Fund Holdings — ANCHOR CAPITAL ADVISORS LLC

Total Portfolio Value
$3.46B
Total Bought
$211.78M
Total Sold
$348.69M
Net Transaction
-$136.91M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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OTIS WORLDWIDE CORP(OTIS)82,732561,997+479,2658,19251,3831.49%+43,191
IDACORP INC(IDA)168,981423,402+254,42119,50955,9531.62%+36,444
CRH PLC
ORD
673,104651,350-21,75461,79178,0972.26%+16,306
DUPONT DE NEMOURS INC(DD)660,253749,998+89,74545,28758,4251.69%+13,138
GLOBUS MED INC(GMED)562,951800,282+237,33133,22545,8321.33%+12,607
AVERY DENNISON CORP186,291275,939+89,64832,68844,7491.29%+12,061
TOLL BROTHERS INC(TOL)335,599359,057+23,45838,30249,6001.44%+11,298
DIAMONDBACK ENERGY INC(FANG)294,173358,081+63,90840,41951,2411.48%+10,822
TE CONNECTIVITY PLC(TEL)237,132229,214-7,91839,99750,3191.46%+10,322
XCEL ENERGY INC(XEL)660,346644,920-15,42644,97052,0131.51%+7,043
TECK RESOURCES LTD(TECK)433,907552,058+118,15117,52124,2300.70%+6,709
TD SYNNEX CORPORATION(SNX)362,546340,447-22,09949,19755,7481.61%+6,551
REXFORD INDL RLTY INC(REXR)1,134,9081,111,130-23,77840,36945,6791.32%+5,310
GE HEALTHCARE TECHNOLOGIES I(GEHC)632,207693,307+61,10046,82852,0671.51%+5,240
RIO TINTO PLC(RIO)153,508211,721+58,2138,95413,9760.40%+5,022
PEPSICO INC(PEP)100,431129,621+29,19013,26118,2040.53%+4,943
GALLAGHER ARTHUR J & CO(AJG)124,156144,228+20,07239,74544,6731.29%+4,928
JOHNSON & JOHNSON(JNJ)153,520151,636-1,88423,45028,1160.81%+4,666
ALLIANT ENERGY CORP(LNT)802,686788,725-13,96148,53853,1681.54%+4,630
HERSHEY CO(HSY)258,889253,231-5,65842,96347,3671.37%+4,404
ISHARES TR193,925214,223+20,29825,62529,9200.87%+4,295
HALLIBURTON CO(HAL)789,117826,896+37,77916,08220,3420.59%+4,259
RUSSELL INVTS EXCHANGE TRADE
US SM CA EQ ETF
0107,520+107,52003,2700.09%+3,270
CORPAY INC(CPAY)91,590116,637+25,04730,39133,5980.97%+3,207
PNC FINL SVCS GROUP INC(PNC)354,777345,032-9,74566,13769,3272.01%+3,190
RTX CORPORATION(RTX)181,781177,232-4,54926,54429,6560.86%+3,113
MCKESSON CORP(MCK)117,025114,937-2,08885,75488,7932.57%+3,039
JPMORGAN CHASE & CO.(JPM)154,303151,408-2,89544,73447,7591.38%+3,025
INTEL CORP(INTC)088,457+88,45702,9680.09%+2,968
ABBVIE INC(ABBV)63,92063,169-75111,86514,6260.42%+2,761
GOLDMAN SACHS GROUP INC(GS)35,79434,801-99325,33327,7140.80%+2,380
PROGRESS SOFTWARE CORP(PRGS)052,340+52,34002,2990.07%+2,299
SALESFORCE INC(CRM)29,39743,499+14,1028,01610,3090.30%+2,293
THERMO FISHER SCIENTIFIC INC(TMO)27,58127,581011,18313,3770.39%+2,194
EXPEDITORS INTL WASH INC(EXPD)353,148346,400-6,74840,34742,4651.23%+2,118
MARATHON PETE CORP(MPC)70,65569,130-1,52511,73713,3240.39%+1,588
LOWES COS INC(LOW)62,58361,252-1,33113,88515,3930.45%+1,508
MID-AMER APT CMNTYS INC(MAA)356,670388,449+31,77952,79154,2781.57%+1,487
CHEVRON CORP NEW(CVX)118,656118,854+19816,99018,4570.53%+1,466
SS&C TECHNOLOGIES HLDGS INC(SSNC)419,588407,864-11,72434,74236,2021.05%+1,460
APPLE INC(AAPL)30,05429,829-2256,1667,5950.22%+1,429
BERKLEY W R CORP1,183,8341,153,341-30,49386,97688,3692.56%+1,393
ENTERGY CORP NEW(ETR)204,103196,277-7,82616,96518,2910.53%+1,326
APPLIED MATLS INC80,65578,312-2,34314,76616,0340.46%+1,268
ICF INTL INC(ICFI)20,53430,815+10,2811,7392,8600.08%+1,120
