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

About Anchor Capital Advisors LLC

Investment Activity

Anchor Capital Advisors LLC has $3.51 billion in total holdings as of March 31, 2026.
Anchor Capital Advisors LLC owns shares of 251 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 6.83% of the portfolio was purchased this quarter.
About 7.69% of the portfolio was sold this quarter.
This quarter, Anchor Capital Advisors LLC has purchased 251 new stocks and bought additional shares in 76 stocks.
Anchor Capital Advisors LLC sold shares of 122 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

McKesson: $84,796,752
Cboe Global Markets: $81,727,254
Analog Devices: $77,197,186
W.R. Berkley: $75,154,251
M&T Bank: $71,883,131

Largest New Holdings this Quarter

866966104 - SUNBELT RENTALS HOLDINGS INC: $30,052,672 Holding
12008R107 - Builders FirstSource: $28,698,631 Holding
70432V102 - Paycom Software: $22,269,903 Holding
G0593M107 - AstraZeneca: $10,800,455 Holding
46654Q773 - J P MORGAN EXCHANGE TRADED F: $7,156,241 Holding

Largest Purchases this Quarter

SUNBELT RENTALS HOLDINGS INC: 461,710 shares (about $30.05M)
Builders FirstSource: 348,580 shares (about $28.70M)
Paycom Software: 183,231 shares (about $22.27M)
CNH INDL N V: 1,511,810 shares (about $16.63M)
iShares 1-3 Year Treasury Bond ETF: 147,479 shares (about $12.18M)

Largest Sales this Quarter

BWX Technologies: 171,547 shares (about $35.08M)
Arthur J. Gallagher & Co.: 144,537 shares (about $31.30M)
Halliburton: 767,264 shares (about $29.92M)
iShares Russell 1000 Value ETF: 52,269 shares (about $11.17M)
McKesson: 12,554 shares (about $10.86M)

