Anchor Capital Advisors LLC Portfolio Holdings

Anchor Capital Advisors LLC

  • $3.1 Billion
  • Q3 2025

Anchor Capital Advisors LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.1 Billion distributed in 242 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mckesson Corp with a value of $88.8M, Berkley W R Corp with a value of $88.4M, Cboe Global Markets, Inc. with a value of $76.2M, M&T Bank Corp with a value of $70.4M, and Pnc Financial Services Group, Inc. with a value of $69.3M.

Examining the 13F form we can see an increase of $29.9M in the current position value, from $3.07B to 3.1B.

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

Portfolio value $3.1 Billion
Financial Services: $669 Million
Industrials: $479 Million
Technology: $367 Million
Healthcare: $313 Million
Real Estate: $234 Million
ETFs: $203 Million
Consumer Cyclical: $191 Million
Utilities: $182 Million
Other: $466 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.52B
$56 Million 1.8% of portfolio
423,402
Q3 2025 Added 150.56%
$4.65B
$45.8 Million 1.48% of portfolio
800,282
Q3 2025 Added 42.16%
$7.58B
$45.7 Million 1.47% of portfolio
1,111,130
Q3 2025 Reduced 2.1%
$6.93B
$28.4 Million 0.92% of portfolio
675,999
Q3 2025 Reduced 21.65%
$3.51B
$19.5 Million 0.63% of portfolio
172,221
Q3 2025 Reduced 5.44%
$7.27B
$2.79 Million 0.09% of portfolio
2,983
Q3 2025 Added 1.6%
$4.24B
$2.37 Million 0.08% of portfolio
99,248
Q3 2025 Added 3.6%
$4.71B
$2.43 Million 0.08% of portfolio
4,191
Q3 2025 Reduced 0.83%
$3.19B
$2.08 Million 0.07% of portfolio
36,677
Q3 2025 Reduced 35.64%
$4.1B
$2.03 Million 0.07% of portfolio
11,439
Q3 2025 Added 0.91%
$7.79B
$2.23 Million 0.07% of portfolio
29,200
Q3 2025 Added 20.2%
$2.98B
$2.09 Million 0.07% of portfolio
35,616
Q3 2025 Added 7.85%
$3.16B
$2.04 Million 0.07% of portfolio
11,163
Q3 2025 Reduced 20.88%
$6.86B
$1.83 Million 0.06% of portfolio
51,822
Q3 2025 Added 15.67%
$6.16B
$1.91 Million 0.06% of portfolio
11,101
Q3 2025 Added 3.0%
$4.82B
$1.8 Million 0.06% of portfolio
48,503
Q3 2025 Added 1.79%
$2.67B
$1.49 Million 0.05% of portfolio
49,339
Q3 2025 Reduced 2.35%
$3.76B
$1.68 Million 0.05% of portfolio
16,857
Q3 2025 Added 6.31%
$2.03B
$1.68 Million 0.05% of portfolio
26,733
Q3 2025 Added 1.62%
$4.81B
$1.56 Million 0.05% of portfolio
15,534
Q3 2025 Added 1.31%
$7.62B
$1.23 Million 0.04% of portfolio
7,327
Q3 2025 Added 1.98%
$8.37B
$947,000 0.03% of portfolio
12,910
Q3 2025 Reduced 11.11%
$2.62B
$1.06 Million 0.03% of portfolio
9,047
Q3 2025 Added 1.72%
$6.47B
$794,000 0.03% of portfolio
12,360
Q3 2025 Reduced 7.34%
$5.04B
$558,000 0.02% of portfolio
6,679
Q3 2025 Added 2.77%
$5.17B
$479,000 0.02% of portfolio
4,821
Q3 2025 Reduced 4.5%
$6.08B
$462,000 0.01% of portfolio
11,023
Q3 2025 Reduced 1.62%
$4.5B
$203,000 0.01% of portfolio
1,855
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $3.1 Billion
  • Prior Value $3.07 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 136 stocks
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