Fund HoldingsANCHOR CAPITAL ADVISORS LLC

Total Portfolio Value
$3.86B
Total Bought
$286.39M
Total Sold
$319.79M
Net Transaction
-$33.40M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
EVERSOURCE ENERGY(ES)0578,102+578,102040,9991.06%+40,999
BERKLEY W R CORP228,644885,912+657,26814,23552,7651.37%+38,530
NORFOLK SOUTHN CORP(NSC)0164,346+164,346037,2670.97%+37,267
NATIONAL STORAGE AFFILIATES(NSA)01,092,824+1,092,824038,0630.99%+38,063
BIO RAD LABS INC072,653+72,653027,5440.71%+27,544
CHARLES RIV LABS INTL INC(CRL)0124,582+124,582026,1930.68%+26,193
THERMO FISHER SCIENTIFIC INC(TMO)026,602+26,602013,8800.36%+13,880
UNION PAC CORP(UNP)065,383+65,383013,3790.35%+13,379
MCKESSON CORP(MCK)236,801228,289-8,51284,31397,5502.53%+13,237
BOOZ ALLEN HAMILTON HLDG COR794,342765,486-28,85673,62885,4282.22%+11,801
ALLIANT ENERGY CORP(LNT)983,4231,115,098+131,67552,51558,5201.52%+6,006
CASEYS GEN STORES INC(CASY)271,836264,399-7,43758,84264,4821.67%+5,640
BROADRIDGE FINL SOLUTIONS IN(BR)383,433372,290-11,14356,20061,6621.60%+5,463
JPMORGAN CHASE & CO(JPM)171,186185,554+14,36822,30726,9870.70%+4,680
ISHARES TR382,174428,004+45,83044,96349,3321.28%+4,369
AMERICOLD REALTY TRUST INC(COLD)1,329,8391,291,813-38,02637,83441,7261.08%+3,892
ISHARES TR363,151395,972+32,82140,12843,7351.13%+3,607
MARKEL GROUP INC(MKL)54,52552,872-1,65369,65173,1321.90%+3,481
MICROSOFT CORP(MSFT)105,94199,065-6,87630,54333,7360.88%+3,193
EXPEDITORS INTL WASH INC(EXPD)494,894473,121-21,77354,49857,3091.49%+2,811
M & T BK CORP(MTB)449,738451,517+1,77953,77555,8801.45%+2,105
ASTRAZENECA PLC(AZN)173,799196,762+22,96312,06314,0820.37%+2,019
BOSTON SCIENTIFIC CORP(BSX)1,347,0101,275,129-71,88167,39168,9721.79%+1,581
ALCON AG(ALC)207,357197,086-10,27114,62716,1830.42%+1,556
JOHNSON & JOHNSON(JNJ)154,934154,269-66524,01525,5350.66%+1,520
PARKER-HANNIFIN CORP(PH)35,76434,510-1,25412,02113,4600.35%+1,440
TE CONNECTIVITY LTD(TEL)432,787415,198-17,58956,76058,1941.51%+1,434
VONTIER CORPORATION(VNT)2,001,3931,742,691-258,70254,71856,1321.46%+1,414
QUALCOMM INC(QCOM)92,537110,675+18,13811,80613,1750.34%+1,369
FRANCO NEV CORP(FNV)84,38395,557+11,17412,30313,6260.35%+1,323
BERKSHIRE HATHAWAY INC DEL37,84337,346-49711,68512,7350.33%+1,050
CI&T INC0156,950+156,95009840.03%+984
MCGRATH RENTCORP(MGRC)010,383+10,38309600.02%+960
LOWES COS INC(LOW)88,39882,434-5,96417,67718,6050.48%+928
COMCAST CORP NEW(CCZ)353,693344,280-9,41313,40914,3050.37%+896
MAYVILLE ENGR CO INC069,539+69,53908660.02%+866
DREAM FINDERS HOMES INC(DFH)077,421+77,42101,9040.05%+1,904
CONSTELLATION BRANDS INC(STZ)03,464+3,46408530.02%+853
OPEN LENDING CORP080,020+80,02008410.02%+841
ABBOTT LABS142,703139,209-3,49414,45015,1770.39%+727
CANADIAN PACIFIC KANSAS CITY(CP)08,698+8,69807030.02%+703
WALMART INC(WMT)112,431109,884-2,54716,57817,2720.45%+694
AIRSCULPT TECHNOLOGIES INC078,767+78,76706790.02%+679