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	$84,796,752	$10,863,746 â–¼	-11.4%	97,990	2.4%	Medical
CBOE Cboe Global Markets	$81,727,254	$1,847,472 â–¼	-2.2%	290,772	2.3%	Financial Services
ADI Analog Devices	$77,197,186	$8,281,807 â–¼	-9.7%	242,652	2.2%	Computer and Technology
WRB W.R. Berkley	$75,154,251	$499,685 â–²	0.7%	1,133,890	2.1%	Finance
MTB M&T Bank	$71,883,131	$1,347,400 â–¼	-1.8%	347,732	2.0%	Finance
FERGUSON ENTERPRISES INC	$71,267,151	$1,072,995 â–²	1.5%	305,527	2.0%	COMMON STOCK NEW
FANG Diamondback Energy	$69,580,823	$2,095,390 â–¼	-2.9%	351,791	2.0%	Energy
PNC The PNC Financial Services Group	$68,834,924	$1,865,527 â–¼	-2.6%	330,794	2.0%	Finance
CRH PLC	$67,782,933	$411,334 â–²	0.6%	644,815	1.9%	ORD
CASY Casey's General Stores	$67,308,093	$2,956,566 â–¼	-4.2%	92,474	1.9%	Retail/Wholesale
APD Air Products and Chemicals	$63,340,233	$6,053,526 â–²	10.6%	218,046	1.8%	Basic Materials
MKL Markel Group	$62,082,183	$932,142 â–¼	-1.5%	32,435	1.8%	Multi-Sector Conglomerates
IDA IDACORP	$59,111,212	$583,174 â–¼	-1.0%	413,452	1.7%	Utilities
LNT Alliant Energy	$55,355,671	$525,427 â–¼	-0.9%	771,400	1.6%	Utilities
GMED Globus Medical	$55,101,429	$4,810,144 â–¼	-8.0%	639,524	1.6%	Medical
LAMR Lamar Advertising	$54,781,656	$2,059,489 â–¼	-3.6%	432,510	1.6%	Finance
ALC Alcon	$52,498,054	$1,499,615 â–¼	-2.8%	696,723	1.5%	Medical
MAA Mid-America Apartment Communities	$51,544,754	$3,561,873 â–²	7.4%	422,083	1.5%	Finance
HUBB Hubbell	$51,463,318	$1,273,959 â–¼	-2.4%	104,869	1.5%	Industrials
CNH INDL N V	$50,842,802	$16,629,910 â–²	48.6%	4,622,073	1.4%	SHS
CTVA Corteva	$50,106,872	$3,236,228 â–¼	-6.1%	598,577	1.4%	Consumer Staples
HSY Hershey	$49,951,651	$1,982,233 â–¼	-3.8%	240,279	1.4%	Consumer Staples
QNITY ELECTRONICS INC	$49,849,033	$610,591 â–¼	-1.2%	432,042	1.4%	COMMON STOCK
XEL Xcel Energy	$48,979,328	$536,696 â–¼	-1.1%	616,558	1.4%	Utilities
SNX TD SYNNEX	$48,731,254	$796,143 â–¼	-1.6%	288,846	1.4%	Computer and Technology
DD DuPont de Nemours	$48,295,404	$1,994,177 â–¼	-4.0%	1,054,485	1.4%	Basic Materials
AVY Avery Dennison	$46,633,186	$242,270 â–¼	-0.5%	270,056	1.3%	Industrials
EXPD Expeditors International of Washington	$46,621,319	$1,525,112 â–¼	-3.2%	325,500	1.3%	Transportation
TE CONNECTIVITY PLC	$45,428,049	$431,418 â–¼	-0.9%	217,338	1.3%	ORD SHS
TOL Toll Brothers	$44,644,272	$1,765,650 â–¼	-3.8%	327,136	1.3%	Construction
JPM JPMorgan Chase & Co.	$44,443,914	$579,199 â–²	1.3%	151,088	1.3%	Finance
GEHC GE HealthCare Technologies	$44,169,475	$3,732,751 â–¼	-7.8%	620,532	1.3%	Medical
OTIS Otis Worldwide	$42,796,349	$875,474 â–²	2.1%	555,220	1.2%	Industrials
YUM Yum! Brands	$42,657,493	$164,653 â–²	0.4%	274,360	1.2%	Retail/Wholesale
ACGL Arch Capital Group	$42,533,556	$288,450 â–²	0.7%	443,104	1.2%	Finance
TECK Teck Resources	$41,018,393	$8,273,582 â–²	25.3%	792,626	1.2%	Basic Materials
IWS iShares Russell Mid-Cap Value ETF	$40,569,785	$5,307,704 â–¼	-11.6%	278,371	1.2%	ETF
CORPAY INC	$39,997,753	$3,702,267 â–²	10.2%	137,454	1.1%	COM SHS
CCI Crown Castle	$39,811,574	$8,088,963 â–²	25.5%	489,627	1.1%	Finance
KDP Keurig Dr Pepper	$39,579,242	$5,402,944 â–²	15.8%	1,503,199	1.1%	Consumer Staples
SOLVENTUM CORP	$38,547,072	$155,741 â–²	0.4%	590,307	1.1%	COM SHS
ADSK Autodesk	$35,198,959	$122,333 â–¼	-0.3%	147,030	1.0%	Computer and Technology
REXR Rexford Industrial Realty	$35,052,224	$303,833 â–¼	-0.9%	1,070,951	1.0%	Finance
WSO Watsco	$33,242,382	$2,177,646 â–²	7.0%	91,378	0.9%	Construction
SHY iShares 1-3 Year Treasury Bond ETF	$32,928,599	$12,177,346 â–²	58.7%	398,796	0.9%	Manufacturing
BRK.B Berkshire Hathaway	$31,510,987	$8,355,872 â–²	36.1%	65,757	0.9%	Finance
JNJ Johnson & Johnson	$30,691,953	$5,613,577 â–¼	-15.5%	125,560	0.9%	Medical
SUNBELT RENTALS HOLDINGS INC	$30,052,672	$30,052,672 â–²	New Holding	461,710	0.9%	SHS
BSX Boston Scientific	$29,096,923	$276,037 â–²	1.0%	463,696	0.8%	Medical
BLDR Builders FirstSource	$28,698,631	$28,698,631 â–²	New Holding	348,580	0.8%	Retail/Wholesale
FLR Fluor	$27,596,835	$1,236,878 â–¼	-4.3%	591,572	0.8%	Construction
