Anchor Capital Advisors LLC Portfolio Holdings
Anchor Capital Advisors LLC
- $3.25 Billion
- Q4 2024
Anchor Capital Advisors LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.25 Billion distributed in 242 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $85.5M, Berkley W R Corp with a value of $75.8M, Pnc Financial Services Group, Inc. with a value of $72.2M, Mckesson Corp with a value of $72.2M, and Cboe Global Markets, Inc. with a value of $69.3M.
Examining the 13F form we can see an decrease of $265M in the current position value, from $3.51B to 3.25B.
Below you can find more details about Anchor Capital Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.25 Billion
Financial Services: $626 Million
Industrials: $542 Million
Technology: $382 Million
Healthcare: $350 Million
ETFs: $317 Million
Real Estate: $230 Million
Utilities: $196 Million
Consumer Cyclical: $170 Million
Other: $434 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 242
- Current Value $3.25 Billion
- Prior Value $3.51 Billion
- Filing
- Period Q4 2024
- Filing Date February 05, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 13 stocks
- Additional Purchases 62 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks