ANCHOR CAPITAL ADVISORS LLC Portfolio Holdings
Q3 2025•241 long positions•$3.5B portfolio value
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Holding245 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Medical - Distribution Healthcare | $88.8M 2.57% | -$1.6M Sold | 0.092% 114.9K shares | 117.0K → 114.9K −$1.6M | -1.78% | $96.1B Large Cap | Q4 2021 Held for 3y 11m | |
Insurance - Property & Casualty Financial Services | $88.4M 2.56% | -$2.3M Sold | 0.304% 1.2M shares | 1.2M → 1.2M −$2.3M | -2.58% | $29.1B Large Cap | Q1 2020 Held for 5y 8m | |
Construction Materials Basic Materials | $78.1M 2.26% | -$2.6M Sold | 0.097% 651.4K shares | 673.1K → 651.4K −$2.6M | -3.23% | $80.4B Large Cap | Q1 2024 Held for 1y 8m | |
Financial - Data & Stock Exchanges Financial Services | $76.2M 2.21% | -$3.5M Sold | 0.297% 310.7K shares | 324.9K → 310.7K −$3.5M | -4.38% | $25.7B Large Cap | Q1 2021 Held for 4y 8m | |
Banks - Regional Financial Services | $70.4M 2.04% | -$1.3M Sold | 0.228% 356.4K shares | 363.2K → 356.4K −$1.3M | -1.87% | $30.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Distribution Industrials | $69.8M 2.02% | -$10.6M Sold | 0.155% 310.6K shares | 357.9K → 310.6K −$10.6M | -13.22% | $45.1B Large Cap | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $69.3M 2.01% | -$2.0M Sold | 0.088% 345.0K shares | 354.8K → 345.0K −$2.0M | -2.75% | $79.1B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $67.9M 1.97% | -$2.0M Sold | 0.056% 276.5K shares | 284.5K → 276.5K −$2.0M | -2.79% | $120.87B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $64.7M 1.87% | -$3.3M Sold | 0.268% 33.8K shares | 35.6K → 33.8K −$3.3M | -4.91% | $24.2B Large Cap | Q4 2016 Held for 8y 11m | |
Chemicals - Specialty Basic Materials | $58.4M 1.69% | +$7.0M Bought | 0.179% 750.0K shares | 660.3K → 750.0K +$7.0M | +13.59% | $32.6B Large Cap | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $56.0M 1.62% | +$33.6M Bought | 0.784% 423.4K shares | 169.0K → 423.4K +$33.6M | +150.56% | $7.1B Mid Cap | Q1 2021 Held for 4y 8m | |
Technology Distributors Technology | $55.7M 1.61% | -$3.6M Sold | 0.421% 340.4K shares | 362.5K → 340.4K −$3.6M | -6.1% | $13.2B Large Cap | Q1 2024 Held for 1y 8m | |
REIT - Specialty Real Estate | $55.6M 1.61% | -$1.2M Sold | 0.448% 453.9K shares | 464.1K → 453.9K −$1.2M | -2.18% | $12.4B Large Cap | Q2 2018 Held for 7y 5m | |
Specialty Retail Consumer Cyclical | $55.4M 1.6% | -$9.0M Sold | 0.264% 98.0K shares | 113.9K → 98.0K −$9.0M | -13.97% | $21.0B Large Cap | Q4 2016 Held for 8y 11m | |
REIT - Residential Real Estate | $54.3M 1.57% | +$4.4M Bought | 0.332% 388.4K shares | 356.7K → 388.4K +$4.4M | +8.91% | $16.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Regulated Electric Utilities | $53.2M 1.54% | -$941.1K Sold | 0.307% 788.7K shares | 802.7K → 788.7K −$941.1K | -1.74% | $17.3B Large Cap | Q1 2021 Held for 4y 8m | |
Medical - Healthcare Information Services Healthcare | $52.1M 1.51% | +$4.6M Bought | 0.152% 693.3K shares | 632.2K → 693.3K +$4.6M | +9.66% | $34.3B Large Cap | Q3 2024 Held for 1y 2m | |
Regulated Electric Utilities | $52.0M 1.51% | -$1.2M Sold | 0.109% 644.9K shares | 660.3K → 644.9K −$1.2M | -2.34% | $47.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $51.4M 1.49% | +$43.8M Bought | 0.143% 562.0K shares | 82.7K → 562.0K +$43.8M | +579.3% | $35.9B Large Cap | Q2 2022 Held for 3y 5m | |
Oil & Gas Exploration & Production Energy | $51.2M 1.48% | +$9.1M Bought | 0.124% 358.1K shares | 294.2K → 358.1K +$9.1M | +21.72% | $41.4B Large Cap | Q1 2022 Held for 3y 8m | |
Hardware, Equipment & Parts Technology | $50.3M 1.46% | -$1.7M Sold | 0.078% 229.2K shares | 237.1K → 229.2K −$1.7M | -3.34% | $64.9B Large Cap | Q2 2018 Held for 7y 5m | |
Residential Construction Consumer Cyclical | $49.6M 1.44% | +$3.2M Bought | 0.373% 359.1K shares | 335.6K → 359.1K +$3.2M | +6.99% | $13.3B Large Cap | Q2 2024 Held for 1y 5m | |
Agricultural - Machinery Industrials | $49.0M 1.42% | -$1.7M Sold | 0.361% 4.5M shares | 4.7M → 4.5M −$1.7M | -3.3% | $13.6B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $47.9M 1.39% | -$1.4M Sold | 0.071% 150.9K shares | 155.3K → 150.9K −$1.4M | -2.84% | $67.7B Large Cap | Q1 2023 Held for 2y 8m | |
