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 Market Cap. of $10 Billions to $200 Billions

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
$39.6B
$45 Million 1.46% of portfolio
660,346
Q2 2025 Added 2.42%
$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%
$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%
$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%
$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%
$112B
$21.6 Million 0.7% of portfolio
74,493
Q2 2025 Reduced 2.0%
$142B
$19.6 Million 0.64% of portfolio
73,612
Q2 2025 Reduced 3.23%
$99.2B
$18.1 Million 0.59% of portfolio
65,605
Q2 2025 Reduced 0.63%
$17B
$17.5 Million 0.57% of portfolio
433,907
Q2 2025 Reduced 10.21%
$18.5B
$17 Million 0.55% of portfolio
204,103
Q2 2025 Reduced 3.75%
$55.6B
$16.2 Million 0.53% of portfolio
93,802
Q2 2025 Added 6,761.89%
$146B
$16.1 Million 0.52% of portfolio
69,147
Q2 2025 Reduced 0.37%
$19B
$16.1 Million 0.52% of portfolio
789,117
Q2 2025 Added 22.8%
$95.3B
$15.1 Million 0.49% of portfolio
68,277
Q2 2025 Reduced 1.85%
$162B
$14.8 Million 0.48% of portfolio
80,655
Q2 2025 Added 116.11%
$113B
$14.5 Million 0.47% of portfolio
31,304
Q2 2025 Added 21.21%
$64.2B
$14.3 Million 0.47% of portfolio
50,759
Q2 2025 Reduced 0.91%

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
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