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
RIO
Rio Tinto PLC

Basic Materials
-4.43K
- 2.8%
$52.32 - $62.75 $232K - $278K
154K $8.95M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-6.13K
- 2.96%
$116.93 - $119.39 $717K - $732K
201K $23.9M
OTIS
Otis Worldwide Corp

Industrials
-1.47K
- 1.74%
$90.88 - $104.3 $133K - $153K
82.7K $8.19M
AON
Aon PLC

Financial Services
-439
- 6.46%
$335.85 - $398.81 $147K - $175K
6.35K $2.27M
ES
Eversource Energy

Utilities
-6.97K
- 42.1%
$54.25 - $65.89 $378K - $460K
9.59K $610K
FAF
First American Financial Corp

Financial Services
-5.39K
- 28.78%
$54.11 - $67.0 $292K - $361K
13.3K $818K
CNHI
Cnh Industrial N.V.

Industrials
-38.7K
- 0.82%
N/A
4.67M $48.7M
CR
Crane Holdings, Co.

Industrials
-6.64K
- 26.83%
$132.79 - $189.89 $882K - $1.26M
18.1K $3.44M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5K
- 5.89%
$77.94 - $79.5 $389K - $397K
79.8K $6.34M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-3.17K
- 11.07%
$99.97 - $129.69 $316K - $410K
25.4K $2.65M
SHV
Ishares Tr

ETFs
-2.77K
- 1.67%
$110.06 - $110.46 $305K - $306K
163K $18M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-8.29K
- 2.46%
$51.68 - $52.76 $429K - $438K
329K $17.3M
JILL
J.Jill, Inc.

Consumer Cyclical
-1.44K
- 3.08%
$13.53 - $19.0 $19.4K - $27.3K
45.1K $660K
IWM
Ishares Russell 2000 ETF

ETFs
-2.26K
- 14.77%
$174.82 - $215.79 $395K - $487K
13K $2.81M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.95K
- 52.29%
$103.88 - $123.68 $203K - $241K
1.78K $220K
MBB
Ishares Tr

ETFs
-2.49K
- 2.62%
$91.41 - $94.22 $228K - $235K
92.5K $8.69M
CL
Colgate Palmolive CO

Consumer Defensive
-1.63K
- 7.53%
$87.57 - $96.0 $142K - $156K
20K $1.82M
O
Realty Income Corp

Real Estate
-1.81K
- 0.8%
$52.27 - $58.52 $94.8K - $106K
224K $12.9M
KO
Coca Cola CO

Consumer Defensive
-2.15K
- 10.44%
$68.37 - $73.9 $147K - $159K
18.4K $1.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.4K
- 12.49%
$74.88 - $91.97 $329K - $404K
30.8K $2.83M
V
Visa Inc.

Financial Services
-944
- 2.36%
$308.27 - $373.31 $291K - $352K
39K $13.8M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-6.15K
- 2.61%
$51.1 - $53.29 $314K - $328K
229K $12.2M
XOM
Exxon Mobil Corp

Energy
-244
- 2.31%
$99.93 - $119.04 $24.4K - $29K
10.3K $1.11M
CHCT
Community Healthcare Trust Inc

Real Estate
-1.56K
- 2.03%
$14.97 - $18.3 $23.3K - $28.5K
75.1K $1.25M
FIS
Fidelity National Information Services, Inc.

Technology
-38.8K
- 8.53%
$68.14 - $82.13 $2.64M - $3.18M
416K $33.9M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-28K
- 7.7%
$90.5 - $114.3 $2.53M - $3.2M
336K $38.3M
COP
Conocophillips

Energy
-55
- 1.04%
$82.66 - $106.1 $4.55K - $5.84K
5.24K $470K
TECK
Teck Resources LTD

Basic Materials
-49.3K
- 10.21%
$29.05 - $41.48 $1.43M - $2.05M
434K $17.5M
MDT
Medtronic PLC

Healthcare
-615
- 5.75%
$80.68 - $88.86 $49.6K - $54.6K
10.1K $879K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-629
- 13.24%
$96.84 - $99.46 $60.9K - $62.6K
4.12K $408K
GPC
Genuine Parts CO

Consumer Cyclical
-5.27K
- 1.97%
$105.54 - $129.09 $556K - $680K
262K $31.8M
ULH
Universal Logistics Holdings, Inc.

Industrials
-615
- 1.25%
$21.74 - $27.17 $13.4K - $16.7K
48.6K $1.23M
CROX
Crocs, Inc.

Consumer Cyclical
-181
- 2.71%
$88.67 - $120.26 $16K - $21.8K
6.5K $658K
IWX
Ishares Tr Russell 200 Value E

ETFs
-650
- 20.19%
$73.26 - $84.19 $47.6K - $54.7K
2.57K $216K
AMT
American Tower Corp

Real Estate
-1.29K
- 1.85%
$203.96 - $228.19 $263K - $294K
68.3K $15.1M
EA
Electronic Arts Inc.

Communication Services
-986
- 12.53%
$132.53 - $159.7 $131K - $157K
6.89K $1.1M
SAFT
Safety Insurance Group Inc

Financial Services
-570
- 3.39%
$73.02 - $83.49 $41.6K - $47.6K
16.3K $1.29M
STAG
Stag Industrial, Inc.

Real Estate
-1.1K
- 2.4%
$30.08 - $37.02 $33.2K - $40.8K
44.8K $1.63M
WAT
Waters Corp

Healthcare
-16
- 2.38%
$307.71 - $366.67 $4.92K - $5.87K
657 $229K
C
Citigroup Inc

Financial Services
-855
- 22.5%
$58.13 - $85.12 $49.7K - $72.8K
2.95K $250K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-31
- 0.43%
$139.81 - $165.8 $4.33K - $5.14K
7.19K $1.12M
FISV
Fiserv Inc

Technology
-140
- 2.01%
N/A
6.83K $854K
VNT
Vontier Corp

Technology
-1.82K
- 13.94%
$28.04 - $37.3 $50.9K - $67.7K
11.2K $413K
ASUR
Asure Software Inc

Technology
-3.99K
- 3.31%
$8.82 - $10.16 $35.2K - $40.5K
116K $1.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-348
- 0.98%
$77.74 - $78.78 $27.1K - $27.4K
35.3K $2.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
-980
- 1.58%
$79.56 - $82.92 $78K - $81.3K
61.1K $5.07M
VNQ
Vanguard Specialized Funds Van

ETFs
-55
- 1.76%
$79.79 - $91.42 $4.39K - $5.03K
3.07K $272K
ROCK
Gibraltar Industries, Inc.

Industrials
-327
- 1.23%
$50.2 - $63.09 $16.4K - $20.6K
26.3K $1.55M
SAIC
Science Applications International Corp

Technology
-79
- 1.54%
$100.22 - $123.41 $7.92K - $9.75K
5.05K $568K
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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