Fund HoldingsANCHOR CAPITAL ADVISORS LLC

Total Portfolio Value
$3.76B
Total Bought
$290.39M
Total Sold
$461.16M
Net Transaction
-$170.77M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TE CONNECTIVITY PLC(TEL)0327,896+327,896049,5091.32%+49,509
SOLVENTUM CORP(SOLV)0675,522+675,522047,0971.25%+47,097
FERGUSON ENTERPRISES INC(FERG)0159,152+159,152031,6030.84%+31,603
GE HEALTHCARE TECHNOLOGIES I(GEHC)0281,893+281,893026,4560.70%+26,456
MCDONALDS CORP(MCD)12,24657,619+45,3733,12117,5450.47%+14,425
CRH PLC
ORD
0697,487+697,487064,6851.72%+64,685
CBOE GLOBAL MKTS INC(CBOE)0370,801+370,801075,9662.02%+75,966
UNITEDHEALTH GROUP INC(UNH)041,429+41,429024,2230.64%+24,223
CROWN CASTLE INC(CCI)0328,248+328,248038,9401.03%+38,940
PNC FINL SVCS GROUP INC(PNC)0396,834+396,834073,3551.95%+73,355
TOLL BROTHERS INC(TOL)154,018175,300+21,28217,74027,0820.72%+9,342
BIO RAD LABS INC097,760+97,760032,7090.87%+32,709
ISHARES TR096,954+96,95409,2890.25%+9,289
NORDSON CORP(NDSN)033,484+33,48408,7940.23%+8,794
BERKSHIRE HATHAWAY INC DEL054,578+54,578025,1200.67%+25,120
GLOBUS MED INC(GMED)409,975508,361+98,38628,07936,3680.97%+8,289
M & T BK CORP(MTB)391,658378,522-13,13659,28167,4221.79%+8,141
EVERSOURCE ENERGY(ES)0772,269+772,269052,5531.40%+52,553
ALLIANT ENERGY CORP(LNT)964,337928,999-35,33849,08556,3811.50%+7,296
HUBBELL INC(HUBB)0119,817+119,817051,3241.36%+51,324
TRANE TECHNOLOGIES PLC(TT)0139,703+139,703054,3071.44%+54,307
CORPAY INC(CPAY)65,83176,710+10,87917,53823,9920.64%+6,454
SUN CMNTYS INC(SUI)0437,981+437,981059,1931.57%+59,193
MID-AMER APT CMNTYS INC(MAA)326,812328,799+1,98746,60752,2461.39%+5,639
NATIONAL STORAGE AFFILIATES980,081947,316-32,76540,39945,6611.21%+5,262
SS&C TECHNOLOGIES HLDGS INC(SSNC)0569,665+569,665042,2751.12%+42,275
XCEL ENERGY INC(XEL)0467,740+467,740030,5430.81%+30,543
ISHARES TR971,5211,013,013+41,492107,353112,0702.98%+4,717
LAMAR ADVERTISING CO NEW(LAMR)0436,224+436,224058,2791.55%+58,279
CNH INDL N V
SHS
3,202,6843,325,311+122,62732,44336,9110.98%+4,468
SMITH A O CORP(AOS)0665,948+665,948059,8221.59%+59,822
NORFOLK SOUTHN CORP(NSC)0141,763+141,763035,2280.94%+35,228
BWX TECHNOLOGIES INC(BWXT)0366,320+366,320039,8191.06%+39,819
BERKLEY W R CORP01,358,295+1,358,295077,0562.05%+77,056
DIAGEO PLC(DEO)078,573+78,573011,0270.29%+11,027
RTX CORPORATION(RTX)209,421202,944-6,47721,02424,5890.65%+3,565
FIDELITY NATL INFORMATION SV(FIS)0619,197+619,197051,8581.38%+51,858
GARTNER INC(IT)072,666+72,666036,8240.98%+36,824
TECK RESOURCES LTD(TECK)378,900410,921+32,02118,14921,4670.57%+3,317
PROGRESSIVE CORP(PGR)083,850+83,850021,2780.57%+21,278
LOWES COS INC(LOW)068,244+68,244018,4840.49%+18,484
AUTODESK INC0146,932+146,932040,4771.08%+40,477
PORTLAND GEN ELEC CO(POR)894,856870,588-24,26838,69441,7011.11%+3,008
LOCKHEED MARTIN CORP(LMT)27,80327,312-49112,98715,9650.42%+2,978
FLUOR CORP NEW(FLR)01,107,072+1,107,072052,8181.40%+52,818
WALMART INC(WMT)250,194243,481-6,71316,94119,6610.52%+2,720
ENTERGY CORP NEW(ETR)0120,270+120,270015,8290.42%+15,829
