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
251 檔
11.2%
As reported in its official Q4 2025 Form 13F filing, Anchor Capital Advisors LLC's tracked investment portfolio stood at $3.6B with 251 total positions.
In Q4 2025, Anchor Capital Advisors LLC adopted a defensive or profit-taking posture, trimming 108 positions and completely liquidating 12 holdings to manage risk exposure.
Showing top 200 holdings (of 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | Stock-Healthcare | 2.63% | -0.40% | -3.82% | |
| 2 | CRH | CRH plc | Stock-Materials | 2.32% | +0.02% | -1.60% | |
| 3 | WRB | Wr Berkley CORP | Stock-Financials | 2.29% | -0.09% | -2.34% | |
| 4 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.16% | -0.51% | -4.30% | |
| 5 | ADI | Analog Devices Inc | Stock-Tech | 2.11% | +0.34% | -2.83% | |
| 6 | MTB | M & T Bank CORP | Stock-Financials | 2.07% | +0.20% | -0.60% | |
| 7 | PNC | Pnc Financial Services Group | Stock-Financials | 2.05% | +0.20% | -1.53% | |
| 8 | MKL | Markel Group Inc | Stock-Financials | 2.05% | -0.52% | -2.74% | |
| 9 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.94% | -0.02% | -3.12% | |
| 10 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.76% | -0.13% | -13.11% | |
| 11 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.65% | +0.24% | -1.14% | |
| 12 | ALC | Alcon Inc. | Stock-Healthcare | 1.64% | -0.39% | +377.85% | |
| 13 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.60% | -0.50% | -2.93% | |
| 14 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.58% | +0.07% | +1.15% | |
| 15 | FANG | Diamondback Energy Inc | Stock-Energy | 1.58% | -0.28% | +1.20% | |
| 16 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.55% | -0.31% | -1.48% | |
| 17 | IDA | Idacorp Inc | Stock-Utilities | 1.53% | — | -1.39% | |
| 18 | LNT | Alliant Energy CORP | Stock-Utilities | 1.47% | +0.04% | -1.27% | |
| 19 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.45% | +0.07% | -2.96% | |
| 20 | TEL | TE Connectivity plc | Stock-Tech | 1.45% | -0.05% | -4.28% | |
| 21 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.43% | -0.10% | -1.62% | |
| 22 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.41% | -0.07% | +294.58% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.21% | -1.51% | |
| 24 | HUBB | Hubbell Inc | Stock-Industrials | 1.38% | +0.03% | -2.42% | |
| 25 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.38% | -1.22% | EXIT | |
| 26 | SOLV | Solventum CORP | Stock-Healthcare | 1.35% | +0.16% | -1.67% | |
| 27 | XEL | Xcel Energy Inc | Stock-Utilities | 1.33% | -0.03% | -3.35% | |
| 28 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.33% | +0.19% | -5.29% | |
| 29 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.32% | -0.30% | -1.35% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.29% | -0.06% | +46.95% | |
| 31 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.28% | -1.37% | EXIT | |
| 32 | SNX | TD Synnex CORP | Stock-Tech | 1.28% | +0.47% | -13.77% | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.27% | -0.61% | -0.85% | |
| 34 | ADSK | Autodesk Inc | Stock-Tech | 1.27% | -0.28% | -2.24% | |
| 35 | CTVA | Corteva Inc | Stock-Materials | 1.24% | -0.09% | -4.00% | |
| 36 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.22% | -0.01% | -1.10% | |
| 37 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.21% | -1.00% | EXIT | |
| 38 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.20% | +0.02% | -0.83% | |
| 39 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.09% | — | +0.92% | |
| 40 | CPAY | Corpay Inc | Stock-Tech | 1.09% | +0.11% | +6.94% | |
| 41 | BR | Broadridge Financial Solutio | Stock-Tech | 1.07% | -0.72% | -1.09% | |
| 42 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.05% | +0.22% | +13.80% | |
| 43 | Q | Qnity Electronics Inc | Stock-Tech | 1.03% | +0.40% | — | |
| 44 | CCI | Crown Castle Inc | Stock-Real Estate | 1.00% | -0.17% | -12.99% | |
| 45 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.97% | -0.01% | -2.56% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | +0.20% | -1.19% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.02% | -2.05% | |
