Anchor Capital Advisors LLC Top Holdings and 13F Report (2026)

About Anchor Capital Advisors LLC

Investment Activity

Anchor Capital Advisors LLC has $3.21 billion in total holdings as of September 30, 2026.
Anchor Capital Advisors LLC owns shares of 249 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
Approximately 6.20% of the portfolio was purchased this quarter.
About 12.11% of the portfolio was sold this quarter.
This quarter, Anchor Capital Advisors LLC has purchased 245 new stocks and bought additional shares in 48 stocks.
Anchor Capital Advisors LLC sold shares of 147 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

McKesson: $75,982,039
Cboe Global Markets: $69,769,375
M&T Bank: $68,227,189
W.R. Berkley: $65,894,501
Analog Devices: $64,782,486

Largest New Holdings this Quarter

217204106 - Copart: $33,174,680 Holding
98978V103 - Zoetis: $27,981,222 Holding
294429105 - Equifax: $21,788,255 Holding
78409V104 - S&P Global: $8,581,928 Holding
036752103 - Elevance Health: $7,590,540 Holding

Largest Purchases this Quarter

Copart: 1,216,081 shares (about $33.17M)
Zoetis: 400,705 shares (about $27.98M)
Equifax: 158,760 shares (about $21.79M)
HONEYWELL AEROSPACE INC: 80,020 shares (about $12.40M)
Procter & Gamble: 81,254 shares (about $11.80M)

