ANCHOR CAPITAL ADVISORS LLC

CIK

813933

Location

Boston, MA

Portfolio Value

Mid $3,358,783,185

Diversification

Diversified

Filing Date

Global Rank

#860 / 8,603 ▲ 23 · as of Mar 2026

Top Industry

Specialty Chemicals 7.0%

3Y Alpha vs SPY

-7.8%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.8%

SPY

+76.0%

Annualised alpha

-7.9%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

4.3%

+0.3 pts

Top 5

13.8%

−0.1 pts

Top 10

24.2%

−0.4 pts

HHI

148

Diversified+0

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	18.1%	$608,661,468	33
Industrials	15.9%	$533,966,419	38
Technology	12.8%	$429,746,734	25
Basic Materials	12.4%	$416,471,089	11
Healthcare	11.8%	$395,352,260	21
Consumer Cyclical	7.5%	$251,733,004	17
Real Estate	6.8%	$227,183,754	11
Utilities	5.6%	$187,300,343	7
Energy	4.8%	$162,460,637	11
Consumer Defensive	4.2%	$141,849,452	11
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	$144,886,239
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
WTW	Willis Towers Watson PLC	660	$216,876
SPGI	S&P Global Inc.	434	$214,573
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

191 positions · $3,358,783,185 total · 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 191 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	1,054,485	-43,541	$144,886,239	+9.4%	4.31%
MCK	Mckesson Corp Healthcare	Reduced	97,990	-12,554	$84,796,626	−6.5%	2.52%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	290,772	-6,573	$81,727,286	+9.5%	2.43%
ADI	Analog Devices Inc Technology	Reduced	242,652	-26,032	$77,197,307	+5.9%	2.30%
WRB	Berkley W R Corp Financial Services	Added	1,133,890	+7,539	$75,154,229	−4.8%	2.24%
MTB	M&T Bank Corp Financial Services	Reduced	347,732	-6,518	$71,883,159	+0.7%	2.14%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	305,527	+4,600	$71,267,228	+6.4%	2.12%
FANG	Diamondback Energy, Inc. Energy	Reduced	351,791	-10,594	$69,580,741	+27.7%	2.07%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	330,794	-8,965	$68,834,923	−2.9%	2.05%
CRH	Crh Public Ltd Co Basic Materials	Added	644,815	+3,913	$67,782,952	−15.3%	2.02%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	92,474	-4,062	$67,308,125	+26.1%	2.00%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	218,046	+20,839	$63,340,182	+30.0%	1.89%
MKL	Markel Group Inc. Financial Services	Reduced	32,435	-487	$62,082,857	−12.3%	1.85%
IDA	Idacorp Inc Utilities	Reduced	413,452	-4,079	$59,111,232	+11.9%	1.76%
LNT	Alliant Energy Corp Utilities	Reduced	771,400	-7,322	$55,355,664	+9.3%	1.65%
GMED	Globus Medical Inc Healthcare	Reduced	639,524	-55,828	$55,101,387	−9.2%	1.64%
LAMR	Lamar Advertising Co/New Real Estate	Reduced	432,510	-16,260	$54,781,716	−3.6%	1.63%
ALC	Alcon Inc Healthcare	Reduced	696,723	-19,902	$52,498,078	−7.0%	1.56%
MAA	Mid America Apartment Communities Inc. Real Estate	Added	422,083	+29,167	$51,544,775	−5.6%	1.53%
HUBB	Hubbell Inc Industrials	Reduced	104,869	-2,596	$51,463,413	+7.8%	1.53%
CNH	CNH Industrial N.V. Industrials	Added	4,622,073	+1,511,810	$50,842,803	+77.3%	1.51%
CTVA	Corteva, Inc. Basic Materials	Reduced	598,577	-38,660	$50,106,880	+17.3%	1.49%
HSY	Hershey Co Consumer Defensive	Reduced	240,279	-9,535	$49,951,601	+9.9%	1.49%
Q	Qnity Electronics, Inc. Technology	Reduced	432,042	-5,292	$49,849,005	+39.6%	1.48%
XEL	Xcel Energy Inc Utilities	Reduced	616,558	-6,756	$48,979,367	+6.4%	1.46%
SNX	Td Synnex Corp Technology	Reduced	288,846	-4,719	$48,731,208	+10.5%	1.45%
AVY	Avery Dennison Corp Consumer Cyclical	Reduced	270,056	-1,403	$46,633,270	−5.5%	1.39%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	325,500	-10,648	$46,621,365	−6.9%	1.39%
TEL	TE Connectivity plc Technology	Reduced	217,338	-2,064	$45,427,988	−9.0%	1.35%
TOL	Toll Brothers, Inc. Consumer Cyclical	Reduced	327,136	-12,938	$44,644,249	−2.9%	1.33%
JPM	Jpmorgan Chase & Co Financial Services	Added	151,088	+1,969	$44,444,046	−7.5%	1.32%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	620,532	-52,441	$44,169,467	−20.0%	1.32%
OTIS	Otis Worldwide Corp Industrials	Added	555,220	+11,358	$42,796,357	−9.9%	1.27%
YUM	Yum Brands Inc Consumer Cyclical	Added	274,360	+1,059	$42,657,492	+3.2%	1.27%
ACGL	Arch Capital Group Ltd. Financial Services	Added	443,104	+3,005	$42,533,552	+0.8%	1.27%
TECK	Teck Resources Ltd Basic Materials	Added	792,626	+159,876	$41,018,395	+35.4%	1.22%
CPAY	Corpay, Inc. Technology	Added	137,454	+12,723	$39,997,739	+6.6%	1.19%
CCI	Crown Castle Inc. Real Estate	Added	489,627	+99,483	$39,811,571	+14.8%	1.19%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Added	1,503,199	+205,201	$39,579,229	+8.9%	1.18%
SOLV	Solventum Corp Healthcare	Added	590,307	+2,385	$38,547,047	−17.3%	1.15%
ADSK	Autodesk, Inc. Technology	Reduced	147,030	-511	$35,198,982	−19.4%	1.05%
REXR	Rexford Industrial Realty, Inc. Real Estate	Reduced	1,070,951	-9,283	$35,052,226	−16.2%	1.04%
WSO	Watsco Inc Industrials	Added	91,378	+5,986	$33,242,402	+15.5%	0.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	65,757	+17,437	$31,510,754	+29.7%	0.94%
JNJ	Johnson & Johnson Healthcare	Reduced	125,560	-22,965	$30,691,886	−0.1%	0.91%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	461,710	NEW	$30,052,703	NEW	0.89%
BSX	Boston Scientific Corp Healthcare	Added	463,696	+4,399	$29,096,924	−33.6%	0.87%
BLDR	Builders FirstSource, Inc. Industrials	NEW	348,580	NEW	$28,698,591	NEW	0.85%
FLR	Fluor Corp Industrials	Reduced	591,572	-26,514	$27,596,833	+12.7%	0.82%
BR	Broadridge Financial Solutions, Inc. Technology	Added	168,219	+2,411	$27,332,223	−26.1%	0.81%