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
$0
$5.07 Million 0.16% of portfolio
61,093
Q2 2025 Reduced 1.58%
$0
$4.6 Million 0.15% of portfolio
23,679
Q2 2025 Added 33.38%
$139B
$4.62 Million 0.15% of portfolio
12,932
Q2 2025 Reduced 31.96%
$16B
$4.75 Million 0.15% of portfolio
37,586
Q2 2025 Reduced 88.6%
$0
$3.92 Million 0.13% of portfolio
38,991
Q2 2025 Reduced 20.0%
$10.3B
$3.44 Million 0.11% of portfolio
18,105
Q2 2025 Reduced 26.83%
$7.04B
$3.1 Million 0.1% of portfolio
2,936
Q2 2025 Reduced 0.07%
$162B
$3.15 Million 0.1% of portfolio
51,421
Q2 2025 Reduced 1.99%
$783M
$2.96 Million 0.1% of portfolio
195,847
Q2 2025 Reduced 2.22%
$0
$3.19 Million 0.1% of portfolio
29,065
Q2 2025 Reduced 0.62%
$0
$2.81 Million 0.09% of portfolio
13,040
Q2 2025 Reduced 14.77%
$14.5B
$2.71 Million 0.09% of portfolio
7,306
Q2 2025 Added 13.04%
$0
$2.83 Million 0.09% of portfolio
30,806
Q2 2025 Reduced 12.49%
$0
$2.78 Million 0.09% of portfolio
35,322
Q2 2025 Reduced 0.98%
$3.69B
$2.71 Million 0.09% of portfolio
56,983
Q2 2025 Reduced 7.93%
$13.5B
$2.65 Million 0.09% of portfolio
25,417
Q2 2025 Reduced 11.07%
$80.7B
$2.61 Million 0.08% of portfolio
18,406
Q2 2025 Reduced 80.36%
$76.5B
$2.27 Million 0.07% of portfolio
6,353
Q2 2025 Reduced 6.46%
$4.43B
$2.15 Million 0.07% of portfolio
95,800
Q2 2025 Reduced 3.04%
$3.69B
$2 Million 0.07% of portfolio
14,109
Q2 2025 Reduced 3.04%
$73.8B
$2.09 Million 0.07% of portfolio
19,770
Q1 2025 Reduced 0.33%
$693M
$2.3 Million 0.07% of portfolio
22,710
Q2 2025 Reduced 3.41%
$16.5B
$2.28 Million 0.07% of portfolio
20,769
Q2 2025 Added 0.79%
$1.01B
$2 Million 0.07% of portfolio
86,422
Q2 2025 New
$5.14B
$1.74 Million 0.06% of portfolio
47,651
Q2 2025 Reduced 2.55%
$0
$1.72 Million 0.06% of portfolio
29,260
Q4 2024 Reduced 6.7%
$6.68B
$1.81 Million 0.06% of portfolio
10,778
Q2 2025 Reduced 1.13%
$4.39B
$1.87 Million 0.06% of portfolio
11,336
Q2 2025 Reduced 3.02%
$4.86B
$1.84 Million 0.06% of portfolio
4,226
Q2 2025 Reduced 17.01%
$3.24B
$1.88 Million 0.06% of portfolio
33,024
Q2 2025 Reduced 0.34%
$70.2B
$1.82 Million 0.06% of portfolio
19,973
Q2 2025 Reduced 7.53%
$1.8B
$1.74 Million 0.06% of portfolio
20,534
Q2 2025 New
$8.48B
$1.72 Million 0.06% of portfolio
24,292
Q2 2025 New
$6.56B
$1.63 Million 0.05% of portfolio
44,801
Q2 2025 Reduced 2.4%
$308M
$1.56 Million 0.05% of portfolio
97,638
Q2 2025 Reduced 3.18%
$5.54B
$1.58 Million 0.05% of portfolio
15,333
Q2 2025 Reduced 3.26%
$3.36B
$1.56 Million 0.05% of portfolio
12,871
Q2 2025 Reduced 3.42%
$719M
$1.62 Million 0.05% of portfolio
30,991
Q2 2025 Added 0.64%
$84.9B
$1.56 Million 0.05% of portfolio
23,195
Q2 2025 Reduced 39.84%
$3B
$1.62 Million 0.05% of portfolio
50,527
Q2 2025 Reduced 94.49%
$4.26B
$1.54 Million 0.05% of portfolio
15,856
Q2 2025 Reduced 20.7%
$1.92B
$1.55 Million 0.05% of portfolio
26,306
Q2 2025 Reduced 1.23%
$46.7B
$1.1 Million 0.04% of portfolio
6,885
Q2 2025 Reduced 12.53%
$180B
$1.15 Million 0.04% of portfolio
7,216
Q2 2025 Reduced 84.16%
$1.43T
$1.35 Million 0.04% of portfolio
7,637
Q1 2025 Reduced 1.42%
$571M
$1.31 Million 0.04% of portfolio
5,289
Q2 2025 Reduced 1.4%
$1.08B
$1.29 Million 0.04% of portfolio
16,259
Q2 2025 Reduced 3.39%
$1.94B
$1.09 Million 0.04% of portfolio
152,448
Q2 2025 Added 2.9%
$8.45B
$1.12 Million 0.04% of portfolio
7,185
Q2 2025 Reduced 0.43%

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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