Fund Holdings

ANCHOR CAPITAL ADVISORS LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
SUNBELT RENTALS HOLDINGS INC0461,710+461,710030,052,672+30,052,672
BUILDERS FIRSTSOURCE INC0348,580+348,580028,698,631+28,698,631
PAYCOM SOFTWARE INC0183,231+183,231022,269,903+22,269,903
CNH INDL N V3,110,2634,622,073+1,511,81028,676,62750,842,802+22,166,175
DIAMONDBACK ENERGY INC362,385351,791-10,59454,477,28169,580,823+15,103,542
AIR PRODUCTS AND CHEMICALS I197,207218,046+20,83948,714,03363,340,233+14,626,200
QNITY ELECTRONICS INC437,334432,042-5,29235,708,28149,849,033+14,140,752
CASEYS GEN STORES INC96,53692,474-4,06253,356,40267,308,093+13,951,691
ISHARES TR251,317398,796+147,47920,814,05932,928,599+12,114,540
ASTRAZENECA PLC054,763+54,763010,800,455+10,800,455
TECK RESOURCES LTD632,750792,626+159,87630,302,40641,018,393+10,715,987
SOLSTICE ADVANCED MATLS INC276,222274,497-1,72513,418,85220,905,679+7,486,827
CORTEVA INC637,237598,577-38,66042,713,98250,106,872+7,392,890
BERKSHIRE HATHAWAY INC DEL48,32065,757+17,43724,287,90831,510,987+7,223,079
J P MORGAN EXCHANGE TRADED F0137,119+137,11907,156,241+7,156,241
CBOE GLOBAL MKTS INC297,345290,772-6,57374,633,59481,727,254+7,093,660
MARATHON PETE CORP68,31372,629+4,31611,109,79517,734,518+6,624,723
CHEVRON CORPORATION117,190117,565+37517,860,87124,324,288+6,463,417
IDACORP INC417,531413,452-4,07952,842,73959,111,212+6,268,473
SCHWAB STRATEGIC TR0200,012+200,01205,826,350+5,826,350
LOWES COS INC60,34684,259+23,91314,553,03819,908,743+5,355,705
AMERICAN TOWER CORP63,20795,310+32,10311,097,32916,448,533+5,351,204
MCDONALDS CORP52,42968,589+16,16016,023,94321,316,866+5,292,923
RIO TINTO PLC208,395234,303+25,90816,677,84521,858,155+5,180,310
SHELL PLC261,373262,025+65219,205,72424,368,304+5,162,580
CROWN CASTLE INC390,144489,627+99,48334,672,11539,811,574+5,139,459
TCW ETF TRUST0128,544+128,54405,047,923+5,047,923
SLB LIMITED231,578265,310+33,7328,887,97713,634,278+4,746,301
ALLIANT ENERGY CORP778,722771,400-7,32250,624,68955,355,671+4,730,982
TD SYNNEX CORPORATION293,565288,846-4,71944,102,25948,731,254+4,628,995
HERSHEY CO249,814240,279-9,53545,461,09649,951,651+4,490,555
WATSCO INC85,39291,378+5,98628,772,72933,242,382+4,469,653
ANALOG DEVICES INC268,684242,652-26,03272,867,20677,197,186+4,329,980
FERGUSON ENTERPRISES INC300,927305,527+4,60066,995,34071,267,151+4,271,811
DUPONT DE NEMOURS INC1,098,0261,054,485-43,54144,140,65448,295,404+4,154,750
FIDELITY COVINGTON TRUST0105,875+105,87503,938,550+3,938,550
ISHARES TR193,283226,745+33,46223,068,29526,891,911+3,823,616
HUBBELL INC107,465104,869-2,59647,726,31451,463,318+3,737,004
ENTERGY CORP NEW187,382187,018-36417,319,69621,013,328+3,693,632
LOCKHEED MARTIN CORP30,40130,312-8914,703,87318,320,021+3,616,148
APPLIED MATLS INC74,10265,316-8,78619,043,52722,324,446+3,280,919
KEURIG DR PEPPER INC1,297,9981,503,199+205,20136,356,93339,579,242+3,222,309
FLUOR CORP618,086591,572-26,51424,494,75027,596,835+3,102,085
INTEL CORP332,467347,596+15,12912,268,01815,339,429+3,071,411
VISA INC41,72758,264+16,53714,634,06617,609,638+2,975,572
XCEL ENERGY INC623,314616,558-6,75646,037,99748,979,328+2,941,331
CORPAY INC124,731137,454+12,72337,535,34539,997,753+2,462,408
HONEYWELL INTL INC63,29065,440+2,15012,347,23614,791,461+2,444,225
PEPSICO INC127,002129,592+2,59018,227,38120,124,367+1,896,986
TEXAS PACIFIC LAND CORPORATI9,3279,605+2782,678,9764,558,273+1,879,297
CME GROUP INC65,73767,071+1,33417,951,56919,809,463+1,857,894
CHORD ENERGY CORPORATION18,13822,826+4,6881,681,3933,245,401+1,564,008
TRANE TECHNOLOGIES PLC60,88460,088-79623,696,14625,041,172+1,345,026
MCGRATH RENTCORP9,03120,580+11,549947,6232,269,562+1,321,939
RTX CORPORATION136,996137,071+7525,125,13626,440,998+1,315,862
YUM BRANDS INC273,301274,360+1,05941,344,95642,657,493+1,312,537
REALTY INCOME CORP210,840213,771+2,93111,885,02413,078,485+1,193,461
UNION PAC CORP61,39062,951+1,56114,200,65815,273,101+1,072,443
CHUBB LTD SWITZ73,13572,961-17422,826,87723,780,057+953,180
AMERICAN BEACON SELECT FUNDS74,60079,326+4,7263,289,8604,091,635+801,775
MAGNOLIA OIL & GAS CORP120,421108,471-11,9502,636,0163,424,429+788,413
SENECA FOODS CORP NEW19,65119,329-3222,173,9902,920,998+747,008
VANGUARD INDEX FDS2,5533,664+1,1111,601,0632,189,423+588,360
NICOLET BANKSHARES INC21,43821,217-2212,600,4293,153,271+552,842
M & T BK CORP354,250347,732-6,51871,374,23371,883,131+508,898
EXXON MOBIL CORP10,63510,527-1081,279,8161,786,033+506,217
NETGEAR INC86,870120,569+33,6992,130,9212,633,227+502,306
ISHARES TR06,794+6,7940458,799+458,799
EATON CORP PLC12,28712,196-913,913,5324,362,143+448,611
RPM INTL INC23,02028,533+5,5132,394,0542,836,155+442,101
TORO CO29,94429,877-672,357,1922,791,707+434,515
SKYWEST INC16,89723,018+6,1211,696,6282,113,743+417,115
VANGUARD WORLD FD01,000+1,0000367,440+367,440
ISHARES TR02,881+2,8810358,137+358,137
ISHARES TR320,187328,624+8,43716,931,49217,272,474+340,982
DAKTRONICS INC102,896121,295+18,3992,034,2542,371,317+337,063
ETON PHARMACEUTICALS INC40,66840,858+190687,6961,008,375+320,679
ARCH CAP GROUP LTD440,099443,104+3,00542,214,29542,533,556+319,261
UNIVERSAL LOGISTICS HLDGS IN48,54249,896+1,354737,3531,054,801+317,448
AMERICAN HEALTHCARE REIT INC172,086177,692+5,6068,098,3678,379,955+281,588
UBIQUITI INC0356+3560281,343+281,343
COSTCO WHOLESALE CORPORATION0270+2700269,036+269,036
ISHARES TR04,236+4,2360240,562+240,562
ISHARES U S ETF TR06,798+6,7980229,840+229,840
JOHNSON CONTROLS INTERNATION19,75519,75502,365,6612,586,917+221,256
ISHARES TR08,604+8,6040217,939+217,939
TOTALENERGIES SE02,300+2,3000209,254+209,254
VANGUARD INDEX FDS0786+7860202,277+202,277
SPDR INDEX SHS FDS02,700+2,7000201,609+201,609
ROYAL GOLD INC0792+7920201,447+201,447
ICF INTL INC31,81344,497+12,6842,713,6492,905,209+191,560
VANGUARD ADMIRAL FDS INC3,5185,051+1,533390,357580,006+189,649
CONOCOPHILLIPS4,5204,5200423,117596,640+173,523
XPO INC2,9202,9200396,857568,086+171,229
UNITED BANKSHARES INC WEST V53,26853,057-2112,045,4912,197,621+152,130
HAWKINS INC12,56812,465-1031,785,4101,914,624+129,214
CATERPILLAR INC9229220528,186653,200+125,014
UNITIL CORP40,96440,229-7351,984,2962,101,563+117,267
VANGUARD INDEX FDS1,9202,338+418643,718750,054+106,336
FIDELITY MERRIMACK STR TR27,10929,424+2,3151,248,0981,342,323+94,225
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