Anchor Capital Advisors LLC Portfolio Holdings

Anchor Capital Advisors LLC

  • $3.1 Billion
  • Q3 2025

Anchor Capital Advisors LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.1 Billion distributed in 242 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mckesson Corp with a value of $88.8M, Berkley W R Corp with a value of $88.4M, Cboe Global Markets, Inc. with a value of $76.2M, M&T Bank Corp with a value of $70.4M, and Pnc Financial Services Group, Inc. with a value of $69.3M.

Examining the 13F form we can see an increase of $29.9M in the current position value, from $3.07B to 3.1B.

Below you can find more details about Anchor Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.1 Billion
Financial Services: $669 Million
Industrials: $479 Million
Technology: $367 Million
Healthcare: $313 Million
Real Estate: $234 Million
ETFs: $203 Million
Consumer Cyclical: $191 Million
Utilities: $182 Million
Other: $466 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$117B
$88.8 Million 2.86% of portfolio
114,937
Q3 2025 Reduced 1.78%
$19B
$88.4 Million 2.85% of portfolio
1,153,341
Q3 2025 Reduced 2.58%
$26.1B
$76.2 Million 2.46% of portfolio
310,702
Q3 2025 Reduced 4.38%
$31.8B
$70.4 Million 2.27% of portfolio
356,387
Q3 2025 Reduced 1.87%
$73.8B
$69.3 Million 2.23% of portfolio
345,032
Q3 2025 Reduced 2.75%
$120B
$67.9 Million 2.19% of portfolio
276,502
Q3 2025 Reduced 2.79%
$26.7B
$64.7 Million 2.09% of portfolio
33,849
Q3 2025 Reduced 4.91%
$40.9B
$58.4 Million 1.88% of portfolio
749,998
Q3 2025 Added 13.59%
$15B
$55.7 Million 1.8% of portfolio
340,447
Q3 2025 Reduced 6.1%
$6.52B
$56 Million 1.8% of portfolio
423,402
Q3 2025 Added 150.56%
$19.1B
$55.4 Million 1.79% of portfolio
97,991
Q3 2025 Reduced 13.97%
$10.3B
$55.6 Million 1.79% of portfolio
453,940
Q3 2025 Reduced 2.18%
$14.8B
$54.3 Million 1.75% of portfolio
388,449
Q3 2025 Added 8.91%
$16.8B
$53.2 Million 1.71% of portfolio
788,725
Q3 2025 Reduced 1.74%
$44.4B
$52 Million 1.68% of portfolio
644,920
Q3 2025 Reduced 2.34%
$38.6B
$51.4 Million 1.66% of portfolio
561,997
Q3 2025 Added 579.3%
$15.3B
$49.6 Million 1.6% of portfolio
359,057
Q3 2025 Added 6.99%
$913B
$47.8 Million 1.54% of portfolio
151,408
Q3 2025 Reduced 1.88%
$25.2B
$47.4 Million 1.53% of portfolio
110,129
Q3 2025 Reduced 2.97%
$24.9B
$47.4 Million 1.53% of portfolio
253,231
Q3 2025 Reduced 2.19%
$14.1B
$47.1 Million 1.52% of portfolio
4,519,319
Q3 2025 Reduced 3.3%
$4.65B
$45.8 Million 1.48% of portfolio
800,282
Q3 2025 Added 42.16%
$7.58B
$45.7 Million 1.47% of portfolio
1,111,130
Q3 2025 Reduced 2.1%
$144B
$45.2 Million 1.46% of portfolio
463,214
Q3 2025 Reduced 3.74%
$44.2B
$44.9 Million 1.45% of portfolio
663,804
Q3 2025 Reduced 3.12%
$14.2B
$44.7 Million 1.44% of portfolio
275,939
Q3 2025 Added 48.12%
$52.5B
$44.7 Million 1.44% of portfolio
144,228
Q3 2025 Added 16.17%
$39.1B
$43.3 Million 1.39% of portfolio
448,397
Q3 2025 Reduced 3.45%
$19.9B
$42.5 Million 1.37% of portfolio
346,400
Q3 2025 Reduced 1.91%
$39.3B
$41.9 Million 1.35% of portfolio
275,577
Q3 2025 Reduced 1.77%
$31.9B
$40.4 Million 1.3% of portfolio
445,006
Q3 2025 Reduced 1.82%
$34B
$39.9 Million 1.29% of portfolio
167,630
Q3 2025 Reduced 2.41%
$53.1B
$37.1 Million 1.2% of portfolio
150,928
Q3 2025 Reduced 2.84%
$19.5B
$36.8 Million 1.19% of portfolio
199,651
Q3 2025 Reduced 36.24%
$21.7B
$36.2 Million 1.17% of portfolio
407,864
Q3 2025 Reduced 2.79%
$3.86T
$33.7 Million 1.09% of portfolio
65,072
Q3 2025 Reduced 2.27%
$12.2B
$31.9 Million 1.03% of portfolio
78,967
Q3 2025 Reduced 0.2%
$262B
$29.7 Million 0.96% of portfolio
177,232
Q3 2025 Reduced 2.5%
$0
$29.9 Million 0.96% of portfolio
214,223
Q3 2025 Added 10.47%
$38.5B
$29.1 Million 0.94% of portfolio
1,140,560
Q3 2025 Reduced 17.22%
$6.93B
$28.4 Million 0.92% of portfolio
675,999
Q3 2025 Reduced 21.65%
$494B
$28.1 Million 0.91% of portfolio
151,636
Q3 2025 Reduced 1.23%
$269B
$27.7 Million 0.89% of portfolio
34,801
Q3 2025 Reduced 2.77%
$38B
$27.4 Million 0.88% of portfolio
416,226
Q3 2025 Added 0.07%
$104B
$26.4 Million 0.85% of portfolio
62,473
Q3 2025 Reduced 3.29%
$621B
$24.3 Million 0.78% of portfolio
48,425
Q3 2025 Reduced 1.62%
$22.4B
$24.2 Million 0.78% of portfolio
552,058
Q3 2025 Added 27.23%
$0
$23.5 Million 0.76% of portfolio
196,611
Q3 2025 Reduced 2.05%
$0
$22.7 Million 0.73% of portfolio
235,487
Q3 2025 Added 1.46%

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $3.1 Billion
  • Prior Value $3.07 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 136 stocks
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