Anchor Capital Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Anchor Capital Advisors LLC reported 242 stock positions worth $3.5 billion. Its top holding was McKesson (MCK) at 2.6% of the portfolio, followed by WR Berkley (WRB, 2.6%) and CRH (CRH, 2.3%). Compared with Q2 2025, it opened 6 new positions, sold out of 4, added to 67 and reduced 136. The biggest buy was Otis Worldwide (OTIS, shares +579%) and the biggest sale Norfolk Southern (NSC, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000813933
- Portfolio Value
- $3.5B (Q3 2025)
- SEC Filing
- 0001172661-25-004490 ↗ filed Oct 30, 2025
Holdings Value
Holdings 242 stocks · $3.5B
| MCK McKesson Corp. | 2.57% | 114,937 | $88.8M | Reduce -1.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 2.56% | 1,153,341 | $88.4M | Reduce -2.6% |
| CRH CRH PLC | 2.26% | 651,350 | $78.1M | Reduce -3.2% |
| CBOE Cboe Global Markets Inc. | 2.21% | 310,702 | $76.2M | Reduce -4.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 2.04% | 356,387 | $70.4M | Reduce -1.9% |
| FERG Ferguson Enterprises Inc. | 2.02% | 310,630 | $69.8M | Reduce -13.2% |
| PNC PNC Financial Services Group | 2.01% | 345,032 | $69.3M | Reduce -2.8% |
| ADI Analog Devices Inc. | 1.97% | 276,502 | $67.9M | Reduce -2.8% |
| MKL Markel Group Inc. | 1.87% | 33,849 | $64.7M | Reduce -4.9% |
| DD Dupont DE Nemours Inc. | 1.69% | 749,998 | $58.4M | Add +13.6% |
| IDA Idacorp Inc. | 1.62% | 423,402 | $56.0M | Add +150.6% |
| SNX TD Synnex Corp. | 1.61% | 340,447 | $55.7M | Reduce -6.1% |
| LAMR Lamar Advertising Co. Class A | 1.61% | 453,940 | $55.6M | Reduce -2.2% |
| CASY Casey's General Stores Inc. | 1.60% | 97,991 | $55.4M | Reduce -14.0% |
| MAA Mid-America Apartment Comm | 1.57% | 388,449 | $54.3M | Add +8.9% |
| LNT Alliant Energy Corp. | 1.54% | 788,725 | $53.2M | Reduce -1.7% |
| GEHC GE Healthcare Technology | 1.51% | 693,307 | $52.1M | Add +9.7% |
| XEL Xcel Energy Inc. | 1.51% | 644,920 | $52.0M | Reduce -2.3% |
| OTIS Otis Worldwide Corp. | 1.49% | 561,997 | $51.4M | Add +579.3% |
| FANG Diamondback Energy Inc. | 1.48% | 358,081 | $51.2M | Add +21.7% |
| TEL Te Connectivity PLC | 1.46% | 229,214 | $50.3M | Reduce -3.3% |
| TOL Toll Brothers Inc. | 1.44% | 359,057 | $49.6M | Add +7.0% |
| CNH CNH Industrial NV | 1.42% | 4,519,319 | $49.0M | Reduce -3.3% |
| ADSK Autodesk Inc. | 1.39% | 150,928 | $47.9M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 1.38% | 151,408 | $47.8M | Reduce -1.9% |
| HUBB Hubbell Inc. | 1.37% | 110,129 | $47.4M | Reduce -3.0% |
| HSY The Hershey Co. | 1.37% | 253,231 | $47.4M | Reduce -2.2% |
| GMED Globus Medical Inc. Class A | 1.33% | 800,282 | $45.8M | Add +42.2% |
| REXR Rexford Industrial Realty Inc. | 1.32% | 1,111,130 | $45.7M | Reduce -2.1% |
| BSX Boston Scientific Corp. | 1.31% | 463,214 | $45.2M | Reduce -3.7% |
| CTVA Corteva Inc. | 1.30% | 663,804 | $44.9M | Reduce -3.1% |
| AVY Avery Dennison Corp. | 1.29% | 275,939 | $44.7M | Add +48.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.29% | 144,228 | $44.7M | Add +16.2% |
| SOLV Solventum Corp. | 1.26% | 597,911 | $43.6M | Reduce -2.2% |
| CCI Crown Castle Inc. | 1.25% | 448,397 | $43.3M | Reduce -3.5% |
| EXPD Expeditors Intl Wash Inc. | 1.23% | 346,400 | $42.5M | Reduce -1.9% |
| YUM Yum! Brands Inc. | 1.21% | 275,577 | $41.9M | Reduce -1.8% |
| ACGL Arch Capital Group Ltd. | 1.17% | 445,006 | $40.4M | Reduce -1.8% |
| BR Broadridge Financial Solutio | 1.16% | 167,630 | $39.9M | Reduce -2.4% |
