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CIK: 0000813933
Total reported value
$3.6B
$3.6B
251 檔
11.0%
According to the latest 13F quarterly dataset, Anchor Capital Advisors LLC managed an equity portfolio of $3.6B at the end of Q1 2026, spanning 251 distinct U.S. exchange-listed positions.
In Q1 2026, Anchor Capital Advisors LLC adopted a defensive or profit-taking posture, trimming 93 positions and completely liquidating 20 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 | 2.41% | -0.40% | -11.36% | |
| 2 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.33% | -0.51% | -2.21% | |
| 3 | ADI | Analog Devices Inc | Stock-Tech | 2.20% | +0.34% | -9.69% | |
| 4 | WRB | Wr Berkley CORP | Stock-Financials | 2.14% | -0.09% | +0.67% | |
| 5 | MTB | M & T Bank CORP | Stock-Financials | 2.05% | +0.20% | -1.84% | |
| 6 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.03% | -0.02% | +1.53% | |
| 7 | FANG | Diamondback Energy Inc | Stock-Energy | 1.98% | -0.28% | -2.92% | |
| 8 | PNC | Pnc Financial Services Group | Stock-Financials | 1.96% | +0.20% | -2.64% | |
| 9 | CRH | CRH plc | Stock-Materials | 1.93% | +0.02% | +0.61% | |
| 10 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.92% | -0.31% | -4.21% | |
| 11 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.80% | -0.07% | +10.57% | |
| 12 | MKL | Markel Group Inc | Stock-Financials | 1.77% | -0.52% | -1.48% | |
| 13 | IDA | Idacorp Inc | Stock-Utilities | 1.68% | — | -0.98% | |
| 14 | LNT | Alliant Energy CORP | Stock-Utilities | 1.58% | +0.04% | -0.94% | |
| 15 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.57% | -0.13% | -8.03% | |
| 16 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.56% | +0.24% | -3.62% | |
| 17 | ALC | Alcon Inc. | Stock-Healthcare | 1.49% | -0.39% | -2.78% | |
| 18 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.47% | +0.07% | +7.42% | |
| 19 | HUBB | Hubbell Inc | Stock-Industrials | 1.47% | +0.03% | -2.42% | |
| 20 | CNH | CNH Industrial N.V. | Stock-Industrials | 1.45% | -0.07% | +48.61% | |
| 21 | CTVA | Corteva Inc | Stock-Materials | 1.43% | -0.09% | -6.07% | |
| 22 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.42% | -0.30% | -3.82% | |
| 23 | Q | Qnity Electronics Inc | Stock-Tech | 1.42% | +0.40% | -1.21% | |
| 24 | XEL | Xcel Energy Inc | Stock-Utilities | 1.39% | -0.03% | -1.08% | |
| 25 | SNX | TD Synnex CORP | Stock-Tech | 1.39% | +0.47% | -1.61% | |
| 26 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.37% | -1.37% | EXIT | |
| 27 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.33% | -0.10% | -0.52% | |
| 28 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.33% | +0.07% | -3.17% | |
| 29 | TEL | TE Connectivity plc | Stock-Tech | 1.29% | -0.05% | -0.94% | |
| 30 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.27% | +0.19% | -3.80% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.21% | +1.32% | |
| 32 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.26% | -0.50% | -7.79% | |
| 33 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.22% | -1.22% | EXIT | |
| 34 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.21% | +0.02% | +0.39% | |
| 35 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.21% | -0.01% | +0.68% | |
| 36 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 1.17% | +0.12% | +25.27% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.15% | -0.06% | -11.57% | |
| 38 | CPAY | Corpay Inc | Stock-Tech | 1.14% | +0.11% | +10.20% | |
| 39 | CCI | Crown Castle Inc | Stock-Real Estate | 1.13% | -0.17% | +25.50% | |
| 40 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.13% | +0.22% | +15.81% | |
| 41 | SOLV | Solventum CORP | Stock-Healthcare | 1.10% | +0.16% | +0.41% | |
| 42 | ADSK | Autodesk Inc | Stock-Tech | 1.00% | -0.28% | -0.35% | |
| 43 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.00% | -1.00% | EXIT | |
| 44 | WSO | Watsco Inc | Stock-Industrials | 0.95% | +0.12% | +7.01% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.94% | -0.02% | +58.68% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.04% | +36.09% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.02% | -15.46% | |
