Anchor Capital Advisors
Latest statistics and disclosures from Anchor Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MCK, WRB, CBOE, FANG, ULTA, and represent 10.97% of Anchor Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: CRH (+$61M), FIS (+$50M), SNX (+$45M), GPC (+$39M), AAP (+$34M), GMED (+$22M), CHRD (+$22M), Corpay (+$14M), AMAT (+$12M), WMT (+$9.7M).
- Started 15 new stock positions in GMED, KR, CNHI, Corpay, FIS, SNX, AAP, VOO, NVO, CRH. ULH, LIN, IBDT, AVNW, AMAT.
- Reduced shares in these 10 stocks: SHV (-$78M), RGLD (-$38M), WAT (-$32M), ETR (-$28M), BAH (-$25M), BR (-$24M), IWS (-$23M), BWXT (-$20M), ARE (-$17M), WSO (-$16M).
- Sold out of its positions in AEYE, BRCC, CCK, NSP, LBRDK, MGRC, NVEE, PRGS, REAX, TASK. TWKS, VIG, ZVIA, CINT, IBEX.
- Anchor Capital Advisors was a net seller of stock by $-217M.
- Anchor Capital Advisors has $3.8B in assets under management (AUM), dropping by 0.69%.
- Central Index Key (CIK): 0000813933
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Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 238 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| McKesson Corporation (MCK) | 2.5 | $94M | -14% | 175k | 536.85 |
|
| W.R. Berkley Corporation (WRB) | 2.2 | $86M | 968k | 88.44 |
|
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| CBOE Holdings (CBOE) | 2.2 | $84M | -9% | 458k | 183.73 |
|
| Diamondback Energy (FANG) | 2.2 | $84M | -7% | 424k | 198.17 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.8 | $71M | -10% | 135k | 522.88 |
|
| Boston Scientific Corporation (BSX) | 1.8 | $70M | -7% | 1.0M | 68.49 |
|
| A. O. Smith Corporation (AOS) | 1.8 | $70M | -9% | 782k | 89.46 |
|
| Markel Corporation (MKL) | 1.8 | $69M | -4% | 45k | 1521.48 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 1.8 | $68M | -26% | 460k | 148.44 |
|
| PNC Financial Services (PNC) | 1.8 | $68M | +6% | 419k | 161.60 |
|
| Analog Devices (ADI) | 1.8 | $68M | -6% | 342k | 197.79 |
|
| Vontier Corporation (VNT) | 1.7 | $66M | -6% | 1.5M | 45.36 |
|
| Fluor Corporation (FLR) | 1.7 | $66M | -4% | 1.6M | 42.28 |
|
| Casey's General Stores (CASY) | 1.7 | $65M | -5% | 204k | 318.45 |
|
| CRH Ord (CRH) | 1.6 | $61M | NEW | 710k | 86.26 |
|
| First American Financial (FAF) | 1.6 | $60M | -5% | 984k | 61.05 |
|
| Trane Technologies SHS (TT) | 1.6 | $60M | -19% | 199k | 300.20 |
|
| M&T Bank Corporation (MTB) | 1.6 | $59M | -2% | 407k | 145.44 |
|
| Sun Communities (SUI) | 1.5 | $57M | -4% | 446k | 128.58 |
|
| Lamar Advertising Cl A (LAMR) | 1.5 | $56M | -6% | 468k | 119.41 |
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| Hubbell (HUBB) | 1.5 | $56M | -12% | 134k | 415.05 |
|
| Watsco, Incorporated (WSO) | 1.4 | $55M | -22% | 128k | 431.97 |
|
| Hershey Company (HSY) | 1.3 | $51M | +23% | 264k | 194.50 |
|
| Te Connectivity SHS (TEL) | 1.3 | $50M | -7% | 347k | 145.24 |
|
| Fidelity National Information Services (FIS) | 1.3 | $50M | NEW | 677k | 74.18 |
|
| Ishares Tr Short Treas Bd (SHV) | 1.3 | $50M | -61% | 450k | 110.54 |
|
| Bwx Technologies (BWXT) | 1.3 | $48M | -28% | 472k | 102.62 |
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| Globe Life (GL) | 1.3 | $48M | -8% | 415k | 116.37 |
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| Eversource Energy (ES) | 1.3 | $48M | 804k | 59.77 |
|
|
| Expeditors International of Washington (EXPD) | 1.2 | $48M | -5% | 392k | 121.57 |
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| Avery Dennison Corporation (AVY) | 1.2 | $46M | -5% | 206k | 223.25 |
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| Alliant Energy Corporation (LNT) | 1.2 | $46M | -5% | 910k | 50.40 |
|
| SYNNEX Corporation (SNX) | 1.2 | $45M | NEW | 394k | 113.10 |
|
| Mid-America Apartment (MAA) | 1.2 | $44M | -4% | 335k | 131.58 |
|
| Broadridge Financial Solutions (BR) | 1.1 | $42M | -36% | 206k | 204.86 |
