Fund Holdings — ANCHOR CAPITAL ADVISORS LLC

Total Portfolio Value
$3.41B
Total Bought
$224.95M
Total Sold
$380.30M
Net Transaction
-$155.35M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q1 2025
▲▼
Q2 2025
▲▼
Change
▲▼
Q1 2025
▲▼
Q2 2025
▲▼
Weight (%)
▲▼
Change
▲▼
DUPONT DE NEMOURS INC(DD)0660,253+660,253045,2871.33%+45,287
REXFORD INDL RLTY INC(REXR)01,134,908+1,134,908040,3691.18%+40,369
FERGUSON ENTERPRISES INC(FERG)266,976357,941+90,96542,77877,9422.29%+35,164
BECTON DICKINSON & CO(BDX)1,36793,802+92,43531316,1570.47%+15,844
BWX TECHNOLOGIES INC(BWXT)329,319313,115-16,20432,48745,1071.32%+12,620
LAMAR ADVERTISING CO NEW(LAMR)400,320464,066+63,74645,54856,3191.65%+10,771
TD SYNNEX CORPORATION(SNX)372,152362,546-9,60638,68949,1971.44%+10,509
ANALOG DEVICES INC(ADI)285,349284,451-89857,54667,7051.99%+10,159
APPLIED MATLS INC37,32280,655+43,3335,41614,7660.43%+9,349
ISHARES TR129,967193,925+63,95816,37225,6250.75%+9,253
M & T BK CORP(MTB)343,833363,188+19,35561,46070,4552.07%+8,995
FLUOR CORP NEW(FLR)985,578862,827-122,75135,30344,2371.30%+8,934
HUBBELL INC(HUBB)115,219113,503-1,71638,12746,3561.36%+8,229
MICROSOFT CORP(MSFT)68,36866,585-1,78325,66533,1200.97%+7,455
ISHARES TR163,223232,104+68,88115,56722,2290.65%+6,662
CASEYS GEN STORES INC(CASY)118,760113,898-4,86251,54658,1191.71%+6,573
JPMORGAN CHASE & CO.(JPM)156,140154,303-1,83738,30144,7341.31%+6,433
CORTEVA INC(CTVA)713,735685,217-28,51844,91551,0691.50%+6,154
AUTODESK INC160,720155,333-5,38742,07748,0871.41%+6,010
GOLDMAN SACHS GROUP INC(GS)35,83635,794-4219,57725,3330.74%+5,756
AMERICAN EXPRESS CO(AXP)46,75456,418+9,66412,57917,9960.53%+5,417
TRANE TECHNOLOGIES PLC(TT)67,98564,596-3,38922,90628,2550.83%+5,350
YUM BRANDS INC(YUM)235,486280,546+45,06037,05641,5711.22%+4,515
MCKESSON CORP(MCK)121,369117,025-4,34481,68085,7542.52%+4,073
PNC FINL SVCS GROUP INC(PNC)354,410354,777+36762,29566,1371.94%+3,843
LOCKHEED MARTIN CORP(LMT)25,82631,304+5,47811,53714,4980.43%+2,961
CNH INDL N V
SHS
4,712,3074,673,584-38,72357,86760,5701.78%+2,703
MID-AMER APT CMNTYS INC(MAA)301,395356,670+55,27550,50852,7911.55%+2,283
CONNECTONE BANCORP INC(CNOB)086,422+86,42202,0020.06%+2,002
RTX CORPORATION(RTX)186,663181,781-4,88224,72526,5440.78%+1,818
ICF INTL INC(ICFI)020,534+20,53401,7390.05%+1,739
TORO CO(TORO)024,292+24,29201,7170.05%+1,717
NORFOLK SOUTHN CORP(NSC)133,622130,335-3,28731,64833,3620.98%+1,713
BOSTON SCIENTIFIC CORP(BSX)496,361481,206-15,15550,07351,6861.52%+1,613
HONEYWELL INTL INC(HON)69,40569,147-25814,69616,1030.47%+1,406
MARATHON PETE CORP(MPC)71,68970,655-1,03410,44411,7370.34%+1,292
ISHARES TR17,75323,679+5,9263,3404,5990.13%+1,259
PARKER-HANNIFIN CORP(PH)15,95315,570-3839,69710,8750.32%+1,178
AMERICAN HEALTHCARE REIT INC(AHR)169,528167,065-2,4635,1376,1380.18%+1,001
CRH PLC
ORD
692,123673,104-19,01960,88661,7911.81%+905
FREEPORT-MCMORAN INC(FCX)156,232156,482+2505,9156,7830.20%+869
REV GROUP INC61,89156,983-4,9081,9562,7120.08%+756
MARKEL GROUP INC(MKL)37,65835,595-2,06370,40671,0972.09%+691
