Anchor Capital Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Anchor Capital Advisors LLC reported 251 stock positions worth $3.5 billion. Its top holding was McKesson (MCK) at 2.6% of the portfolio, followed by CRH (CRH, 2.3%) and WR Berkley (WRB, 2.3%). Compared with Q3 2025, it opened 18 new positions, sold out of 11, added to 72 and reduced 130. The biggest buy was Alcon (ALC, shares +378%) and the biggest sale Ss&c Technologies (SSNC, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000813933
- Portfolio Value
- $3.5B (Q4 2025)
- SEC Filing
- 0001172661-26-000590 ↗ filed Feb 10, 2026
Holdings Value
Holdings 251 stocks · $3.5B
| MCK McKesson Corp. | 2.63% | 110,544 | $90.7M | Reduce -3.8% |
| CRH CRH PLC | 2.32% | 640,902 | $80.0M | Reduce -1.6% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 2.29% | 1,126,351 | $79.0M | Reduce -2.3% |
| CBOE Cboe Global Markets Inc. | 2.16% | 297,345 | $74.6M | Reduce -4.3% |
| ADI Analog Devices Inc. | 2.11% | 268,684 | $72.9M | Reduce -2.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 2.07% | 354,250 | $71.4M | Reduce -0.6% |
| PNC PNC Financial Services Group | 2.06% | 339,759 | $70.9M | Reduce -1.5% |
| MKL Markel Group Inc. | 2.05% | 32,922 | $70.8M | Reduce -2.7% |
| FERG Ferguson Enterprises Inc. | 1.94% | 300,927 | $67.0M | Reduce -3.1% |
| GMED Globus Medical Inc. Class A | 1.76% | 695,352 | $60.7M | Reduce -13.1% |
| LAMR Lamar Advertising Co. Class A | 1.65% | 448,770 | $56.8M | Reduce -1.1% |
| ALC Alcon Inc. filed as ALCON AG | 1.64% | 716,625 | $56.5M | Add +377.9% |
| GEHC GE Healthcare Technology | 1.60% | 672,973 | $55.2M | Reduce -2.9% |
| MAA Mid-America Apartment Comm | 1.58% | 392,916 | $54.6M | Add +1.1% |
| FANG Diamondback Energy Inc. | 1.58% | 362,385 | $54.5M | Add +1.2% |
| CASY Casey's General Stores Inc. | 1.55% | 96,536 | $53.4M | Reduce -1.5% |
| IDA Idacorp Inc. | 1.53% | 417,531 | $52.8M | Reduce -1.4% |
| LNT Alliant Energy Corp. | 1.47% | 778,722 | $50.6M | Reduce -1.3% |
| EXPD Expeditors Intl Wash Inc. | 1.45% | 336,148 | $50.1M | Reduce -3.0% |
| TEL Te Connectivity PLC | 1.45% | 219,402 | $49.9M | Reduce -4.3% |
| AVY Avery Dennison Corp. | 1.43% | 271,459 | $49.4M | Reduce -1.6% |
| APD Air Products & Chemicals Inc. | 1.41% | 197,207 | $48.7M | Add +294.6% |
| JPM JPMorgan Chase & Co. | 1.39% | 149,119 | $48.0M | Reduce -1.5% |
| HUBB Hubbell Inc. | 1.38% | 107,465 | $47.7M | Reduce -2.4% |
| OTIS Otis Worldwide Corp. | 1.38% | 543,862 | $47.5M | Reduce -3.2% |
| SOLV Solventum Corp. | 1.35% | 587,922 | $46.6M | Reduce -1.7% |
| XEL Xcel Energy Inc. | 1.33% | 623,314 | $46.0M | Reduce -3.4% |
| TOL Toll Brothers Inc. | 1.33% | 340,074 | $46.0M | Reduce -5.3% |
| HSY The Hershey Co. | 1.32% | 249,814 | $45.5M | Reduce -1.4% |
| IWS iShares Russell Mid-Cap Valu | 1.29% | 314,790 | $44.4M | Add +47.0% |
| DD Dupont DE Nemours Inc. | 1.28% | 1,098,026 | $44.1M | Add +46.4% |
| SNX TD Synnex Corp. | 1.28% | 293,565 | $44.1M | Reduce -13.8% |
| BSX Boston Scientific Corp. | 1.27% | 459,297 | $43.8M | Reduce -0.8% |
| ADSK Autodesk Inc. | 1.27% | 147,541 | $43.7M | Reduce -2.2% |
| CTVA Corteva Inc. | 1.24% | 637,237 | $42.7M | Reduce -4.0% |
| ACGL Arch Capital Group Ltd. | 1.22% | 440,099 | $42.2M | Reduce -1.1% |
| REXR Rexford Industrial Realty Inc. | 1.21% | 1,080,234 | $41.8M | Reduce -2.8% |
| YUM Yum! Brands Inc. | 1.20% | 273,301 | $41.3M | Reduce -0.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.09% | 145,548 | $37.7M | Add +0.9% |