|
| Genuine Parts Company (GPC) | 1.1 | $42M | +1457% | 270k | 154.93 |
|
| Autodesk (ADSK) | 1.1 | $40M | -6% | 155k | 260.42 |
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| Ss&c Technologies Holding (SSNC) | 1.1 | $40M | -6% | 623k | 64.37 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 1.0 | $39M | 1.0M | 39.16 |
|
|
| Kellogg Company (K) | 1.0 | $38M | -3% | 670k | 57.29 |
|
| Norfolk Southern (NSC) | 1.0 | $38M | -3% | 150k | 254.87 |
|
| Portland Gen Elec Com New (POR) | 1.0 | $38M | -8% | 903k | 42.00 |
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| LKQ Corporation (LKQ) | 1.0 | $38M | +27% | 709k | 53.41 |
|
| Ferguson SHS (FERG) | 1.0 | $37M | -3% | 170k | 218.43 |
|
| Gartner (IT) | 1.0 | $37M | -4% | 77k | 476.67 |
|
| Crown Castle Intl (CCI) | 0.9 | $36M | -4% | 338k | 105.83 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $35M | -11% | 176k | 200.30 |
|
| Bio Rad Labs Cl A (BIO) | 0.9 | $35M | +30% | 100k | 345.87 |
|
| Advance Auto Parts (AAP) | 0.9 | $34M | NEW | 404k | 85.09 |
|
| Alexandria Real Estate Equities (ARE) | 0.9 | $33M | -34% | 256k | 128.91 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $33M | -23% | 283k | 115.81 |
|
| Microsoft Corporation (MSFT) | 0.8 | $31M | -7% | 74k | 420.72 |
|
| Charles River Laboratories (CRL) | 0.8 | $29M | -5% | 106k | 270.95 |
|
| Xcel Energy (XEL) | 0.7 | $27M | -6% | 511k | 53.75 |
|
| Halliburton Company (HAL) | 0.7 | $26M | -4% | 670k | 39.42 |
|
| Americold Rlty Tr (COLD) | 0.7 | $26M | -10% | 1.0M | 24.92 |
|
| Chord Energy Corporation Com New (CHRD) | 0.7 | $25M | +847% | 139k | 178.24 |
|
| Chevron Corporation (CVX) | 0.6 | $24M | -2% | 152k | 157.74 |
|
| Entergy Corporation (ETR) | 0.6 | $24M | -54% | 222k | 105.68 |
|
| Globus Med Cl A (GMED) | 0.6 | $22M | NEW | 417k | 53.64 |
|
| Chubb (CB) | 0.6 | $21M | -11% | 83k | 259.13 |
|
| Progressive Corporation (PGR) | 0.5 | $21M | -14% | 100k | 206.82 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $21M | -4% | 211k | 97.53 |
|
| Johnson & Johnson (JNJ) | 0.5 | $20M | -8% | 125k | 158.19 |
|
| Procter & Gamble Company (PG) | 0.5 | $20M | -9% | 122k | 162.25 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $19M | 233k | 81.78 |
|
|
| Shell Spon Ads (SHEL) | 0.5 | $19M | -10% | 283k | 67.04 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $19M | -6% | 32k | 581.20 |
|
| Cme (CME) | 0.5 | $19M | -9% | 86k | 215.29 |
|
| Goldman Sachs (GS) | 0.5 | $18M | -9% | 44k | 417.69 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $18M | -55% | 143k | 125.33 |
|
| Lowe's Companies (LOW) | 0.5 | $18M | -11% | 70k | 254.73 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $18M | -14% | 344k | 51.28 |
|
| Abbvie (ABBV) | 0.5 | $18M | -10% | 96k | 182.10 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $17M | -3% | 40k | 420.52 |
|
| Qualcomm (QCOM) | 0.4 | $17M | -12% | 99k | 169.30 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $17M | -3% | 177k | 94.66 |
|
| Pepsi (PEP) | 0.4 | $16M | 94k | 175.01 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $16M | -8% | 66k | 245.93 |
|
| salesforce (CRM) | 0.4 | $16M | -17% | 54k | 301.18 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $16M | -6% | 80k | 201.50 |
|
| Wal-Mart Stores (WMT) | 0.4 | $16M | +158% | 264k | 60.17 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $16M | -2% | 362k | 43.35 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $15M | +43% | 295k | 51.60 |
|
| Visa Com Cl A (V) | 0.4 | $15M | -14% | 53k | 279.08 |
|
| UnitedHealth (UNH) | 0.4 | $15M | -9% | 30k | 494.70 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $15M | -9% | 207k | 70.00 |
|
| Corpay Com Shs | 0.4 | $14M | NEW | 46k | 308.54 |
|
| Alcon Ord Shs (ALC) | 0.4 | $14M | -7% | 171k | 83.29 |
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| Ida (IDA) | 0.4 | $14M | -2% | 153k | 92.89 |