Largest Sales this Quarter

CNH INDL N V: 3,225,117 shares (about $41.44M)
iShares Russell Mid-Cap Value ETF: 217,168 shares (about $34.91M)
Analog Devices: 64,121 shares (about $25.44M)
HONEYWELL INTL INC: 100,852 shares (about $21.27M)
SOLSTICE ADVANCED MATLS INC: 374,266 shares (about $21.08M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MCK McKesson	$75,982,039	$4,710,456 ▼	-5.8%	88,992	2.4%	Healthcare
CBOE Cboe Global Markets	$69,769,375	$3,774,770 ▼	-5.1%	253,440	2.2%	Finance
MTB M&T Bank	$68,227,189	$4,827,892 ▼	-6.6%	313,544	2.1%	Finance
WRB W.R. Berkley	$65,894,501	$4,033,015 ▼	-5.8%	975,637	2.0%	Finance
ADI Analog Devices	$64,782,486	$25,437,497 ▼	-28.2%	163,299	2.0%	Technology
PNC The PNC Financial Services Group	$64,139,715	$5,129,755 ▼	-7.4%	288,580	2.0%	Finance
FERGUSON ENTERPRISES INC	$63,763,081	$3,217,529 ▼	-4.8%	286,421	2.0%	COMMON STOCK NEW
FANG Diamondback Energy	$59,247,328	$3,975,813 ▼	-6.3%	322,329	1.8%	Energy
LAMR Lamar Advertising	$55,975,278	$3,345,798 ▼	-5.6%	388,421	1.7%	Real Estate
APD Air Products and Chemicals	$55,438,587	$2,880,508 ▼	-4.9%	199,255	1.7%	Materials
IDA IDACORP	$54,562,666	$2,841,156 ▲	5.5%	417,369	1.7%	Utilities
CRH PLC	$52,897,383	$754,722 ▼	-1.4%	638,857	1.6%	ORD
MSFT Microsoft	$50,505,034	$4,084,204 ▲	8.8%	98,470	1.6%	Technology
EXPD Expeditors International of Washington	$49,282,161	$7,213,343 ▼	-12.8%	266,909	1.5%	Industrials
GMED Globus Medical	$47,123,677	$1,436,806 ▼	-3.0%	629,155	1.5%	Healthcare
SOLVENTUM CORP	$47,017,617	$4,352,670 ▼	-8.5%	533,382	1.5%	COM SHS
LNT Alliant Energy	$45,458,368	$2,506,616 ▼	-5.2%	718,142	1.4%	Utilities
SNX TD SYNNEX	$45,174,149	$18,372,947 ▼	-28.9%	175,878	1.4%	Technology
CORPAY INC	$44,904,657	$6,835,860 ▼	-13.2%	115,555	1.4%	COM SHS
AVY Avery Dennison	$44,010,213	$2,073,131 ▼	-4.5%	257,867	1.4%	Materials
HUBB Hubbell	$43,997,651	$2,263,454 ▼	-4.9%	96,997	1.4%	Industrials
ALC Alcon	$43,930,300	$5,985,168 ▲	15.8%	678,460	1.4%	Healthcare
TE CONNECTIVITY PLC	$43,688,480	$2,436,073 ▼	-5.3%	206,976	1.4%	ORD SHS
CHENIERE ENERGY INC	$43,281,837	$6,731,403 ▲	18.4%	160,881	1.3%	COM NEW
CASY Casey's General Stores	$42,979,235	$980,230 ▼	-2.2%	70,636	1.3%	Consumer Staples
MAA Mid-America Apartment Communities	$42,023,569	$4,458,347 ▼	-9.6%	356,918	1.3%	Real Estate
KDP Keurig Dr Pepper	$41,737,687	$2,790,310 ▼	-6.3%	1,375,665	1.3%	Consumer Staples
CTVA Corteva	$41,165,043	$2,694,066 ▼	-6.1%	530,136	1.3%	Materials
AMERICAN HEALTHCARE REIT INC	$41,044,340	$3,705,329 ▼	-8.3%	800,709	1.3%	COM SHS
DUPONT DE NEMOURS INC	$40,741,823	$2,539,220 ▼	-5.9%	313,664	1.3%	COMMON STOCK
SUNBELT RENTALS HOLDINGS INC	$40,630,833	$3,331,349 ▼	-7.6%	554,990	1.3%	SHS
XEL Xcel Energy	$40,399,631	$2,191,153 ▼	-5.1%	573,207	1.3%	Utilities
TOL Toll Brothers	$39,850,535	$2,609,567 ▼	-6.1%	295,737	1.2%	Consumer Discretionary
ACGL Arch Capital Group	$38,296,326	$2,325,717 ▼	-5.7%	414,642	1.2%	Finance
ADSK Autodesk	$37,038,071	$9,385,336 ▲	33.9%	177,216	1.2%	Technology
MKL Markel Group	$35,181,498	$3,907,723 ▼	-10.0%	20,545	1.1%	Finance
YUM Yum! Brands	$35,039,766	$2,139,855 ▼	-5.8%	257,003	1.1%	Consumer Discretionary
TECK Teck Resources	$34,880,443	$15,939,024 ▼	-31.4%	530,178	1.1%	Materials
HONEYWELL AEROSPACE INC	$34,174,443	$12,400,697 ▲	57.0%	220,523	1.1%	COM
FNV Franco-Nevada	$33,976,271	$2,572,787 ▼	-7.0%	142,691	1.1%	Materials
CPRT Copart	$33,174,680	$33,174,680 ▲	New Holding	1,216,081	1.0%	Industrials
HSY Hershey	$32,816,781	$3,024,695 ▼	-8.4%	208,215	1.0%	Consumer Staples
JPM JPMorgan Chase & Co.	$32,257,644	$5,881,177 ▼	-15.4%	97,505	1.0%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$32,249,178	$304,500 ▼	-0.9%	397,157	1.0%	ETF
BRK.B Berkshire Hathaway	$32,090,802	$1,490,360 ▲	4.9%	64,446	1.0%	Finance
JNJ Johnson & Johnson	$31,215,035	$490,035 ▼	-1.5%	117,908	1.0%	Healthcare
GEHC GE HealthCare Technologies	$30,172,921	$2,633,367 ▲	9.6%	461,571	0.9%	Healthcare
QNITY ELECTRONICS INC	$29,799,741	$20,070,360 ▼	-40.2%	236,995	0.9%	COMMON STOCK
IEI iShares 3-7 Year Treasury Bond ETF	$28,331,136	$255,807 ▼	-0.9%	249,746	0.9%	ETF
WSO Watsco	$28,102,550	$331,444 ▲	1.2%	92,843	0.9%	Industrials
