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CIK: 0000813933
Total reported value
$3.6B
$3.6B
240 檔
11.2%
In Q2 2025, Anchor Capital Advisors LLC's U.S. equity holdings reached a combined market value of $3.6B, distributed across 240 disclosed stock positions.
During Q2 2025, 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 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WRB | Wr Berkley CORP | Stock-Financials | 2.55% | -0.09% | -4.14% | |
| 2 | MCK | Mckesson CORP | Stock-Healthcare | 2.52% | -0.40% | -3.58% | |
| 3 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.29% | -0.02% | +34.07% | |
| 4 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.22% | -0.51% | -5.01% | |
| 5 | MKL | Markel Group Inc | Stock-Financials | 2.09% | -0.52% | -5.48% | |
| 6 | MTB | M & T Bank CORP | Stock-Financials | 2.07% | +0.20% | +5.63% | |
| 7 | ADI | Analog Devices Inc | Stock-Tech | 1.99% | +0.34% | -0.31% | |
| 8 | PNC | Pnc Financial Services Group | Stock-Financials | 1.94% | +0.20% | +0.10% | |
| 9 | CRH | CRH plc | Stock-Materials | 1.81% | +0.02% | -2.75% | |
| 10 | CNH | CNH Industrial N.V. | Stock-Industrials | 1.78% | -0.07% | -0.82% | |
| 11 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.71% | -0.31% | -4.09% | |
| 12 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.65% | +0.24% | +15.92% | |
| 13 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.55% | +0.07% | +18.34% | |
| 14 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.52% | -0.61% | -3.05% | |
| 15 | CTVA | Corteva Inc | Stock-Materials | 1.50% | -0.09% | -4.00% | |
| 16 | SNX | TD Synnex CORP | Stock-Tech | 1.44% | +0.47% | -2.58% | |
| 17 | LNT | Alliant Energy CORP | Stock-Utilities | 1.42% | +0.04% | -1.84% | |
| 18 | ADSK | Autodesk Inc | Stock-Tech | 1.41% | -0.28% | -3.35% | |
| 19 | CCI | Crown Castle Inc | Stock-Real Estate | 1.40% | -0.17% | +2.73% | |
| 20 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.37% | -0.50% | +6.14% | |
| 21 | SOLV | Solventum CORP | Stock-Healthcare | 1.36% | +0.16% | -3.42% | |
| 22 | HUBB | Hubbell Inc | Stock-Industrials | 1.36% | +0.03% | -1.49% | |
| 23 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.34% | +0.22% | +0.40% | |
| 24 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.33% | -1.37% | EXIT | |
| 25 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.32% | -0.01% | -4.92% | |
| 26 | XEL | Xcel Energy Inc | Stock-Utilities | 1.32% | -0.03% | +2.42% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.21% | -1.18% | |
| 28 | FLR | Fluor CORP | Stock-Industrials | 1.30% | -0.71% | -12.45% | |
| 29 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.26% | -0.30% | +0.61% | |
| 30 | BR | Broadridge Financial Solutio | Stock-Tech | 1.23% | -0.72% | -4.69% | |
| 31 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.22% | +0.02% | +19.13% | |
| 32 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.21% | -0.01% | -3.20% | |
| 33 | FANG | Diamondback Energy Inc | Stock-Energy | 1.19% | -0.28% | -2.94% | |
| 34 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.18% | -1.00% | EXIT | |
| 35 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.18% | +0.07% | -2.06% | |
| 36 | TEL | TE Connectivity plc | Stock-Tech | 1.17% | -0.05% | -22.30% | |
| 37 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.17% | — | -1.45% | |
| 38 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.12% | +0.19% | -7.70% | |
| 39 | WSO | Watsco Inc | Stock-Industrials | 1.03% | +0.12% | -3.16% | |
| 40 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.02% | — | -3.29% | |
| 41 | FIS | Fidelity National Info Serv | Stock-Tech | 0.99% | — | -8.53% | |
| 42 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.98% | — | -2.46% | |
| 43 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.98% | -0.13% | +4.84% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | +0.20% | -2.61% | |
| 45 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.96% | -0.10% | -0.44% | |
| 46 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.93% | — | -1.97% | |
| 47 | CPAY | Corpay Inc | Stock-Tech | 0.89% | +0.11% | -2.93% | |
| 48 | POR | Portland General Electric Co | Stock-Utilities | 0.87% | — | -10.70% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.83% | +0.09% | -4.98% | |
| 50 | IT | Gartner Inc | Stock-Tech | 0.81% | — | -0.41% |
According to official SEC Form 13F filings, Anchor Capital Advisors LLC reported a total U.S. public equity portfolio value of $3.6B across 240 disclosed positions in Q2 2025.
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 WRB, MCK, FERG) accounted for 11.2% of total reported equity market value during Q2 2025.
During Q2 2025, Anchor Capital Advisors LLC's top holdings by market value included WRB (2.5%)、MCK (2.5%)、FERG (2.3%). The largest single position, WRB, represented 2.5% of total portfolio value.
In Q2 2025, 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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