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| CVS Caremark Corporation (CVS) | 0.4 | $14M | -9% | 177k | 79.76 |
|
| American Tower Reit (AMT) | 0.4 | $14M | -8% | 70k | 197.59 |
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| Abbott Laboratories (ABT) | 0.4 | $14M | -9% | 121k | 113.66 |
|
| Eaton Corp SHS (ETN) | 0.3 | $13M | -19% | 42k | 312.68 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $13M | -3% | 28k | 454.86 |
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| Applied Materials (AMAT) | 0.3 | $12M | NEW | 58k | 206.23 |
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| American Express Company (AXP) | 0.3 | $12M | -15% | 53k | 227.69 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $12M | -9% | 170k | 67.75 |
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| Air Products & Chemicals (APD) | 0.3 | $11M | 45k | 242.27 |
|
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| Kenvue (KVUE) | 0.3 | $11M | -24% | 487k | 21.46 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $9.9M | -24% | 18k | 555.80 |
|
| Corteva (CTVA) | 0.3 | $9.7M | -3% | 169k | 57.67 |
|
| Otis Worldwide Corp (OTIS) | 0.2 | $9.3M | -12% | 93k | 99.27 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $9.2M | 119k | 77.31 |
|
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| Diageo Spon Adr New (DEO) | 0.2 | $8.7M | -2% | 59k | 148.74 |
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| Cnh Indl N V SHS (CNHI) | 0.2 | $8.7M | NEW | 670k | 12.96 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $8.0M | 171k | 47.02 |
|
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $7.4M | 91k | 80.51 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $6.4M | -3% | 64k | 100.54 |
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| Apple (AAPL) | 0.1 | $5.5M | -62% | 32k | 171.48 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $5.4M | 50k | 108.92 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.3M | 18k | 288.03 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.7M | 23k | 210.30 |
|
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $3.4M | 75k | 45.31 |
|
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| RPM International (RPM) | 0.1 | $3.3M | -6% | 28k | 118.95 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.1M | 41k | 76.67 |
|
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| Hologic (HOLX) | 0.1 | $2.8M | 36k | 77.96 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.8M | +4% | 33k | 84.09 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.7M | -66% | 15k | 179.11 |
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| Cisco Systems (CSCO) | 0.1 | $2.7M | -5% | 55k | 49.91 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $2.7M | +122% | 4.6k | 578.52 |
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| Unilever Spon Adr New (UL) | 0.1 | $2.6M | -7% | 52k | 50.19 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.6M | -8% | 29k | 90.05 |
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| Aon Shs Cl A (AON) | 0.1 | $2.5M | 7.5k | 333.72 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $2.5M | +3% | 96k | 25.95 |
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| Clorox Company (CLX) | 0.1 | $2.4M | -26% | 16k | 153.11 |
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| Everest Re Group (EG) | 0.1 | $2.4M | -6% | 5.9k | 397.52 |
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| Dow (DOW) | 0.1 | $2.3M | -9% | 40k | 57.93 |
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| Boot Barn Hldgs (BOOT) | 0.1 | $2.2M | -25% | 23k | 95.15 |
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| Cavco Industries (CVCO) | 0.1 | $2.0M | 5.0k | 399.06 |
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| Coca-Cola Company (KO) | 0.1 | $1.9M | -13% | 31k | 61.18 |
