Fund HoldingsANCHOR CAPITAL ADVISORS LLC

Total Portfolio Value
$3.79B
Total Bought
$400.84M
Total Sold
$409.37M
Net Transaction
-$8.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PNC FINL SVCS GROUP INC(PNC)0393,186+393,186060,8851.61%+60,885
MID-AMER APT CMNTYS INC(MAA)0349,575+349,575047,0041.24%+47,004
CROWN CASTLE INC(CCI)0353,956+353,956040,7721.08%+40,772
KELLANOVA0696,458+696,458038,9391.03%+38,939
FERGUSON PLC NEW0176,786+176,786034,1320.90%+34,132
ULTA BEAUTY INC(ULTA)0151,162+151,162074,0681.95%+74,068
EVERSOURCE ENERGY(ES)0805,171+805,171049,6951.31%+49,695
GOLDMAN SACHS GROUP INC(GS)048,678+48,678018,7790.50%+18,779
LAMAR ADVERTISING CO NEW(LAMR)0497,558+497,558052,8811.40%+52,881
ALEXANDRIA REAL ESTATE EQ IN0390,479+390,479049,5011.31%+49,501
NATIONAL STORAGE AFFILIATES01,020,629+1,020,629042,3251.12%+42,325
NORFOLK SOUTHN CORP(NSC)0155,695+155,695036,8030.97%+36,803
SMITH A O CORP(AOS)0867,843+867,843071,5451.89%+71,545
ISHARES TR0404,761+404,761020,7540.55%+20,754
AMERICAN TOWER CORP NEW(AMT)076,625+76,625016,5420.44%+16,542
TRANE TECHNOLOGIES PLC(TT)262,339247,268-15,07153,23160,3091.59%+7,077
QUALCOMM INC(QCOM)0113,292+113,292016,3850.43%+16,385
M & T BK CORP(MTB)0419,016+419,016057,4391.52%+57,439
BOOZ ALLEN HAMILTON HLDG COR0626,431+626,431080,1272.11%+80,127
CVS HEALTH CORP(CVS)148,032196,577+48,54510,33615,5220.41%+5,186
JPMORGAN CHASE & CO(JPM)197,014198,164+1,15028,57133,7080.89%+5,137
ANALOG DEVICES INC(ADI)0364,177+364,177072,3111.91%+72,311
WATSCO INC(WSO)0165,177+165,177070,7741.87%+70,774
CBOE GLOBAL MKTS INC(CBOE)553,832508,385-45,44786,51490,7772.40%+4,263
MICROSOFT CORP(MSFT)079,575+79,575029,9240.79%+29,924
SUN CMNTYS INC(SUI)0467,506+467,506062,4821.65%+62,482
RTX CORPORATION(RTX)202,941220,503+17,56214,60618,5530.49%+3,947
TE CONNECTIVITY LTD(TEL)0376,523+376,523052,9011.40%+52,901
BROADRIDGE FINL SOLUTIONS IN(BR)350,833323,503-27,33062,81766,5611.76%+3,744
SS&C TECHNOLOGIES HLDGS INC(SSNC)0665,721+665,721040,6821.07%+40,682
AUTODESK INC0166,092+166,092040,4401.07%+40,440
FIRST AMERN FINL CORP(FAF)01,045,935+1,045,935067,4001.78%+67,400
CHARLES RIV LABS INTL INC(CRL)0111,902+111,902026,4540.70%+26,454
SALESFORCE INC(CRM)065,275+65,275017,1770.45%+17,177
VONTIER CORPORATION(VNT)01,570,638+1,570,638054,2661.43%+54,266
BOEING CO(BA)042,222+42,222011,0060.29%+11,006
BOSTON SCIENTIFIC CORP(BSX)01,111,185+1,111,185064,2381.70%+64,238
UNION PAC CORP(UNP)75,60172,763-2,83815,39517,8720.47%+2,477
BERKLEY W R CORP1,036,011964,858-71,15365,77668,2351.80%+2,458
GLOBE LIFE INC0452,524+452,524055,0811.45%+55,081
AMERICAN EXPRESS CO(AXP)061,790+61,790011,5760.31%+11,576
ENTERGY CORP NEW(ETR)0483,700+483,700048,9461.29%+48,946
MCDONALDS CORP(MCD)06,489+6,48901,9240.05%+1,924
AVERY DENNISON CORP231,532218,106-13,42642,29444,0921.16%+1,798
EXPEDITORS INTL WASH INC(EXPD)0416,746+416,746053,0101.40%+53,010
ABBOTT LABS0134,350+134,350014,7880.39%+14,788
APPLE INC(AAPL)084,837+84,837016,3340.43%+16,334
