Anchor Capital Advisors LLC Portfolio Holdings

Anchor Capital Advisors LLC

  • $3.07 Billion
  • Q2 2025

Anchor Capital Advisors LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.07 Billion distributed in 240 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkley W R Corp with a value of $87M, Mckesson Corp with a value of $85.8M, Cboe Global Markets, Inc. with a value of $75.8M, Markel Corp with a value of $71.1M, and M&T Bank Corp with a value of $70.5M.

Examining the 13F form we can see an increase of $18M in the current position value, from $3.05B to 3.07B.

Below you can find more details about Anchor Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.07 Billion
Financial Services: $663 Million
Industrials: $478 Million
Technology: $390 Million
Healthcare: $294 Million
Real Estate: $234 Million
Consumer Cyclical: $208 Million
ETFs: $201 Million
Utilities: $162 Million
Other: $442 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.6B
$87 Million 2.83% of portfolio
1,183,834
Q2 2025 Reduced 4.14%
$94.7B
$85.8 Million 2.79% of portfolio
117,025
Q2 2025 Reduced 3.58%
$26.4B
$75.8 Million 2.47% of portfolio
324,921
Q2 2025 Reduced 5.01%
$26.1B
$71.1 Million 2.31% of portfolio
35,595
Q2 2025 Reduced 5.48%
$33B
$70.5 Million 2.29% of portfolio
363,188
Q2 2025 Added 5.63%
$119B
$67.7 Million 2.2% of portfolio
284,451
Q2 2025 Reduced 0.31%
$77.3B
$66.1 Million 2.15% of portfolio
354,777
Q2 2025 Added 0.1%
$19.4B
$58.1 Million 1.89% of portfolio
113,898
Q2 2025 Reduced 4.09%
$10.2B
$56.3 Million 1.83% of portfolio
464,066
Q2 2025 Added 15.92%
$16B
$52.8 Million 1.72% of portfolio
356,670
Q2 2025 Added 18.34%
$147B
$51.7 Million 1.68% of portfolio
481,206
Q2 2025 Reduced 3.05%
$51B
$51.1 Million 1.66% of portfolio
685,217
Q2 2025 Reduced 4.0%
$14.4B
$49.2 Million 1.6% of portfolio
362,546
Q2 2025 Reduced 2.58%
$16.3B
$48.5 Million 1.58% of portfolio
802,686
Q2 2025 Reduced 1.84%
$14.1B
$48.7 Million 1.58% of portfolio
4,673,584
Q2 2025 Reduced 0.82%
$44.3B
$47.7 Million 1.55% of portfolio
464,425
Q2 2025 Added 2.73%
$49.3B
$45.6 Million 1.48% of portfolio
1,377,827
Q2 2025 Added 0.4%
$16.3B
$45.1 Million 1.47% of portfolio
313,115
Q2 2025 Reduced 4.92%
$36B
$45.3 Million 1.47% of portfolio
660,253
Q2 2025 New
$859B
$44.7 Million 1.46% of portfolio
154,303
Q2 2025 Reduced 1.18%
$39.6B
$45 Million 1.46% of portfolio
660,346
Q2 2025 Added 2.42%
$6.17B
$44.2 Million 1.44% of portfolio
862,827
Q2 2025 Reduced 12.45%
$25.9B
$43 Million 1.4% of portfolio
258,889
Q2 2025 Added 0.61%
$40.5B
$41.7 Million 1.36% of portfolio
171,773
Q2 2025 Reduced 4.69%
$40.4B
$41.6 Million 1.35% of portfolio
280,546
Q2 2025 Added 19.13%
$32.4B
$41.3 Million 1.34% of portfolio
453,267
Q2 2025 Reduced 3.2%
$24.6B
$40.4 Million 1.32% of portfolio
294,173
Q2 2025 Reduced 2.94%
$19.7B
$40.3 Million 1.31% of portfolio
353,148
Q2 2025 Reduced 2.06%
$6.8B
$40.4 Million 1.31% of portfolio
1,134,908
Q2 2025 New
$61.1B
$39.7 Million 1.29% of portfolio
124,156
Q2 2025 Reduced 1.45%
$14.5B
$38.3 Million 1.25% of portfolio
335,599
Q2 2025 Reduced 7.7%
$53.1B
$38.2 Million 1.24% of portfolio
155,333
Q2 2025 Reduced 3.35%
$14B
$34.9 Million 1.14% of portfolio
79,128
Q2 2025 Reduced 3.16%
$22B
$34.7 Million 1.13% of portfolio
419,588
Q2 2025 Reduced 3.29%
$43.6B
$33.9 Million 1.1% of portfolio
415,925
Q2 2025 Reduced 8.53%
$64.4B
$33.4 Million 1.09% of portfolio
130,335
Q2 2025 Reduced 2.46%
$3.95T
$33.1 Million 1.08% of portfolio
66,585
Q2 2025 Reduced 2.61%
$4.73B
$33.2 Million 1.08% of portfolio
562,951
Q2 2025 Added 4.84%
$14.2B
$32.7 Million 1.06% of portfolio
186,291
Q2 2025 Reduced 0.44%
$19B
$31.8 Million 1.03% of portfolio
261,915
Q2 2025 Reduced 1.97%
$4.24B
$29.7 Million 0.97% of portfolio
730,467
Q2 2025 Reduced 10.7%
$102B
$28.3 Million 0.92% of portfolio
64,596
Q2 2025 Reduced 4.98%
$18.1B
$27.7 Million 0.9% of portfolio
68,436
Q2 2025 Reduced 0.41%
$229B
$26.5 Million 0.86% of portfolio
181,781
Q2 2025 Reduced 2.62%
$4.51B
$25.1 Million 0.82% of portfolio
182,124
Q2 2025 Reduced 14.96%
$254B
$25.3 Million 0.82% of portfolio
35,794
Q2 2025 Reduced 0.12%
$621B
$23.9 Million 0.78% of portfolio
49,221
Q2 2025 Reduced 2.13%
$452B
$23.5 Million 0.76% of portfolio
153,520
Q2 2025 Reduced 0.36%
$112B
$21.6 Million 0.7% of portfolio
74,493
Q2 2025 Reduced 2.0%

Summary

  • Portfolio
  • No. of Stocks 240
  • Current Value $3.07 Billion
  • Prior Value $3.05 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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