Anchor Capital Advisors LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Anchor Capital Advisors LLC reported 240 stock positions worth $3.4 billion. Its top holding was WR Berkley (WRB) at 2.6% of the portfolio, followed by McKesson (MCK, 2.5%) and Ferguson Enterprises (FERG, 2.3%). Compared with Q1 2025, it opened 8 new positions, sold out of 9, added to 35 and reduced 164. The biggest buy was a new position in Dupont DE Nemours (DD) and the biggest sale Sun Communities (SUI, shares −89%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0000813933
Portfolio Value
$3.4B (Q2 2025)
SEC Filing
0001172661-25-002907 ↗ filed Aug 6, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $3.8B Q1 2024 Q2 2024: $3.6B Q2 2024 Q3 2024: $3.8B Q3 2024 Q4 2024: $3.5B Q4 2024 Q1 2025: $3.4B Q1 2025 Q2 2025: $3.4B $3.4B Q2 2025 Q3 2025: $3.5B Q3 2025 Q4 2025: $3.5B Q4 2025 Q1 2026: $3.5B Q1 2026 Q2 2026: $3.6B Q2 2026

Holdings 240 stocks · $3.4B
WRB WR Berkley Corp. filed as BERKLEY W R CORP 2.55% 1,183,834 $87.0M Reduce -4.1%
MCK McKesson Corp. 2.52% 117,025 $85.8M Reduce -3.6%
FERG Ferguson Enterprises Inc. 2.29% 357,941 $77.9M Add +34.1%
CBOE Cboe Global Markets Inc. 2.22% 324,921 $75.8M Reduce -5.0%
MKL Markel Group Inc. 2.09% 35,595 $71.1M Reduce -5.5%
MTB M & T Bank Corp. filed as M & T BK CORP 2.07% 363,188 $70.5M Add +5.6%
ADI Analog Devices Inc. 1.99% 284,451 $67.7M Reduce -0.3%
PNC PNC Financial Services Group 1.94% 354,777 $66.1M Add +0.1%
CRH CRH PLC 1.81% 673,104 $61.8M Reduce -2.8%
CNH CNH Industrial NV 1.78% 4,673,584 $60.6M Reduce -0.8%
CASY Casey's General Stores Inc. 1.71% 113,898 $58.1M Reduce -4.1%
LAMR Lamar Advertising Co. Class A 1.65% 464,066 $56.3M Add +15.9%
MAA Mid-America Apartment Comm 1.55% 356,670 $52.8M Add +18.3%
BSX Boston Scientific Corp. 1.52% 481,206 $51.7M Reduce -3.0%
CTVA Corteva Inc. 1.50% 685,217 $51.1M Reduce -4.0%
SNX TD Synnex Corp. 1.44% 362,546 $49.2M Reduce -2.6%
LNT Alliant Energy Corp. 1.42% 802,686 $48.5M Reduce -1.8%
ADSK Autodesk Inc. 1.41% 155,333 $48.1M Reduce -3.4%
CCI Crown Castle Inc. 1.40% 464,425 $47.7M Add +2.7%
GEHC GE Healthcare Technology 1.37% 632,207 $46.8M Add +6.1%
SOLV Solventum Corp. 1.36% 611,287 $46.4M Reduce -3.4%
HUBB Hubbell Inc. 1.36% 113,503 $46.4M Reduce -1.5%
KDP Keurig Dr Pepper Inc. 1.34% 1,377,827 $45.6M Add +0.4%
DD Dupont DE Nemours Inc. 1.33% 660,253 $45.3M New
BWXT BWX Technologies Inc. 1.32% 313,115 $45.1M Reduce -4.9%
XEL Xcel Energy Inc. 1.32% 660,346 $45.0M Add +2.4%
JPM JPMorgan Chase & Co. 1.31% 154,303 $44.7M Reduce -1.2%
FLR Fluor Corp. 1.30% 862,827 $44.2M Reduce -12.4%
HSY The Hershey Co. 1.26% 258,889 $43.0M Add +0.6%
BR Broadridge Financial Solutio 1.23% 171,773 $41.7M Reduce -4.7%
YUM Yum! Brands Inc. 1.22% 280,546 $41.6M Add +19.1%
ACGL Arch Capital Group Ltd. 1.21% 453,267 $41.3M Reduce -3.2%
FANG Diamondback Energy Inc. 1.19% 294,173 $40.4M Reduce -2.9%
REXR Rexford Industrial Realty Inc. 1.18% 1,134,908 $40.4M New
EXPD Expeditors Intl Wash Inc. 1.18% 353,148 $40.3M Reduce -2.1%
