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Portfolio (Quarterly) Guide ↗

ANCHOR CAPITAL ADVISORS LLC

· CIK 0000813933
13F Portfolio $3.6B AUM 244 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 244 New
Page 4 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMZN AMAZON COM INC Consumer Cyclical 99,138.0 $23.6M 0.66% NEW $238.34 +9.2%
62 CB CHUBB LIMITED Financial Services 67,651.0 $23.1M 0.65% NEW $340.74 +0.9%
63 LOW LOWES COS INC Consumer Cyclical 95,564.0 $21.1M 0.59% NEW $220.49 -4.6%
64 RIO RIO TINTO PLC Basic Materials 216,922.0 $20.6M 0.58% NEW $94.93 +10.3%
65 ENTERGY CORP NEW 175,299.0 $20.1M 0.57% NEW $114.86
66 V VISA INC Financial Services 55,382.0 $19.0M 0.53% NEW $343.09 +11.9%
67 IEF ISHARES TR 196,504.0 $18.6M 0.52% NEW $94.57 -1.3%
68 SHEL SHELL PLC Energy 235,851.0 $18.3M 0.51% NEW $77.54 +17.5%
69 MCD MCDONALDS CORP Consumer Cyclical 66,370.0 $17.9M 0.50% NEW $270.31 -1.3%
70 CVX CHEVRON CORPORATION Energy 108,213.0 $17.9M 0.50% NEW $165.76 +20.8%
71 IGSB ISHARES TR 330,632.0 $17.3M 0.49% NEW $52.41 -0.4%
72 MPC MARATHON PETE CORP Energy 67,429.0 $17.2M 0.48% NEW $255.67 +41.7%
73 AXP AMERICAN EXPRESS CO Financial Services 49,871.0 $16.9M 0.47% NEW $338.25 -0.6%
74 PEP PEPSICO INC Consumer Defensive 122,835.0 $16.6M 0.47% NEW $135.40 +5.0%
75 ETN EATON CORP PLC Industrials 38,619.0 $16.5M 0.46% NEW $426.12 -1.6%
76 UNP UNION PAC CORP Industrials 59,443.0 $16.2M 0.45% NEW $272.00 +14.2%
77 GLD SPDR GOLD TR Financial Services 42,601.0 $15.7M 0.44% NEW $368.38 +14.4%
78 ABBV ABBVIE INC Healthcare 60,716.0 $15.3M 0.43% NEW $251.64 +4.5%
79 LMT LOCKHEED MARTIN CORP Industrials 29,209.0 $14.9M 0.42% NEW $509.45 +11.0%
80 PH PARKER-HANNIFIN CORP Industrials 15,060.0 $14.7M 0.41% NEW $978.14 +6.3%
Page 4 of 13  ·  244 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.7%
Industrials 15.2%
Technology 14.3%
Healthcare 9.2%
Basic Materials 9.2%
Real Estate 7.9%
Consumer Cyclical 7.7%
Utilities 5.8%
Energy 5.8%
Consumer Defensive 4.3%