13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000813933
Total reported value
$3.6B
$3.6B
242 檔
11.3%
At the close of Q3 2025, Anchor Capital Advisors LLC disclosed equity holdings valued at approximately $3.6B, spread across 242 reported holdings.
In Q3 2025, Anchor Capital Advisors LLC adopted a defensive or profit-taking posture, trimming 122 positions and completely liquidating 13 holdings to manage risk exposure.
Showing top 200 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | Stock-Healthcare | 2.57% | -0.40% | -1.78% | |
| 2 | WRB | Wr Berkley CORP | Stock-Financials | 2.56% | -0.09% | -2.58% | |
| 3 | CRH | CRH plc | Stock-Materials | 2.26% | +0.02% | -3.23% | |
| 4 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.21% | -0.51% | -4.38% | |
| 5 | MTB | M & T Bank CORP | Stock-Financials | 2.04% | +0.20% | -1.87% | |
| 6 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.02% | -0.02% | -13.22% | |
| 7 | PNC | Pnc Financial Services Group | Stock-Financials | 2.01% | +0.20% | -2.75% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 1.97% | +0.34% | -2.79% | |
| 9 | MKL | Markel Group Inc | Stock-Financials | 1.87% | -0.52% | -4.91% | |
| 10 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.69% | -1.37% | EXIT | |
| 11 | IDA | Idacorp Inc | Stock-Utilities | 1.62% | — | +150.56% | |
| 12 | SNX | TD Synnex CORP | Stock-Tech | 1.61% | +0.47% | -6.10% | |
| 13 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.61% | +0.24% | -2.18% | |
| 14 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.60% | -0.31% | -13.97% | |
| 15 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.57% | +0.07% | +8.91% | |
| 16 | LNT | Alliant Energy CORP | Stock-Utilities | 1.54% | +0.04% | -1.74% | |
| 17 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.51% | -0.50% | +9.66% | |
| 18 | XEL | Xcel Energy Inc | Stock-Utilities | 1.51% | -0.03% | -2.34% | |
| 19 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.49% | -1.22% | EXIT | |
| 20 | FANG | Diamondback Energy Inc | Stock-Energy | 1.48% | -0.28% | +21.72% | |
| 21 | TEL | TE Connectivity plc | Stock-Tech | 1.46% | -0.05% | -3.34% | |
| 22 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.44% | +0.19% | +6.99% | |
| 23 | CNH | CNH Industrial N.V. | Stock-Industrials | 1.42% | -0.07% | -3.30% | |
| 24 | ADSK | Autodesk Inc | Stock-Tech | 1.39% | -0.28% | -2.84% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.21% | -1.88% | |
| 26 | HUBB | Hubbell Inc | Stock-Industrials | 1.37% | +0.03% | -2.97% | |
| 27 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.37% | -0.30% | -2.19% | |
| 28 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.33% | -0.13% | +42.16% | |
| 29 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.32% | -1.00% | EXIT | |
| 30 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.31% | -0.61% | -3.74% | |
| 31 | CTVA | Corteva Inc | Stock-Materials | 1.30% | -0.09% | -3.13% | |
| 32 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.29% | -0.10% | +48.12% | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.29% | — | +16.17% | |
| 34 | SOLV | Solventum CORP | Stock-Healthcare | 1.26% | +0.16% | -2.19% | |
| 35 | CCI | Crown Castle Inc | Stock-Real Estate | 1.25% | -0.17% | -3.45% | |
| 36 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.23% | +0.07% | -1.91% | |
| 37 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.21% | +0.02% | -1.77% | |
| 38 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.17% | -0.01% | -1.82% | |
| 39 | BR | Broadridge Financial Solutio | Stock-Tech | 1.16% | -0.72% | -2.41% | |
| 40 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.07% | -0.01% | -36.24% | |
| 41 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.05% | — | -2.79% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | +0.20% | -2.27% | |
| 43 | CPAY | Corpay Inc | Stock-Tech | 0.97% | +0.11% | +27.35% | |
| 44 | WSO | Watsco Inc | Stock-Industrials | 0.92% | +0.12% | -0.20% | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.87% | -0.06% | +10.47% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.86% | -0.06% | -2.50% | |
| 47 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.84% | +0.22% | -17.22% | |
| 48 | FLR | Fluor CORP | Stock-Industrials | 0.82% | -0.71% | -21.65% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.02% | -1.23% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.80% | +0.02% | -2.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OTIS | Otis Worldwide CORP | +1.2% | +579.30% | Add |
| 2 | IDA | Idacorp Inc | +1% | +150.56% | Add |
| 3 | FERG | Ferguson Enterprises Inc | +0.7% | -13.22% | Add |
| 4 | BDX | Becton Dickinson And Co | +0.5% | -2.34% | Add |
| 5 | SNX | TD Synnex CORP | +0.5% | -6.10% | Trim |
| 6 | CRH | CRH plc | +0.4% | -3.23% | Trim |
| 7 | IWS | Ishares Russell Mid-cap Valu | +0.4% | +10.47% | Add |
| 8 | AVY | Avery Dennison CORP | +0.3% | +48.12% | Add |
| 9 | AMAT | Applied Materials Inc | +0.3% | -2.90% | Add |
| 10 | TOL | Toll Brothers Inc | +0.3% | +6.99% | Trim |
| 11 | ADI | Analog Devices Inc | +0.3% | -2.79% | Trim |
| 12 | LAMR | Lamar Advertising Co-a | +0.3% | -2.18% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -1.88% | Trim |
| 14 | HUBB | Hubbell Inc | +0.2% | -2.97% | Trim |
| 15 | GS | Goldman Sachs Group Inc | +0.2% | -2.77% | Trim |
| 16 | MTB | M & T Bank CORP | +0.2% | -1.87% | Add |
| 17 | MSFT | Microsoft CORP | +0.2% | -2.27% | Trim |
| 18 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +1.46% | Add |
| 19 | TEL | TE Connectivity plc | +0.2% | -3.34% | Trim |
| 20 | TECK | Teck Resources Ltd-cls B | +0.2% | +27.23% | Add |
| 21 | GMED | Globus Medical Inc - A | +0.2% | +42.16% | Add |
| 22 | PNC | Pnc Financial Services Group | +0.2% | -2.75% | Trim |
| 23 | XEL | Xcel Energy Inc | +0.2% | -2.34% | Add |
| 24 | AXP | American Express Co | +0.2% | -2.36% | Add |
| 25 | MCK | Mckesson CORP | +0.1% | -1.78% | Trim |
| 26 | ADSK | Autodesk Inc | +0.1% | -2.84% | Trim |
| 27 | RTX | Rtx CORP | +0.1% | -2.50% | Trim |
| 28 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +37.92% | Add |
| 29 | YUM | Yum! Brands Inc | +0.1% | -1.77% | Add |
| 30 | BWXT | Bwx Technologies Inc | +0.1% | -36.24% | Trim |
| 31 | HAL | Halliburton Co | +0.1% | +4.79% | Add |
| 32 | LMT | Lockheed Martin CORP | +0.1% | -2.04% | Add |
| 33 | GEHC | GE Healthcare Technology | +0.1% | +9.66% | Add |
| 34 | TT | Trane Technologies plc | +0.1% | -3.29% | Trim |
| 35 | PEP | Pepsico Inc | +0.1% | +29.06% | Add |
| 36 | MPC | Marathon Petroleum CORP | +0.1% | -2.16% | Trim |
| 37 | CASY | Casey's General Stores Inc | +0.1% | -13.97% | Trim |
| 38 | MAA | Mid-america Apartment Comm | +0.1% | +8.91% | Add |
| 39 | HSY | Hershey Co/the | +0.1% | -2.19% | Trim |
| 40 | CRM | Salesforce Inc | +0.1% | +47.97% | Add |
| 41 | JNJ | Johnson & Johnson | +0.1% | -1.23% | Trim |
| 42 | AHR | American Healthcare Reit Inc | +0.1% | -0.06% | Trim |
| 43 | PH | Parker Hannifin CORP | 0% | -3.53% | Trim |
| 44 | FANG | Diamondback Energy Inc | 0% | +21.72% | Add |
| 45 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | 0% | +1.40% | Add |
| 46 | VOO | Vanguard S&p 500 ETF | 0% | +48.01% | Add |
| 47 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 48 | HLMN | Hillman Solutions CORP | 0% | +49.61% | Add |
| 49 | AAPL | Apple Inc | 0% | -0.75% | Trim |
| 50 | WINA | Winmark CORP | 0% | +1.28% | Trim |
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 Q3 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 MCK, WRB, CRH) accounted for 11.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
6D8
市值: $58.4M
Top Position Liquidated / Trimmed
POR
前期市值: $36.5M
During Q3 2025, Anchor Capital Advisors LLC's top holdings by market value included MCK (2.6%)、WRB (2.6%)、CRH (2.3%). The largest single position, MCK, represented 2.6% of total portfolio value.
In Q3 2025, Anchor Capital Advisors LLC made 194 total portfolio adjustments, initiating 14 new buys, adding to 45 positions, trimming 122 holdings, and fully liquidating 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.