TEL Te Connectivity PLC 1.17% 237,132 $40.0M Reduce -22.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 1.17% 124,156 $39.7M Reduce -1.4%
TOL Toll Brothers Inc. 1.12% 335,599 $38.3M Reduce -7.7%
WSO Watsco Inc. 1.03% 79,128 $34.9M Reduce -3.2%
SSNC Ss&c Technologies Holdings 1.02% 419,588 $34.7M Reduce -3.3%
FIS Fidelity National Info Serv 0.99% 415,925 $33.9M Reduce -8.5%
NSC Norfolk Southern Corp. 0.98% 130,335 $33.4M Reduce -2.5%
GMED Globus Medical Inc. Class A 0.98% 562,951 $33.2M Add +4.8%
MSFT Microsoft Corp. 0.97% 66,585 $33.1M Reduce -2.6%
AVY Avery Dennison Corp. 0.96% 186,291 $32.7M Reduce -0.4%
GPC Genuine Parts Co. 0.93% 261,915 $31.8M Reduce -2.0%
CPAY Corpay Inc. 0.89% 91,590 $30.4M Reduce -2.9%
POR Portland General Electric Co. 0.87% 730,467 $29.7M Reduce -10.7%
TT Trane Technologies PLC 0.83% 64,596 $28.3M Reduce -5.0%
IT Gartner Inc. 0.81% 68,436 $27.7M Reduce -0.4%
RTX RTX Corp. 0.78% 181,781 $26.5M Reduce -2.6%
IWS iShares Russell Mid-Cap Valu 0.75% 193,925 $25.6M Add +49.2%
GS Goldman Sachs Group Inc. 0.74% 35,794 $25.3M Reduce -0.1%
NSIT Insight Enterprises Inc. 0.74% 182,124 $25.1M Reduce -15.0%
BRK.B Berkshire Hathaway Inc. Class B 0.70% 49,221 $23.9M Reduce -2.1%
IEI iShares 3-7 Year Treasury Bo 0.70% 200,721 $23.9M Reduce -3.0%
JNJ Johnson & Johnson 0.69% 153,520 $23.5M Reduce -0.4%
IEF iShares 7-10 Year Treasury B 0.65% 232,104 $22.2M Add +42.2%
SHY iShares 1-3 Year Treasury Bo 0.64% 261,158 $21.6M Reduce -38.0%
CB Chubb Ltd. 0.63% 74,493 $21.6M Reduce -2.0%
PGR Progressive Corp. 0.58% 73,612 $19.6M Reduce -3.2%
IDA Idacorp Inc. 0.57% 168,981 $19.5M Reduce -2.5%
SHEL Shell PLC-ADR 0.55% 267,854 $18.9M Add +0.0%
ABT Abbott Laboratories 0.54% 135,758 $18.5M Reduce -2.1%
CME Cme Group Inc. 0.53% 65,605 $18.1M Reduce -0.6%
SHV iShares 0-1 Year Treasury Bo 0.53% 163,392 $18.0M Reduce -1.7%
AXP American Express Co. 0.53% 56,418 $18.0M Add +20.7%
TECK Teck Resources Ltd.-CLS B 0.51% 433,907 $17.5M Reduce -10.2%
IGSB iShares 1-5Y Inv Grade Corp. 0.51% 328,625 $17.3M Reduce -2.5%
PG The Procter & Gamble Co. 0.50% 107,160 $17.1M Reduce -2.1%
CVX Chevron Corp. 0.50% 118,656 $17.0M Reduce -1.0%
ETR Entergy Corp. 0.50% 204,103 $17.0M Reduce -3.8%
BDX Becton Dickinson and Co. 0.47% 93,802 $16.2M Add +6761.9%
HON Honeywell International Inc. 0.47% 69,147 $16.1M Reduce -0.4%
HAL Halliburton Co. 0.47% 789,117 $16.1M Add +22.8%
WMT Walmart Inc. 0.47% 163,001 $15.9M Reduce -24.9%
MCD McDonald's Corp. 0.46% 53,446 $15.6M Reduce -2.2%
AMT American Tower Corp. 0.44% 68,277 $15.1M Reduce -1.9%
AMAT Applied Materials Inc. 0.43% 80,655 $14.8M Add +116.1%
LMT Lockheed Martin Corp. 0.43% 31,304 $14.5M Add +21.2%
APD Air Products & Chemicals Inc. 0.42% 50,759 $14.3M Reduce -0.9%
UNP Union Pacific Corp. 0.41% 60,841 $14.0M Reduce -1.3%
LOW Lowe's Cos Inc. 0.41% 62,583 $13.9M Reduce -1.1%
V Visa Inc. Class A 0.41% 38,990 $13.8M Reduce -2.4%
ALC Alcon Inc. filed as ALCON AG 0.39% 151,524 $13.4M Reduce -2.1%
PEP Pepsico Inc. 0.39% 100,431 $13.3M Reduce -0.1%
