ANCHOR CAPITAL ADVISORS LLC

CIK

813933

Location

Boston, MA

Portfolio Value

Mid $3,266,118,296

Diversification

Diversified

Filing Date

Global Rank

#871 / 8,623 ▲ 34 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 5.7%

3Y Alpha vs SPY

-7.8%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+43.7%

SPY

+65.3%

Annualised alpha

-5.4%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

193 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

2.6%

−0.2 pts

Top 5

12.0%

−0.4 pts

Top 10

22.5%

−0.5 pts

HHI

139

Diversified−1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	18.6%	$608,661,468	33
Industrials	16.3%	$533,245,076	38
Technology	13.2%	$429,746,734	25
Healthcare	12.1%	$395,352,260	21
Basic Materials	9.8%	$319,880,262	11
Consumer Cyclical	7.7%	$251,733,004	17
Real Estate	7.0%	$227,183,754	11
Utilities	5.7%	$187,300,343	7
Energy	5.0%	$164,246,647	12
Consumer Defensive	4.4%	$144,710,723	12
Communication Services	0.1%	$2,887,090	3
Unclassified	0.0%	$1,170,935	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CNH	CNH Industrial N.V.	+1,511,810	4,622,073	$50,842,803
KDP	Keurig Dr Pepper Inc.	+205,201	1,503,199	$39,579,229
TECK	Teck Resources Ltd	+159,876	792,626	$41,018,395
CCI	Crown Castle Inc.	+99,483	489,627	$39,811,571
SLB	Slb Limited/Nv	+33,732	265,310	$13,634,280
NTGR	Netgear, Inc.	+33,699	120,569	$2,633,226
AMT	American Tower Corp /Ma/	+32,103	95,310	$16,448,599
MAA	Mid America Apartment Communities Inc.	+29,167	422,083	$51,544,775
RIO	Rio Tinto PLC	+25,908	234,303	$21,858,126
LOW	Lowes Companies Inc	+23,913	84,259	$19,908,716
APD	Air Products & Chemicals, Inc.	+20,839	218,046	$63,340,182
DAKT	Daktronics Inc /Sd/	+18,399	121,295	$2,371,317
BRK-B	Berkshire Hathaway Inc	+17,437	65,757	$31,510,754
V	Visa Inc.	+16,537	58,264	$17,609,711
MCD	Mcdonalds Corp	+16,160	68,589	$21,316,775
INTC	Intel Corp	+15,129	347,596	$15,339,411
CPAY	Corpay, Inc.	+12,723	137,454	$39,997,739
ICFI	ICF International, Inc.	+12,684	44,497	$2,905,209
MGRC	Mcgrath Rentcorp	+11,549	20,580	$2,269,562
OTIS	Otis Worldwide Corp	+11,358	555,220	$42,796,357
HLMN	Hillman Solutions Corp.	+8,496	252,502	$2,100,816
WRB	Berkley W R Corp	+7,539	1,133,890	$75,154,229
MSFT	Microsoft Corp	+7,121	71,416	$26,436,060
SKYW	Skywest Inc	+6,121	23,018	$2,113,742
WSO	Watsco Inc	+5,986	91,378	$33,242,402
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HAL	Halliburton Co	−767,264	20,125	$784,673
