Anchor Capital Advisors LLC Reduced Holdings in Q1 2025

Anchor Capital Advisors LLC

  • $3.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
-63
- 1.01%
$115.16 - $124.13 $7.26K - $7.82K
6.17K $717K
PEG
Public Service Enterprise Group Inc

Utilities
-100
- 3.85%
$78.2 - $90.39 $7.82K - $9.04K
2.5K $205K
ETON
Eton Pharmaceuticals, Inc.

Healthcare
-253
- 0.42%
$11.75 - $18.25 $2.97K - $4.62K
60.2K $781K
ROCK
Gibraltar Industries, Inc.

Industrials
-112
- 0.42%
$56.2 - $67.05 $6.29K - $7.51K
26.6K $1.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.99K
- 0.94%
$81.83 - $82.73 $327K - $330K
421K $34.9M
WAT
Waters Corp

Healthcare
-21
- 3.03%
$362.16 - $417.28 $7.61K - $8.76K
673 $248K
FISV
Fiserv Inc

Technology
-38
- 0.54%
N/A
6.97K $872K
SPGI
S&P Global Inc.

Financial Services
-15
- 2.09%
$478.26 - $543.77 $7.17K - $8.16K
704 $357K
Canadian Pacific Kansas City
-91
- 2.75%
N/A
3.22K $0
Solventum Corp
-18.2K
- 2.79%
N/A
633K $0
Atmus Filtration Technologie
-699
- 1.19%
N/A
58.1K $0
Te Connectivity PLC
-10.5K
- 3.33%
N/A
305K $0
CL
Colgate Palmolive CO

Consumer Defensive
-632
- 2.84%
$85.68 - $97.5 $54.1K - $61.6K
21.6K $2.02M
COP
Conocophillips

Energy
-259
- 4.66%
$88.6 - $105.85 $22.9K - $27.4K
5.3K $556K
ASUR
Asure Software Inc

Technology
-490
- 0.41%
$9.16 - $12.62 $4.49K - $6.18K
120K $1.15M
MDT
Medtronic PLC

Healthcare
-1.13K
- 9.57%
$79.84 - $94.5 $90.4K - $107K
10.7K $961K
JCI
Johnson Controls International PLC

Industrials
-65
- 0.33%
$76.12 - $90.6 $4.95K - $5.89K
19.8K $1.58M
NNI
Nelnet Inc

Financial Services
-56
- 0.42%
$102.92 - $122.39 $5.76K - $6.85K
13.3K $1.48M
NIC
Nicolet Bankshares Inc

Financial Services
-307
- 1.31%
$100.7 - $119.94 $30.9K - $36.8K
23K $2.51M
FLIC
First Of Long Island Corp

Financial Services
-3.39K
- 1.92%
$11.04 - $14.07 $37.4K - $47.6K
173K $2.13M
KO
Coca Cola CO

Consumer Defensive
-1.82K
- 8.12%
$60.81 - $72.32 $110K - $131K
20.5K $1.47M
UTL
Unitil Corp

Utilities
-386
- 1.24%
$52.01 - $57.87 $20.1K - $22.3K
30.8K $1.78M
STAG
Stag Industrial, Inc.

Real Estate
-183
- 0.4%
$32.39 - $37.07 $5.93K - $6.78K
45.9K $1.66M
MGY
Magnolia Oil & Gas Corp

Energy
-2.43K
- 2.4%
$22.26 - $26.58 $54.1K - $64.6K
98.8K $2.5M
SENEA
Seneca Foods Corp

Consumer Defensive
-525
- 2.18%
$71.34 - $90.35 $37.5K - $47.4K
23.5K $2.09M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-41
- 0.01%
$51.52 - $52.37 $2.11K - $2.15K
337K $17.6M
AON
Aon PLC

Financial Services
-86
- 1.25%
$348.44 - $409.32 $30K - $35.2K
6.79K $2.71M
MPC
Marathon Petroleum Corp

Energy
-1.33K
- 1.82%
$134.72 - $159.03 $179K - $212K
71.7K $10.4M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-183
- 3.47%
$431.31 - $539.1 $78.9K - $98.7K
5.09K $2.65M
TPL
Texas Pacific Land Corp

Energy
-127
- 4.14%
$1180.08 - $1431.01 $150K - $182K
2.94K $3.89M
OTIS
Otis Worldwide Corp

Industrials
-4.14K
- 4.69%
$90.77 - $104.01 $376K - $431K
84.2K $8.69M
V
Visa Inc.

Financial Services
-2.34K
- 5.53%
$306.92 - $362.71 $718K - $848K
39.9K $14M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.9K
- 3.36%
$279.74 - $321.29 $532K - $611K
54.7K $17.1M
POR
Portland General Electric CO

Utilities
-2.75K
- 0.33%
$40.56 - $45.24 $111K - $124K
818K $36.5M
IDA
Idacorp Inc

Utilities
-4.29K
- 2.42%
$105.58 - $119.04 $453K - $511K
173K $20.1M
ETR
Entergy Corp

Utilities
-16.1K
- 7.04%
$75.26 - $87.89 $1.21M - $1.41M
212K $18.1M
AZN
Astrazeneca PLC

Healthcare
-6.32K
- 3.82%
$65.37 - $77.96 $413K - $493K
159K $11.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
-8.79K
- 6.89%
$378.71 - $442.54 $3.33M - $3.89M
119K $51.5M
ALC
Alcon Inc

Healthcare
-6.24K
- 3.87%
$82.73 - $96.8 $516K - $604K
155K $14.7M
WSO
Watsco Inc

Industrials
-3.55K
- 4.16%
$463.86 - $530.75 $1.65M - $1.88M
81.7K $41.5M
BR
Broadridge Financial Solutions, Inc.

Technology
-7.77K
- 4.13%
$221.46 - $244.83 $1.72M - $1.9M
180K $43.7M
LNT
Alliant Energy Corp

Utilities
-51.5K
- 5.92%
$56.66 - $66.04 $2.92M - $3.4M
818K $52.6M
CB
Chubb LTD

Financial Services
-2.66K
- 3.38%
$257.71 - $301.99 $685K - $802K
76K $23M
MKL
Markel Corp

Financial Services
-2.38K
- 5.94%
$1660.14 - $2059.83 $3.95M - $4.9M
37.7K $70.4M
CME
Cme Group Inc.

Financial Services
-3.12K
- 4.52%
$225.82 - $266.54 $705K - $832K
66K $17.5M
MAA
Mid America Apartment Communities Inc.

Real Estate
-13.8K
- 4.37%
$146.9 - $170.92 $2.02M - $2.35M
301K $50.5M
RTX
Raytheon Technologies Corp

Industrials
-9.16K
- 4.68%
$114.1 - $135.66 $1.04M - $1.24M
187K $24.7M
PGR
Progressive Corp

Financial Services
-4.94K
- 6.1%
$235.61 - $291.22 $1.16M - $1.44M
76.1K $21.5M
AMT
American Tower Corp

Real Estate
-1.33K
- 1.88%
$173.46 - $217.6 $231K - $290K
69.6K $15.1M
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 159 Reductions 159 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