Anchor Capital Advisors Llc Portfolio Stock Holdings

Anchor Capital Advisors Llc disclosed 244 stock positions valued at approximately $3.6 billion in its latest SEC 13F filing. The largest holdings include ANALOG DEVICES INC, M & T BK CORP, and PNC FINL SVCS GROUP INC. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.

Report Period
June 30, 2026
No. of Stocks
244
Portfolio Value
$3.6B
Holdings by Sector
Anchor Capital Advisors Llc Portfolio Holdings in Q2 2026

233 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ANALOG DEVICES INCADITechnology2.54%227,420-15,232-6.28%$90,324,382
M & T BK CORPMTBFinancial Services2.25%335,731-12,001-3.45%$79,907,276
PNC FINL SVCS GROUP INCPNCFinancial Services2.16%311,660-19,134-5.78%$76,736,827
BERKLEY W R CORPWRBFinancial Services2.05%1,035,350-98,540-8.69%$73,023,238
MCKESSON CORPMCKHealthcare2.01%94,509-3,481-3.55%$71,411,050
FERGUSON ENTERPRISES INCFERGIndustrials2.01%300,874-4,653-1.52%$71,406,398
CRH PLCCRHOther1.95%647,972+3,157+0.49%$69,333,039
TD SYNNEX CORPORATIONSNXTechnology1.86%247,410-41,436-14.35%$66,142,604
CBOE GLOBAL MKTS INCCBOEFinancial Services1.82%267,152-23,620-8.12%$64,829,784
LAMAR ADVERTISING COLAMRReal Estate1.80%411,638-20,872-4.83%$64,207,344
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials1.73%209,608-8,438-3.87%$61,452,972
DIAMONDBACK ENERGY INCFANGEnergy1.70%343,959-7,832-2.23%$60,461,082
IDACORP INCIDAUtilities1.68%395,636-17,816-4.31%$59,859,698
ALLIANT ENERGY CORPLNTUtilities1.62%757,741-13,659-1.77%$57,808,054
CASEYS GEN STORES INCCASYConsumer Cyclical1.61%72,247-20,227-21.87%$57,421,587
MID-AMER APT CMNTYS INCMAAReal Estate1.54%394,784-27,299-6.47%$54,851,336
HUBBELL INCHUBBIndustrials1.50%101,987-2,882-2.75%$53,359,485
TOLL BROTHERS INCTOLConsumer Cyclical1.46%315,103-12,033-3.68%$51,913,291
GLOBUS MED INCGMEDHealthcare1.44%648,338+8,814+1.38%$51,225,201
EXPEDITORS INTL WASH INCEXPDIndustrials1.40%305,976-19,524-6.00%$49,868,000
CNH INDL N VCNHOther1.38%4,373,122-248,951-5.39%$49,110,157
XCEL ENERGY INCXELUtilities1.36%604,296-12,262-1.99%$48,525,003
KEURIG DR PEPPER INCKDPConsumer Defensive1.35%1,467,633-35,566-2.37%$48,035,623
CORTEVA INCCTVABasic Materials1.34%564,831-33,746-5.64%$47,835,568
TECK RESOURCES LTDTECKBasic Materials1.29%772,449-20,177-2.55%$45,929,806
AMERICAN HEALTHCARE REIT INCAHRReal Estate1.28%872,994+695,302+391.30%$45,526,637
SOLVENTUM CORPSOLVHealthcare1.26%582,760-7,547-1.28%$44,959,968
MARKEL GROUP INCMKLFinancial Services1.25%22,827-9,608-29.62%$44,582,053
CORPAY INCCPAYTechnology1.25%133,146-4,308-3.13%$44,373,493
TE CONNECTIVITY PLCTELOther1.24%218,517+1,179+0.54%$44,055,284
AVERY DENNISON CORPAVYConsumer Cyclical1.23%270,014-42-0.02%$43,836,709
YUM BRANDS INCYUMConsumer Cyclical1.23%272,698-1,662-0.61%$43,593,442
ARCH CAP GROUP LTDG0450A105Other1.20%439,823-3,281-0.74%$42,689,234
HERSHEY COHSYConsumer Defensive1.12%227,406-12,873-5.36%$39,898,323
ALCON AGALCOther1.11%586,025-110,698-15.89%$39,322,302
ISHARES TRIWSOther1.10%236,815-41,556-14.93%$38,979,736
WATSCO INCWSOIndustrials1.07%91,748+370+0.40%$38,233,976
JPMORGAN CHASE & COJPMFinancial Services1.06%115,282-35,806-23.70%$37,735,358
CROWN CASTLE INCCCIReal Estate0.96%450,800-38,827-7.93%$34,139,085
MICROSOFT CORPMSFTTechnology0.95%90,507+19,091+26.73%$33,761,082
ISHARES TRSHYOther0.93%400,907+2,111+0.53%$32,918,488
APPLIED MATLS INCAMATTechnology0.92%45,400-19,916-30.49%$32,824,351
INTEL CORPINTCTechnology0.92%233,195-114,401-32.91%$32,561,082
CHENIERE ENERGY INCLNGEnergy0.91%135,860+135,860+100.00%$32,471,975
FRANCO NEV CORPFNVBasic Materials0.90%153,496+153,496+100.00%$31,994,767