O Realty Income Corp. 0.38% 224,289 $12.9M Reduce -0.8%
IGIB iShares 5-10Y Inv Grade Corp. 0.36% 229,019 $12.2M Reduce -2.6%
CMCSA Comcast Corp. Class A 0.35% 335,304 $12.0M Reduce -1.8%
ABBV Abbvie Inc. 0.35% 63,920 $11.9M Reduce -28.4%
MPC Marathon Petroleum Corp. 0.34% 70,655 $11.7M Reduce -1.4%
TMO Thermo Fisher Scientific Inc. 0.33% 27,581 $11.2M Reduce -5.4%
PH Parker Hannifin Corp. 0.32% 15,570 $10.9M Reduce -2.4%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.27% 274,555 $9.3M Reduce -4.0%
DEO Diageo PLC-Sponsored ADR 0.27% 90,980 $9.2M Add +1.5%
RIO Rio Tinto PLC-Spon ADR 0.26% 153,508 $9.0M Reduce -2.8%
MBB iShares MBS ETF 0.26% 92,525 $8.7M Reduce -2.6%
OTIS Otis Worldwide Corp. 0.24% 82,732 $8.2M Reduce -1.7%
AZN Astrazeneca PLC-Spons ADR 0.24% 116,464 $8.1M Reduce -26.8%
CRM Salesforce Inc. 0.24% 29,397 $8.0M Reduce -0.8%

Show all 240 holdings

Portfolio Sells Q1 2025 → Q2 2025
SUI Sun Communities Inc. Reduce -88.6% 0.14% −1.13
NSA National Storage Affiliates Reduce -94.5% 0.05% −1.03
AOS Smith (a.o.) Corp. Reduce -97.1% 0.03% −0.94
SHY iShares 1-3 Year Treasury Bo Reduce -38.0% 0.64% −0.41
APO Apollo Global Management Inc. Reduce -80.4% 0.08% −0.31
FANG Diamondback Energy Inc. Reduce -2.9% 1.19% −0.26
NSIT Insight Enterprises Inc. Reduce -15.0% 0.74% −0.22
POR Portland General Electric Co. Reduce -10.7% 0.87% −0.22
WSO Watsco Inc. Reduce -3.2% 1.03% −0.21
ABBV Abbvie Inc. Reduce -28.4% 0.35% −0.21
UNH Unitedhealth Group Inc. Reduce -7.7% 0.23% −0.20
QCOM Qualcomm Inc. Reduce -84.2% 0.03% −0.18
LNT Alliant Energy Corp. Reduce -1.8% 1.42% −0.15
ACGL Arch Capital Group Ltd. Reduce -3.2% 1.21% −0.13
AJG Arthur J Gallagher & Co. Reduce -1.4% 1.17% −0.13
TEL Te Connectivity PLC Reduce -22.3% 1.17% −0.11
AZN Astrazeneca PLC-Spons ADR Reduce -26.8% 0.24% −0.11
EXPD Expeditors Intl Wash Inc. Reduce -2.1% 1.18% −0.11
TMO Thermo Fisher Scientific Inc. Reduce -5.4% 0.33% −0.10
WMT Walmart Inc. Reduce -24.9% 0.47% −0.10
CVX Chevron Corp. Reduce -1.0% 0.50% −0.10
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.1% 0.70% −0.10
CPAY Corpay Inc. Reduce -2.9% 0.89% −0.09
CBOE Cboe Global Markets Inc. Reduce -5.0% 2.22% −0.09
SLB SLB Ltd. Reduce -4.0% 0.27% −0.08
BR Broadridge Financial Solutio Reduce -4.7% 1.23% −0.08
SOLV Solventum Corp. Reduce -3.4% 1.36% −0.08
JNJ Johnson & Johnson Reduce -0.4% 0.69% −0.07
WRB WR Berkley Corp. Reduce -4.1% 2.55% −0.07
PGR Progressive Corp. Reduce -3.2% 0.58% −0.07
FLIC First of Long Island Corp. Sold out 0.00% −0.06
SSNC Ss&c Technologies Holdings Reduce -3.3% 1.02% −0.06
PEP Pepsico Inc. Reduce -0.1% 0.39% −0.06
PG The Procter & Gamble Co. Reduce -2.1% 0.50% −0.06
CB Chubb Ltd. Reduce -2.0% 0.63% −0.05
MCD McDonald's Corp. Reduce -2.2% 0.46% −0.05
IT Gartner Inc. Reduce -0.4% 0.81% −0.05
ALC Alcon Inc. Reduce -2.1% 0.39% −0.05
ETR Entergy Corp. Reduce -3.8% 0.50% −0.04
ROST Ross Stores Inc. Sold out 0.00% −0.04
PLOW Douglas Dynamics Inc. Sold out 0.00% −0.04
AVY Avery Dennison Corp. Reduce -0.4% 0.96% −0.03
SPB Spectrum Brands Holdings Inc. Sold out 0.00% −0.03
LOW Lowe's Cos Inc. Reduce -1.1% 0.41% −0.03
MDLZ Mondelez International Inc. Class A Reduce -39.8% 0.05% −0.03
MINT PIMCO Enhanced Short Maturit Reduce -20.0% 0.12% −0.03
APD Air Products & Chemicals Inc. Reduce -0.9% 0.42% −0.03
IDA Idacorp Inc. Reduce -2.5% 0.57% −0.03
IEI iShares 3-7 Year Treasury Bo Reduce -3.0% 0.70% −0.03
FBND Fidelity Total Bond ETF Reduce -38.9% 0.04% −0.03

Portfolio Buys Q1 2025 → Q2 2025
DD Dupont DE Nemours Inc. New 1.33% +1.33
REXR Rexford Industrial Realty Inc. New 1.18% +1.18
FERG Ferguson Enterprises Inc. Add +34.1% 2.29% +1.01
BDX Becton Dickinson and Co. Add +6761.9% 0.47% +0.46
LAMR Lamar Advertising Co. Class A Add +15.9% 1.65% +0.29
AMAT Applied Materials Inc. Add +116.1% 0.43% +0.27
IWS iShares Russell Mid-Cap Valu Add +49.2% 0.75% +0.26
MTB M & T Bank Corp. Add +5.6% 2.07% +0.23
IEF iShares 7-10 Year Treasury B Add +42.2% 0.65% +0.19
AXP American Express Co. Add +20.7% 0.53% +0.15
YUM Yum! Brands Inc. Add +19.1% 1.22% +0.11
PNC PNC Financial Services Group Add +0.1% 1.94% +0.08
LMT Lockheed Martin Corp. Add +21.2% 0.43% +0.08
CNOB Connectone Bancorp Inc. New 0.06% +0.06
ICFI Icf International Inc. New 0.05% +0.05
TTC Toro Co. New 0.05% +0.05
MAA Mid-America Apartment Comm Add +18.3% 1.55% +0.04
IWD iShares Russell 1000 Value E Add +33.4% 0.14% +0.04
FCX Freeport-McMoran Inc. Add +0.2% 0.20% +0.02
AMZN Amazon.com Inc. Add +70.5% 0.03% +0.01
ETON Eton Pharmaceuticals Inc. Add +45.7% 0.04% +0.01
VOO Vanguard S&P 500 ETF Add +78.3% 0.03% +0.01
MGNR Amer Beac GLG NTRL Rsrcs ETF Add +6.9% 0.07% +0.01
WWD Woodward Inc. New 0.01% +0.01
COOP Mr Cooper Group Inc. New 0.01% +0.01
NVS Novartis AG-Sponsored ADR New 0.01% +0.01
IWN iShares Russell 2000 Value E Add +17.8% 0.03% +0.01
EG Everest Group Ltd. Add +13.0% 0.07% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +2.5% 0.01% +0.00
HCI Hci Group Inc. Add +10.5% 0.01% +0.00
RPM RPM International Inc. Add +0.8% 0.07% −0.00
UTL Unitil Corp. Add +0.6% 0.05% −0.01
CCI Crown Castle Inc. Add +2.7% 1.40% −0.01
HLMN Hillman Solutions Corp. Add +2.9% 0.03% −0.01
DEO Diageo PLC-Sponsored ADR Add +1.5% 0.27% −0.01
HAL Halliburton Co. Add +22.8% 0.47% −0.01
SHEL Shell PLC-ADR Add +0.0% 0.55% −0.03
REGN Regeneron Pharmaceuticals Add +3.4% 0.18% −0.03
XEL Xcel Energy Inc. Add +2.4% 1.32% −0.04
HSY The Hershey Co. Add +0.6% 1.26% −0.05
GEHC GE Healthcare Technology Add +6.1% 1.37% −0.06
KDP Keurig Dr Pepper Inc. Add +0.4% 1.34% −0.06
GMED Globus Medical Inc. Class A Add +4.8% 0.98% −0.20

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 245$3.6BADI, MTB, PNC, WRB, MCK
Q1 2026 251$3.5BMCK, CBOE, ADI, WRB, MTB
Q4 2025 251$3.5BMCK, CRH, WRB, CBOE, ADI
Q3 2025 242$3.5BMCK, WRB, CRH, CBOE, MTB
Q2 2025 240$3.4BWRB, MCK, FERG, CBOE, MKL
Q1 2025 241$3.4BWRB, MCK, CBOE, MKL, PNC
Q4 2024 242$3.5BSHV, WRB, PNC, MCK, CBOE
Q3 2024 244$3.8BSHV, WRB, CBOE, PNC, ADI
Q2 2024 239$3.6BSHV, FANG, MCK, ADI, WRB
Q1 2024 238$3.8BMCK, WRB, CBOE, FANG, ULTA