Banks - Diversified Financial Services | $47.8M 1.38% | -$913.2K Sold | 0.006% 151.4K shares | 154.3K → 151.4K −$913.2K | -1.88% | $867.35B Mega Cap | Q3 2019 Held for 6y 2m | |
Electrical Equipment & Parts Industrials | $47.4M 1.37% | -$1.5M Sold | 0.207% 110.1K shares | 113.5K → 110.1K −$1.5M | -2.97% | $22.9B Large Cap | Q1 2019 Held for 6y 8m | |
Food Confectioners Consumer Defensive | $47.4M 1.37% | -$1.1M Sold | 0.125% 253.2K shares | 258.9K → 253.2K −$1.1M | -2.19% | $37.9B Large Cap | Q4 2015 Held for 9y 11m | |
Medical - Devices Healthcare | $45.8M 1.33% | +$13.6M Bought | 0.593% 800.3K shares | 563.0K → 800.3K +$13.6M | +42.16% | $7.7B Mid Cap | Q1 2024 Held for 1y 8m | |
REIT - Industrial Real Estate | $45.7M 1.32% | -$977.5K Sold | 0.469% 1.1M shares | 1.1M → 1.1M −$977.5K | -2.1% | $9.7B Mid Cap | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $45.2M 1.31% | -$1.8M Sold | 0.031% 463.2K shares | 481.2K → 463.2K −$1.8M | -3.74% | $144.66B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Agricultural Inputs Basic Materials | $44.9M 1.3% | -$1.4M Sold | 0.098% 663.8K shares | 685.2K → 663.8K −$1.4M | -3.12% | $45.9B Large Cap | Q2 2019 Held for 6y 5m | |
Business Equipment & Supplies Industrials | $44.7M 1.3% | +$14.5M Bought | 0.354% 275.9K shares | 186.3K → 275.9K +$14.5M | +48.12% | $12.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Brokers Financial Services | $44.7M 1.29% | +$6.2M Bought | 0.056% 144.2K shares | 124.2K → 144.2K +$6.2M | +16.17% | $79.4B Large Cap | Q2 2024 Held for 1y 5m | |
Medical - Care Facilities Healthcare | $43.6M 1.26% | -$976.4K Sold | 0.345% 597.9K shares | 611.3K → 597.9K −$976.4K | -2.19% | $12.7B Large Cap | Q3 2024 Held for 1y 2m | |
REIT - Specialty Real Estate | $43.3M 1.25% | -$1.5M Sold | 0.103% 448.4K shares | 464.4K → 448.4K −$1.5M | -3.45% | $42.0B Large Cap | Q4 2023 Held for 1y 11m | |
Integrated Freight & Logistics Industrials | $42.5M 1.23% | -$827.2K Sold | 0.255% 346.4K shares | 353.1K → 346.4K −$827.2K | -1.91% | $16.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Restaurants Consumer Cyclical | $41.9M 1.21% | -$755.3K Sold | 0.099% 275.6K shares | 280.5K → 275.6K −$755.3K | -1.77% | $42.2B Large Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $40.4M 1.17% | -$749.5K Sold | 0.119% 445.0K shares | 453.3K → 445.0K −$749.5K | -1.82% | $33.9B Large Cap | Q1 2025 Held for 8 months | |
Information Technology Services Technology | $39.9M 1.16% | -$986.7K Sold | 0.143% 167.6K shares | 171.8K → 167.6K −$986.7K | -2.41% | $27.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $36.8M 1.07% | -$20.9M Sold | 0.218% 199.7K shares | 313.1K → 199.7K −$20.9M | -36.24% | $16.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $36.2M 1.05% | -$1.0M Sold | 0.167% 407.9K shares | 419.6K → 407.9K −$1.0M | -2.79% | $21.7B Large Cap | Q3 2019 Held for 6y 2m | |
Software - Infrastructure Technology | $33.7M 0.976% | -$783.7K Sold | 0.001% 65.1K shares | 66.6K → 65.1K −$783.7K | -2.27% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $33.6M 0.973% | +$7.2M Bought | 0.165% 116.6K shares | 91.6K → 116.6K +$7.2M | +27.35% | $20.3B Large Cap | Q1 2024 Held for 1y 8m | |
Industrial - Distribution Industrials | $31.9M 0.925% | -$65.1K Sold | 0.195% 79.0K shares | 79.1K → 79.0K −$65.1K | -0.2% | $16.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $29.9M 0.867% | +$2.8M Bought | — 214.2K shares | 193.9K → 214.2K +$2.8M | +10.47% | — — | Q3 2015 Held for 10y 2m | |
Aerospace & Defense Industrials | $29.7M 0.859% | -$761.2K Sold | 0.013% 177.2K shares | 181.8K → 177.2K −$761.2K | -2.5% | $223.98B Mega Cap | Q4 2020 Held for 4y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $29.1M 0.843% | -$6.1M Sold | 0.084% 1.1M shares | 1.4M → 1.1M −$6.1M | -17.22% | $34.7B Large Cap | Q1 2025 Held for 8 months | |
Engineering & Construction Industrials | $28.4M 0.824% | -$7.9M Sold | 0.418% 676.0K shares | 862.8K → 676.0K −$7.9M | -21.65% | $6.8B Mid Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $28.1M 0.814% | -$349.3K Sold | 0.006% 151.6K shares | 153.5K → 151.6K −$349.3K | -1.23% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Capital Markets Financial Services | $27.7M 0.803% | -$790.8K Sold | 0.011% 34.8K shares | 35.8K → 34.8K −$790.8K | -2.77% | $241.07B Mega Cap | Q4 2023 Held for 1y 11m |
