Anchor Capital Advisors LLC Reduced Holdings in Q3 2025

Anchor Capital Advisors LLC

  • $3.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NSA
National Storage Affiliates Trust

Real Estate
-1.19K
- 2.35%
$29.44 - $33.3 $35K - $39.6K
49.3K $1.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-124
- 0.53%
$60.9 - $70.75 $7.55K - $8.77K
23.1K $1.44M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.7K
- 9.01%
$45.26 - $46.63 $122K - $126K
27.3K $1.26M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.72K
- 1.13%
$52.39 - $53.11 $195K - $198K
325K $17.2M
VGSH
Vanguard

ETFs
-1.82K
- 6.22%
$58.43 - $58.88 $106K - $107K
27.4K $1.61M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-51
- 0.37%
$65.64 - $78.22 $3.35K - $3.99K
13.7K $921K
SAIC
Science Applications International Corp

Technology
-227
- 4.5%
$97.2 - $120.6 $22.1K - $27.4K
4.82K $479K
SYK
Stryker Corp

Healthcare
-3
- 0.1%
$368.57 - $403.53 $1.11K - $1.21K
3.13K $1.16M
SUI
Sun Communities Inc

Real Estate
-1.35K
- 3.59%
$116.6 - $131.28 $157K - $177K
36.2K $4.67M
SLB
Schlumberger Limited

Energy
-6.82K
- 2.48%
$32.37 - $37.31 $221K - $254K
268K $9.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-4.48K
- 1.95%
$52.55 - $54.37 $235K - $243K
225K $12.1M
MAR
Marriott International Inc

Consumer Cyclical
-4
- 0.13%
$255.35 - $282.87 $1.02K - $1.13K
3K $780K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-585
- 1.66%
$78.11 - $79.07 $45.7K - $46.3K
34.7K $2.74M
IGF
Ishares Global Infrastructure

ETFs
-1.12K
- 6.72%
$58.29 - $61.43 $65K - $68.5K
15.5K $946K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-791
- 6.9%
$87.29 - $93.61 $69K - $74K
10.7K $996K
CSCO
Cisco Systems, Inc.

Technology
-240
- 2.32%
$66.2 - $71.79 $15.9K - $17.2K
10.1K $691K
MTB
M&T Bank Corp

Financial Services
-6.8K
- 1.87%
$183.74 - $204.05 $1.25M - $1.39M
356K $70.4M
FAF
First American Financial Corp

Financial Services
-979
- 7.34%
$54.73 - $68.13 $53.6K - $66.7K
12.4K $794K
LLY
Eli Lilly & CO

Healthcare
-8
- 1.04%
$625.65 - $812.69 $5.01K - $6.5K
759 $579K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-215
- 5.22%
$97.75 - $100.75 $21K - $21.7K
3.91K $391K
K
Kellogg CO

Consumer Defensive
-316
- 8.3%
$76.96 - $82.02 $24.3K - $25.9K
3.49K $286K
FISV
Fiserv Inc

Technology
-110
- 1.61%
N/A
6.72K $841K
AMZN
Amazon Com Inc

Consumer Cyclical
-40
- 0.87%
$211.65 - $238.24 $8.47K - $9.53K
4.56K $1M
IEFA
Ishares Tr

ETFs
-300
- 6.03%
$81.7 - $87.53 $24.5K - $26.3K
4.68K $408K
AOS
Smith A O Corp

Industrials
-1.61K
- 11.11%
$67.24 - $74.3 $109K - $120K
12.9K $947K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.28%
$695.21 - $791.73 $695 - $792
361 $265K
Solventum Corp
-13.4K
- 2.19%
N/A
598K $0
CRH.L
Crh PLC

Basic Materials
-21.8K
- 3.23%
N/A
651K $0
American Healthcare Reit Inc
-108
- 0.06%
N/A
167K $0
Te Connectivity PLC
-7.92K
- 3.34%
N/A
229K $0
Atmus Filtration Technologie
-39.7K
- 68.85%
N/A
18K $0
Ferguson Enterprises Inc
-47.3K
- 13.22%
N/A
311K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-400
- 1.38%
$107.66 - $112.36 $43.1K - $44.9K
28.7K $3.2M
COP
Conocophillips

Energy
-93
- 1.77%
$91.0 - $98.99 $8.46K - $9.21K
5.15K $487K
SHEL
Shell PLC

Energy
-3.91K
- 1.46%
$69.82 - $73.93 $273K - $289K
264K $18.9M
RMD
Resmed Inc

Healthcare
-22
- 0.94%
$252.01 - $293.73 $5.54K - $6.46K
2.31K $633K
HWKN
Hawkins Inc

Basic Materials
-2.95K
- 20.88%
$144.17 - $184.75 $425K - $544K
11.2K $2.04M
QCOM
Qualcomm Inc

Technology
-58
- 0.8%
$145.84 - $173.55 $8.46K - $10.1K
7.16K $1.19M
C
Citigroup Inc

Financial Services
-55
- 1.87%
$85.57 - $103.49 $4.71K - $5.69K
2.89K $293K
ACWI
Ishares Msci Acwi ETF

ETFs
-79
- 1.42%
$128.32 - $138.41 $10.1K - $10.9K
5.47K $756K
VNT
Vontier Corp

Technology
-182
- 1.62%
$37.48 - $43.71 $6.82K - $7.96K
11K $462K
STT
State Street Corp

Financial Services
-20
- 0.33%
$102.01 - $117.25 $2.04K - $2.35K
6.1K $707K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-4
- 0.45%
$473.44 - $553.71 $1.89K - $2.21K
879 $480K
VV
Vanguard Large Cap ETF

ETFs
-70
- 1.55%
$285.05 - $309.14 $20K - $21.6K
4.45K $1.37M
MBB
Ishares Tr

ETFs
-210
- 0.23%
$92.46 - $95.73 $19.4K - $20.1K
92.3K $8.78M
GOOG
Alphabet Inc.

Communication Services
-1.27K
- 20.19%
$175.16 - $255.24 $222K - $323K
5K $1.22M
IWM
Ishares Russell 2000 ETF

ETFs
-920
- 7.06%
$214.92 - $244.84 $198K - $225K
12.1K $2.93M
IWR
Ishares Russell Mid Cap ETF

ETFs
-40
- 0.13%
$92.26 - $97.51 $3.69K - $3.9K
30.8K $2.97M
EA
Electronic Arts Inc.

Communication Services
-591
- 8.58%
$147.79 - $202.05 $87.3K - $119K
6.29K $1.27M
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
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