ANCHOR CAPITAL ADVISORS LLC

RIA/Wealth

ANCHOR CAPITAL ADVISORS LLC is a RIA/Wealth based in Boston, MA led by William Phipps Rice, managing $3.5B across 241 long positions as of Q3 2025 with MCK as the largest holding (3% allocation).

CEOWilliam Phipps Rice

Portfolio Value: $3.5B
Positions: 241
Top Holding: MCK at 2.57%
Last Reported: Q3 2025

AddressTwo International Place, Suite 2110, Boston, MA, 02110-4104, United States

Top Holdings

Largest long holdings in ANCHOR CAPITAL ADVISORS LLC's portfolio (21.2% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 McKesson MCK	Medical - Distribution Healthcare	$88.8M	2.57%	-$1.6M Sold	0.09% 114.9K shares	Q4 2021 Held for 3y 11m
2 W.R. Berkley WRB	Insurance - Property & Casualty Financial Services	$88.4M	2.56%	-$2.3M Sold	0.30% 1.2M shares	Q1 2020 Held for 5y 8m
3 CRH CRH	Construction Materials Basic Materials	$78.1M	2.26%	-$2.6M Sold	0.10% 651.4K shares	Q1 2024 Held for 1y 8m
4 Cboe Global Markets CBOE	Financial - Data & Stock Exchanges Financial Services	$76.2M	2.21%	-$3.5M Sold	0.30% 310.7K shares	Q1 2021 Held for 4y 8m
5 M&T Bank MTB	Banks - Regional Financial Services	$70.4M	2.04%	-$1.3M Sold	0.23% 356.4K shares	≤ Q2 2013 Held for 12y 5m+
6 Ferguson Enterprises FERG	Industrial - Distribution Industrials	$69.8M	2.02%	-$10.6M Sold	0.15% 310.6K shares	Q4 2023 Held for 1y 11m
7 PNC Financial Services PNC	Banks - Regional Financial Services	$69.3M	2.01%	-$2.0M Sold	0.09% 345.0K shares	Q4 2021 Held for 3y 11m
8 Analog Devices ADI	Semiconductors Technology	$67.9M	1.97%	-$2.0M Sold	0.06% 276.5K shares	≤ Q2 2013 Held for 12y 5m+
9 Markel MKL	Insurance - Property & Casualty Financial Services	$64.7M	1.87%	-$3.3M Sold	0.27% 33.8K shares	Q4 2016 Held for 8y 11m
10 DuPont de Nemours, Inc. DD	Chemicals - Specialty Basic Materials	$58.4M	1.69%	+$7.0M Bought	0.18% 750.0K shares	Q2 2025 Held for 5 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ANCHOR CAPITAL ADVISORS LLC's latest filing

See all changes

GthenC

Market Value

$3.5B

Prior: $3.4B

Q/Q Change

+1.33%

+$45.3M

Net Flows % of MV

-2.17%

Turnover Ratio

5.0%

New Purchases

2 stocks

$591.6K

Added To

67 stocks

+$173.5M

Sold Out Of

4 stocks

$30.3M

Reduced Holdings

136 stocks

-$218.7M

Increased Positions

Position	Shares Δ	Change
1 Vanguard S&P Small-Cap 600 VIOO	New	0 → 3.5K +$388.2K
2 Granite Construction GVA	New	0 → 1.9K +$203.4K
3 Otis Worldwide OTIS	+579.3%	82.7K → 562.0K +$43.8M
4 IJJ iShares S&P Mid-Cap 400 Value ETF IJJ	+210.5%	1.8K → 5.5K +$486.3K
5 IDACORP IDA	+150.56%	169.0K → 423.4K +$33.6M

Decreased Positions

Position	Shares Δ	Change
1 Portland General Electric POR	Sold	730.5K → 0 −$29.7M
2 Waters Corporation WAT	Sold	657.0 → 0 −$229.3K
3 Hess HES	Sold	1.5K → 0 −$210.7K
4 Public Service Enterprise Group PEG	Sold	2.4K → 0 −$202.0K
5 Norfolk Southern NSC	-96.47%	130.3K → 4.6K −$37.8M

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for ANCHOR CAPITAL ADVISORS LLC

View analytics

GthenA

Sector Allocation

Financial Services

19.40%

Industrials

16.00%

Technology

13.40%

Healthcare

11.60%

Real Estate

7.00%

Basic Materials

6.60%

ETF

6.00%

Consumer Cyclical

5.50%

Utilities

5.30%

Consumer Defensive

3.90%

Energy

3.50%

Communication Services

0.40%

Market Cap Distribution

Mega Cap (> $200B)

10.41%

Large Cap ($10B - $200B)

74.24%

Mid Cap ($2B - $10B)

6.87%

Small Cap ($300M - $2B)

0.84%

Micro Cap ($50M - $300M)

0.12%

Nano Cap (< $50M)

0.00%

N/A (ETF or Unknown)

7.52%

Portfolio Concentration

Top 10 Holdings %

21.2%

Top 20 Holdings %

36.75%

Top 50 Holdings %

71.72%

Top 100 Holdings %

94.34%