Anchor Capital Advisors Llc Portfolio Stock Holdings

Anchor Capital Advisors Llc disclosed 251 stock positions valued at approximately $3.5 billion in its latest SEC 13F filing. The largest holdings include MCKESSON CORP, CBOE GLOBAL MKTS INC, and ANALOG DEVICES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.

Report Period
March 31, 2026
No. of Stocks
251
Portfolio Value
$3.5B
Holdings by Sector
Anchor Capital Advisors Llc Portfolio Holdings in Q1 2026

243 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MCKESSON CORPMCKHealthcare2.41%97,990-12,554-11.36%$84,796,752
CBOE GLOBAL MKTS INCCBOEFinancial Services2.33%290,772-6,573-2.21%$81,727,254
ANALOG DEVICES INCADITechnology2.20%242,652-26,032-9.69%$77,197,186
BERKLEY W R CORPWRBFinancial Services2.14%1,133,890+7,539+0.67%$75,154,251
M & T BK CORPMTBFinancial Services2.05%347,732-6,518-1.84%$71,883,131
FERGUSON ENTERPRISES INCFERGIndustrials2.03%305,527+4,600+1.53%$71,267,151
DIAMONDBACK ENERGY INCFANGEnergy1.98%351,791-10,594-2.92%$69,580,823
PNC FINL SVCS GROUP INCPNCFinancial Services1.96%330,794-8,965-2.64%$68,834,924
CRH PLCCRHOther1.93%644,815+3,913+0.61%$67,782,933
CASEYS GEN STORES INCCASYConsumer Cyclical1.92%92,474-4,062-4.21%$67,308,093
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials1.80%218,046+20,839+10.57%$63,340,233
MARKEL GROUP INCMKLFinancial Services1.77%32,435-487-1.48%$62,082,183
IDACORP INCIDAUtilities1.68%413,452-4,079-0.98%$59,111,212
ALLIANT ENERGY CORPLNTUtilities1.58%771,400-7,322-0.94%$55,355,671
GLOBUS MED INCGMEDHealthcare1.57%639,524-55,828-8.03%$55,101,429
LAMAR ADVERTISING COLAMRReal Estate1.56%432,510-16,260-3.62%$54,781,656
ALCON AGALCOther1.49%696,723-19,902-2.78%$52,498,054
MID-AMER APT CMNTYS INCMAAReal Estate1.47%422,083+29,167+7.42%$51,544,754
HUBBELL INCHUBBIndustrials1.47%104,869-2,596-2.42%$51,463,318
CNH INDL N VCNHOther1.45%4,622,073+1,511,810+48.61%$50,842,802
CORTEVA INCCTVABasic Materials1.43%598,577-38,660-6.07%$50,106,872
HERSHEY COHSYConsumer Defensive1.42%240,279-9,535-3.82%$49,951,651
XCEL ENERGY INCXELUtilities1.39%616,558-6,756-1.08%$48,979,328
TD SYNNEX CORPORATIONSNXTechnology1.39%288,846-4,719-1.61%$48,731,254
DUPONT DE NEMOURS INCDDBasic Materials1.37%1,054,485-43,541-3.97%$48,295,404
AVERY DENNISON CORPAVYConsumer Cyclical1.33%270,056-1,403-0.52%$46,633,186
EXPEDITORS INTL WASH INCEXPDIndustrials1.33%325,500-10,648-3.17%$46,621,319
TE CONNECTIVITY PLCTELOther1.29%217,338-2,064-0.94%$45,428,049
TOLL BROTHERS INCTOLConsumer Cyclical1.27%327,136-12,938-3.80%$44,644,272
JPMORGAN CHASE & COJPMFinancial Services1.27%151,088+1,969+1.32%$44,443,914
GE HEALTHCARE TECHNOLOGIES IGEHCHealthcare1.26%620,532-52,441-7.79%$44,169,475
OTIS WORLDWIDE CORPOTISIndustrials1.22%555,220+11,358+2.09%$42,796,349
YUM BRANDS INCYUMConsumer Cyclical1.21%274,360+1,059+0.39%$42,657,493
ARCH CAP GROUP LTDG0450A105Other1.21%443,104+3,005+0.68%$42,533,556
TECK RESOURCES LTDTECKBasic Materials1.17%792,626+159,876+25.27%$41,018,393
ISHARES TRIWSOther1.15%278,371-36,419-11.57%$40,569,785
CORPAY INCCPAYTechnology1.14%137,454+12,723+10.20%$39,997,753
CROWN CASTLE INCCCIReal Estate1.13%489,627+99,483+25.50%$39,811,574
KEURIG DR PEPPER INCKDPConsumer Defensive1.13%1,503,199+205,201+15.81%$39,579,242
SOLVENTUM CORPSOLVHealthcare1.10%590,307+2,385+0.41%$38,547,072
AUTODESK INCADSKTechnology1.00%147,030-511-0.35%$35,198,959
REXFORD INDL RLTY INCREXRReal Estate1.00%1,070,951-9,283-0.86%$35,052,224
WATSCO INCWSOIndustrials0.95%91,378+5,986+7.01%$33,242,382
ISHARES TRSHYOther0.94%398,796+147,479+58.68%$32,928,599
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.90%65,757+17,437+36.09%$31,510,987