HUBBELL INC(HUBB)113,503110,129-3,37446,35647,3901.37%+1,034
HILLMAN SOLUTIONS CORP(HLMN)152,448228,077+75,6291,0882,0940.06%+1,005
BECTON DICKINSON & CO(BDX)93,80291,610-2,19216,15717,1470.50%+989
AMERICAN HEALTHCARE REIT INC(AHR)167,065166,957-1086,1387,0140.20%+876
UNITEDHEALTH GROUP INC(UNH)25,12725,212+857,8398,7060.25%+867
LOCKHEED MARTIN CORP(LMT)31,30430,666-63814,49815,3090.44%+811
REGENERON PHARMACEUTICALS(REGN)11,37211,797+4255,9706,6330.19%+663
ASTRAZENECA PLC(AZN)116,464114,350-2,1148,1398,7730.25%+634
CAVCO INDS INC DEL(CVCO)4,2264,191-351,8362,4340.07%+598
AMERICAN BEACON SELECT FUNDS
GLG NAT RES ETF
75,86676,927+1,0612,5203,1120.09%+591
MICROSOFT CORP(MSFT)66,58565,072-1,51333,12033,7040.98%+584
UNION PAC CORP(UNP)60,84161,652+81113,99814,5730.42%+574
WALMART INC(WMT)163,001159,962-3,03915,93816,4860.48%+547
VANGUARD INDEX FDS1,6122,386+7749161,4610.04%+545
PARKER-HANNIFIN CORP(PH)15,57015,020-55010,87511,3870.33%+512
TORO CO(TORO)24,29229,200+4,9081,7172,2250.06%+508
ISHARES TR1,7815,530+3,7492207170.02%+497
ISHARES TR232,104235,487+3,38322,22922,7150.66%+486
CONNECTONE BANCORP INC(CNOB)86,42299,253+12,8312,0022,4620.07%+461
REALTY INCOME CORP(O)224,289220,113-4,17612,92113,3810.39%+459
BERKSHIRE HATHAWAY INC DEL49,22148,425-79623,91024,3450.70%+435
WINMARK CORP(WINA)3,3593,402+431,2681,6930.05%+425
CBOE GLOBAL MKTS INC(CBOE)324,921310,702-14,21975,77576,2002.21%+425
MCDONALDS CORP(MCD)53,44652,724-72215,61516,0220.46%+407
ISHARES TR15,50915,50905,2665,6680.16%+402
VANGUARD ADMIRAL FDS INC03,514+3,51403880.01%+388
ORACLE CORP(ORCL)5,7505,75001,2571,6170.05%+360
YUM BRANDS INC(YUM)280,546275,577-4,96941,57141,8881.21%+316
AMERICAN EXPRESS CO(AXP)56,41855,089-1,32917,99618,2980.53%+302
CRANE NXT CO(CXT)18,10518,394+2899761,2340.04%+258
UNITIL CORP(UTL)30,99138,905+7,9141,6161,8620.05%+246
ALPHABET INC(GOOG)7,6376,507-1,1301,3461,5820.05%+236
UBIQUITI INC(UI)0356+35602350.01%+235
ANALOG DEVICES INC(ADI)284,451276,502-7,94967,70567,9371.97%+232
EATON CORP PLC(ETN)12,93212,944+124,6174,8440.14%+228
MAGNOLIA OIL & GAS CORP(MGY)95,80099,248+3,4482,1542,3690.07%+215
COMMUNITY FINANCIAL SYSTEM I(CBU)33,02435,616+2,5921,8782,0890.06%+210
STAG INDL INC(STAG)44,80151,822+7,0211,6251,8290.05%+203
GRANITE CONSTR INC(GVA)01,855+1,85502030.01%+203
RPM INTL INC(RPM)20,76920,868+992,2812,4600.07%+179
ELECTRONIC ARTS INC6,8856,294-5911,0991,2700.04%+170
PJT PARTNERS INC(PJT)11,33611,439+1031,8712,0330.06%+163
CHORD ENERGY CORPORATION(CHRD)15,85616,857+1,0011,5361,6750.05%+139
EVEREST GROUP LTD(EG)7,3067,486+1802,4832,6220.08%+139
ISHARES TR30,80630,766-402,8332,9700.09%+137
GIBRALTAR INDS INC(ROCK)26,30626,733+4271,5521,6790.05%+127
J JILL INC(JILL)45,10845,768+6606607850.02%+125
ISHARES TR13,04012,120-9202,8142,9330.08%+119
SIMPSON MFG INC(SSD)7,1857,327+1421,1161,2270.04%+111
ALPHABET INC(GOOG)6,2655,000-1,2651,1111,2180.04%+106
MSA SAFETY INC(MSA)10,77811,101+3231,8061,9100.06%+105
HINGHAM INSTN SVGS MASS5,2895,374+851,3141,4180.04%+104
ISHARES TR92,52592,315-2108,6878,7840.25%+97
MR COOPER GROUP INC1,4251,42502133000.01%+88
JOHNSON CTLS INTL PLC
SHS
19,77019,77002,0882,1740.06%+86
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ANCHOR CAPITAL ADVISORS LLC — 13F Holdings — Q3 2025 | TickerTrail