| CPAY Corpay Inc. | 1.09% | 124,731 | $37.5M | Add +6.9% |
| BR Broadridge Financial Solutio | 1.07% | 165,808 | $37.0M | Reduce -1.1% |
| KDP Keurig Dr Pepper Inc. | 1.05% | 1,297,998 | $36.4M | Add +13.8% |
| Q Qnity Electronics Inc. | 1.03% | 437,334 | $35.7M | Add +16.6% |
| CCI Crown Castle Inc. | 1.00% | 390,144 | $34.7M | Reduce -13.0% |
| BWXT BWX Technologies Inc. | 0.97% | 194,534 | $33.6M | Reduce -2.6% |
| MSFT Microsoft Corp. | 0.90% | 64,295 | $31.1M | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.89% | 148,525 | $30.7M | Reduce -2.0% |
| TECK Teck Resources Ltd.-CLS B | 0.88% | 632,750 | $30.3M | Add +14.6% |
| GS Goldman Sachs Group Inc. | 0.87% | 33,979 | $29.9M | Reduce -2.4% |
| WSO Watsco Inc. | 0.83% | 85,392 | $28.8M | Add +8.1% |
| CNH CNH Industrial NV | 0.83% | 3,110,263 | $28.7M | Reduce -31.2% |
| RTX RTX Corp. | 0.73% | 136,996 | $25.1M | Reduce -22.7% |
| FLR Fluor Corp. | 0.71% | 618,086 | $24.5M | Reduce -8.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 48,320 | $24.3M | Reduce -0.2% |
| TT Trane Technologies PLC | 0.69% | 60,884 | $23.7M | Reduce -2.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.67% | 193,283 | $23.1M | Reduce -1.7% |
| CB Chubb Ltd. | 0.66% | 73,135 | $22.8M | Reduce -0.9% |
| IEF iShares 7-10 Year Treasury B | 0.65% | 231,796 | $22.3M | Reduce -1.6% |
| HAL Halliburton Co. | 0.64% | 787,389 | $22.3M | Reduce -4.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.60% | 251,317 | $20.8M | Reduce -2.1% |
| AXP American Express Co. | 0.57% | 53,349 | $19.7M | Reduce -3.2% |
| SHEL Shell PLC-ADR | 0.56% | 261,373 | $19.2M | Reduce -1.0% |
| AMAT Applied Materials Inc. | 0.55% | 74,102 | $19.0M | Reduce -5.4% |
| PEP Pepsico Inc. | 0.53% | 127,002 | $18.2M | Reduce -2.0% |
| CME Cme Group Inc. | 0.52% | 65,737 | $18.0M | Reduce -0.1% |
| CVX Chevron Corp. | 0.52% | 117,190 | $17.9M | Reduce -1.4% |
| WMT Walmart Inc. | 0.50% | 156,075 | $17.4M | Reduce -2.4% |
| ETR Entergy Corp. | 0.50% | 187,382 | $17.3M | Reduce -4.5% |
| ABT Abbott Laboratories | 0.49% | 135,942 | $17.0M | Add +1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.49% | 320,187 | $16.9M | Reduce -1.4% |
| RIO Rio Tinto PLC-Spon ADR | 0.48% | 208,395 | $16.7M | Reduce -1.6% |
| PGR Progressive Corp. | 0.48% | 72,020 | $16.4M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.46% | 52,429 | $16.0M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 26,427 | $15.3M | Reduce -4.2% |
| PG The Procter & Gamble Co. | 0.44% | 105,037 | $15.1M | Reduce -0.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.43% | 136,116 | $15.0M | Reduce -12.3% |
| PH Parker Hannifin Corp. | 0.43% | 16,824 | $14.8M | Add +12.0% |
| LMT Lockheed Martin Corp. | 0.43% | 30,401 | $14.7M | Reduce -0.9% |
| V Visa Inc. Class A | 0.42% | 41,727 | $14.6M | Add +9.2% |
| LOW Lowe's Cos Inc. | 0.42% | 60,346 | $14.6M | Reduce -1.5% |
| IWD iShares Russell 1000 Value E | 0.41% | 67,881 | $14.3M | Add +372.8% |
| ABBV Abbvie Inc. | 0.41% | 62,430 | $14.3M | Reduce -1.2% |
| UNP Union Pacific Corp. | 0.41% | 61,390 | $14.2M | Reduce -0.4% |
| SOLS Solstice Adv Materials Inc. | 0.39% | 276,222 | $13.4M | Add +1563.7% |
| HON Honeywell International Inc. | 0.36% | 63,290 | $12.3M | Reduce -4.7% |
| INTC Intel Corp. | 0.36% | 332,467 | $12.3M | Add +275.9% |
| O Realty Income Corp. | 0.34% | 210,840 | $11.9M | Reduce -4.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.34% | 219,987 | $11.9M | Reduce -2.0% |