| BWXT BWX Technologies Inc. | 1.07% | 199,651 | $36.8M | Reduce -36.2% |
| SSNC Ss&c Technologies Holdings | 1.05% | 407,864 | $36.2M | Reduce -2.8% |
| MSFT Microsoft Corp. | 0.98% | 65,072 | $33.7M | Reduce -2.3% |
| CPAY Corpay Inc. | 0.97% | 116,637 | $33.6M | Add +27.4% |
| WSO Watsco Inc. | 0.92% | 78,967 | $31.9M | Reduce -0.2% |
| IWS iShares Russell Mid-Cap Valu | 0.87% | 214,223 | $29.9M | Add +10.5% |
| RTX RTX Corp. | 0.86% | 177,232 | $29.7M | Reduce -2.5% |
| KDP Keurig Dr Pepper Inc. | 0.84% | 1,140,560 | $29.1M | Reduce -17.2% |
| FLR Fluor Corp. | 0.82% | 675,999 | $28.4M | Reduce -21.6% |
| JNJ Johnson & Johnson | 0.81% | 151,636 | $28.1M | Reduce -1.2% |
| GS Goldman Sachs Group Inc. | 0.80% | 34,801 | $27.7M | Reduce -2.8% |
| FIS Fidelity National Info Serv | 0.79% | 416,226 | $27.4M | Add +0.1% |
| TT Trane Technologies PLC | 0.76% | 62,473 | $26.4M | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 48,425 | $24.3M | Reduce -1.6% |
| TECK Teck Resources Ltd.-CLS B | 0.70% | 552,058 | $24.2M | Add +27.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.68% | 196,611 | $23.5M | Reduce -2.0% |
| IEF iShares 7-10 Year Treasury B | 0.66% | 235,487 | $22.7M | Add +1.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.62% | 256,725 | $21.3M | Reduce -1.7% |
| CB Chubb Ltd. | 0.60% | 73,777 | $20.8M | Reduce -1.0% |
| HAL Halliburton Co. | 0.59% | 826,896 | $20.3M | Add +4.8% |
| NSIT Insight Enterprises Inc. | 0.57% | 172,221 | $19.5M | Reduce -5.4% |
| SHEL Shell PLC-ADR | 0.55% | 263,941 | $18.9M | Reduce -1.5% |
| CVX Chevron Corp. | 0.53% | 118,854 | $18.5M | Add +0.2% |
| AXP American Express Co. | 0.53% | 55,089 | $18.3M | Reduce -2.4% |
| ETR Entergy Corp. | 0.53% | 196,277 | $18.3M | Reduce -3.8% |
| PEP Pepsico Inc. | 0.53% | 129,621 | $18.2M | Add +29.1% |
| ABT Abbott Laboratories | 0.52% | 133,576 | $17.9M | Reduce -1.6% |
| PGR Progressive Corp. | 0.52% | 72,183 | $17.8M | Reduce -1.9% |
| CME Cme Group Inc. | 0.51% | 65,778 | $17.8M | Add +0.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.50% | 324,904 | $17.2M | Reduce -1.1% |
| BDX Becton Dickinson and Co. | 0.50% | 91,610 | $17.1M | Reduce -2.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.50% | 155,114 | $17.1M | Reduce -5.1% |
| WMT Walmart Inc. | 0.48% | 159,962 | $16.5M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.47% | 105,392 | $16.2M | Reduce -1.6% |
| AMAT Applied Materials Inc. | 0.46% | 78,312 | $16.0M | Reduce -2.9% |
| MCD McDonald's Corp. | 0.46% | 52,724 | $16.0M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 0.45% | 61,252 | $15.4M | Reduce -2.1% |
| LMT Lockheed Martin Corp. | 0.44% | 30,666 | $15.3M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.42% | 63,169 | $14.6M | Reduce -1.2% |
| UNP Union Pacific Corp. | 0.42% | 61,652 | $14.6M | Add +1.3% |
| HON Honeywell International Inc. | 0.40% | 66,410 | $14.0M | Reduce -4.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.40% | 211,721 | $14.0M | Add +37.9% |
| APD Air Products & Chemicals Inc. | 0.39% | 49,979 | $13.6M | Reduce -1.5% |
| O Realty Income Corp. | 0.39% | 220,113 | $13.4M | Reduce -1.9% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 27,581 | $13.4M | No change |
| MPC Marathon Petroleum Corp. | 0.39% | 69,130 | $13.3M | Reduce -2.2% |
| V Visa Inc. Class A | 0.38% | 38,210 | $13.0M | Reduce -2.0% |
| AMT American Tower Corp. | 0.38% | 67,667 | $13.0M | Reduce -0.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.35% | 224,542 | $12.1M | Reduce -1.9% |
