Anchor Capital Advisors LLC Incresed Positions in Q3 2025

Anchor Capital Advisors LLC

  • $3.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
479K
+ 579.3%
$84.93 - $101.07 $40.7M - $48.4M
562K $51.4M
IDA
Idacorp Inc

Utilities
254K
+ 150.56%
$115.16 - $132.15 $29.3M - $33.6M
423K $56M
DD
Du Pont De Nemours, Inc.

Basic Materials
89.7K
+ 13.59%
$69.9 - $78.26 $6.27M - $7.02M
750K $58.4M
GMED
Globus Medical Inc

Healthcare
237K
+ 42.16%
$51.89 - $62.79 $12.3M - $14.9M
800K $45.8M
AVY
Avery Dennison Corp

Industrials
89.6K
+ 48.12%
$158.71 - $184.63 $14.2M - $16.6M
276K $44.7M
TOL
Toll Brothers, Inc.

Consumer Cyclical
23.5K
+ 6.99%
$113.78 - $148.0 $2.67M - $3.47M
359K $49.6M
FANG
Diamondback Energy, Inc.

Energy
63.9K
+ 21.72%
$134.53 - $152.5 $8.6M - $9.75M
358K $51.2M
TECK
Teck Resources LTD

Basic Materials
118K
+ 27.23%
$31.27 - $44.1 $3.69M - $5.21M
552K $24.2M
RIO
Rio Tinto PLC

Basic Materials
58.2K
+ 37.92%
$57.66 - $66.01 $3.36M - $3.84M
212K $14M
PEP
Pepsico Inc

Consumer Defensive
29.2K
+ 29.06%
$133.81 - $152.16 $3.91M - $4.44M
130K $18.2M
IWS
Ishares Russell Midcap Value E

ETFs
20.3K
+ 10.47%
$132.83 - $140.61 $2.7M - $2.85M
214K $29.9M
HAL
Halliburton CO

Energy
37.8K
+ 4.79%
$20.5 - $25.11 $774K - $949K
827K $20.3M
CRM
Salesforce, Inc.

Technology
14.1K
+ 47.97%
$231.66 - $273.65 $3.27M - $3.86M
43.5K $10.3M
MAA
Mid America Apartment Communities Inc.

Real Estate
31.8K
+ 8.91%
$138.38 - $153.2 $4.4M - $4.87M
388K $54.3M
CVX
Chevron Corp

Energy
198
+ 0.17%
$145.57 - $161.83 $28.8K - $32K
119K $18.5M
ICFI
Icf International, Inc.

Industrials
10.3K
+ 50.07%
$82.78 - $100.58 $851K - $1.03M
30.8K $2.86M
HLMN
Hillman Solutions Corp.

Industrials
75.6K
+ 49.61%
$7.39 - $10.35 $559K - $783K
228K $2.09M
UNH
Unitedhealth Group Inc

Healthcare
85
+ 0.34%
$237.77 - $353.61 $20.2K - $30.1K
25.2K $8.71M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
425
+ 3.74%
$534.91 - $598.71 $227K - $254K
11.8K $6.63M
UNP
Union Pacific Corp

Industrials
811
+ 1.33%
$214.91 - $237.16 $174K - $192K
61.7K $14.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
774
+ 48.01%
$567.77 - $614.76 $439K - $476K
2.39K $1.46M
TTC
Toro CO

Industrials
4.91K
+ 20.2%
$72.64 - $82.54 $357K - $405K
29.2K $2.23M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.75K
+ 210.5%
$122.57 - $132.57 $460K - $497K
5.53K $717K
IEF
Ishares Barclays

ETFs
3.38K
+ 1.46%
$93.91 - $97.26 $318K - $329K
235K $22.7M
CNOB
Connect One Bancorp, Inc.

Financial Services
12.8K
+ 14.85%
$22.24 - $26.24 $285K - $337K
99.3K $2.46M
WINA
Winmark Corp

Consumer Cyclical
43
+ 1.28%
$363.85 - $514.95 $15.6K - $22.1K
3.4K $1.69M
UTL
Unitil Corp

Utilities
7.91K
+ 25.54%
$44.83 - $52.76 $355K - $418K
38.9K $1.86M
ETN
Eaton Corp PLC

Industrials
12
+ 0.09%
$342.99 - $392.76 $4.12K - $4.71K
12.9K $4.84M
MGY
Magnolia Oil & Gas Corp

Energy
3.45K
+ 3.6%
$22.5 - $25.26 $77.6K - $87.1K
99.2K $2.37M
CBU
Community Bank System, Inc.

Financial Services
2.59K
+ 7.85%
$51.46 - $62.05 $133K - $161K
35.6K $2.09M
STAG
Stag Industrial, Inc.

Real Estate
7.02K
+ 15.67%
$34.28 - $36.97 $241K - $260K
51.8K $1.83M
RPM
Rpm International Inc

Basic Materials
99
+ 0.48%
$110.07 - $128.23 $10.9K - $12.7K
20.9K $2.46M
PJT
Pjt Partners Inc.

Financial Services
103
+ 0.91%
$165.08 - $188.27 $17K - $19.4K
11.4K $2.03M
CHRD
Oasis Petroleum Inc.

Energy
1K
+ 6.31%
$99.37 - $114.13 $99.5K - $114K
16.9K $1.68M
ROCK
Gibraltar Industries, Inc.

Industrials
427
+ 1.62%
$58.09 - $66.74 $24.8K - $28.5K
26.7K $1.68M
JILL
J.Jill, Inc.

Consumer Cyclical
660
+ 1.46%
$14.6 - $18.74 $9.64K - $12.4K
45.8K $782K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
142
+ 1.98%
$158.03 - $197.08 $22.4K - $28K
7.33K $1.23M
MSA
Msa Safety Inc

Industrials
323
+ 3.0%
$168.32 - $180.03 $54.4K - $58.1K
11.1K $1.91M
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
85
+ 1.61%
$239.62 - $294.04 $20.4K - $25K
5.37K $1.42M
NNI
Nelnet Inc

Financial Services
166
+ 1.29%
$119.62 - $130.27 $19.9K - $21.6K
13K $1.63M
VNQ
Vanguard Specialized Funds Van

ETFs
720
+ 23.49%
$88.47 - $93.24 $63.7K - $67.1K
3.79K $346K
XOM
Exxon Mobil Corp

Energy
193
+ 1.87%
$105.83 - $117.22 $20.4K - $22.6K
10.5K $1.18M
UBSI
United Bankshares Inc

Financial Services
852
+ 1.79%
$35.03 - $38.73 $29.8K - $33K
48.5K $1.8M
RE
Everest Re Group LTD

Financial Services
180
+ 2.46%
N/A
7.49K $2.78M
IVV
Ishares Core S&P 500 ETF

ETFs
19
+ 1.98%
$620.67 - $670.08 $11.8K - $12.7K
981 $656K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.3%
$617.65 - $666.84 $1.24K - $1.33K
671 $447K
MGRC
Mcgrath Rentcorp

Industrials
153
+ 1.72%
$113.6 - $127.77 $17.4K - $19.5K
9.05K $1.06M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7
+ 0.24%
$92.18 - $95.14 $645 - $666
2.88K $273K
Corpay Inc
25K
+ 27.35%
N/A
117K $0
Activity Summary
Buys All Purchases 73 New Holdings 6 Increased Positions 67 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Anchor Capital Advisors LLC Portfolio

Follow Anchor Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Anchor Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anchor Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email