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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$466B
$23.5 Million 0.76% of portfolio
153,520
Q2 2025 Reduced 0.36%
$0
$22.2 Million 0.72% of portfolio
232,104
Q2 2025 Added 42.2%
$115B
$21.6 Million 0.7% of portfolio
74,493
Q2 2025 Reduced 2.0%
$0
$21.6 Million 0.7% of portfolio
261,158
Q2 2025 Reduced 38.01%
$144B
$19.6 Million 0.64% of portfolio
73,612
Q2 2025 Reduced 3.23%
$6.25B
$19.5 Million 0.63% of portfolio
168,981
Q2 2025 Reduced 2.49%
$256B
$18.9 Million 0.61% of portfolio
267,854
Q2 2025 Added 0.01%
$232B
$18.5 Million 0.6% of portfolio
135,758
Q2 2025 Reduced 2.06%
$243B
$18 Million 0.59% of portfolio
56,418
Q2 2025 Added 20.67%
$94.4B
$18.1 Million 0.59% of portfolio
65,605
Q2 2025 Reduced 0.63%
$0
$18 Million 0.59% of portfolio
163,392
Q2 2025 Reduced 1.67%
$18.3B
$17.5 Million 0.57% of portfolio
433,907
Q2 2025 Reduced 10.21%
$0
$17.3 Million 0.56% of portfolio
328,625
Q2 2025 Reduced 2.46%
$377B
$17.1 Million 0.56% of portfolio
107,160
Q2 2025 Reduced 2.11%
$301B
$17 Million 0.55% of portfolio
118,656
Q2 2025 Reduced 0.96%
$17.7B
$17 Million 0.55% of portfolio
204,103
Q2 2025 Reduced 3.75%
$144B
$16.1 Million 0.52% of portfolio
69,147
Q2 2025 Reduced 0.37%
$19.8B
$16.1 Million 0.52% of portfolio
789,117
Q2 2025 Added 22.8%
$278B
$15.9 Million 0.52% of portfolio
163,001
Q2 2025 Reduced 24.86%
$230B
$15.6 Million 0.51% of portfolio
53,446
Q2 2025 Reduced 2.23%
$90.2B
$15.1 Million 0.49% of portfolio
68,277
Q2 2025 Reduced 1.85%
$139B
$14.8 Million 0.48% of portfolio
80,655
Q2 2025 Added 116.11%
$120B
$14.5 Million 0.47% of portfolio
31,304
Q2 2025 Added 21.21%
$64.1B
$14.3 Million 0.47% of portfolio
50,759
Q2 2025 Reduced 0.91%
$134B
$14 Million 0.46% of portfolio
60,841
Q2 2025 Reduced 1.29%
$169B
$13.9 Million 0.45% of portfolio
62,583
Q2 2025 Reduced 1.05%
$560B
$13.8 Million 0.45% of portfolio
38,990
Q2 2025 Reduced 2.36%
$39.2B
$13.4 Million 0.44% of portfolio
151,524
Q2 2025 Reduced 2.09%
$195B
$13.3 Million 0.43% of portfolio
100,431
Q2 2025 Reduced 0.14%
$36.5B
$12.9 Million 0.42% of portfolio
224,289
Q2 2025 Reduced 0.8%
$0
$12.2 Million 0.4% of portfolio
229,019
Q2 2025 Reduced 2.61%
$371B
$11.9 Million 0.39% of portfolio
63,920
Q2 2025 Reduced 28.38%
$150B
$12 Million 0.39% of portfolio
335,304
Q2 2025 Reduced 1.83%
$90.3B
$11.7 Million 0.38% of portfolio
70,655
Q2 2025 Reduced 1.44%
$191B
$11.2 Million 0.36% of portfolio
27,581
Q2 2025 Reduced 5.44%
$97.7B
$10.9 Million 0.35% of portfolio
15,570
Q2 2025 Reduced 2.4%
$50.7B
$9.28 Million 0.3% of portfolio
274,555
Q2 2025 Reduced 3.98%
$60.6B
$9.17 Million 0.3% of portfolio
90,980
Q2 2025 Added 1.46%
$103B
$8.95 Million 0.29% of portfolio
153,508
Q2 2025 Reduced 2.8%
$0
$8.69 Million 0.28% of portfolio
92,525
Q2 2025 Reduced 2.62%
$36.4B
$8.19 Million 0.27% of portfolio
82,732
Q2 2025 Reduced 1.74%
$300B
$7.84 Million 0.26% of portfolio
25,127
Q2 2025 Reduced 7.67%
$253B
$8.14 Million 0.26% of portfolio
116,464
Q2 2025 Reduced 26.8%
$252B
$8.02 Million 0.26% of portfolio
29,397
Q2 2025 Reduced 0.84%
$66.7B
$6.78 Million 0.22% of portfolio
156,482
Q2 2025 Added 0.16%
$0
$6.34 Million 0.21% of portfolio
79,805
Q2 2025 Reduced 5.89%
$3.82T
$6.17 Million 0.2% of portfolio
30,054
Q2 2025 Reduced 2.16%
$59.9B
$5.97 Million 0.19% of portfolio
11,372
Q2 2025 Added 3.41%
$0
$5.27 Million 0.17% of portfolio
15,509
Q2 2025 Reduced 6.02%

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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