AIR PRODS & CHEMS INC47,85648,106+25013,74514,4090.37%+664
CELSIUS HLDGS INC(CELH)011,511+11,51101,7170.04%+1,717
BRC INC0223,355+223,35501,1530.03%+1,153
JANUS INTERNATIONAL GROUP IN0163,022+163,02201,7380.05%+1,738
HALLIBURTON CO(HAL)828,233810,448-17,78526,20526,7370.69%+531
CRANE NXT CO(CXT)09,329+9,32905270.01%+527
CLIMB GLOBAL SOLUTIONS INC010,074+10,07404820.01%+482
GIBRALTAR INDS INC(ROCK)020,376+20,37601,2820.03%+1,282
EXP WORLD HLDGS INC061,702+61,70201,2510.03%+1,251
PERFICIENT INC017,710+17,71001,4760.04%+1,476
KAROOOOO LTD(KARO)015,762+15,76203680.01%+368
HELEN OF TROY LTD09,889+9,88901,0680.03%+1,068
INMODE LTD(INMD)037,747+37,74701,4100.04%+1,410
ISHARES TR018,766+18,76604,5740.12%+4,574
CISCO SYS INC(CSCO)059,062+59,06203,0560.08%+3,056
ZEVIA PBC0256,757+256,75701,1070.03%+1,107
DOUGLAS DYNAMICS INC(PLOW)037,824+37,82401,1300.03%+1,130
SPECTRUM BRANDS HLDGS INC NE(SPB)014,054+14,05401,0970.03%+1,097
RPM INTL INC(RPM)027,930+27,93002,5060.07%+2,506
TRANE TECHNOLOGIES PLC(TT)286,878277,398-9,48052,78053,0551.38%+275
QUIPT HOME MEDICAL CORP047,873+47,87302560.01%+256
AON PLC(AON)08,081+8,08102,7900.07%+2,790
FIRST LONG IS CORP075,443+75,44309070.02%+907
GENUINE PARTS CO(GPC)016,277+16,27702,7550.07%+2,755
SIMPSON MFG INC(SSD)07,679+7,67901,0640.03%+1,064
NV5 GLOBAL INC025,681+25,68102,8450.07%+2,845
INVESCO QQQ TR0544+54402010.01%+201
ISHARES TR08,456+8,45601,1910.03%+1,191
UNILEVER PLC(UL)060,561+60,56103,1570.08%+3,157
MEDTRONIC PLC(MDT)0110,939+110,93909,7740.25%+9,774
ISHARES TR023,700+23,70004,4380.12%+4,438
MSA SAFETY INC(MSA)014,571+14,57102,5350.07%+2,535
UFP TECHNOLOGIES INC(UFPT)08,840+8,84001,7140.04%+1,714
DOW INC(DOW)045,244+45,24402,4100.06%+2,410
MAGNOLIA OIL & GAS CORP(MGY)062,192+62,19201,3000.03%+1,300
SHELL PLC(SHEL)255,488245,870-9,61814,70114,8460.39%+145
SP PLUS CORP033,865+33,86501,3240.03%+1,324
SONOCO PRODS CO(SON)034,417+34,41702,0310.05%+2,031
ALPHABET INC(GOOG)08,060+8,06009650.03%+965
LIFEMD INC063,260+63,26002750.01%+275
VISA INC(V)69,47866,459-3,01915,66515,7830.41%+118
VANGUARD INDEX FDS06,166+6,16601,2500.03%+1,250
ISHARES TR031,409+31,40902,2940.06%+2,294
ORACLE CORP(ORCL)03,475+3,47504140.01%+414
AMERICAN EXPRESS CO(AXP)67,25164,191-3,06011,09311,1820.29%+89
FISERV INC(FISV)08,064+8,06401,0170.03%+1,017
BOOT BARN HLDGS INC029,073+29,07302,4620.06%+2,462
RED VIOLET INC018,861+18,86103880.01%+388
HAWKINS INC(HWKN)022,932+22,93201,0940.03%+1,094
ROSS STORES INC(ROST)014,684+14,68401,6470.04%+1,647
ALPHABET INC(GOOG)06,265+6,26507580.02%+758
HILLMAN SOLUTIONS CORP(HLMN)0122,196+122,19601,1010.03%+1,101
EVEREST RE GROUP LTD(EG)07,479+7,47902,5570.07%+2,557
UNITIL CORP(UTL)022,928+22,92801,1630.03%+1,163
UNITED BANKSHARES INC WEST V(UBSI)032,703+32,70309700.03%+970
AMAZON COM INC(AMZN)02,860+2,86003730.01%+373
COLGATE PALMOLIVE CO(CL)033,881+33,88102,6100.07%+2,610
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