Anchor Capital Advisors LLC Top Holdings and 13F Report (2025) About Anchor Capital Advisors LLCInvestment ActivityAnchor Capital Advisors LLC has $3.35 billion in total holdings as of March 31, 2025.Anchor Capital Advisors LLC owns shares of 241 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 8.92% of the portfolio was purchased this quarter.About 14.95% of the portfolio was sold this quarter.This quarter, Anchor Capital Advisors LLC has purchased 242 new stocks and bought additional shares in 44 stocks.Anchor Capital Advisors LLC sold shares of 159 stocks and completely divested from 9 stocks this quarter.Largest Holdings W. R. Berkley $87,882,859McKesson $81,680,434Cboe Global Markets $77,401,886Markel Group $70,406,323The PNC Financial Services Group $62,294,598 Largest New Holdings this Quarter 49271V100 - Keurig Dr Pepper $46,959,826 HoldingG0450A105 - Arch Capital Group $45,037,411 Holding45765U103 - Insight Enterprises $32,124,166 Holding756109104 - Realty Income $13,116,201 Holding398182303 - AMERICAN HEALTHCARE REIT INC $5,136,698 Holding Largest Purchases this Quarter Keurig Dr Pepper 1,372,292 shares (about $46.96M)Arch Capital Group 468,262 shares (about $45.04M)Insight Enterprises 214,175 shares (about $32.12M)Toll Brothers 200,812 shares (about $21.20M)Xcel Energy 210,739 shares (about $14.92M) Largest Sales this Quarter iShares Short Treasury Bond ETF 610,383 shares (about $67.42M)iShares Russell Mid-Cap Value ETF 368,425 shares (about $46.41M)Eversource Energy 692,809 shares (about $43.03M)Electronic Arts 211,142 shares (about $30.51M)First American Financial 400,719 shares (about $26.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnchor Capital Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWRBW. R. Berkley$87,882,859$4,325,744 ▼-4.7%1,235,0042.6%FinanceMCKMcKesson$81,680,434$3,582,339 ▼-4.2%121,3692.4%MedicalCBOECboe Global Markets$77,401,886$2,828,628 ▼-3.5%342,0472.3%Financial ServicesMKLMarkel Group$70,406,323$4,444,098 ▼-5.9%37,6582.1%Multi-Sector ConglomeratesPNCThe PNC Financial Services Group$62,294,598$3,528,229 ▼-5.4%354,4101.9%FinanceMTBM&T Bank$61,460,133$958,994 ▼-1.5%343,8331.8%FinanceCRH PLC$60,886,022$2,950,248 ▼-4.6%692,1231.8%ORDCNH INDL N V$57,867,125$7,542,891 ▲15.0%4,712,3071.7%SHSADIAnalog Devices$57,546,313$1,274,957 ▼-2.2%285,3491.7%Computer and TechnologyLNTAlliant Energy$52,618,591$3,312,544 ▼-5.9%817,6941.6%UtilitiesCASYCasey's General Stores$51,546,385$3,813,460 ▼-6.9%118,7601.5%Retail/WholesaleMAAMid-America Apartment Communities$50,507,793$2,307,075 ▼-4.4%301,3951.5%FinanceBSXBoston Scientific$50,072,900$23,259,600 ▼-31.7%496,3611.5%MedicalFANGDiamondback Energy$48,456,458$12,044,886 ▼-19.9%303,0801.4%EnergySOLVENTUM CORP$48,126,635$1,381,039 ▼-2.8%632,9121.4%COM SHSGEHCGE HealthCare Technologies$48,073,089$12,419,906 ▲34.8%595,6271.4%MedicalCCICrown Castle$47,122,064$13,829,651 ▲41.5%452,0971.4%FinanceKDPKeurig Dr Pepper$46,959,826$46,959,826 ▲New Holding1,372,2921.4%Consumer StaplesXELXcel Energy$45,639,646$14,918,210 ▲48.6%644,7191.4%UtilitiesLAMRLamar Advertising$45,548,464$1,832,543 ▼-3.9%400,3201.4%FinanceACGLArch Capital Group$45,037,411$45,037,411 ▲New Holding468,2621.3%FinanceCTVACorteva$44,915,312$5,318,840 ▲13.4%713,7351.3%Consumer StaplesHSYHershey$44,010,806$3,756,332 ▲9.3%257,3281.3%Consumer StaplesBRBroadridge Financial Solutions$43,698,029$1,882,942 ▼-4.1%180,2281.3%Business ServicesAJGArthur J. Gallagher & Co.$43,492,950$2,259,939 ▼-4.9%125,9791.3%FinanceEXPDExpeditors International of Washington$43,358,683$209,836 ▲0.5%360,5711.3%TransportationTE CONNECTIVITY PLC$43,127,656$1,487,818 ▼-3.3%305,1771.3%ORD SHSFERGUSON ENTERPRISES INC$42,777,615$12,581,274 ▲41.7%266,9761.3%COMMON STOCK NEWSUISun Communities$42,408,312$10,491,737 ▼-19.8%329,6671.3%FinanceADSKAutodesk$42,076,542$6,195,242 ▲17.3%160,7201.3%Computer and TechnologyWSOWatsco$41,532,309$1,802,946 ▼-4.2%81,7081.2%ConstructionGMEDGlobus Medical$39,306,749$3,993,429 ▲11.3%536,9771.2%MedicalSNXTD SYNNEX$38,688,889$2,217,673 ▼-5.4%372,1521.2%Computer and TechnologyTOLToll Brothers$38,390,219$21,203,749 ▲123.4%363,5781.1%ConstructionJPMJPMorgan Chase & Co.$38,301,089$1,409,001 ▼-3.5%156,1401.1%FinanceHUBBHubbell$38,127,095$310,062 ▲0.8%115,2191.1%IndustrialsYUMYum! Brands$37,056,041$1,752,989 ▲5.0%235,4861.1%Retail/WholesalePORPortland General Electric$36,481,200$122,605 ▼-0.3%817,9641.1%UtilitiesSSNCSS&C Technologies$36,242,126$8,863,443 ▼-19.7%433,8821.1%Computer and TechnologyNSANational Storage Affiliates Trust$36,143,089$430,485 ▲1.2%917,3371.1%FinanceFLRFluor$35,303,417$1,613,942 ▼-4.4%985,5781.1%ConstructionSHYiShares 1-3 Year Treasury Bond ETF$34,852,114$330,176 ▼-0.9%421,2751.0%ManufacturingFISFidelity National Information Services$33,956,872$8,006,673 ▼-19.1%454,6981.0%Business ServicesAVYAvery Dennison$33,299,869$373,204 ▲1.1%187,1091.0%IndustrialsCORPAY INC$32,901,646$7,493,276 ▲29.5%94,3501.0%COM SHSAOSA. O. Smith$32,518,515$2,754,860 ▼-7.8%497,5291.0%IndustrialsBWXTBWX Technologies$32,487,354$1,337,695 ▼-4.0%329,3191.0%Computer and TechnologyNSITInsight Enterprises$32,124,166$32,124,166 ▲New Holding214,1751.0%Retail/WholesaleGPCGenuine Parts$31,832,377$9,259,071 ▲41.0%267,1851.0%Retail/WholesaleNSCNorfolk Southern$31,648,424$563,941 ▼-1.8%133,6220.9%TransportationITGartner$28,844,421$378,184 ▼-1.3%68,7200.9%Business ServicesBRK.BBerkshire Hathaway$26,785,044$1,385,773 ▼-4.9%50,2930.8%FinanceMSFTMicrosoft$25,664,689$1,020,311 ▼-3.8%68,3680.8%Computer and TechnologyJNJJohnson & Johnson$25,551,582$5,164,247 ▲25.3%154,0740.8%MedicalRTXRTX$24,725,354$1,212,802 ▼-4.7%186,6630.7%AerospaceIEIiShares 3-7 Year Treasury Bond ETF$24,436,129$78,560 ▲0.3%206,8490.7%ETFCBChubb$22,954,265$802,388 ▼-3.4%76,0100.7%FinanceTTTrane Technologies$22,905,631$21,225,402 ▼-48.1%67,9850.7%ConstructionPGRProgressive$21,529,105$1,397,501 ▼-6.1%76,0720.6%FinanceIDAIDACORP$20,139,818$498,818 ▼-2.4%173,2900.6%UtilitiesCVXChevron$20,041,613$235,711 ▼-1.2%119,8020.6%EnergySHELShell$19,625,463$699,457 ▼-3.4%267,8150.6%EnergyGSThe Goldman Sachs Group$19,577,108$1,592,456 ▼-7.5%35,8360.6%FinanceWMTWalmart$19,044,025$1,021,173 ▼-5.1%216,9270.6%Retail/WholesaleABBVAbbVie$18,699,583$758,040 ▼-3.9%89,2500.6%MedicalPGProcter & Gamble$18,654,967$759,560 ▼-3.9%109,4650.6%Consumer StaplesABTAbbott Laboratories$18,386,443$216,219 ▼-1.2%138,6090.5%MedicalSHViShares Short Treasury Bond ETF$18,354,147$67,422,917 ▼-78.6%166,1610.5%ETFETREntergy$18,128,911$1,373,567 ▼-7.0%212,0590.5%UtilitiesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$17,644,417$2,147 ▼0.0%336,9180.5%ManufacturingTECKTeck Resources$17,603,943$5,932,620 ▲50.8%483,2270.5%Basic MaterialsCMECME Group$17,514,346$828,231 ▼-4.5%66,0200.5%FinanceMCDMcDonald's$17,076,362$593,816 ▼-3.4%54,6670.5%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$16,371,949$46,410,514 ▼-73.9%129,9670.5%ETFHALHalliburton$16,303,371$1,912,010 ▲13.3%642,6240.5%EnergyIEFiShares 7-10 Year Treasury Bond ETF$15,566,598$9,398,154 ▲152.4%163,2230.5%ETFAMTAmerican Tower$15,137,606$289,844 ▼-1.9%69,5660.5%FinanceAPDAir Products and Chemicals$15,106,644$714,589 ▼-4.5%51,2230.5%Basic MaterialsPEPPepsiCo$15,078,989$119,652 ▼-0.8%100,5670.5%Consumer StaplesLOWLowe's Companies$14,750,806$535,494 ▼-3.5%63,2460.4%Retail/WholesaleHONHoneywell International$14,696,494$7,379,057 ▲100.8%69,4050.4%Multi-Sector ConglomeratesALCAlcon$14,691,677$591,985 ▼-3.9%154,7630.4%MedicalUNPUnion Pacific$14,561,197$614,936 ▼-4.1%61,6370.4%TransportationTMOThermo Fisher Scientific$14,513,606$511,537 ▼-3.4%29,1670.4%MedicalUNHUnitedHealth Group$14,252,907$6,672,097 ▼-31.9%27,2130.4%MedicalVVisa$13,995,189$819,721 ▼-5.5%39,9340.4%Business ServicesORealty Income$13,116,201$13,116,201 ▲New Holding226,1020.4%FinanceAPOApollo Global Management$12,831,157$667,309 ▼-4.9%93,6990.4%FinanceCMCSAComcast$12,602,757$240,477 ▼-1.9%341,5380.4%Consumer DiscretionaryAXPAmerican Express$12,579,211$608,862 ▼-4.6%46,7540.4%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$12,350,941$330,456 ▼-2.6%235,1660.4%ManufacturingSLBSchlumberger$11,952,062$610,741 ▲5.4%285,9340.4%EnergyAZNAstraZeneca$11,694,423$464,519 ▼-3.8%159,1080.3%MedicalLMTLockheed Martin$11,536,728$305,103 ▼-2.6%25,8260.3%AerospaceMPCMarathon Petroleum$10,444,349$193,767 ▼-1.8%71,6890.3%EnergyPHParker-Hannifin$9,696,852$531,251 ▼-5.2%15,9530.3%IndustrialsRIORio Tinto Group$9,488,655$263,570 ▲2.9%157,9340.3%Basic MaterialsDEODiageo$9,396,316$199,939 ▼-2.1%89,6680.3%Consumer StaplesMBBiShares MBS ETF$8,910,573$93,592 ▲1.1%95,0160.3%ETFOTISOtis Worldwide$8,689,291$427,555 ▼-4.7%84,1990.3%ConstructionShowing largest 100 holdings. 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