Anchor Capital Advisors LLC Reduced Holdings in Q2 2025

Anchor Capital Advisors LLC

  • $3.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUI
Sun Communities Inc

Real Estate
-292K
- 88.6%
$114.62 - $132.25 $33.5M - $38.6M
37.6K $4.75M
NSA
National Storage Affiliates Trust

Real Estate
-867K
- 94.49%
$31.82 - $39.04 $27.6M - $33.8M
50.5K $1.62M
AOS
Smith A O Corp

Industrials
-483K
- 97.08%
$59.63 - $70.52 $28.8M - $34.1M
14.5K $952K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-160K
- 38.01%
$82.21 - $83.12 $13.2M - $13.3M
261K $21.6M
APO
Apollo Global Management, Inc.

Financial Services
-75.3K
- 80.36%
$108.68 - $145.07 $8.18M - $10.9M
18.4K $2.61M
FANG
Diamondback Energy, Inc.

Energy
-8.91K
- 2.94%
$119.25 - $161.49 $1.06M - $1.44M
294K $40.4M
NSIT
Insight Enterprises Inc

Technology
-32.1K
- 14.96%
$128.11 - $147.65 $4.11M - $4.73M
182K $25.1M
ABBV
Abb Vie Inc.

Healthcare
-25.3K
- 28.38%
$170.16 - $206.27 $4.31M - $5.22M
63.9K $11.9M
POR
Portland General Electric CO

Utilities
-87.5K
- 10.7%
$39.96 - $44.75 $3.5M - $3.92M
730K $29.7M
WSO
Watsco Inc

Industrials
-2.58K
- 3.16%
$421.84 - $520.66 $1.09M - $1.34M
79.1K $34.9M
QCOM
Qualcomm Inc

Technology
-38.3K
- 84.16%
$124.66 - $159.48 $4.78M - $6.12M
7.22K $1.15M
LNT
Alliant Energy Corp

Utilities
-15K
- 1.84%
$58.79 - $64.85 $882K - $973K
803K $48.5M
ACGL
Arch Capital Group Ltd.

Financial Services
-15K
- 3.2%
$84.99 - $96.82 $1.27M - $1.45M
453K $41.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.82K
- 1.45%
$310.86 - $348.77 $567K - $636K
124K $39.7M
AZN
Astrazeneca PLC

Healthcare
-42.6K
- 26.8%
$64.87 - $75.0 $2.77M - $3.2M
116K $8.14M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.59K
- 5.44%
$390.26 - $489.06 $619K - $776K
27.6K $11.2M
WMT
Walmart Inc.

Consumer Defensive
-53.9K
- 24.86%
$81.79 - $99.98 $4.41M - $5.39M
163K $15.9M
CVX
Chevron Corp

Energy
-1.15K
- 0.96%
$133.73 - $168.51 $153K - $193K
119K $17M
EXPD
Expeditors International Of Washington Inc

Industrials
-7.42K
- 2.06%
$102.84 - $122.24 $763K - $907K
353K $40.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.07K
- 2.13%
$483.48 - $539.8 $518K - $579K
49.2K $23.9M
SLB
Schlumberger Limited

Energy
-11.4K
- 3.98%
$31.95 - $42.2 $364K - $480K
275K $9.28M
JNJ
Johnson & Johnson

Healthcare
-554
- 0.36%
$146.36 - $159.82 $81.1K - $88.5K
154K $23.5M
BR
Broadridge Financial Solutions, Inc.

Technology
-8.46K
- 4.69%
$217.22 - $246.25 $1.84M - $2.08M
172K $41.7M
PGR
Progressive Corp

Financial Services
-2.46K
- 3.23%
$255.27 - $288.74 $628K - $710K
73.6K $19.6M
PEP
Pepsico Inc

Consumer Defensive
-136
- 0.14%
$128.02 - $151.37 $17.4K - $20.6K
100K $13.3M
CBOE
Cboe Global Markets, Inc.

Financial Services
-17.1K
- 5.01%
$205.81 - $234.23 $3.52M - $4.01M
325K $75.8M
PG
Procter & Gamble CO

Consumer Defensive
-2.31K
- 2.11%
$157.66 - $172.39 $363K - $397K
107K $17.1M
SSNC
Ss&C Technologies Holdings Inc

Technology
-14.3K
- 3.29%
$71.96 - $83.42 $1.03M - $1.19M
420K $34.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.22K
- 2.23%
$285.55 - $321.23 $349K - $392K
53.4K $15.6M
CB
Chubb LTD

Financial Services
-1.52K
- 2.0%
$274.32 - $302.46 $416K - $459K
74.5K $21.6M
ADSK
Autodesk, Inc.

Technology
-5.39K
- 3.35%
N/A
155K $38.2M
ALC
Alcon Inc

Healthcare
-3.24K
- 2.09%
$82.88 - $98.3 $268K - $318K
152K $13.4M
IT
Gartner Inc

Technology
-284
- 0.41%
$377.5 - $449.52 $107K - $128K
68.4K $27.7M
ETR
Entergy Corp

Utilities
-7.96K
- 3.75%
$79.01 - $86.61 $629K - $689K
204K $17M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-15.4K
- 39.84%
$63.54 - $68.5 $976K - $1.05M
23.2K $1.56M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-9.75K
- 20.0%
$100.04 - $100.54 $975K - $980K
39K $3.92M
WRB
Berkley W R Corp

Financial Services
-51.2K
- 4.14%
$64.28 - $75.17 $3.29M - $3.85M
1.18M $87M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-19K
- 38.86%
$44.68 - $45.96 $851K - $875K
30K $1.37M
LOW
Lowes Companies Inc

Consumer Cyclical
-663
- 1.05%
$210.83 - $235.28 $140K - $156K
62.6K $13.9M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-866
- 17.01%
$396.53 - $537.62 $343K - $466K
4.23K $1.84M
TPL
Texas Pacific Land Corp

Energy
-2
- 0.07%
$1036.28 - $1430.55 $2.07K - $2.86K
2.94K $3.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
-464
- 0.91%
$248.61 - $294.96 $115K - $137K
50.8K $14.3M
CHRD
Oasis Petroleum Inc.

Energy
-4.14K
- 20.7%
$82.03 - $113.54 $339K - $470K
15.9K $1.54M
AAPL
Apple Inc.

Technology
-665
- 2.16%
$172.42 - $223.89 $115K - $149K
30.1K $6.17M
CMCSA
Comcast Corp

Communication Services
-6.23K
- 1.83%
$32.84 - $36.72 $205K - $229K
335K $12M
IDA
Idacorp Inc

Utilities
-4.31K
- 2.49%
$111.01 - $119.72 $478K - $516K
169K $19.5M
AVY
Avery Dennison Corp

Industrials
-818
- 0.44%
$159.58 - $183.97 $131K - $150K
186K $32.7M
UNP
Union Pacific Corp

Industrials
-796
- 1.29%
$208.27 - $238.46 $166K - $190K
60.8K $14M
ETN
Eaton Corp PLC

Industrials
-6.07K
- 31.96%
$246.52 - $356.99 $1.5M - $2.17M
12.9K $4.62M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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