| 48 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.88% | +0.12% | +14.62% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.87% | +0.02% | -2.36% | |
| 50 | WSO | Watsco Inc | Stock-Industrials | 0.83% | +0.12% | +8.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALC | Alcon Inc. | +1.3% | +377.85% | Add |
| 2 | APD | Air Products & Chemicals Inc | +1% | +294.58% | Add |
| 3 | GMED | Globus Medical Inc - A | +0.4% | -13.11% | Trim |
| 4 | IWS | Ishares Russell Mid-cap Valu | +0.4% | +46.95% | Add |
| 5 | IWD | Ishares Russell 1000 Value E | +0.3% | +372.84% | Add |
| 6 | INTC | Intel CORP | +0.3% | +275.85% | Add |
| 7 | EXPD | Expeditors Intl Wash Inc | +0.2% | -2.96% | Trim |
| 8 | KDP | Keurig Dr Pepper Inc | +0.2% | +13.80% | Add |
| 9 | TECK | Teck Resources Ltd-cls B | +0.2% | +14.62% | Add |
| 10 | MKL | Markel Group Inc | +0.2% | -2.74% | Trim |
| 11 | ADI | Analog Devices Inc | +0.1% | -2.83% | Trim |
| 12 | AVY | Avery Dennison CORP | +0.1% | -1.62% | Trim |
| 13 | CPAY | Corpay Inc | +0.1% | +6.94% | Add |
| 14 | PH | Parker Hannifin CORP | +0.1% | +12.01% | Add |
| 15 | FANG | Diamondback Energy Inc | +0.1% | +1.20% | Add |
| 16 | GEHC | GE Healthcare Technology | +0.1% | -2.93% | Trim |
| 17 | REGN | Regeneron Pharmaceuticals | +0.1% | +5.95% | Add |
| 18 | AMAT | Applied Materials Inc | +0.1% | -5.38% | Trim |
| 19 | SOLV | Solventum CORP | +0.1% | -1.67% | Trim |
| 20 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -1.57% | Trim |
| 21 | JNJ | Johnson & Johnson | +0.1% | -2.05% | Trim |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | -2.36% | Trim |
| 23 | CB | Chubb Limited | +0.1% | -0.87% | Trim |
| 24 | CRH | CRH plc | +0.1% | -1.60% | Trim |
| 25 | MCK | Mckesson CORP | +0.1% | -3.82% | Trim |
| 26 | TMO | Thermo Fisher Scientific Inc | +0.1% | -4.18% | Trim |
| 27 | HAL | Halliburton Co | +0.1% | -4.78% | Trim |
| 28 | ACGL | Arch Capital Group Ltd. | +0.1% | -1.10% | Trim |
| 29 | PNC | Pnc Financial Services Group | +0.1% | -1.53% | Trim |
| 30 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -2.63% | Trim |
| 31 | V | Visa Inc-class A Shares | 0% | +9.20% | Add |
| 32 | AXP | American Express Co | 0% | -3.16% | Trim |
| 33 | LAMR | Lamar Advertising Co-a | 0% | -1.14% | Trim |
| 34 | AHR | American Healthcare Reit Inc | 0% | +3.07% | Add |
| 35 | MTB | M & T Bank CORP | 0% | -0.60% | Trim |
| 36 | WMT | Walmart Inc | 0% | -2.43% | Trim |
| 37 | MEC | Mayville Engineering Co Inc | 0% | +8.56% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | +90.83% | Add |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | +77.23% | Add |
| 40 | GOOGL | Alphabet Inc-cl A | 0% | +4.93% | Add |
| 41 | CNOB | Connectone Bancorp Inc | 0% | +9.23% | Add |
| 42 | GOOG | Alphabet Inc-cl C | 0% | +0.94% | Add |
| 43 | HUBB | Hubbell Inc | 0% | -2.42% | Trim |
| 44 | SHEL | Shell Plc-adr | 0% | -0.97% | Trim |
| 45 | PRGS | Progress Software CORP | 0% | +15.94% | Add |
| 46 | MAA | Mid-america Apartment Comm | 0% | +1.15% | Add |
| 47 | JPM | Jpmorgan Chase & Co | 0% | -1.51% | Trim |
| 48 | AAPL | Apple Inc | 0% | -2.90% | Trim |
| 49 | MGY | Magnolia Oil & Gas CORP - A | 0% | +21.33% | Add |
| 50 | CVCO | Cavco Industries Inc | 0% | +8.64% | Add |
According to official SEC Form 13F filings, Anchor Capital Advisors LLC reported a total U.S. public equity portfolio value of $3.6B across 251 disclosed positions in Q4 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, CRH, WRB) accounted for 11.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $35.7M
Top Position Liquidated / Trimmed
BDX
前期市值: $17.1M
During Q4 2025, Anchor Capital Advisors LLC's top holdings by market value included MCK (2.6%)、CRH (2.3%)、WRB (2.3%). The largest single position, MCK, represented 2.6% of total portfolio value.
In Q4 2025, Anchor Capital Advisors LLC made 195 total portfolio adjustments, initiating 21 new buys, adding to 54 positions, trimming 108 holdings, and fully liquidating 12 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.