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CIK: 0000813933
Total reported value
$3.6B
$3.6B
239 檔
11.7%
According to the latest 13F quarterly dataset, Anchor Capital Advisors LLC managed an equity portfolio of $3.6B at the end of Q2 2024, spanning 239 distinct U.S. exchange-listed positions.
During Q2 2024, Anchor Capital Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.02% | -0.17% | +116.07% | |
| 2 | FANG | Diamondback Energy Inc | Stock-Energy | 2.24% | -0.28% | -5.97% | |
| 3 | MCK | Mckesson CORP | Stock-Healthcare | 2.23% | -0.40% | -22.39% | |
| 4 | ADI | Analog Devices Inc | Stock-Tech | 2.11% | +0.34% | -3.87% | |
| 5 | WRB | Wr Berkley CORP | Stock-Financials | 2.06% | -0.09% | -3.78% | |
| 6 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.93% | -0.61% | -13.20% | |
| 7 | MKL | Markel Group Inc | Stock-Financials | 1.90% | -0.52% | -4.81% | |
| 8 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.83% | -0.51% | -16.56% | |
| 9 | PNC | Pnc Financial Services Group | Stock-Financials | 1.79% | +0.20% | -2.40% | |
| 10 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.73% | -0.01% | -13.11% | |
| 11 | MTB | M & T Bank CORP | Stock-Financials | 1.67% | +0.20% | -3.79% | |
| 12 | AOS | Smith (a.o.) CORP | Stock-Industrials | 1.56% | — | -13.27% | |
| 13 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.54% | -0.31% | -29.83% | |
| 14 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.51% | +0.24% | -3.88% | |
| 15 | SUI | Sun Communities Inc | Stock-Real Estate | 1.48% | -0.01% | -1.71% | |
| 16 | CRH | CRH plc | Stock-Materials | 1.48% | +0.02% | -0.85% | |
| 17 | TEL | TE Connectivity plc | Stock-Tech | 1.42% | — | -3.26% | |
| 18 | FLR | Fluor CORP | Stock-Industrials | 1.41% | -0.71% | -26.10% | |
| 19 | LNT | Alliant Energy CORP | Stock-Utilities | 1.38% | +0.04% | +5.99% | |
| 20 | FIS | Fidelity National Info Serv | Stock-Tech | 1.36% | — | -5.22% | |
| 21 | SNX | TD Synnex CORP | Stock-Tech | 1.36% | +0.47% | +6.44% | |
| 22 | TT | Trane Technologies plc | Stock-Industrials | 1.34% | +0.09% | -27.10% | |
| 23 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.33% | +0.07% | -3.42% | |
| 24 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.31% | -0.30% | -3.83% | |
| 25 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.31% | +0.07% | -2.55% | |
| 26 | VNT | Vontier CORP | Stock-Tech | 1.27% | -0.01% | EXIT | |
| 27 | ES | Eversource Energy | Stock-Utilities | 1.25% | — | -2.41% | |
| 28 | HUBB | Hubbell Inc | Stock-Industrials | 1.25% | +0.03% | -9.40% | |
| 29 | FAF | First American Financial | Stock-Financials | 1.23% | — | -17.33% | |
| 30 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.23% | — | -15.89% | |
| 31 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.20% | -0.10% | -4.69% | |
| 32 | WSO | Watsco Inc | Stock-Industrials | 1.20% | +0.12% | -27.87% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.16% | -0.06% | +139.33% | |
| 34 | NSA | National Storage Affiliates | Stock-Real Estate | 1.14% | — | -2.36% | |
| 35 | BR | Broadridge Financial Solutio | Stock-Tech | 1.11% | -0.72% | -3.01% | |
| 36 | CHRD | Chord Energy CORP | Stock-Energy | 1.11% | -0.02% | +68.11% | |
| 37 | POR | Portland General Electric Co | Stock-Utilities | 1.09% | — | -0.85% | |
| 38 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.05% | — | — | |
| 39 | ADSK | Autodesk Inc | Stock-Tech | 1.05% | -0.28% | -2.37% | |
| 40 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.05% | — | -4.57% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.05% | -0.02% | +96.07% | |
| 42 | KEL | Kellanova | Stock-Other | 1.04% | — | -4.06% | |
| 43 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.00% | — | -4.31% | |
| 44 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.00% | -0.01% | -20.53% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.21% | -0.61% | |
| 46 | IT | Gartner Inc | Stock-Tech | 0.94% | — | -2.79% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | +0.20% | -0.04% | |
| 48 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.91% | -0.07% | +377.86% | |
| 49 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 0.90% | — | -3.51% | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.87% | — | -3.63% |
According to official SEC Form 13F filings, Anchor Capital Advisors LLC reported a total U.S. public equity portfolio value of $3.6B across 239 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SHV, FANG, MCK) accounted for 11.7% of total reported equity market value during Q2 2024.
During Q2 2024, Anchor Capital Advisors LLC's top holdings by market value included SHV (3.0%)、FANG (2.2%)、MCK (2.2%). The largest single position, SHV, represented 3.0% of total portfolio value.
In Q2 2024, Anchor Capital Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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