Anchor Capital Advisors LLC (CIK: 0000813933) is a financial institution headquartered at Two International Place, , Boston, Massachusetts 02110. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $3.56 B, comprising 244 distinct securities. Over its filing history, it has submitted 54 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 20.5%. Quarterly turnover: 7.9%. ▲ 15 new, +43 added, −156 reduced, ×21 exited.

Top Buys

Q2 2026

1. AHR American Healthcare Reit

+$36.26 M

2. LNG Cheniere Energy

+$32.47 M

3. FNV Franco-Nevada Corporation

+$31.99 M

4. SOLS Solstice Advanced Materials

+$31.55 M

5. HONA Honeywell Aerospace

+$31.06 M

Top Sells

Q2 2026

1. OTIS Otis Worldwide Corporation

−$42.8 M

2. REXR Rexford Industrial Realty

−$35.05 M

3. FLR Fluor Corporation

−$28.09 M

4. PAYC Paycom Software

−$22.27 M

5. BR Broadridge Financial Solutions

−$20.89 M

Stocks/ETFs

+1.30%

$3.56 B 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Analog Devices ADI	227,420	$90.32 M	2.54%	▼ 15,232	Reduce -6.3%
M&T Bank Corporation MTB	335,731	$79.91 M	2.25%	▼ 12,001	Reduce -3.5%
The Pnc Financial Services Group PNC	311,660	$76.74 M	2.16%	▼ 19,134	Reduce -5.8%
W R Berkley Corporation WRB	1.04 M	$73.02 M	2.05%	▼ 98,540	Reduce -8.7%
Mckesson Corporation MCK	94,509	$71.41 M	2.01%	▼ 3,481	Reduce -3.6%
Ferguson Enterprises FERG	300,874	$71.41 M	2.01%	▼ 4,653	Reduce -1.5%
Crh PLC CRH	647,972	$69.33 M	1.95%	▲ 3,157	Add 0.5%
Td Synnex Corporation SNX	247,410	$66.14 M	1.86%	▼ 41,436	Reduce -14.4%
Cboe Global Markets N/A	267,152	$64.83 M	1.82%	▼ 23,620	Reduce -8.1%
Qnity Electronics Q	396,613	$64.77 M	1.82%	▼ 35,429	Reduce -8.2%

View Full List

Anchor Capital Advisors LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Anchor Capital Advisors LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 53 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
Loading holdings data...

Showing 1 to 20 of 0 entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
Loading options data...

Showing 1 to 20 of 0 entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

Name	Amount	Value	% of Portfolio	% Change
Loading debt data...

Showing 1 to 20 of 0 entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

Name	Shares	Value	% of Portfolio	% Change
Loading other data...

Showing {0} to {1} of {2} entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

Anchor Capital Advisors LLC Quarterly 13F Statistics

Discover detailed insights into Anchor Capital Advisors LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

Showing 1 to 20 of 0 entries

Show: per page

Anchor Capital Advisors LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Anchor Capital Advisors LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

Showing 1 to 20 of 0 entries

Show: per page

Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
Loading transactions...
No transactions found matching your filters.
Filed: Filed:	:	Shares Traded:	Held:

Showing to of results

Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Anchor Capital Advisors LLC 13F Filings, Portfolio & Analysis

Anchor Capital Advisors LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Anchor Capital Advisors LLC's Portfolio

Anchor Capital Advisors LLC Quarterly 13F Statistics

Anchor Capital Advisors LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)