BR Broadridge Financial Solutions	$27,332,208	$391,739 â–²	1.5%	168,219	0.8%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$26,891,911	$3,968,586 â–²	17.3%	226,745	0.8%	ETF
RTX RTX	$26,440,998	$14,468 â–²	0.1%	137,071	0.8%	Aerospace
MSFT Microsoft	$26,435,920	$2,635,967 â–²	11.1%	71,416	0.8%	Computer and Technology
TT Trane Technologies	$25,041,172	$331,726 â–¼	-1.3%	60,088	0.7%	Construction
SHEL Shell	$24,368,304	$60,636 â–²	0.2%	262,025	0.7%	Energy
CVX Chevron	$24,324,288	$77,588 â–²	0.3%	117,565	0.7%	Energy
CB Chubb	$23,780,057	$56,712 â–¼	-0.2%	72,961	0.7%	Finance
GS The Goldman Sachs Group	$23,275,106	$5,471,071 â–¼	-19.0%	27,512	0.7%	Finance
AMAT Applied Materials	$22,324,446	$3,002,979 â–¼	-11.9%	65,316	0.6%	Computer and Technology
PAYC Paycom Software	$22,269,903	$22,269,903 â–²	New Holding	183,231	0.6%	Computer and Technology
RIO Rio Tinto	$21,858,155	$2,416,960 â–²	12.4%	234,303	0.6%	Basic Materials
MCD McDonald's	$21,316,866	$5,022,388 â–²	30.8%	68,589	0.6%	Retail/Wholesale
ETR Entergy	$21,013,328	$40,899 â–¼	-0.2%	187,018	0.6%	Utilities
SOLSTICE ADVANCED MATLS INC	$20,905,679	$131,376 â–¼	-0.6%	274,497	0.6%	COM SHS
PEP PepsiCo	$20,124,367	$402,202 â–²	2.0%	129,592	0.6%	Consumer Staples
LOW Lowe's Companies	$19,908,743	$5,650,171 â–²	39.6%	84,259	0.6%	Retail/Wholesale
CME CME Group	$19,809,463	$393,998 â–²	2.0%	67,071	0.6%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$18,975,658	$3,146,942 â–¼	-14.2%	198,823	0.5%	ETF
LMT Lockheed Martin	$18,320,021	$53,790 â–¼	-0.3%	30,312	0.5%	Aerospace
MPC Marathon Petroleum	$17,734,518	$1,053,879 â–²	6.3%	72,629	0.5%	Energy
V Visa	$17,609,638	$4,998,122 â–²	39.6%	58,264	0.5%	Business Services
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$17,272,474	$443,449 â–²	2.6%	328,624	0.5%	Manufacturing
AMT American Tower	$16,448,533	$5,540,313 â–²	50.8%	95,310	0.5%	Finance
AXP American Express	$16,100,544	$36,600 â–¼	-0.2%	53,228	0.5%	Finance
INTC Intel	$15,339,429	$667,644 â–²	4.6%	347,596	0.4%	Computer and Technology
UNP Union Pacific	$15,273,101	$378,728 â–²	2.5%	62,951	0.4%	Transportation
SHV iShares Short Treasury Bond ETF	$14,879,581	$146,267 â–¼	-1.0%	134,791	0.4%	ETF
PH Parker-Hannifin	$14,814,184	$247,082 â–¼	-1.6%	16,548	0.4%	Industrials
HON Honeywell International	$14,791,461	$485,966 â–²	3.4%	65,440	0.4%	Multi-Sector Conglomerates
WALMART INC	$14,588,407	$4,808,658 â–¼	-24.8%	117,383	0.4%	COM
ABT Abbott Laboratories	$14,040,277	$83,162 â–²	0.6%	136,752	0.4%	Medical
SLB SLB	$13,634,278	$1,733,487 â–²	14.6%	265,310	0.4%	Energy
ABBV AbbVie	$13,603,796	$25,881 â–²	0.2%	62,549	0.4%	Medical
O Realty Income	$13,078,485	$179,318 â–²	1.4%	213,771	0.4%	Finance
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$11,766,065	$58,382 â–²	0.5%	221,084	0.3%	Manufacturing
AZNCF AstraZeneca	$10,800,455	$10,800,455 â–²	New Holding	54,763	0.3%	Medical
PG Procter & Gamble	$10,388,077	$4,783,397 â–¼	-31.5%	71,920	0.3%	Consumer Staples
AMERICAN HEALTHCARE REIT INC	$8,379,955	$264,379 â–²	3.3%	177,692	0.2%	COM SHS
REGN Regeneron Pharmaceuticals	$7,956,742	$1,700,601 â–¼	-17.6%	10,298	0.2%	Medical
TMO Thermo Fisher Scientific	$7,848,714	$5,140,888 â–¼	-39.6%	15,968	0.2%	Medical
AAPL Apple	$7,333,211	$17,511 â–¼	-0.2%	28,895	0.2%	Computer and Technology
J P MORGAN EXCHANGE TRADED F	$7,156,241	$7,156,241 â–²	New Holding	137,119	0.2%	JPMORGAM LTD DUR
SCHG Schwab U.S. Large-Cap Growth ETF	$5,826,350	$5,826,350 â–²	New Holding	200,012	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$5,504,826	$130,399 â–¼	-2.3%	69,444	0.2%	ETF
IWB iShares Russell 1000 ETF	$5,165,233	$357 â–²	0.0%	14,486	0.1%	ETF
TCW ETF TRUST	$5,047,923	$5,047,923 â–²	New Holding	128,544	0.1%	FLEXIBLE INCOME
PGR Progressive	$4,800,736	$9,476,384 â–¼	-66.4%	24,217	0.1%	Finance
BWXT BWX Technologies	$4,700,674	$35,080,111 â–¼	-88.2%	22,987	0.1%	Aerospace

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

Advanced Stock Screeners and Research Tools

About MarketBeat

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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