| PH Parker Hannifin Corp. | 0.33% | 15,020 | $11.4M | Reduce -3.5% |
| ALC Alcon Inc. filed as ALCON AG | 0.32% | 149,969 | $11.2M | Reduce -1.0% |
| CMCSA Comcast Corp. Class A | 0.30% | 329,152 | $10.3M | Reduce -1.8% |
| CRM Salesforce Inc. | 0.30% | 43,499 | $10.3M | Add +48.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.27% | 267,737 | $9.2M | Reduce -2.5% |
| MBB iShares MBS ETF | 0.25% | 92,315 | $8.8M | Reduce -0.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.25% | 114,350 | $8.8M | Reduce -1.8% |
| UNH Unitedhealth Group Inc. | 0.25% | 25,212 | $8.7M | Add +0.3% |
| DEO Diageo PLC-Sponsored ADR | 0.25% | 90,146 | $8.6M | Reduce -0.9% |
| AAPL Apple Inc. | 0.22% | 29,829 | $7.6M | Reduce -0.8% |
| AHR American Healthcare REIT Inc. | 0.20% | 166,957 | $7.0M | Reduce -0.1% |
| REGN Regeneron Pharmaceuticals | 0.19% | 11,797 | $6.6M | Add +3.7% |
Portfolio Sells Q2 2025 → Q3 2025
| NSC Norfolk Southern Corp. | Reduce -96.5% | 0.04% | −0.94 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.87 |
| GPC Genuine Parts Co. | Reduce -92.6% | 0.08% | −0.85 |
| IT Gartner Inc. | Reduce -94.5% | 0.03% | −0.78 |
| KDP Keurig Dr Pepper Inc. | Reduce -17.2% | 0.84% | −0.49 |
| FLR Fluor Corp. | Reduce -21.6% | 0.82% | −0.48 |
| CNH CNH Industrial NV | Reduce -3.3% | 1.42% | −0.36 |
| FERG Ferguson Enterprises Inc. | Reduce -13.2% | 2.02% | −0.27 |
| BWXT BWX Technologies Inc. | Reduce -36.2% | 1.07% | −0.26 |
| MKL Markel Group Inc. | Reduce -4.9% | 1.87% | −0.21 |
| BSX Boston Scientific Corp. | Reduce -3.7% | 1.31% | −0.21 |
| CTVA Corteva Inc. | Reduce -3.1% | 1.30% | −0.20 |
| NSIT Insight Enterprises Inc. | Reduce -5.4% | 0.57% | −0.17 |
| CCI Crown Castle Inc. | Reduce -3.5% | 1.25% | −0.15 |
| CASY Casey's General Stores Inc. | Reduce -14.0% | 1.60% | −0.10 |
| WSO Watsco Inc. | Reduce -0.2% | 0.92% | −0.10 |
| SOLV Solventum Corp. | Reduce -2.2% | 1.26% | −0.10 |
| BR Broadridge Financial Solutio | Reduce -2.4% | 1.16% | −0.07 |
| ALC Alcon Inc. | Reduce -1.0% | 0.32% | −0.07 |
| HON Honeywell International Inc. | Reduce -4.0% | 0.40% | −0.07 |
| TT Trane Technologies PLC | Reduce -3.3% | 0.76% | −0.07 |
| AMT American Tower Corp. | Reduce -0.9% | 0.38% | −0.07 |
| FCX Freeport-McMoran Inc. | Reduce -25.1% | 0.13% | −0.07 |
| PGR Progressive Corp. | Reduce -1.9% | 0.52% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -1.8% | 0.30% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -39.4% | 0.08% | −0.05 |
| LAMR Lamar Advertising Co. Class A | Reduce -2.2% | 1.61% | −0.04 |
| ACGL Arch Capital Group Ltd. | Reduce -1.8% | 1.17% | −0.04 |
| ATMU Atmus Filtration Technologie | Reduce -68.8% | 0.02% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -5.1% | 0.50% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.47% | −0.03 |
| CB Chubb Ltd. | Reduce -1.0% | 0.60% | −0.03 |
| MTB M & T Bank Corp. | Reduce -1.9% | 2.04% | −0.03 |
| V Visa Inc. Class A | Reduce -2.0% | 0.38% | −0.03 |
| DAKT Daktronics Inc. | Reduce -50.9% | 0.06% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -1.5% | 0.39% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.6% | 0.52% | −0.02 |
| ADSK Autodesk Inc. | Reduce -2.8% | 1.39% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.4% | 0.16% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -2.0% | 0.68% | −0.02 |
| ADI Analog Devices Inc. | Reduce -2.8% | 1.97% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.9% | 0.25% | −0.02 |