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| Sonoco Products Company (SON) | 0.0 | $1.9M | -7% | 33k | 57.84 |
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| UFP Technologies (UFPT) | 0.0 | $1.9M | -17% | 7.6k | 252.20 |
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| Nicolet Bankshares (NIC) | 0.0 | $1.9M | 22k | 85.99 |
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| ICF International (ICFI) | 0.0 | $1.9M | -36% | 12k | 150.63 |
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| United Bankshares (UBSI) | 0.0 | $1.8M | 51k | 35.79 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.8M | 31k | 58.07 |
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| Ross Stores (ROST) | 0.0 | $1.8M | 12k | 146.76 |
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| Douglas Dynamics (PLOW) | 0.0 | $1.7M | +25% | 72k | 24.12 |
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| Hawkins (HWKN) | 0.0 | $1.7M | 23k | 76.80 |
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| First of Long Island Corporation (FLIC) | 0.0 | $1.7M | +15% | 155k | 11.09 |
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| Mayville Engineering (MEC) | 0.0 | $1.7M | +23% | 118k | 14.33 |
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| SkyWest (SKYW) | 0.0 | $1.7M | -8% | 24k | 69.08 |
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| Msa Safety Inc equity (MSA) | 0.0 | $1.6M | -28% | 8.4k | 193.58 |
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| International Money Express (IMXI) | 0.0 | $1.6M | -24% | 70k | 22.83 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.6M | -8% | 20k | 79.86 |
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| Hillman Solutions Corp (HLMN) | 0.0 | $1.6M | +2% | 148k | 10.64 |
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| Community Bank System (CBU) | 0.0 | $1.5M | +4% | 31k | 48.03 |
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| Pjt Partners Com Cl A (PJT) | 0.0 | $1.5M | -31% | 16k | 94.26 |
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| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $1.5M | +32% | 54k | 27.00 |
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| Daktronics (DAKT) | 0.0 | $1.5M | +6% | 146k | 9.96 |
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| Gibraltar Industries (ROCK) | 0.0 | $1.4M | +2% | 18k | 80.53 |
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| Perficient (PRFT) | 0.0 | $1.4M | +31% | 25k | 56.29 |
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| Spectrum Brands Holding (SPB) | 0.0 | $1.3M | 15k | 89.01 |
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| Unitil Corporation (UTL) | 0.0 | $1.3M | 26k | 52.35 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $1.3M | 26k | 51.06 |
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| Aviat Networks Com New (AVNW) | 0.0 | $1.3M | NEW | 35k | 38.34 |
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| Seneca Foods Corp Cl A (SENEA) | 0.0 | $1.3M | +4% | 23k | 56.90 |
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| Simpson Manufacturing (SSD) | 0.0 | $1.3M | -15% | 6.4k | 205.18 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.3M | 13k | 97.94 |
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| Fiserv (FI) | 0.0 | $1.3M | 8.0k | 159.83 |
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| Citi Trends (CTRN) | 0.0 | $1.3M | 47k | 27.13 |
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| Stag Industrial (STAG) | 0.0 | $1.2M | 32k | 38.44 |
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| Crane Holdings (CXT) | 0.0 | $1.2M | +28% | 20k | 61.90 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.2M | -6% | 5.1k | 239.76 |
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| Nelnet Cl A (NNI) | 0.0 | $1.2M | +3% | 13k | 94.65 |