BROADRIDGE FINL SOLUTIONS IN(BR)0195,149+195,149041,9631.11%+41,963
AMERICAN TOWER CORP NEW(AMT)73,31471,892-1,42214,25116,7190.44%+2,468
CHUBB LIMITED
COM
081,047+81,047023,3730.62%+23,373
ABBVIE INC(ABBV)095,498+95,498018,8590.50%+18,859
BOOZ ALLEN HAMILTON HLDG COR0391,408+391,408063,7061.69%+63,706
AMERICAN EXPRESS CO(AXP)62,27761,409-86814,42016,6540.44%+2,234
IDACORP INC(IDA)180,068183,861+3,79316,77318,9540.50%+2,181
CORTEVA INC(CTVA)0191,394+191,394011,2520.30%+11,252
PARKER-HANNIFIN CORP(PH)017,620+17,620011,1330.30%+11,133
AIR PRODS & CHEMS INC57,18356,295-88814,75616,7610.45%+2,005
GALLAGHER ARTHUR J & CO(AJG)144,426139,597-4,82937,45139,2781.04%+1,827
JOHNSON & JOHNSON(JNJ)0125,651+125,651020,3630.54%+20,363
THERMO FISHER SCIENTIFIC INC(TMO)031,351+31,351019,3930.52%+19,393
CME GROUP INC(CME)071,288+71,288015,7300.42%+15,730
ALCON AG(ALC)170,164166,366-3,79815,15816,6480.44%+1,490
EXPEDITORS INTL WASH INC(EXPD)0370,448+370,448048,6771.29%+48,677
HERSHEY CO(HSY)0250,127+250,127047,9691.27%+47,969
MONDELEZ INTL INC(MDLZ)0187,387+187,387013,8050.37%+13,805
ABBOTT LABS144,513142,912-1,60115,01616,2930.43%+1,277
WATSCO INC(WSO)089,271+89,271043,9111.17%+43,911
UNION PAC CORP(UNP)065,854+65,854016,2320.43%+16,232
COMCAST CORP NEW(CCZ)0363,626+363,626015,1890.40%+15,189
TD SYNNEX CORPORATION(SNX)418,936409,637-9,29948,34549,1891.31%+844
COMMUNITY HEALTHCARE TR INC077,695+77,69501,4100.04%+1,410
APPLE INC(AAPL)31,85331,962+1096,7097,4470.20%+738
PROCTER AND GAMBLE CO(PG)0117,804+117,804020,4040.54%+20,404
SALESFORCE INC(CRM)052,824+52,824014,4580.38%+14,458
ATMUS FILTRATION TECHNOLOGIE(ATMU)66,37167,143+7721,9102,5200.07%+610
FIRST LONG IS CORP0175,364+175,36402,2570.06%+2,257
OTIS WORLDWIDE CORP(OTIS)091,921+91,92109,5540.25%+9,554
TEXAS PACIFIC LAND CORPORATI(TPL)03,464+3,46403,0650.08%+3,065
GIBRALTAR INDS INC(ROCK)026,312+26,31201,8400.05%+1,840
UNILEVER PLC(UL)54,07353,955-1182,9733,5050.09%+531
APOLLO GLOBAL MGMT INC(APO)105,180103,341-1,83912,41912,9080.34%+490
STAG INDL INC(STAG)35,48045,193+9,7131,2791,7670.05%+487
BRIGHTVIEW HLDGS INC(BV)47,08370,296+23,2136261,1060.03%+480
JPMORGAN CHASE & CO.(JPM)174,690169,822-4,86835,33335,8090.95%+476
CLOROX CO DEL(CLX)016,433+16,43302,6770.07%+2,677
VISA INC(V)052,321+52,321014,3860.38%+14,386
ISHARES TR0287,359+287,359015,4370.41%+15,437
CAVCO INDS INC DEL(CVCO)05,123+5,12302,1940.06%+2,194
ISHARES TR021,937+21,93704,8460.13%+4,846
PJT PARTNERS INC(PJT)16,68816,441-2471,8012,1920.06%+391
COMMUNITY FINANCIAL SYSTEM I(CBU)33,28432,964-3201,5711,9140.05%+343
AON PLC(AON)07,376+7,37602,5520.07%+2,552
ISHARES TR035,237+35,23703,1060.08%+3,106
HINGHAM INSTN SVGS MASS5,3705,295-759611,2880.03%+328
ISHARES TR18,42618,42605,4835,7930.15%+310
ISHARES TR0899+89902940.01%+294
PAYPAL HLDGS INC(PYPL)014,787+14,78701,1540.03%+1,154
ISHARES TR0338,311+338,311017,8150.47%+17,815
NICOLET BANKSHARES INC23,49623,259-2371,9512,2240.06%+273
ISHARES TR0197,779+197,779023,6550.63%+23,655
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