| REVG Rev Group Inc. | Reduce -35.6% | 0.06% | −0.02 |
| CBOE Cboe Global Markets Inc. | Reduce -4.4% | 2.21% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.7% | 0.62% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -65.8% | 0.01% | −0.02 |
| ETON Eton Pharmaceuticals Inc. | Reduce -58.0% | 0.02% | −0.01 |
| SENEA Seneca Foods Corp. Class A | Reduce -20.9% | 0.06% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.1% | 0.50% | −0.01 |
| FISV Fiserv Inc. | Reduce -1.6% | 0.03% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| OTIS Otis Worldwide Corp. | Add +579.3% | 1.49% | +1.25 |
| IDA Idacorp Inc. | Add +150.6% | 1.62% | +1.05 |
| DD Dupont DE Nemours Inc. | Add +13.6% | 1.69% | +0.36 |
| GMED Globus Medical Inc. Class A | Add +42.2% | 1.33% | +0.35 |
| AVY Avery Dennison Corp. | Add +48.1% | 1.29% | +0.34 |
| TOL Toll Brothers Inc. | Add +7.0% | 1.44% | +0.31 |
| FANG Diamondback Energy Inc. | Add +21.7% | 1.48% | +0.30 |
| TECK Teck Resources Ltd.-CLS B | Add +27.2% | 0.70% | +0.19 |
| RIO Rio Tinto PLC-Spon ADR | Add +37.9% | 0.40% | +0.14 |
| PEP Pepsico Inc. | Add +29.1% | 0.53% | +0.14 |
| GEHC GE Healthcare Technology | Add +9.7% | 1.51% | +0.13 |
| AJG Arthur J Gallagher & Co. | Add +16.2% | 1.29% | +0.13 |
| HAL Halliburton Co. | Add +4.8% | 0.59% | +0.12 |
| IWS iShares Russell Mid-Cap Valu | Add +10.5% | 0.87% | +0.11 |
| RUSC RSL Inv-US SML CP Eqt ETF-$i | New | 0.09% | +0.09 |
| INTC Intel Corp. | New | 0.09% | +0.09 |
| CPAY Corpay Inc. | Add +27.4% | 0.97% | +0.08 |
| PRGS Progress Software Corp. | New | 0.07% | +0.07 |
| CRM Salesforce Inc. | Add +48.0% | 0.30% | +0.06 |
| CVX Chevron Corp. | Add +0.2% | 0.53% | +0.04 |
| ICFI Icf International Inc. | Add +50.1% | 0.08% | +0.03 |
| HLMN Hillman Solutions Corp. | Add +49.6% | 0.06% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +0.3% | 0.25% | +0.02 |
| MAA Mid-America Apartment Comm | Add +8.9% | 1.57% | +0.02 |
| REGN Regeneron Pharmaceuticals | Add +3.7% | 0.19% | +0.02 |
| MGNR Amer Beac GLG NTRL Rsrcs ETF | Add +1.4% | 0.09% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +48.0% | 0.04% | +0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +210.5% | 0.02% | +0.01 |
| TTC Toro Co. | Add +20.2% | 0.06% | +0.01 |
| CNOB Connectone Bancorp Inc. | Add +14.8% | 0.07% | +0.01 |
| WINA Winmark Corp. | Add +1.3% | 0.05% | +0.01 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.01% | +0.01 |
| UNP Union Pacific Corp. | Add +1.3% | 0.42% | +0.01 |
| CXT Crane NXT Co. | Add +1.6% | 0.04% | +0.01 |
| UI Ubiquiti Inc. | New | 0.01% | +0.01 |
| UTL Unitil Corp. | Add +25.5% | 0.05% | +0.01 |
| GVA Granite Construction Inc. | New | 0.01% | +0.01 |
| CBU Community Financial System I | Add +7.8% | 0.06% | +0.01 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +3.6% | 0.07% | +0.01 |
| STAG Stag Industrial Inc. | Add +15.7% | 0.05% | +0.01 |
| IEF iShares 7-10 Year Treasury B | Add +1.5% | 0.66% | +0.00 |
| ETN Eaton Corp. PLC | Add +0.1% | 0.14% | +0.00 |
| RPM RPM International Inc. | Add +0.5% | 0.07% | +0.00 |
| PJT PJT Partners Inc. Class A | Add +0.9% | 0.06% | +0.00 |
| CHRD Chord Energy Corp. | Add +6.3% | 0.05% | +0.00 |
| JILL J. Jill Inc. | Add +1.5% | 0.02% | +0.00 |
| ROCK Gibraltar Industries Inc. | Add +1.6% | 0.05% | +0.00 |
| EG Everest Group Ltd. | Add +2.5% | 0.08% | +0.00 |
| SSD Simpson Manufacturing Co. Inc. | Add +2.0% | 0.04% | +0.00 |
| HIFS Hingham Institution for SVGS | 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 |