ZTS Zoetis	$27,981,222	$27,981,222 ▲	New Holding	400,705	0.9%	Healthcare
TT Trane Technologies	$24,603,219	$1,510,978 ▼	-5.8%	54,434	0.8%	Industrials
RTX RTX	$23,805,459	$237,446 ▼	-1.0%	128,228	0.7%	Industrials
AMZN Amazon.com	$23,037,530	$1,662,569 ▼	-6.7%	92,465	0.7%	Consumer Discretionary
PG Procter & Gamble	$21,835,606	$11,804,593 ▲	117.7%	150,300	0.7%	Consumer Staples
EFX Equifax	$21,788,255	$21,788,255 ▲	New Holding	158,760	0.7%	Industrials
CB Chubb	$21,684,980	$318,418 ▼	-1.4%	66,672	0.7%	Finance
CCI Crown Castle	$21,315,886	$8,729,957 ▼	-29.1%	319,818	0.7%	Real Estate
CVX Chevron	$21,239,598	$858,496 ▼	-3.9%	104,009	0.7%	Energy
SHEL Shell	$21,016,387	$1,401,226 ▼	-6.3%	221,109	0.7%	Energy
GS The Goldman Sachs Group	$20,718,130	$834,632 ▼	-3.9%	23,011	0.6%	Finance
CME CME Group	$20,515,266	$3,205,830 ▲	18.5%	78,309	0.6%	Finance
RIO Rio Tinto	$20,466,047	$38,516 ▲	0.2%	217,331	0.6%	Materials
MPC Marathon Petroleum	$19,765,973	$6,896,955 ▼	-25.9%	49,987	0.6%	Energy
GLD SPDR Gold Shares	$19,692,486	$3,468,312 ▲	21.4%	51,708	0.6%	ETF
V Visa	$19,615,556	$284,950 ▼	-1.4%	54,589	0.6%	Finance
BLDR Builders FirstSource	$19,159,602	$33,408 ▼	-0.2%	336,074	0.6%	Industrials
ABBV AbbVie	$18,999,202	$3,116,570 ▲	19.6%	72,630	0.6%	Healthcare
LMT Lockheed Martin	$18,010,584	$3,135,951 ▲	21.1%	35,367	0.6%	Industrials
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$17,508,651	$570,394 ▲	3.4%	341,766	0.5%	ETF
LOW Lowe's Companies	$17,374,219	$237,180 ▼	-1.3%	94,277	0.5%	Consumer Discretionary
ETR Entergy	$17,128,980	$271,178 ▼	-1.6%	172,567	0.5%	Utilities
INTC Intel	$17,075,725	$10,961,407 ▼	-39.1%	142,025	0.5%	Technology
IEF iShares 7-10 Year Treasury Bond ETF	$16,736,532	$813,258 ▼	-4.6%	187,398	0.5%	ETF
ETN Eaton	$16,524,520	$70,473 ▼	-0.4%	38,455	0.5%	Industrials
MCD McDonald's	$16,231,581	$904,128 ▲	5.9%	70,285	0.5%	Consumer Discretionary
UNP Union Pacific	$15,857,602	$318,665 ▼	-2.0%	58,272	0.5%	Industrials
PEP PepsiCo	$15,253,990	$311,603 ▼	-2.0%	120,376	0.5%	Consumer Staples
AXP American Express	$15,040,489	$125,289 ▼	-0.8%	49,459	0.5%	Finance
ISHARES TR	$14,885,000	$5,834,921 ▲	64.5%	134,926	0.5%	TRUST ISHARE 0-1
CNH INDL N V	$14,751,866	$41,442,758 ▼	-73.7%	1,148,005	0.5%	SHS
SOLSTICE ADVANCED MATLS INC	$14,433,426	$21,078,687 ▼	-59.4%	256,275	0.4%	COM SHS
PH Parker-Hannifin	$13,491,900	$897,167 ▼	-6.2%	14,121	0.4%	Industrials
ABT Abbott Laboratories	$12,583,004	$2,732,939 ▲	27.7%	127,320	0.4%	Healthcare
AMAT Applied Materials	$12,557,406	$10,659,170 ▼	-45.9%	24,556	0.4%	Technology
AZNCF AstraZeneca	$11,810,406	$3,764,675 ▲	46.8%	73,143	0.4%	Healthcare
SLB SLB	$11,789,075	$1,023 ▲	0.0%	241,976	0.4%	Energy
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$11,481,223	$380,898 ▲	3.4%	228,028	0.4%	ETF
TCW ETF TRUST	$10,904,420	$1,985,067 ▲	22.3%	287,488	0.3%	FLEXIBLE INCOME
O Realty Income	$10,865,620	$70,970 ▼	-0.6%	200,103	0.3%	Real Estate
TMO Thermo Fisher Scientific	$10,503,486	$67,503 ▼	-0.6%	15,560	0.3%	Healthcare
AAPL Apple	$9,214,564	$96,242 ▼	-1.0%	27,670	0.3%	Technology
SPGI S&P Global	$8,581,928	$8,581,928 ▲	New Holding	21,756	0.3%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$8,037,397	$608,115 ▲	8.2%	223,696	0.3%	ETF
BSX Boston Scientific	$7,725,303	$131,779 ▼	-1.7%	176,983	0.2%	Healthcare
ELV Elevance Health	$7,590,540	$7,590,540 ▲	New Holding	19,522	0.2%	Healthcare
J P MORGAN EXCHANGE TRADED F	$7,390,496	$141,018 ▲	1.9%	143,756	0.2%	JPMORGAM LTD DUR
HONEYWELL INTL INC	$7,068,142	$21,273,614 ▼	-75.1%	33,508	0.2%	COM
IWB iShares Russell 1000 ETF	$6,055,230	$25,384 ▲	0.4%	14,551	0.2%	ETF
FIDELITY COVINGTON TRUST	$5,496,764	$1,001,701 ▲	22.3%	137,729	0.2%	ENHANCED INTL

Showing largest 100 holdings. View all holdings.

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Anchor Capital Advisors LLC Top Holdings and 13F Report (2026)

About Anchor Capital Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Anchor Capital Advisors LLC Top Holdings and 13F Report (2026)

About Anchor Capital Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAnchor Capital Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools