Fund Holdings — ANCHOR CAPITAL ADVISORS LLC

Total Portfolio Value
$3.51B
Total Bought
$349.40M
Total Sold
$389.82M
Net Transaction
-$40.43M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SUNBELT RENTALS HOLDINGS INC(SUNB)0461,710+461,710030,0530.86%+30,053
BUILDERS FIRSTSOURCE INC(BLDR)0348,580+348,580028,6990.82%+28,699
PAYCOM SOFTWARE INC(PAYC)0183,231+183,231022,2700.63%+22,270
CNH INDL N V
SHS
3,110,2634,622,073+1,511,81028,67750,8431.45%+22,166
DIAMONDBACK ENERGY INC(FANG)362,385351,791-10,59454,47769,5811.98%+15,104
AIR PRODUCTS AND CHEMICALS I197,207218,046+20,83948,71463,3401.80%+14,626
QNITY ELECTRONICS INC(Q)437,334432,042-5,29235,70849,8491.42%+14,141
CASEYS GEN STORES INC(CASY)96,53692,474-4,06253,35667,3081.92%+13,952
ISHARES TR251,317398,796+147,47920,81432,9290.94%+12,115
ASTRAZENECA PLC(AZN)054,763+54,763010,8000.31%+10,800
TECK RESOURCES LTD(TECK)632,750792,626+159,87630,30241,0181.17%+10,716
SOLSTICE ADVANCED MATLS INC(SOLS)276,222274,497-1,72513,41920,9060.60%+7,487
CORTEVA INC(CTVA)637,237598,577-38,66042,71450,1071.43%+7,393
BERKSHIRE HATHAWAY INC DEL48,32065,757+17,43724,28831,5110.90%+7,223
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
0137,119+137,11907,1560.20%+7,156
CBOE GLOBAL MKTS INC(CBOE)297,345290,772-6,57374,63481,7272.33%+7,094
MARATHON PETE CORP(MPC)68,31372,629+4,31611,11017,7350.50%+6,625
CHEVRON CORPORATION(CVX)117,190117,565+37517,86124,3240.69%+6,463
IDACORP INC(IDA)417,531413,452-4,07952,84359,1111.68%+6,268
SCHWAB STRATEGIC TR0200,012+200,01205,8260.17%+5,826
LOWES COS INC(LOW)60,34684,259+23,91314,55319,9090.57%+5,356
AMERICAN TOWER CORP(AMT)63,20795,310+32,10311,09716,4490.47%+5,351
MCDONALDS CORP(MCD)52,42968,589+16,16016,02421,3170.61%+5,293
RIO TINTO PLC(RIO)208,395234,303+25,90816,67821,8580.62%+5,180
SHELL PLC(SHEL)261,373262,025+65219,20624,3680.69%+5,163
CROWN CASTLE INC(CCI)390,144489,627+99,48334,67239,8121.13%+5,139
TCW ETF TRUST
FLEXIBLE INCOME
0128,544+128,54405,0480.14%+5,048
SLB LIMITED(SLB)231,578265,310+33,7328,88813,6340.39%+4,746
ALLIANT ENERGY CORP(LNT)778,722771,400-7,32250,62555,3561.58%+4,731
TD SYNNEX CORPORATION(SNX)293,565288,846-4,71944,10248,7311.39%+4,629
HERSHEY CO(HSY)249,814240,279-9,53545,46149,9521.42%+4,491
WATSCO INC(WSO)85,39291,378+5,98628,77333,2420.95%+4,470
ANALOG DEVICES INC(ADI)268,684242,652-26,03272,86777,1972.20%+4,330
FERGUSON ENTERPRISES INC(FERG)300,927305,527+4,60066,99571,2672.03%+4,272
DUPONT DE NEMOURS INC(DD)1,098,0261,054,485-43,54144,14148,2951.37%+4,155
FIDELITY COVINGTON TRUST
ENHANCED INTL
0105,875+105,87503,9390.11%+3,939
ISHARES TR193,283226,745+33,46223,06826,8920.77%+3,824
HUBBELL INC(HUBB)107,465104,869-2,59647,72651,4631.47%+3,737
ENTERGY CORP NEW(ETR)187,382187,018-36417,32021,0130.60%+3,694
LOCKHEED MARTIN CORP(LMT)30,40130,312-8914,70418,3200.52%+3,616
APPLIED MATLS INC74,10265,316-8,78619,04422,3240.64%+3,281
KEURIG DR PEPPER INC(KDP)1,297,9981,503,199+205,20136,35739,5791.13%+3,222
FLUOR CORP(FLR)618,086591,572-26,51424,49527,5970.79%+3,102
INTEL CORP(INTC)332,467347,596+15,12912,26815,3390.44%+3,071
VISA INC(V)41,72758,264+16,53714,63417,6100.50%+2,976
XCEL ENERGY INC(XEL)623,314616,558-6,75646,03848,9791.39%+2,941
CORPAY INC(CPAY)124,731137,454+12,72337,53539,9981.14%+2,462
HONEYWELL INTL INC(HON)63,29065,440+2,15012,34714,7910.42%+2,444
PEPSICO INC(PEP)127,002129,592+2,59018,22720,1240.57%+1,897
TEXAS PACIFIC LAND CORPORATI(TPL)9,3279,605+2782,6794,5580.13%+1,879
CME GROUP INC(CME)65,73767,071+1,33417,95219,8090.56%+1,858
CHORD ENERGY CORPORATION(CHRD)18,13822,826+4,6881,6813,2450.09%+1,564
TRANE TECHNOLOGIES PLC(TT)60,88460,088-79623,69625,0410.71%+1,345
MCGRATH RENTCORP(MGRC)9,03120,580+11,5499482,2700.06%+1,322
RTX CORPORATION(RTX)136,996137,071+7525,12526,4410.75%+1,316
YUM BRANDS INC(YUM)273,301274,360+1,05941,34542,6571.21%+1,313
REALTY INCOME CORP(O)210,840213,771+2,93111,88513,0780.37%+1,193
UNION PAC CORP(UNP)61,39062,951+1,56114,20115,2730.43%+1,072
CHUBB LTD SWITZ
COM
73,13572,961-17422,82723,7800.68%+953
AMERICAN BEACON SELECT FUNDS
GLG NAT RES ETF
74,60079,326+4,7263,2904,0920.12%+802
MAGNOLIA OIL & GAS CORP(MGY)120,421108,471-11,9502,6363,4240.10%+788
SENECA FOODS CORP NEW(SENEA)19,65119,329-3222,1742,9210.08%+747
VANGUARD INDEX FDS2,5533,664+1,1111,6012,1890.06%+588
NICOLET BANKSHARES INC21,43821,217-2212,6003,1530.09%+553
M & T BK CORP(MTB)354,250347,732-6,51871,37471,8832.05%+509
EXXON MOBIL CORP10,63510,527-1081,2801,7860.05%+506
NETGEAR INC(NTGR)86,870120,569+33,6992,1312,6330.07%+502
ISHARES TR06,794+6,79404590.01%+459
EATON CORP PLC(ETN)12,28712,196-913,9144,3620.12%+449
RPM INTL INC(RPM)23,02028,533+5,5132,3942,8360.08%+442
TORO CO(TORO)29,94429,877-672,3572,7920.08%+435
SKYWEST INC(SKYW)16,89723,018+6,1211,6972,1140.06%+417
VANGUARD WORLD FD01,000+1,00003670.01%+367
ISHARES TR02,881+2,88103580.01%+358
ISHARES TR320,187328,624+8,43716,93117,2720.49%+341
DAKTRONICS INC(DAKT)102,896121,295+18,3992,0342,3710.07%+337
ETON PHARMACEUTICALS INC(ETON)40,66840,858+1906881,0080.03%+321
ARCH CAP GROUP LTD
ORD
440,099443,104+3,00542,21442,5341.21%+319
UNIVERSAL LOGISTICS HLDGS IN(ULH)48,54249,896+1,3547371,0550.03%+317
AMERICAN HEALTHCARE REIT INC(AHR)172,086177,692+5,6068,0988,3800.24%+282
UBIQUITI INC(UI)0356+35602810.01%+281
COSTCO WHOLESALE CORPORATION(COST)0270+27002690.01%+269
ISHARES TR04,236+4,23602410.01%+241
ISHARES U S ETF TR
GSCI CMDTY STGY
06,798+6,79802300.01%+230
JOHNSON CONTROLS INTERNATION
SHS
19,75519,75502,3662,5870.07%+221
ISHARES TR
IBDS DEC28 ETF
08,604+8,60402180.01%+218
TOTALENERGIES SE(TTE)02,300+2,30002090.01%+209
VANGUARD INDEX FDS0786+78602020.01%+202
SPDR INDEX SHS FDS
ST STR NAT ETF
02,700+2,70002020.01%+202
ROYAL GOLD INC(RGLD)0792+79202010.01%+201
ICF INTL INC(ICFI)31,81344,497+12,6842,7142,9050.08%+192
VANGUARD ADMIRAL FDS INC3,5185,051+1,5333905800.02%+190
CONOCOPHILLIPS(COP)4,5204,52004235970.02%+174
XPO INC(XPO)2,9202,92003975680.02%+171
UNITED BANKSHARES INC WEST V(UBSI)53,26853,057-2112,0452,1980.06%+152
HAWKINS INC(HWKN)12,56812,465-1031,7851,9150.05%+129
CATERPILLAR INC(CAT)92292205286530.02%+125
UNITIL CORP(UTL)40,96440,229-7351,9842,1020.06%+117
VANGUARD INDEX FDS1,9202,338+4186447500.02%+106
FIDELITY MERRIMACK STR TR27,10929,424+2,3151,2481,3420.04%+94
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ANCHOR CAPITAL ADVISORS LLC — 13F Holdings — Q1 2026 | TickerTrail