CROWN CASTLE INC(CCI)452,097464,425+12,32847,12247,7101.40%+588
CME GROUP INC(CME)66,02065,605-41517,51418,0820.53%+568
DAKTRONICS INC(DAKT)200,285195,847-4,4382,4392,9610.09%+522
JOHNSON CTLS INTL PLC
SHS
19,77019,77001,5842,0880.06%+504
AMAZON COM INC(AMZN)2,6954,595+1,9005131,0080.03%+495
ETON PHARMACEUTICALS INC(ETON)60,17987,661+27,4827811,2490.04%+468
HAWKINS INC(HWKN)14,55214,109-4431,5412,0050.06%+464
ORACLE CORP(ORCL)5,7505,75008041,2570.04%+453
VANGUARD INDEX FDS9041,612+7084659160.03%+451
AMERICAN BEACON SELECT FUNDS
GLG NAT RES ETF
70,94175,866+4,9252,1132,5200.07%+408
CITI TRENDS INC(CTRN)29,08028,215-8656449420.03%+298
PJT PARTNERS INC(PJT)11,68911,336-3531,6121,8710.05%+259
WOODWARD INC(WWD)01,005+1,00502460.01%+246
NICOLET BANKSHARES INC23,04922,245-8042,5112,7470.08%+235
BRIGHTVIEW HLDGS INC(BV)70,57268,422-2,1509061,1390.03%+233
ISHARES TR6,3587,488+1,1309601,1810.03%+221
MR COOPER GROUP INC01,425+1,42502130.01%+213
SENECA FOODS CORP NEW(SENEA)23,51122,710-8012,0932,3030.07%+210
NOVARTIS AG(NVS)01,718+1,71802080.01%+208
MSA SAFETY INC(MSA)10,90110,778-1231,5991,8060.05%+207
ISHARES TR16,50215,509-9935,0625,2660.15%+205
MAYVILLE ENGR CO INC(MEC)100,84997,638-3,2111,3541,5580.05%+204
SKYWEST INC(SKYW)15,84915,333-5161,3851,5790.05%+194
WINMARK CORP(WINA)3,4573,359-981,0991,2680.04%+170
ALPHABET INC(GOOG)7,6377,63701,1811,3460.04%+165
UFP TECHNOLOGIES INC(UFPT)4,3934,280-1138861,0450.03%+159
BOEING CO(BA)3,5433,54306047420.02%+138
EVEREST GROUP LTD(EG)6,4637,306+8432,3482,4830.07%+135
ALPHABET INC(GOOG)6,2656,26509791,1110.03%+133
STATE STR CORP(STT)6,2066,116-905566500.02%+95
MARRIOTT INTL INC NEW(MAR)3,0622,999-637298190.02%+90
PAYPAL HLDGS INC(PYPL)14,47013,795-6759441,0250.03%+81
NELNET INC(NNI)13,32712,871-4561,4781,5590.05%+81
RESMED INC(RMD)2,3352,33505236020.02%+80
TEXAS INSTRS INC(TXN)2,8002,80005035810.02%+78
ABBOTT LABS138,609135,758-2,85118,38618,4640.54%+78
CISCO SYS INC(CSCO)10,40910,349-606427180.02%+76
STRYKER CORPORATION(SYK)3,1283,12801,1641,2380.04%+73
ISHARES TR16,71316,596-1179149820.03%+69
ULTA BEAUTY INC(ULTA)941883-583454130.01%+68
SALESFORCE INC(CRM)29,64729,397-2507,9568,0160.24%+60
META PLATFORMS INC(META)36236202092670.01%+59
VANGUARD INDEX FDS1,9201,92005285840.02%+56
CATERPILLAR INC(CAT)92292203043580.01%+54
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)16,34016,3400511020.00%+51
HOLOGIC INC14,66014,66009069550.03%+50
SPDR S&P 500 ETF TR(SPY)653669+163654140.01%+48
UNITED BANKSHARES INC WEST V(UBSI)48,89947,651-1,2481,6951,7360.05%+41
ISHARES TR
CORE MSCI EAFE
4,9754,97503764150.01%+39
HINGHAM INSTN SVGS MASS5,3645,289-751,2761,3140.04%+38
VANGUARD INDEX FDS4,8834,521-3621,2551,2900.04%+35
XPO INC(XPO)3,1202,920-2003363690.01%+33
ISHARES TR1,007962-455665970.02%+31
ISHARES TR12,16311,463-7009941,0250.03%+31
HCI GROUP INC1,4251,575+1502132400.01%+27
AMETEK INC2,7332,73304704950.01%+24
DREAM FINDERS HOMES INC(DFH)22,67621,233-1,4435125340.02%+22
Page 1 of 3
ANCHOR CAPITAL ADVISORS LLC — 13F Holdings — Q2 2025 | TickerTrail