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
$292B
$1.3 Million 0.04% of portfolio
18,393
Q2 2025 Reduced 10.44%
$149B
$1.24 Million 0.04% of portfolio
3,128
Q2 2023 Reduced 8.22%
$1.63B
$1.27 Million 0.04% of portfolio
3,359
Q2 2025 Reduced 2.83%
$396M
$1.25 Million 0.04% of portfolio
75,112
Q2 2025 Reduced 2.03%
$1.43T
$1.11 Million 0.04% of portfolio
6,265
Q2 2023 Reduced 5.43%
$0
$1.37 Million 0.04% of portfolio
29,969
Q2 2025 Reduced 38.86%
$458B
$1.11 Million 0.04% of portfolio
10,313
Q2 2025 Reduced 2.31%
$638M
$1.23 Million 0.04% of portfolio
48,631
Q2 2025 Reduced 1.25%
$0
$1.29 Million 0.04% of portfolio
4,521
Q2 2025 Reduced 7.41%
$448M
$1.25 Million 0.04% of portfolio
87,661
Q2 2025 Added 45.67%
$643B
$1.26 Million 0.04% of portfolio
5,750
Q1 2025 Reduced 4.26%
$168M
$1.14 Million 0.04% of portfolio
116,463
Q2 2025 Reduced 3.31%
$0
$1.18 Million 0.04% of portfolio
7,488
Q2 2025 Added 17.77%
$1.33B
$1.14 Million 0.04% of portfolio
68,422
Q2 2025 Reduced 3.05%
$87B
$819,000 0.03% of portfolio
2,999
Q2 2025 Reduced 2.06%
$0
$915,000 0.03% of portfolio
1,612
Q2 2025 Added 78.32%
$0
$1.02 Million 0.03% of portfolio
11,463
Q2 2025 Reduced 5.76%
$9.38B
$952,000 0.03% of portfolio
14,524
Q2 2025 Reduced 97.08%
$79.5B
$854,000 0.03% of portfolio
6,829
Q2 2025 Reduced 2.01%
$0
$982,000 0.03% of portfolio
16,596
Q2 2025 Reduced 0.7%
$2.4T
$1.01 Million 0.03% of portfolio
4,595
Q2 2025 Added 70.5%
$3.01B
$1.03 Million 0.03% of portfolio
8,894
Q2 2025 Reduced 2.62%
$317M
$942,000 0.03% of portfolio
28,215
Q2 2025 Reduced 2.97%
$0
$829,000 0.03% of portfolio
16,250
Q1 2025 Added 3.83%
$7.05B
$818,000 0.03% of portfolio
13,339
Q2 2025 Reduced 28.78%
$79.1B
$1.03 Million 0.03% of portfolio
13,795
Q2 2025 Reduced 4.66%
$1.56B
$1.05 Million 0.03% of portfolio
4,280
Q2 2025 Reduced 2.57%
$124B
$879,000 0.03% of portfolio
10,084
Q2 2025 Reduced 5.75%
$138B
$742,000 0.02% of portfolio
3,543
Q1 2025 Reduced 0.34%
$702B
$597,000 0.02% of portfolio
767
Q2 2023 Reduced 48.0%
$177B
$544,000 0.02% of portfolio
2,800
Q4 2022 Reduced 76.88%
$21.8B
$610,000 0.02% of portfolio
9,590
Q2 2025 Reduced 42.1%
$275B
$718,000 0.02% of portfolio
10,349
Q2 2025 Reduced 0.58%
$116B
$470,000 0.02% of portfolio
5,243
Q2 2025 Reduced 1.04%
$14.3B
$670,000 0.02% of portfolio
1,500
Q3 2017 New
$41B
$650,000 0.02% of portfolio
6,116
Q2 2025 Reduced 1.45%
$5.66B
$568,000 0.02% of portfolio
5,048
Q2 2025 Reduced 1.54%
$184M
$660,000 0.02% of portfolio
45,108
Q2 2025 Reduced 3.08%
$0
$597,000 0.02% of portfolio
962
Q2 2025 Reduced 4.47%
$1B
$533,000 0.02% of portfolio
21,233
Q2 2025 Reduced 6.36%
$81.9B
$541,000 0.02% of portfolio
2,190
Q4 2024 Reduced 4.78%
$5.38B
$658,000 0.02% of portfolio
6,499
Q2 2025 Reduced 2.71%
$40.9B
$602,000 0.02% of portfolio
2,335
Q2 2023 Reduced 18.92%
$43.3B
$494,000 0.02% of portfolio
2,733
Q2 2024 New
$0
$713,000 0.02% of portfolio
5,552
Q2 2025 Reduced 9.97%
$0
$583,000 0.02% of portfolio
1,920
Q1 2025 Reduced 13.51%
$14.5B
$246,000 0.01% of portfolio
1,005
Q2 2025 New
$26.6B
$413,000 0.01% of portfolio
883
Q2 2025 Reduced 6.16%
$15.3B
$368,000 0.01% of portfolio
2,920
Q2 2025 Reduced 6.41%

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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