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| Helen Of Troy (HELE) | 0.0 | $1.2M | 10k | 115.24 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | -22% | 7.3k | 158.81 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.2M | 7.7k | 150.93 |
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| Winmark Corporation (WINA) | 0.0 | $1.1M | 3.1k | 361.70 |
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| Stryker Corporation (SYK) | 0.0 | $1.1M | 3.1k | 357.87 |
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| Medtronic SHS (MDT) | 0.0 | $1.1M | 13k | 87.15 |
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| Safety Insurance (SAFT) | 0.0 | $1.1M | 13k | 82.19 |
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| Paypal Holdings (PYPL) | 0.0 | $1.0M | -13% | 15k | 66.99 |
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| Universal Truckload Services (ULH) | 0.0 | $957k | NEW | 26k | 36.87 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $954k | 6.3k | 152.26 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $905k | 19k | 47.62 |
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| Community Healthcare Tr (CHCT) | 0.0 | $897k | +4% | 34k | 26.55 |
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| Dream Finders Homes Com Cl A (DFH) | 0.0 | $893k | -31% | 20k | 43.73 |
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| Pioneer Natural Resources (PXD) | 0.0 | $876k | 3.3k | 262.50 |
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| Hingham Institution for Savings (HIFS) | 0.0 | $865k | +2% | 5.0k | 174.46 |
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| Science App Int'l (SAIC) | 0.0 | $834k | 6.4k | 130.39 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $799k | 7.3k | 110.13 |
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| Dollar General (DG) | 0.0 | $791k | -11% | 5.1k | 156.05 |
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| Marriott Intl Cl A (MAR) | 0.0 | $763k | -10% | 3.0k | 252.31 |
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| Boeing Company (BA) | 0.0 | $748k | -90% | 3.9k | 192.99 |
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| ConocoPhillips (COP) | 0.0 | $736k | 5.8k | 127.28 |
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| Insight Enterprises (NSIT) | 0.0 | $710k | 3.8k | 185.52 |
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| Illinois Tool Works (ITW) | 0.0 | $701k | 2.6k | 268.33 |
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| FactSet Research Systems (FDS) | 0.0 | $682k | 1.5k | 454.39 |
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| Transcat (TRNS) | 0.0 | $657k | 5.9k | 111.43 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $634k | -2% | 1.2k | 525.73 |
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| Janus International Group In Common Stock (JBI) | 0.0 | $624k | -33% | 41k | 15.13 |
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| McDonald's Corporation (MCD) | 0.0 | $615k | -66% | 2.2k | 281.95 |
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| Eli Lilly & Co. (LLY) | 0.0 | $597k | 767.00 | 777.96 |
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| Oracle Corporation (ORCL) | 0.0 | $587k | 4.7k | 125.61 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $579k | 6.6k | 88.17 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $577k | -23% | 2.2k | 259.90 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $572k | 22k | 26.55 |
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| Intel Corporation (INTC) | 0.0 | $526k | -5% | 12k | 44.17 |
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| Amazon (AMZN) | 0.0 | $516k | 2.9k | 180.38 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $488k | 2.8k | 174.21 |