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.86%61,453-4,304-6.55%$30,750,531
JOHNSON & JOHNSONJNJHealthcare0.85%119,759-5,801-4.62%$30,415,161
BUILDERS FIRSTSOURCE INCBLDRIndustrials0.85%336,660-11,920-3.42%$30,124,366
ISHARES TRIEIOther0.83%252,001+25,256+11.14%$29,597,570
TRANE TECHNOLOGIES PLCTTOther0.80%57,777-2,311-3.85%$28,377,565
GE HEALTHCARE TECHNOLOGIES IGEHCHealthcare0.76%421,287-199,245-32.11%$26,966,563
AUTODESK INCADSKTechnology0.72%132,310-14,720-10.01%$25,723,744
RTX CORPORATIONRTXIndustrials0.69%129,507-7,564-5.52%$24,571,450
GOLDMAN SACHS GROUP INCGSFinancial Services0.68%23,938-3,574-12.99%$24,210,161
AMAZON COM INCAMZNConsumer Cyclical0.66%99,138+94,826+2199.12%$23,628,514
CHUBB LIMITEDCBFinancial Services0.65%67,651-5,310-7.28%$23,051,271
LOWES COS INCLOWConsumer Cyclical0.59%95,564+11,305+13.42%$21,070,936
RIO TINTO PLCRIOBasic Materials0.58%216,922-17,381-7.42%$20,592,404
ENTERGY CORP NEWETRUtilities0.57%175,299-11,719-6.27%$20,134,883
VISA INCVFinancial Services0.53%55,382-2,882-4.95%$19,000,879
ISHARES TRIEFOther0.52%196,504-2,319-1.17%$18,583,418
SHELL PLCSHELEnergy0.51%235,851-26,174-9.99%$18,287,898
MCDONALDS CORPMCDConsumer Cyclical0.50%66,370-2,219-3.24%$17,940,441
CHEVRON CORPORATIONCVXEnergy0.50%108,213-9,352-7.95%$17,937,468
ISHARES TRIGSBOther0.49%330,632+2,008+0.61%$17,328,412
MARATHON PETE CORPMPCEnergy0.48%67,429-5,200-7.16%$17,239,451
AMERICAN EXPRESS COAXPFinancial Services0.47%49,871-3,357-6.31%$16,869,009
PEPSICO INCPEPConsumer Defensive0.47%122,835-6,757-5.21%$16,631,792
EATON CORP PLCETNOther0.46%38,619+26,423+216.65%$16,456,140
UNION PAC CORPUNPIndustrials0.45%59,443-3,508-5.57%$16,168,429
SPDR GOLD TRGLDOther0.44%42,601+41,678+4515.49%$15,693,549
ABBVIE INCABBVHealthcare0.43%60,716-1,833-2.93%$15,278,569
LOCKHEED MARTIN CORPLMTIndustrials0.42%29,209-1,103-3.64%$14,880,575
PARKER-HANNIFIN CORPPHIndustrials0.41%15,060-1,488-8.99%$14,730,818
CME GROUP INCCMEFinancial Services0.41%66,072-999-1.49%$14,590,702
REALTY INCOME CORPOReal Estate0.35%201,410-12,361-5.78%$12,479,370
ISHARES TRIGIBOther0.33%220,463-621-0.28%$11,722,032
AMERICAN TOWER CORPAMTReal Estate0.33%70,867-24,443-25.65%$11,591,695
SLB LIMITEDSLBEnergy0.32%241,955-23,355-8.80%$11,248,493
PROCTER & GAMBLE COPGConsumer Defensive0.28%69,046-2,874-4.00%$10,124,843
TCW ETF TRUSTFLXROther0.26%235,153+106,609+82.94%$9,220,349
ISHARES TRSHVOther0.25%82,035-52,756-39.14%$9,052,609
ABBOTT LABORATORIESABTHealthcare0.25%99,667-37,085-27.12%$9,043,829
APPLE INCAAPLTechnology0.23%27,959-936-3.24%$8,090,158
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.22%15,660-308-1.93%$7,851,438
BOSTON SCIENTIFIC CORPBSXHealthcare0.22%180,002-283,694-61.18%$7,682,470
J P MORGAN EXCHANGE TRADED FJPLDOther0.21%141,013+3,894+2.84%$7,359,468
SCHWAB STRATEGIC TRSCHGOther0.20%206,771+6,759+3.38%$6,997,131
ISHARES TRIWBOther0.17%14,490+4+0.03%$5,933,776
VANGUARD SCOTTSDALE FDSVCSHOther0.15%65,299-4,145-5.97%$5,160,603
PROGRESSIVE CORPPGRFinancial Services0.14%23,550-667-2.75%$5,144,569
QUALCOMM INCQCOMTechnology0.13%25,502+19,125+299.91%$4,712,515
ISHARES TRIWDOther0.13%19,154+3,542+22.69%$4,643,398
FIDELITY COVINGTON TRUSTFENIOther0.13%112,630+6,755+6.38%$4,519,842
VANGUARD SCOTTSDALE FDSVCITOther0.12%53,048-2,955-5.28%$4,384,417
TEXAS PACIFIC LAND CORPORATITPLEnergy0.12%9,593-12-0.12%$4,198,395
BWX TECHNOLOGIES INCBWXTIndustrials0.12%21,137-1,850-8.05%$4,114,222
SUN CMNTYS INCSUIReal Estate0.10%30,934-492-1.57%$3,709,324
CONNECTONE BANCORP INCCNOBFinancial Services0.10%104,791-3,428-3.17%$3,504,197
NICOLET BANKSHARES INCNICFinancial Services0.10%20,881-336-1.58%$3,453,509