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
CBU
Community Bank System, Inc.

Financial Services
-113
- 0.34%
$50.88 - $58.16 $5.75K - $6.57K
33K $1.88M
ACWI
Ishares Msci Acwi ETF

ETFs
-615
- 9.97%
$103.59 - $128.6 $63.7K - $79.1K
5.55K $713K
PEG
Public Service Enterprise Group Inc

Utilities
-100
- 4.0%
$77.13 - $84.18 $7.71K - $8.42K
2.4K $202K
Atmus Filtration Technologie
-485
- 0.83%
N/A
57.6K $0
Corpay Inc
-2.76K
- 2.93%
N/A
91.6K $0
Listed Fds Tr
-4.05K
- 36.9%
N/A
6.93K $0
Solventum Corp
-21.6K
- 3.42%
N/A
611K $0
Te Connectivity PLC
-68K
- 22.3%
N/A
237K $0
American Healthcare Reit Inc
-2.46K
- 1.45%
N/A
167K $0
Canadian Pacific Kansas City
-317
- 9.85%
N/A
2.9K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-181
- 0.62%
$105.23 - $109.61 $19K - $19.8K
29.1K $3.19M
MGRC
Mcgrath Rentcorp

Industrials
-239
- 2.62%
$101.45 - $118.14 $24.2K - $28.2K
8.89K $1.03M
UL
Unilever PLC

Consumer Defensive
-1.04K
- 1.99%
$57.9 - $65.43 $60.4K - $68.2K
51.4K $3.15M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-1.44K
- 6.36%
$20.4 - $25.29 $29.4K - $36.5K
21.2K $533K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-700
- 5.76%
$72.96 - $90.39 $51.1K - $63.3K
11.5K $1.02M
IVV
Ishares Core S&P 500 ETF

ETFs
-45
- 4.47%
$498.8 - $620.9 $22.4K - $27.9K
962 $597K
XPO
Xpo Logistics, Inc.

Industrials
-200
- 6.41%
$91.46 - $128.1 $18.3K - $25.6K
2.92K $368K
VV
Vanguard Large Cap ETF

ETFs
-362
- 7.41%
$228.25 - $285.3 $82.6K - $103K
4.52K $1.29M
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
-75
- 1.4%
$218.94 - $269.48 $16.4K - $20.2K
5.29K $1.31M
UBSI
United Bankshares Inc

Financial Services
-1.25K
- 2.55%
$31.5 - $37.32 $39.3K - $46.6K
47.7K $1.74M
CRM
Salesforce, Inc.

Technology
-250
- 0.84%
$236.26 - $291.15 $59.1K - $72.8K
29.4K $8.02M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-58
- 6.16%
$328.01 - $475.68 $19K - $27.6K
883 $413K
IGF
Ishares Global Infrastructure

ETFs
-117
- 0.7%
$50.55 - $59.83 $5.91K - $7K
16.6K $982K
CSCO
Cisco Systems, Inc.

Technology
-60
- 0.58%
$53.19 - $69.38 $3.19K - $4.16K
10.3K $718K
ABT
Abbott Laboratories

Healthcare
-2.85K
- 2.06%
$123.95 - $138.08 $353K - $394K
136K $18.5M
NNI
Nelnet Inc

Financial Services
-456
- 3.42%
$101.27 - $121.3 $46.2K - $55.3K
12.9K $1.56M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-675
- 4.66%
$57.41 - $74.81 $38.8K - $50.5K
13.8K $1.03M
MAR
Marriott International Inc

Consumer Cyclical
-63
- 2.06%
$211.12 - $274.14 $13.3K - $17.3K
3K $819K
STT
State Street Corp

Financial Services
-90
- 1.45%
$75.33 - $106.34 $6.78K - $9.57K
6.12K $650K
UFPT
Ufp Technologies Inc

Healthcare
-113
- 2.57%
$186.83 - $253.3 $21.1K - $28.6K
4.28K $1.05M
WINA
Winmark Corp

Consumer Cyclical
-98
- 2.83%
$318.43 - $450.34 $31.2K - $44.1K
3.36K $1.27M
SKYW
Skywest Inc

Industrials
-516
- 3.26%
$79.41 - $103.84 $41K - $53.6K
15.3K $1.58M
MEC
Mayville Engineering Company, Inc.

Industrials
-3.21K
- 3.18%
$11.86 - $16.34 $38.1K - $52.5K
97.6K $1.56M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-993
- 6.02%
$272.36 - $339.57 $270K - $337K
15.5K $5.27M
MSA
Msa Safety Inc

Industrials
-123
- 1.13%
$130.21 - $169.16 $16K - $20.8K
10.8K $1.81M
SENEA
Seneca Foods Corp

Consumer Defensive
-801
- 3.41%
$82.54 - $101.43 $66.1K - $81.2K
22.7K $2.3M
BV
Bright View Holdings, Inc.

Industrials
-2.15K
- 3.05%
$12.2 - $16.94 $26.2K - $36.4K
68.4K $1.14M
NIC
Nicolet Bankshares Inc

Financial Services
-804
- 3.49%
$100.68 - $125.35 $80.9K - $101K
22.2K $2.75M
PJT
Pjt Partners Inc.

Financial Services
-353
- 3.02%
$125.44 - $166.41 $44.3K - $58.7K
11.3K $1.87M
CTRN
Citi Trends Inc

Consumer Cyclical
-865
- 2.97%
$18.32 - $34.14 $15.8K - $29.5K
28.2K $942K
HWKN
Hawkins Inc

Basic Materials
-443
- 3.04%
$103.32 - $143.95 $45.8K - $63.8K
14.1K $2M
DAKT
Daktronics Inc

Technology
-4.44K
- 2.22%
$11.31 - $16.03 $50.2K - $71.1K
196K $2.96M
CME
Cme Group Inc.

Financial Services
-415
- 0.63%
$252.37 - $290.71 $105K - $121K
65.6K $18.1M
MKL
Markel Corp

Financial Services
-2.06K
- 5.48%
$1678.5 - $1997.36 $3.46M - $4.12M
35.6K $71.1M
REVG
Rev Group, Inc.

Industrials
-4.91K
- 7.93%
$28.82 - $47.59 $141K - $234K
57K $2.71M
PH
Parker Hannifin Corp

Industrials
-383
- 2.4%
$517.23 - $700.54 $198K - $268K
15.6K $10.9M
MPC
Marathon Petroleum Corp

Energy
-1.03K
- 1.44%
$118.55 - $170.08 $123K - $176K
70.7K $11.7M
HON
Honeywell International Inc

Industrials
-258
- 0.37%
$182.86 - $232.88 $47.2K - $60.1K
69.1K $16.1M
BSX
Boston Scientific Corp

Healthcare
-15.2K
- 3.05%
$89.7 - $107.41 $1.36M - $1.63M
481K $51.7M
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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