JOHNSON & JOHNSONJNJHealthcare0.87%125,560-22,965-15.46%$30,691,953
BOSTON SCIENTIFIC CORPBSXHealthcare0.83%463,696+4,399+0.96%$29,096,923
BUILDERS FIRSTSOURCE INCBLDRIndustrials0.82%348,580+348,580+100.00%$28,698,631
FLUOR CORPFLRIndustrials0.79%591,572-26,514-4.29%$27,596,835
BROADRIDGE FINL SOLUTIONS INBRTechnology0.78%168,219+2,411+1.45%$27,332,208
ISHARES TRIEIOther0.77%226,745+33,462+17.31%$26,891,911
RTX CORPORATIONRTXIndustrials0.75%137,071+75+0.05%$26,440,998
MICROSOFT CORPMSFTTechnology0.75%71,416+7,121+11.08%$26,435,920
TRANE TECHNOLOGIES PLCTTOther0.71%60,088-796-1.31%$25,041,172
SHELL PLCSHELEnergy0.69%262,025+652+0.25%$24,368,304
CHEVRON CORPORATIONCVXEnergy0.69%117,565+375+0.32%$24,324,288
CHUBB LTD SWITZCBFinancial Services0.68%72,961-174-0.24%$23,780,057
GOLDMAN SACHS GROUP INCGSFinancial Services0.66%27,512-6,467-19.03%$23,275,106
APPLIED MATLS INCAMATTechnology0.64%65,316-8,786-11.86%$22,324,446
PAYCOM SOFTWARE INCPAYCTechnology0.63%183,231+183,231+100.00%$22,269,903
RIO TINTO PLCRIOBasic Materials0.62%234,303+25,908+12.43%$21,858,155
MCDONALDS CORPMCDConsumer Cyclical0.61%68,589+16,160+30.82%$21,316,866
ENTERGY CORP NEWETRUtilities0.60%187,018-364-0.19%$21,013,328
PEPSICO INCPEPConsumer Defensive0.57%129,592+2,590+2.04%$20,124,367
LOWES COS INCLOWConsumer Cyclical0.57%84,259+23,913+39.63%$19,908,743
CME GROUP INCCMEFinancial Services0.56%67,071+1,334+2.03%$19,809,463
ISHARES TRIEFOther0.54%198,823-32,973-14.23%$18,975,658
LOCKHEED MARTIN CORPLMTIndustrials0.52%30,312-89-0.29%$18,320,021
MARATHON PETE CORPMPCEnergy0.50%72,629+4,316+6.32%$17,734,518
VISA INCVFinancial Services0.50%58,264+16,537+39.63%$17,609,638
ISHARES TRIGSBOther0.49%328,624+8,437+2.64%$17,272,474
AMERICAN TOWER CORPAMTReal Estate0.47%95,310+32,103+50.79%$16,448,533
AMERICAN EXPRESS COAXPFinancial Services0.46%53,228-121-0.23%$16,100,544
INTEL CORPINTCTechnology0.44%347,596+15,129+4.55%$15,339,429
UNION PAC CORPUNPIndustrials0.43%62,951+1,561+2.54%$15,273,101
ISHARES TRSHVOther0.42%134,791-1,325-0.97%$14,879,581
PARKER-HANNIFIN CORPPHIndustrials0.42%16,548-276-1.64%$14,814,184
HONEYWELL INTL INCHONIndustrials0.42%65,440+2,150+3.40%$14,791,461
WALMART INCWMTConsumer Defensive0.42%117,383-38,692-24.79%$14,588,407
ABBOTT LABORATORIESABTHealthcare0.40%136,752+810+0.60%$14,040,277
SLB LIMITEDSLBEnergy0.39%265,310+33,732+14.57%$13,634,278
ABBVIE INCABBVHealthcare0.39%62,549+119+0.19%$13,603,796
REALTY INCOME CORPOReal Estate0.37%213,771+2,931+1.39%$13,078,485
ISHARES TRIGIBOther0.33%221,084+1,097+0.50%$11,766,065
PROCTER & GAMBLE COPGConsumer Defensive0.30%71,920-33,117-31.53%$10,388,077
AMERICAN HEALTHCARE REIT INCAHRReal Estate0.24%177,692+5,606+3.26%$8,379,955
REGENERON PHARMACEUTICALSREGNHealthcare0.23%10,298-2,201-17.61%$7,956,742
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.22%15,968-10,459-39.58%$7,848,714
APPLE INCAAPLTechnology0.21%28,895-69-0.24%$7,333,211
J P MORGAN EXCHANGE TRADED FJPLDOther0.20%137,119+137,119+100.00%$7,156,241
SCHWAB STRATEGIC TRSCHGOther0.17%200,012+200,012+100.00%$5,826,350
VANGUARD SCOTTSDALE FDSVCSHOther0.16%69,444-1,645-2.31%$5,504,826
ISHARES TRIWBOther0.15%14,486+1+0.01%$5,165,233
TCW ETF TRUSTFLXROther0.14%128,544+128,544+100.00%$5,047,923
PROGRESSIVE CORPPGRFinancial Services0.14%24,217-47,803-66.37%$4,800,736
BWX TECHNOLOGIES INCBWXTIndustrials0.13%22,987-171,547-88.18%$4,700,674
VANGUARD SCOTTSDALE FDSVCITOther0.13%56,003-1,310-2.29%$4,634,248
TEXAS PACIFIC LAND CORPORATITPLEnergy0.13%9,605+278+2.98%$4,558,273
EATON CORP PLCETNOther0.12%12,196-91-0.74%$4,362,143
SUN CMNTYS INCSUIReal Estate0.11%31,426-5,377-14.61%$3,958,463