Anchor Capital Advisors LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.51 Billion distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $112M, Berkley W R Corp with a value of $77.1M, Cboe Global Markets, Inc. with a value of $75.7M, Pnc Financial Services Group, Inc. with a value of $73.4M, and Analog Devices Inc with a value of $69.4M.

Examining the 13F form we can see an increase of $27.1M in the current position value, from $3.48B to 3.51B.

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

Portfolio value $3.51 Billion
Financial Services: $644 Million
Industrials: $639 Million
Technology: $444 Million
Healthcare: $357 Million
ETFs: $312 Million
Real Estate: $274 Million
Consumer Cyclical: $223 Million
Utilities: $219 Million
Other: $399 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $3.51 Billion
  • Prior Value $3.48 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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