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 $50 Millions to $300 Millions
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