BWXT	BWX Technologies, Inc.	−171,547	22,987	$4,700,611
AJG	Arthur J. Gallagher & Co.	−144,537	1,011	$218,962
GMED	Globus Medical Inc	−55,828	639,524	$55,101,387
GEHC	GE HealthCare Technologies Inc.	−52,441	620,532	$44,169,467
PGR	Progressive Corp/Oh/	−47,803	24,217	$4,800,778
DD	DuPont de Nemours, Inc.	−43,541	1,054,485	$48,295,412
WMT	Walmart Inc.	−38,692	117,383	$14,588,359
CTVA	Corteva, Inc.	−38,660	598,577	$50,106,880
PG	PROCTER & GAMBLE Co	−33,117	71,920	$10,388,124
MEC	Mayville Engineering Company, Inc.	−26,876	81,442	$1,461,883
FLR	Fluor Corp	−26,514	591,572	$27,596,833
ADI	Analog Devices Inc	−26,032	242,652	$77,197,307
JNJ	Johnson & Johnson	−22,965	125,560	$30,691,886
ALC	Alcon Inc	−19,902	696,723	$52,498,078
GPC	Genuine Parts Co	−16,932	1,898	$200,713
LAMR	Lamar Advertising Co/New	−16,260	432,510	$54,781,716
TOL	Toll Brothers, Inc.	−12,938	327,136	$44,644,249
MCK	Mckesson Corp	−12,554	97,990	$84,796,626
MGY	Magnolia Oil & Gas Corp	−11,950	108,471	$3,424,429
SSNC	SS&C Technologies Holdings Inc	−10,707	12,348	$834,354
EXPD	Expeditors International Of Washington Inc	−10,648	325,500	$46,621,365
FANG	Diamondback Energy, Inc.	−10,594	351,791	$69,580,741
TMO	Thermo Fisher Scientific Inc.	−10,459	15,968	$7,848,751
HSY	Hershey Co	−9,535	240,279	$49,951,601
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SUNB	Sunbelt Rentals Holdings, Inc.	461,710	$30,052,703
BLDR	Builders FirstSource, Inc.	348,580	$28,698,591
PAYC	Paycom Software, Inc.	183,231	$22,269,895
AZN	Astrazeneca PLC	54,763	$10,800,358
UI	Ubiquiti Inc.	356	$281,343
COST	Costco Wholesale Corp /New	270	$269,036
TTE	TotalEnergies SE	2,300	$209,254
RGLD	Royal Gold Inc	792	$201,556
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
DEO	Diageo PLC	77,472	$6,683,509
UNH	Unitedhealth Group Inc	19,702	$6,503,827
NSA	National Storage Affiliates Trust	47,001	$1,325,898
ASUR	Asure Software Inc	120,674	$1,136,749
CBZ	CBIZ, Inc.	19,632	$990,434
CRM	Salesforce, Inc.	3,407	$902,548
IT	Gartner Inc	3,139	$791,906
JILL	J.Jill, Inc.	47,456	$651,096
FIS	Fidelity National Information Services, Inc.	7,857	$522,176
DFH	Dream Finders Homes, Inc.	21,233	$363,084
WAT	Waters Corp /De/	634	$240,812
SPGI	S&P Global Inc.	434	$226,804
WTW	Willis Towers Watson PLC	660	$216,876
CP	Canadian Pacific Kansas City Ltd/Cn	2,873	$211,538
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

