ANCHOR CAPITAL ADVISORS LLC — 13F Holdings & Portfolio

CIK 813933 · latest 13F-HR filed 2026-09-03

ANCHOR CAPITAL ADVISORS LLC manages $3.56B in 13F-reported U.S. long-equity assets across 245 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ADI (2.54%), MTB (2.25%), PNC (2.16%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 1 new position, exited 0, added to 0, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
TWO INTERNATIONAL PLACE
BOSTON, MA 02110
Phone
(617) 368-3803
Filing Manager
ANCHOR CAPITAL ADVISORS LLC
Boston, MA
Signatory
Michelle Demerle
Compliance Officer
Loading holdings…
AUM

$3.56B

Long-equity book

Holdings

245

Distinct positions

Period

2026-06-30

Filed 2026-09-03

Q/Q Activity

+1 / −0 / ↑0 / ↓0

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • VANGUARD STAR FDS$629.3K
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ANALOG DEVICES INC ADI 032654105 $90.3M 2.54% 227,420 SH
2 M & T BK CORP MTB 55261F104 $79.9M 2.25% 335,731 SH
3 PNC FINL SVCS GROUP INC PNC 693475105 $76.7M 2.16% 311,660 SH
4 BERKLEY W R CORP WRB 084423102 $73.0M 2.05% 1,035,350 SH
5 MCKESSON CORP MCK 58155Q103 $71.4M 2.01% 94,509 SH
6 FERGUSON ENTERPRISES INC FERG 31488V107 $71.4M 2.01% 300,874 SH
7 CRH PLC CRH G25508105 $69.3M 1.95% 647,972 SH
8 TD SYNNEX CORPORATION SNX 87162W100 $66.1M 1.86% 247,410 SH
9 CBOE GLOBAL MKTS INC CBOE 12503M108 $64.8M 1.82% 267,152 SH
10 QNITY ELECTRONICS INC Q 74743L100 $64.8M 1.82% 396,613 SH
11 LAMAR ADVERTISING CO LAMR 512816109 $64.2M 1.80% 411,638 SH
12 AIR PRODUCTS AND CHEMICALS I APD 009158106 $61.5M 1.73% 209,608 SH
13 DIAMONDBACK ENERGY INC FANG 25278X109 $60.5M 1.70% 343,959 SH
14 IDACORP INC IDA 451107106 $59.9M 1.68% 395,636 SH
15 ALLIANT ENERGY CORP LNT 018802108 $57.8M 1.62% 757,741 SH
16 CASEYS GEN STORES INC CASY 147528103 $57.4M 1.61% 72,247 SH
17 SOLSTICE ADVANCED MATLS INC SOLS 83443Q103 $55.9M 1.57% 630,541 SH
18 MID-AMER APT CMNTYS INC MAA 59522J103 $54.9M 1.54% 394,784 SH
19 HUBBELL INC HUBB 443510607 $53.4M 1.50% 101,987 SH
20 TOLL BROTHERS INC TOL 889478103 $51.9M 1.46% 315,103 SH
21 GLOBUS MED INC GMED 379577208 $51.2M 1.44% 648,338 SH
22 EXPEDITORS INTL WASH INC EXPD 302130109 $49.9M 1.40% 305,976 SH
23 CNH INDL N V CNH N20944109 $49.1M 1.38% 4,373,122 SH
24 XCEL ENERGY INC XEL 98389B100 $48.5M 1.36% 604,296 SH
25 KEURIG DR PEPPER INC KDP 49271V100 $48.0M 1.35% 1,467,633 SH
26 CORTEVA INC CTVA 22052L104 $47.8M 1.34% 564,831 SH
27 TECK RESOURCES LTD TECK 878742204 $45.9M 1.29% 772,449 SH
28 AMERICAN HEALTHCARE REIT INC AHR 398182303 $45.5M 1.28% 872,994 SH
29 DUPONT DE NEMOURS INC DD 26614N201 $45.2M 1.27% 333,213 SH
30 SOLVENTUM CORP SOLV 83444M101 $45.0M 1.26% 582,760 SH
31 SUNBELT RENTALS HOLDINGS INC SUNB 866966104 $44.9M 1.26% 600,494 SH
32 MARKEL GROUP INC MKL 570535104 $44.6M 1.25% 22,827 SH
33 CORPAY INC CPAY 219948106 $44.4M 1.25% 133,146 SH
34 TE CONNECTIVITY PLC TEL G87052109 $44.1M 1.24% 218,517 SH
35 AVERY DENNISON CORP AVY 053611109 $43.8M 1.23% 270,014 SH
36 YUM BRANDS INC YUM 988498101 $43.6M 1.22% 272,698 SH
37 ARCH CAP GROUP LTD ACGL G0450A105 $42.7M 1.20% 439,823 SH
38 HERSHEY CO HSY 427866108 $39.9M 1.12% 227,406 SH
39 ALCON AG ALC H01301128 $39.3M 1.10% 586,025 SH
40 ISHARES TR IWS 464287473 $39.0M 1.10% 236,815 SH
41 WATSCO INC WSO 942622200 $38.2M 1.07% 91,748 SH
42 JPMORGAN CHASE & CO JPM 46625H100 $37.7M 1.06% 115,282 SH
43 CROWN CASTLE INC CCI 22822V101 $34.1M 0.96% 450,800 SH
44 MICROSOFT CORP MSFT 594918104 $33.8M 0.95% 90,507 SH
45 ISHARES TR SHY 464287457 $32.9M 0.92% 400,907 SH
46 APPLIED MATLS INC AMAT 038222105 $32.8M 0.92% 45,400 SH
47 INTEL CORP INTC 458140100 $32.6M 0.91% 233,195 SH
48 CHENIERE ENERGY INC LNG 16411R208 $32.5M 0.91% 135,860 SH
49 FRANCO NEV CORP FNV 351858105 $32.0M 0.90% 153,496 SH
50 HONEYWELL AEROSPACE INC HONA 43849R105 $31.1M 0.87% 140,503 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $3.56B 244 0001172661-26-003075
2026-06-30 2026-09-03 $3.56B 245 0001172661-26-004338
2026-03-31 2026-05-12 $3.51B 251 0001172661-26-001692
2025-12-31 2026-02-10 $3.45B 251 0001172661-26-000590
2025-09-30 2025-10-30 $3.46B 242 0001172661-25-004490
2017-06-30 2017-07-31 $2.7M 266 0001172661-17-001446
2017-03-31 2017-05-12 $2.9M 273 0001172661-17-001015