VISA INC(V)062,196+62,196016,1930.43%+16,193
PARKER-HANNIFIN CORP(PH)023,573+23,573010,8600.29%+10,860
CME GROUP INC(CME)94,15895,402+1,24418,85220,0920.53%+1,239
UNITED BANKSHARES INC WEST V(UBSI)050,560+50,56001,8990.05%+1,899
FIRST LONG IS CORP0134,455+134,45501,7800.05%+1,780
EATON CORP PLC(ETN)051,777+51,777012,4690.33%+12,469
ISHARES TR09,352+9,35201,0670.03%+1,067
XCEL ENERGY INC(XEL)0547,592+547,592033,9010.89%+33,901
LOCKHEED MARTIN CORP(LMT)028,887+28,887013,0930.35%+13,093
IDACORP INC(IDA)0156,530+156,530015,3900.41%+15,390
CHORD ENERGY CORPORATION(CHRD)9,44814,710+5,2621,5312,4450.06%+914
PROGRESSIVE CORP(PGR)127,880116,869-11,01117,81418,6150.49%+801
RPM INTL INC(RPM)26,88529,878+2,9932,5493,3350.09%+786
MAYVILLE ENGR CO INC095,749+95,74901,3810.04%+1,381
LOWES COS INC(LOW)078,280+78,280017,4210.46%+17,421
OTIS WORLDWIDE CORP(OTIS)0106,516+106,51609,5300.25%+9,530
DOUGLAS DYNAMICS INC(PLOW)057,451+57,45101,7050.04%+1,705
DAKTRONICS INC(DAKT)52,233136,557+84,3244661,1580.03%+692
NICOLET BANKSHARES INC15,48421,769+6,2851,0801,7520.05%+671
MONDELEZ INTL INC(MDLZ)0229,506+229,506016,6230.44%+16,623
COMMUNITY BK SYS INC(CBU)21,62729,802+8,1759131,5530.04%+640
CITI TRENDS INC32,20546,626+14,4217161,3190.03%+603
CAVCO INDS INC DEL(CVCO)04,919+4,91901,7050.04%+1,705
FREEPORT-MCMORAN INC(FCX)0171,604+171,60407,3050.19%+7,305
CHUBB LIMITED
COM
98,46193,065-5,39620,49821,0330.56%+535
KENVUE INC(KVUE)667,301647,078-20,22313,39913,9320.37%+532
SIMPSON MFG INC(SSD)07,598+7,59801,5040.04%+1,504
UNITIL CORP(UTL)025,314+25,31401,3310.04%+1,331
SENECA FOODS CORP NEW(SENEA)13,13822,311+9,1737071,1700.03%+463
HILLMAN SOLUTIONS CORP(HLMN)0145,107+145,10701,3360.04%+1,336
MAGNOLIA OIL & GAS CORP(MGY)67,63893,279+25,6411,5501,9860.05%+436
ICF INTL INC(ICFI)019,644+19,64402,6340.07%+2,634
ISHARES TR018,156+18,15604,7620.13%+4,762
ISHARES TR049,566+49,56605,4850.14%+5,485
CRANE NXT CO(CXT)015,530+15,53008830.02%+883
BOOT BARN HLDGS INC030,702+30,70202,3570.06%+2,357
SKYWEST INC(SKYW)026,618+26,61801,3890.04%+1,389
ABBVIE INC(ABBV)108,889107,216-1,67316,23116,6150.44%+384
HAWKINS INC(HWKN)20,34322,366+2,0231,1971,5750.04%+378
MCGRATH RENTCORP(MGRC)010,794+10,79401,2910.03%+1,291
GIBRALTAR INDS INC(ROCK)017,467+17,46701,3800.04%+1,380
COMMUNITY HEALTHCARE TR INC032,372+32,37208620.02%+862
STAG INDL INC(STAG)032,799+32,79901,2880.03%+1,288
MSA SAFETY INC(MSA)011,789+11,78901,9900.05%+1,990
PERFICIENT INC018,689+18,68901,2300.03%+1,230
UFP TECHNOLOGIES INC(UFPT)09,163+9,16301,5760.04%+1,576
SAFETY INS GROUP INC(SAFT)013,280+13,28001,0090.03%+1,009
WINMARK CORP(WINA)2,7103,101+3911,0111,2950.03%+284
ISHARES TR031,624+31,62402,4580.06%+2,458
CLOROX CO DEL(CLX)021,575+21,57503,0760.08%+3,076
ROSS STORES INC(ROST)012,334+12,33401,7070.05%+1,707
HELEN OF TROY LTD010,376+10,37601,2540.03%+1,254
SPECTRUM BRANDS HLDGS INC NE(SPB)015,023+15,02301,1980.03%+1,198
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