193 tracked positions · $3,266,118,296 total · filing declares 251 positions · $3,512,626,600 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 193 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MCK	Mckesson Corp Healthcare	Reduced	97,990	-12,554	$84,796,626	−6.5%	2.60%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	290,772	-6,573	$81,727,286	+9.5%	2.50%
ADI	Analog Devices Inc Technology	Reduced	242,652	-26,032	$77,197,307	+5.9%	2.36%
WRB	Berkley W R Corp Financial Services	Added	1,133,890	+7,539	$75,154,229	−4.8%	2.30%
MTB	M&T Bank Corp Financial Services	Reduced	347,732	-6,518	$71,883,159	+0.7%	2.20%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	305,527	+4,600	$71,267,228	+6.4%	2.18%
FANG	Diamondback Energy, Inc. Energy	Reduced	351,791	-10,594	$69,580,741	+27.7%	2.13%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	330,794	-8,965	$68,834,923	−2.9%	2.11%
CRH	Crh Public Ltd Co Basic Materials	Added	644,815	+3,913	$67,782,952	−15.3%	2.08%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	92,474	-4,062	$67,308,125	+26.1%	2.06%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	218,046	+20,839	$63,340,182	+30.0%	1.94%
MKL	Markel Group Inc. Financial Services	Reduced	32,435	-487	$62,082,857	−12.3%	1.90%
IDA	Idacorp Inc Utilities	Reduced	413,452	-4,079	$59,111,232	+11.9%	1.81%
LNT	Alliant Energy Corp Utilities	Reduced	771,400	-7,322	$55,355,664	+9.3%	1.69%
GMED	Globus Medical Inc Healthcare	Reduced	639,524	-55,828	$55,101,387	−9.2%	1.69%
LAMR	Lamar Advertising Co/New Real Estate	Reduced	432,510	-16,260	$54,781,716	−3.6%	1.68%
ALC	Alcon Inc Healthcare	Reduced	696,723	-19,902	$52,498,078	−7.0%	1.61%
MAA	Mid America Apartment Communities Inc. Real Estate	Added	422,083	+29,167	$51,544,775	−5.6%	1.58%
HUBB	Hubbell Inc Industrials	Reduced	104,869	-2,596	$51,463,413	+7.8%	1.58%
CNH	CNH Industrial N.V. Industrials	Added	4,622,073	+1,511,810	$50,842,803	+77.3%	1.56%
CTVA	Corteva, Inc. Basic Materials	Reduced	598,577	-38,660	$50,106,880	+17.3%	1.53%
HSY	Hershey Co Consumer Defensive	Reduced	240,279	-9,535	$49,951,601	+9.9%	1.53%
Q	Qnity Electronics, Inc. Technology	Reduced	432,042	-5,292	$49,849,005	+39.6%	1.53%
XEL	Xcel Energy Inc Utilities	Reduced	616,558	-6,756	$48,979,367	+6.4%	1.50%
SNX	Td Synnex Corp Technology	Reduced	288,846	-4,719	$48,731,208	+10.5%	1.49%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	1,054,485	-43,541	$48,295,412	+9.4%	1.48%
AVY	Avery Dennison Corp Consumer Cyclical	Reduced	270,056	-1,403	$46,633,270	−5.5%	1.43%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	325,500	-10,648	$46,621,365	−6.9%	1.43%
TEL	TE Connectivity plc Technology	Reduced	217,338	-2,064	$45,427,988	−9.0%	1.39%
TOL	Toll Brothers, Inc. Consumer Cyclical	Reduced	327,136	-12,938	$44,644,249	−2.9%	1.37%
JPM	Jpmorgan Chase & Co Financial Services	Added	151,088	+1,969	$44,444,046	−7.5%	1.36%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	620,532	-52,441	$44,169,467	−20.0%	1.35%
OTIS	Otis Worldwide Corp Industrials	Added	555,220	+11,358	$42,796,357	−9.9%	1.31%
YUM	Yum Brands Inc Consumer Cyclical	Added	274,360	+1,059	$42,657,492	+3.2%	1.31%
ACGL	Arch Capital Group Ltd. Financial Services	Added	443,104	+3,005	$42,533,552	+0.8%	1.30%
TECK	Teck Resources Ltd Basic Materials	Added	792,626	+159,876	$41,018,395	+35.4%	1.26%
CPAY	Corpay, Inc. Technology	Added	137,454	+12,723	$39,997,739	+6.6%	1.22%
CCI	Crown Castle Inc. Real Estate	Added	489,627	+99,483	$39,811,571	+14.8%	1.22%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Added	1,503,199	+205,201	$39,579,229	+8.9%	1.21%
SOLV	Solventum Corp Healthcare	Added	590,307	+2,385	$38,547,047	−17.3%	1.18%
ADSK	Autodesk, Inc. Technology	Reduced	147,030	-511	$35,198,982	−19.4%	1.08%
REXR	Rexford Industrial Realty, Inc. Real Estate	Reduced	1,070,951	-9,283	$35,052,226	−16.2%	1.07%
WSO	Watsco Inc Industrials	Added	91,378	+5,986	$33,242,402	+15.5%	1.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	65,757	+17,437	$31,510,754	+29.7%	0.96%
JNJ	Johnson & Johnson Healthcare	Reduced	125,560	-22,965	$30,691,886	−0.1%	0.94%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	461,710	NEW	$30,052,703	NEW	0.92%
BSX	Boston Scientific Corp Healthcare	Added	463,696	+4,399	$29,096,924	−33.6%	0.89%
BLDR	Builders FirstSource, Inc. Industrials	NEW	348,580	NEW	$28,698,591	NEW	0.88%
FLR	Fluor Corp Industrials	Reduced	591,572	-26,514	$27,596,833	+12.7%	0.84%
BR	Broadridge Financial Solutions, Inc. Technology	Added	168,219	+2,411	$27,332,223	−26.1%	0.84%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.