Ltd.-CLS B | Add +50.8% | 0.53% | +0.16 |
| AHR American Healthcare REIT Inc. | New | 0.15% | +0.15 |
| ADSK Autodesk Inc. | Add +17.3% | 1.26% | +0.10 |
| NSA National Storage Affiliates | Add +1.2% | 1.08% | +0.10 |
| SLB SLB Ltd. | Add +5.4% | 0.36% | +0.06 |
| IEI iShares 3-7 Year Treasury Bo | Add +0.3% | 0.73% | +0.05 |
| HAL Halliburton Co. | Add +13.3% | 0.49% | +0.05 |
| GMED Globus Medical Inc. Class A | Add +11.3% | 1.17% | +0.04 |
| MGRC McGrath Rentcorp | New | 0.03% | +0.03 |
| RIO Rio Tinto PLC-Spon ADR | Add +2.9% | 0.28% | +0.03 |
| CROX Crocs Inc. | New | 0.02% | +0.02 |
| MBB iShares MBS ETF | Add +1.1% | 0.27% | +0.02 |
| MGNR Amer Beac GLG NTRL Rsrcs ETF | Add +16.0% | 0.06% | +0.01 |
| UL Unilever PLC | Add +0.5% | 0.09% | +0.01 |
| REVG Rev Group Inc. | Add +11.6% | 0.06% | +0.01 |
| AVY Avery Dennison Corp. | Add +1.1% | 0.99% | +0.01 |
| HCI Hci Group Inc. | New | 0.01% | +0.01 |
| DFH Dream Finders Homes Inc. Class A | Add +61.6% | 0.02% | +0.01 |
| EG Everest Group Ltd. | Add +4.1% | 0.07% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.04% | +0.01 |
| FLOT iShares Floating Rate Bond E | Add +3.8% | 0.02% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +18.5% | 0.01% | +0.00 |
| VCLT Vanguard Long-Term Corp. Bond | Add +17.0% | 0.01% | +0.00 |
| BND Vanguard Total Bond Market | Add +10.9% | 0.01% | +0.00 |
| RPM RPM International Inc. | Add +1.8% | 0.07% | +0.00 |
| MAR Marriott International Class A | Add +1.3% | 0.02% | −0.00 |
| MSA Msa Safety Inc. | Add +1.9% | 0.05% | −0.00 |
| MEC Mayville Engineering Co. Inc. | Add +0.0% | 0.04% | −0.00 |
| ULH Universal Logistics Holdings | Add +44.4% | 0.04% | −0.01 |
| DAKT Daktronics Inc. | Add +16.9% | 0.07% | −0.01 |
| AMAT Applied Materials Inc. | Add +0.7% | 0.16% | −0.01 |
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 |