| MPC Marathon Petroleum Corp. | 0.32% | 68,313 | $11.1M | Reduce -1.2% |
| AMT American Tower Corp. | 0.32% | 63,207 | $11.1M | Reduce -6.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.30% | 111,343 | $10.2M | Reduce -2.6% |
| REGN Regeneron Pharmaceuticals | 0.28% | 12,499 | $9.6M | Add +6.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.26% | 231,578 | $8.9M | Reduce -13.5% |
| MBB iShares MBS ETF | 0.25% | 90,920 | $8.7M | Reduce -1.5% |
| AHR American Healthcare REIT Inc. | 0.23% | 172,086 | $8.1M | Add +3.1% |
| AAPL Apple Inc. | 0.23% | 28,964 | $7.9M | Reduce -2.9% |
| DEO Diageo PLC-Sponsored ADR | 0.19% | 77,472 | $6.7M | Reduce -14.1% |
| UNH Unitedhealth Group Inc. | 0.19% | 19,702 | $6.5M | Reduce -21.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 71,089 | $5.7M | Add +0.5% |
| IWB iShares Russell 1000 ETF | 0.16% | 14,485 | $5.4M | Reduce -6.6% |
Portfolio Sells Q3 2025 → Q4 2025
| SSNC Ss&c Technologies Holdings | Reduce -94.3% | 0.06% | −0.99 |
| FIS Fidelity National Info Serv | Reduce -98.1% | 0.02% | −0.78 |
| CNH CNH Industrial NV | Reduce -31.2% | 0.83% | −0.59 |
| NSIT Insight Enterprises Inc. | Reduce -94.9% | 0.02% | −0.54 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.50 |
| SNX TD Synnex Corp. | Reduce -13.8% | 1.28% | −0.34 |
| CMCSA Comcast Corp. Class A | Reduce -91.2% | 0.03% | −0.27 |
| CRM Salesforce Inc. | Reduce -92.2% | 0.03% | −0.27 |
| WRB WR Berkley Corp. | Reduce -2.3% | 2.29% | −0.27 |
| CCI Crown Castle Inc. | Reduce -13.0% | 1.00% | −0.25 |
| XEL Xcel Energy Inc. | Reduce -3.4% | 1.33% | −0.17 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.13 |
| RTX RTX Corp. | Reduce -22.7% | 0.73% | −0.13 |
| ADSK Autodesk Inc. | Reduce -2.2% | 1.27% | −0.12 |
| FLR Fluor Corp. | Reduce -8.6% | 0.71% | −0.11 |
| OTIS Otis Worldwide Corp. | Reduce -3.2% | 1.38% | −0.11 |
| REXR Rexford Industrial Realty Inc. | Reduce -2.8% | 1.21% | −0.11 |
| TOL Toll Brothers Inc. | Reduce -5.3% | 1.33% | −0.10 |
| BWXT BWX Technologies Inc. | Reduce -2.6% | 0.97% | −0.09 |
| IDA Idacorp Inc. | Reduce -1.4% | 1.53% | −0.09 |
| BR Broadridge Financial Solutio | Reduce -1.1% | 1.07% | −0.08 |
| FERG Ferguson Enterprises Inc. | Reduce -3.1% | 1.94% | −0.08 |
| TT Trane Technologies PLC | Reduce -2.5% | 0.69% | −0.08 |
| MSFT Microsoft Corp. | Reduce -1.2% | 0.90% | −0.07 |
| LNT Alliant Energy Corp. | Reduce -1.3% | 1.47% | −0.07 |
| MPC Marathon Petroleum Corp. | Reduce -1.2% | 0.32% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -21.9% | 0.19% | −0.06 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -12.3% | 0.43% | −0.06 |
| CTVA Corteva Inc. | Reduce -4.0% | 1.24% | −0.06 |
| REVG Rev Group Inc. | Sold out | 0.00% | −0.06 |
| CASY Casey's General Stores Inc. | Reduce -1.5% | 1.55% | −0.06 |
| DEO Diageo PLC-Sponsored ADR | Reduce -14.1% | 0.19% | −0.06 |
| AMT American Tower Corp. | Reduce -6.6% | 0.32% | −0.06 |
| HSY The Hershey Co. | Reduce -1.4% | 1.32% | −0.05 |
| ROCK Gibraltar Industries Inc. | Sold out | 0.00% | −0.05 |
| HON Honeywell International Inc. | Reduce -4.7% | 0.36% | −0.05 |
| O Realty Income Corp. | Reduce -4.2% | 0.34% | −0.04 |
| CBOE Cboe Global Markets Inc. | Reduce -4.3% | 2.16% | −0.04 |
| PGR Progressive Corp. | Reduce -0.2% | 0.48% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -0.8% | 1.27% | −0.04 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.44% | −0.03 |