| 48 | SUNB | Sunbelt Rentals Holdings Inc | Stock-Industrials | 0.86% | +0.40% | — | |
| 49 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.83% | -0.61% | +0.96% | |
| 50 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.82% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CNH | CNH Industrial N.V. | +0.6% | +48.61% | Add |
| 2 | FANG | Diamondback Energy Inc | +0.4% | -2.92% | Trim |
| 3 | APD | Air Products & Chemicals Inc | +0.4% | +10.57% | Add |
| 4 | Q | Qnity Electronics Inc | +0.4% | -1.21% | Trim |
| 5 | CASY | Casey's General Stores Inc | +0.4% | -4.21% | Trim |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +58.68% | Add |
| 7 | TECK | Teck Resources Ltd-cls B | +0.3% | +25.27% | Add |
| 8 | SOLS | Solstice Adv Materials Inc | +0.2% | -0.62% | Trim |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +36.09% | Add |
| 10 | CTVA | Corteva Inc | +0.2% | -6.07% | Trim |
| 11 | MPC | Marathon Petroleum CORP | +0.2% | +6.32% | Add |
| 12 | CBOE | Cboe Global Markets Inc | +0.2% | -2.21% | Trim |
| 13 | CVX | Chevron CORP | +0.2% | +0.32% | Add |
| 14 | IDA | Idacorp Inc | +0.2% | -0.98% | Trim |
| 15 | LOW | Lowe's Cos Inc | +0.2% | +39.63% | Add |
| 16 | AMT | American Tower CORP | +0.2% | +50.79% | Add |
| 17 | MCD | Mcdonald's CORP | +0.2% | +30.82% | Add |
| 18 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +12.43% | Add |
| 19 | SHEL | Shell Plc-adr | +0.1% | +0.25% | Add |
| 20 | CCI | Crown Castle Inc | +0.1% | +25.50% | Add |
| 21 | SLB | Slb LTD | +0.1% | +14.57% | Add |
| 22 | WSO | Watsco Inc | +0.1% | +7.01% | Add |
| 23 | LNT | Alliant Energy CORP | +0.1% | -0.94% | Trim |
| 24 | SNX | TD Synnex CORP | +0.1% | -1.61% | Trim |
| 25 | HSY | Hershey Co/the | +0.1% | -3.82% | Trim |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +17.31% | Add |
| 27 | ETR | Entergy CORP | +0.1% | -0.19% | Trim |
| 28 | ADI | Analog Devices Inc | +0.1% | -9.69% | Trim |
| 29 | FERG | Ferguson Enterprises Inc | +0.1% | +1.53% | Add |
| 30 | 6D8 | Dupont De Nemours Inc | +0.1% | -3.97% | Trim |
| 31 | HUBB | Hubbell Inc | +0.1% | -2.42% | Trim |
| 32 | LMT | Lockheed Martin CORP | +0.1% | -0.29% | Trim |
| 33 | AMAT | Applied Materials Inc | +0.1% | -11.86% | Trim |
| 34 | KDP | Keurig Dr Pepper Inc | +0.1% | +15.81% | Add |
| 35 | FLR | Fluor CORP | +0.1% | -4.29% | Trim |
| 36 | INTC | Intel CORP | +0.1% | +4.55% | Add |
| 37 | V | Visa Inc-class A Shares | +0.1% | +39.63% | Add |
| 38 | XEL | Xcel Energy Inc | +0.1% | -1.08% | Trim |
| 39 | HON | Honeywell International Inc | +0.1% | +3.40% | Add |
| 40 | CPAY | Corpay Inc | +0.1% | +10.20% | Add |
| 41 | TPL | Texas Pacific Land CORP | +0.1% | +2.98% | Add |
| 42 | PEP | Pepsico Inc | 0% | +2.04% | Add |
| 43 | CME | Cme Group Inc | 0% | +2.03% | Add |
| 44 | CHRD | Chord Energy CORP | 0% | +25.85% | Add |
| 45 | MGRC | Mcgrath Rentcorp | 0% | +127.88% | Add |
| 46 | O | Realty Income CORP | 0% | +1.39% | Add |
| 47 | TT | Trane Technologies plc | 0% | -1.31% | Trim |
| 48 | RTX | Rtx CORP | 0% | +0.05% | Add |
| 49 | UNP | Union Pacific CORP | 0% | +2.54% | Add |
| 50 | CB | Chubb Limited | 0% | -0.24% | 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 251 disclosed positions in Q1 2026.
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, CBOE, ADI) accounted for 11.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUNB
市值: $30.1M
Top Position Liquidated / Trimmed
AZNN
前期市值: $10.2M
During Q1 2026, Anchor Capital Advisors LLC's top holdings by market value included MCK (2.4%)、CBOE (2.3%)、ADI (2.2%). The largest single position, MCK, represented 2.4% of total portfolio value.
In Q1 2026, Anchor Capital Advisors LLC made 193 total portfolio adjustments, initiating 20 new buys, adding to 60 positions, trimming 93 holdings, and fully liquidating 20 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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