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CIK: 0000813933
Total reported value
$3.6B
$3.6B
244 檔
11.5%
During the Q3 2024 filing period, Anchor Capital Advisors LLC (CIK: 0000813933) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.6B across 244 reported positions.
During Q3 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 244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.98% | -0.17% | +4.27% | |
| 2 | WRB | Wr Berkley CORP | Stock-Financials | 2.05% | -0.09% | +45.80% | |
| 3 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.02% | -0.51% | -2.96% | |
| 4 | PNC | Pnc Financial Services Group | Stock-Financials | 1.95% | +0.20% | -2.91% | |
| 5 | ADI | Analog Devices Inc | Stock-Tech | 1.84% | +0.34% | -8.28% | |
| 6 | MTB | M & T Bank CORP | Stock-Financials | 1.79% | +0.20% | -3.35% | |
| 7 | FANG | Diamondback Energy Inc | Stock-Energy | 1.79% | -0.28% | -2.22% | |
| 8 | MCK | Mckesson CORP | Stock-Healthcare | 1.75% | -0.40% | -1.79% | |
| 9 | MKL | Markel Group Inc | Stock-Financials | 1.75% | -0.52% | -2.41% | |
| 10 | CRH | CRH plc | Stock-Materials | 1.72% | +0.02% | -0.94% | |
| 11 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.69% | -0.01% | -1.98% | |
| 12 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.69% | -0.61% | -14.67% | |
| 13 | AOS | Smith (a.o.) CORP | Stock-Industrials | 1.59% | — | -1.83% | |
| 14 | SUI | Sun Communities Inc | Stock-Real Estate | 1.57% | -0.01% | -0.18% | |
| 15 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.55% | +0.24% | -2.92% | |
| 16 | LNT | Alliant Energy CORP | Stock-Utilities | 1.50% | +0.04% | -3.66% | |
| 17 | TT | Trane Technologies plc | Stock-Industrials | 1.44% | +0.09% | -3.51% | |
| 18 | FLR | Fluor CORP | Stock-Industrials | 1.40% | -0.71% | -3.71% | |
| 19 | ES | Eversource Energy | Stock-Utilities | 1.40% | — | -1.60% | |
| 20 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.39% | +0.07% | +0.61% | |
| 21 | FIS | Fidelity National Info Serv | Stock-Tech | 1.38% | — | -3.54% | |
| 22 | HUBB | Hubbell Inc | Stock-Industrials | 1.36% | +0.03% | -1.55% | |
| 23 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.36% | -0.31% | -4.90% | |
| 24 | TEL | TE Connectivity plc | Stock-Tech | 1.32% | -0.05% | — | |
| 25 | SNX | TD Synnex CORP | Stock-Tech | 1.31% | +0.47% | -2.22% | |
| 26 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.29% | +0.07% | -2.20% | |
| 27 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.27% | -0.30% | -1.38% | |
| 28 | SOLV | Solventum CORP | Stock-Healthcare | 1.25% | +0.16% | — | |
| 29 | NSA | National Storage Affiliates | Stock-Real Estate | 1.21% | — | -3.34% | |
| 30 | WSO | Watsco Inc | Stock-Industrials | 1.17% | +0.12% | -3.16% | |
| 31 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.16% | — | -0.83% | |
| 32 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.12% | — | -4.25% | |
| 33 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.12% | -0.10% | -2.26% | |
| 34 | BR | Broadridge Financial Solutio | Stock-Tech | 1.11% | -0.72% | -2.46% | |
| 35 | POR | Portland General Electric Co | Stock-Utilities | 1.11% | — | -2.71% | |
| 36 | ADSK | Autodesk Inc | Stock-Tech | 1.08% | -0.28% | -2.73% | |
| 37 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.06% | -0.01% | -2.35% | |
| 38 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.04% | — | -3.34% | |
| 39 | CCI | Crown Castle Inc | Stock-Real Estate | 1.03% | -0.17% | +13.85% | |
| 40 | VNT | Vontier CORP | Stock-Tech | 1.03% | -0.01% | EXIT | |
| 41 | FAF | First American Financial | Stock-Financials | 1.01% | — | -29.48% | |
| 42 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.98% | -0.07% | +3.83% | |
| 43 | IT | Gartner Inc | Stock-Tech | 0.98% | — | -2.59% | |
| 44 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.97% | -0.13% | +24.00% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.21% | -2.79% | |
| 46 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.94% | — | -1.81% | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.94% | — | -1.85% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.94% | -0.02% | -7.26% | |
| 49 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 0.87% | — | +14.25% | |
| 50 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.84% | -0.02% | — |
According to official SEC Form 13F filings, Anchor Capital Advisors LLC reported a total U.S. public equity portfolio value of $3.6B across 244 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SHV, WRB, CBOE) accounted for 11.5% of total reported equity market value during Q3 2024.
During Q3 2024, Anchor Capital Advisors LLC's top holdings by market value included SHV (3.0%)、WRB (2.0%)、CBOE (2.0%). The largest single position, SHV, represented 3.0% of total portfolio value.
In Q3 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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