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| State Street Corporation (STT) | 0.0 | $486k | 6.3k | 77.32 |
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| Home Depot (HD) | 0.0 | $485k | 1.3k | 383.60 |
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| Huntsman Corporation (HUN) | 0.0 | $474k | -11% | 18k | 26.03 |
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| Electronic Arts (EA) | 0.0 | $464k | -70% | 3.5k | 132.67 |
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| ResMed (RMD) | 0.0 | $462k | 2.3k | 198.03 |
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| Pfizer (PFE) | 0.0 | $425k | -27% | 15k | 27.75 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $413k | 17k | 23.77 |
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| Caterpillar (CAT) | 0.0 | $413k | 1.1k | 366.43 |
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| Waters Corporation (WAT) | 0.0 | $392k | -98% | 1.1k | 344.28 |
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| Xpo Logistics Inc equity (XPO) | 0.0 | $382k | 3.1k | 122.03 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $378k | -5% | 723.00 | 523.07 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $376k | NEW | 782.00 | 480.70 |
|
| Royal Gold (RGLD) | 0.0 | $374k | -99% | 3.1k | 121.82 |
|
| Becton, Dickinson and (BDX) | 0.0 | $371k | 1.5k | 247.45 |
|
|
| Citigroup Com New (C) | 0.0 | $363k | 5.7k | 63.24 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $361k | 4.9k | 74.22 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $353k | -5% | 635.00 | 556.40 |
|
| Amgen (AMGN) | 0.0 | $351k | 1.2k | 284.32 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $334k | 4.6k | 72.63 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $326k | 3.9k | 83.58 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $320k | -67% | 1.2k | 271.76 |
|
| S&p Global (SPGI) | 0.0 | $318k | -2% | 747.00 | 425.45 |
|
| Hess (HES) | 0.0 | $310k | -51% | 2.0k | 152.67 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $284k | 3.7k | 76.32 |
|
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $277k | 3.5k | 78.23 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $270k | -82% | 3.1k | 86.48 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $268k | 11k | 24.81 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $268k | 11k | 23.85 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $267k | 11k | 23.80 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $262k | NEW | 11k | 24.91 |
|
| Southern Company (SO) | 0.0 | $237k | -2% | 3.3k | 71.74 |
|
| Kroger (KR) | 0.0 | $229k | NEW | 4.0k | 57.13 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $223k | NEW | 1.7k | 128.40 |
|
| Linde SHS (LIN) | 0.0 | $223k | NEW | 480.00 | 464.32 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $211k | -80% | 1.8k | 118.32 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $73k | 16k | 4.45 |
|
Past Filings by Anchor Capital Advisors
SEC 13F filings are viewable for Anchor Capital Advisors going back to 2010
- Anchor Capital Advisors 2024 Q1 filed May 7, 2024
- Anchor Capital Advisors 2023 Q4 filed Feb. 5, 2024
- Anchor Capital Advisors 2023 Q3 filed Nov. 9, 2023
- Anchor Capital Advisors 2023 Q2 filed Aug. 4, 2023
- Anchor Capital Advisors 2023 Q1 filed May 3, 2023
- Anchor Capital Advisors 2022 Q4 filed Feb. 10, 2023
- Anchor Capital Advisors 2022 Q3 filed Nov. 9, 2022
- Anchor Capital Advisors 2022 Q2 filed Aug. 4, 2022
- Anchor Capital Advisors 2022 Q1 filed May 6, 2022
- Anchor Capital Advisors 2021 Q4 filed Feb. 10, 2022
- Anchor Capital Advisors 2021 Q3 filed Nov. 2, 2021
- Anchor Capital Advisors 2021 Q2 filed Aug. 16, 2021
- Anchor Capital Advisors 2021 Q1 filed May 14, 2021
- Anchor Capital Advisors 2020 Q4 filed Feb. 8, 2021
- Anchor Capital Advisors 2020 Q3 filed Nov. 13, 2020
- Anchor Capital Advisors 2020 Q2 filed Aug. 10, 2020