Anchor Capital Advisors Llc Portfolio Stock Holdings

According to the SEC 13F filed on September 3, 2026, Anchor Capital Advisors Llc disclosed 240 stock positions valued at approximately $3.56B as of quarter-end June 30, 2026. The largest holdings include ANALOG DEVICES INC, M & T BK CORP, and PNC FINL SVCS GROUP INC.

Report Period
June 30, 2026
No. of Stocks
240
Portfolio Value
$3.56B
Holdings by Sector
Anchor Capital Advisors Llc Portfolio Holdings in Q2 2026
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
QNITY ELECTRONICS INCQOther1.82%396,613-35,429-8.20%$64,770,899
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
SOLSTICE ADVANCED MATLS INCSOLSOther1.57%630,541+356,044+129.71%$55,865,963
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
SUNBELT RENTALS HOLDINGS INCSUNBOther1.26%600,494+138,784+30.06%$44,922,962
Showing 30 of 240 holdings in the latest reporting period.