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CIK: 0000813933
Total reported value
$3.6B
$3.6B
242 檔
10.5%
According to the latest 13F quarterly dataset, Anchor Capital Advisors LLC managed an equity portfolio of $3.6B at the end of Q4 2024, spanning 242 distinct U.S. exchange-listed positions.
During Q4 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 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.44% | -0.17% | -23.34% | |
| 2 | WRB | Wr Berkley CORP | Stock-Financials | 2.16% | -0.09% | -4.60% | |
| 3 | PNC | Pnc Financial Services Group | Stock-Financials | 2.06% | +0.20% | -5.63% | |
| 4 | MCK | Mckesson CORP | Stock-Healthcare | 2.06% | -0.40% | -5.16% | |
| 5 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.98% | -0.51% | -4.38% | |
| 6 | MKL | Markel Group Inc | Stock-Financials | 1.97% | -0.52% | -4.47% | |
| 7 | CRH | CRH plc | Stock-Materials | 1.91% | +0.02% | +4.04% | |
| 8 | MTB | M & T Bank CORP | Stock-Financials | 1.87% | +0.20% | -7.75% | |
| 9 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.85% | -0.61% | -4.33% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.84% | -0.06% | +137.16% | |
| 11 | FANG | Diamondback Energy Inc | Stock-Energy | 1.77% | -0.28% | -2.91% | |
| 12 | ADI | Analog Devices Inc | Stock-Tech | 1.77% | +0.34% | -3.30% | |
| 13 | LNT | Alliant Energy CORP | Stock-Utilities | 1.47% | +0.04% | -6.44% | |
| 14 | FLR | Fluor CORP | Stock-Industrials | 1.45% | -0.71% | -6.90% | |
| 15 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.45% | +0.24% | -4.54% | |
| 16 | SUI | Sun Communities Inc | Stock-Real Estate | 1.44% | -0.01% | -6.11% | |
| 17 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.44% | -0.31% | -6.35% | |
| 18 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.39% | +0.07% | -4.15% | |
| 19 | TT | Trane Technologies plc | Stock-Industrials | 1.38% | +0.09% | -6.24% | |
| 20 | HUBB | Hubbell Inc | Stock-Industrials | 1.37% | +0.03% | -4.62% | |
| 21 | CNH | CNH Industrial N.V. | Stock-Industrials | 1.32% | -0.07% | +23.24% | |
| 22 | SNX | TD Synnex CORP | Stock-Tech | 1.32% | +0.47% | -3.94% | |
| 23 | FIS | Fidelity National Info Serv | Stock-Tech | 1.29% | — | -9.25% | |
| 24 | TEL | TE Connectivity plc | Stock-Tech | 1.29% | -0.05% | -3.72% | |
| 25 | SOLV | Solventum CORP | Stock-Healthcare | 1.23% | +0.16% | -3.62% | |
| 26 | BR | Broadridge Financial Solutio | Stock-Tech | 1.21% | -0.72% | -3.67% | |
| 27 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.17% | — | -5.21% | |
| 28 | ES | Eversource Energy | Stock-Utilities | 1.16% | — | -8.14% | |
| 29 | ADSK | Autodesk Inc | Stock-Tech | 1.16% | -0.28% | -6.72% | |
| 30 | WSO | Watsco Inc | Stock-Industrials | 1.15% | +0.12% | -4.50% | |
| 31 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.14% | -0.13% | -5.10% | |
| 32 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.14% | -0.30% | -5.90% | |
| 33 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.13% | +0.07% | -3.14% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.21% | -4.67% | |
| 35 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.09% | -0.01% | -6.40% | |
| 36 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.07% | — | -5.07% | |
| 37 | AOS | Smith (a.o.) CORP | Stock-Industrials | 1.05% | — | -18.96% | |
| 38 | CTVA | Corteva Inc | Stock-Materials | 1.02% | -0.09% | +228.75% | |
| 39 | POR | Portland General Electric Co | Stock-Utilities | 1.02% | — | -5.73% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.99% | -0.02% | +0.43% | |
| 41 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.99% | -0.10% | -3.35% | |
| 42 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.98% | -0.50% | +56.71% | |
| 43 | NSA | National Storage Affiliates | Stock-Real Estate | 0.98% | — | -4.32% | |
| 44 | IT | Gartner Inc | Stock-Tech | 0.96% | — | -4.19% | |
| 45 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.93% | -0.02% | +18.41% | |
| 46 | EA | Electronic Arts Inc | Stock-Comm Services | 0.91% | — | +5606.44% | |
| 47 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 0.91% | — | -0.57% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.91% | — | -4.06% | |
| 49 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.86% | +0.02% | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | +0.20% | -2.01% |
According to official SEC Form 13F filings, Anchor Capital Advisors LLC reported a total U.S. public equity portfolio value of $3.6B across 242 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SHV, WRB, PNC) accounted for 10.5% of total reported equity market value during Q4 2024.
During Q4 2024, Anchor Capital Advisors LLC's top holdings by market value included SHV (2.4%)、WRB (2.2%)、PNC (2.1%). The largest single position, SHV, represented 2.4% of total portfolio value.
In Q4 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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