| MINT PIMCO Enhanced Short Maturit | Reduce -25.2% | 0.08% | −0.03 |
| ETR Entergy Corp. | Reduce -4.5% | 0.50% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -5.1% | 0.11% | −0.03 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.5% | 0.42% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -0.9% | 0.43% | −0.02 |
| CVX Chevron Corp. | Reduce -1.4% | 0.52% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -0.8% | 1.20% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| ALC Alcon Inc. | Add +377.9% | 1.64% | +1.31 |
| APD Air Products & Chemicals Inc. | Add +294.6% | 1.41% | +1.02 |
| IWS iShares Russell Mid-Cap Valu | Add +47.0% | 1.29% | +0.42 |
| SOLS Solstice Adv Materials Inc. | Add +1563.7% | 0.39% | +0.37 |
| IWD iShares Russell 1000 Value E | Add +372.8% | 0.41% | +0.33 |
| INTC Intel Corp. | Add +275.9% | 0.36% | +0.27 |
| KDP Keurig Dr Pepper Inc. | Add +13.8% | 1.05% | +0.21 |
| TECK Teck Resources Ltd.-CLS B | Add +14.6% | 0.88% | +0.18 |
| Q Qnity Electronics Inc. | Add +16.6% | 1.03% | +0.15 |
| CPAY Corpay Inc. | Add +6.9% | 1.09% | +0.12 |
| PH Parker Hannifin Corp. | Add +12.0% | 0.43% | +0.10 |
| FANG Diamondback Energy Inc. | Add +1.2% | 1.58% | +0.10 |
| REGN Regeneron Pharmaceuticals | Add +6.0% | 0.28% | +0.09 |
| NTGR Netgear Inc. | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +9.2% | 0.42% | +0.05 |
| IRT Independence Realty Trust Inc. | New | 0.05% | +0.05 |
| VEA Vanguard Ftse Developed ETF | New | 0.03% | +0.03 |
| AHR American Healthcare REIT Inc. | Add +3.1% | 0.23% | +0.03 |
| CBZ Cbiz Inc. | New | 0.03% | +0.03 |
| GOVT iShares US Treasury Bond ETF | New | 0.02% | +0.02 |
| LYFT LYFT Inc. Class A | New | 0.02% | +0.02 |
| MEC Mayville Engineering Co. Inc. | Add +8.6% | 0.06% | +0.02 |
| IWV iShares Russell 3000 ETF | New | 0.02% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +90.8% | 0.04% | +0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +77.2% | 0.04% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +4.9% | 0.06% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.02% | +0.02 |
| CNOB Connectone Bancorp Inc. | Add +9.2% | 0.08% | +0.01 |
| MAA Mid-America Apartment Comm | Add +1.1% | 1.58% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.9% | 0.05% | +0.01 |
| GLD SPDR Gold Shares | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | New | 0.01% | +0.01 |
| PRGS Progress Software Corp. | Add +15.9% | 0.08% | +0.01 |
| SSD Simpson Manufacturing Co. Inc. | Add +29.2% | 0.04% | +0.01 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +21.3% | 0.08% | +0.01 |
| RKT Rocket Cos Inc. Class A | New | 0.01% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.01% | +0.01 |
| CVCO Cavco Industries Inc. | Add +8.6% | 0.08% | +0.01 |
| VTC Vanguard Total Corporate BND | New | 0.01% | +0.01 |
| UBSI United Bankshares Inc. | Add +9.8% | 0.06% | +0.01 |
| WAT Waters Corp. | New | 0.01% | +0.01 |
| SENEA Seneca Foods Corp. Class A | Add +9.5% | 0.06% | +0.01 |
| NNI Nelnet Inc. Class A | Add +7.7% | 0.05% | +0.01 |
| HIFS Hingham Institution for SVGS | Add +7.9% | 0.05% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | New | 0.01% | +0.01 |
| MFC Manulife Financial Corp. | New | 0.01% | +0.01 |
| TJX TJX Companies Inc. | New | 0.01% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.01% | +0.01 |
| STAG Stag Industrial Inc. | Add +6.6% | 0.06% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +16.7% | 0.04% | +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 |