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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 10 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 48,795.0 $892K 0.03% NEW $18.28 -18.3%
182 LLY ELI LILLY & CO Healthcare 721.0 $865K 0.02% NEW $1199.43 -0.8%
183 ORCL ORACLE CORP Technology 5,750.0 $843K 0.02% NEW $146.55 +1.6%
184 ACWI ISHARES TR 5,353.0 $840K 0.02% NEW $156.97 +2.5%
185 TXN TEXAS INSTRS INC Technology 2,800.0 $835K 0.02% NEW $298.07 -12.2%
186 BA BOEING CO Industrials 3,463.0 $750K 0.02% NEW $216.44 -2.0%
187 IVV ISHARES TR 962.0 $720K 0.02% NEW $748.89 +2.8%
188 FAF FIRST AMERN FINL CORP Financial Services 10,427.0 $715K 0.02% NEW $68.59 +7.4%
189 VIOO VANGUARD ADMIRAL FDS INC 5,102.0 $702K 0.02% NEW $137.54 -1.1%
190 VTI VANGUARD INDEX FDS 1,845.0 $683K 0.02% NEW $370.04 +2.2%
191 AME AMETEK INC Industrials 2,733.0 $661K 0.02% NEW $241.94 +1.3%
192 SSNC SS&C TECH HLDGS Technology 10,605.0 $658K 0.02% NEW $62.05 +33.8%
193 MDT MEDTRONIC PLC Healthcare 8,065.0 $631K 0.02% NEW $78.23 +17.6%
194 ITW ILLINOIS TOOL WKS INC Industrials 2,190.0 $592K 0.02% NEW $270.47 +5.6%
195 XPO XPO INC Industrials 2,835.0 $582K 0.02% NEW $205.29 -6.2%
196 CMCSA COMCAST CORP NEW Communication Services 23,688.0 $582K 0.02% NEW $24.55 +10.8%
197 LYFT LYFT INC Technology 37,897.0 $554K 0.02% NEW $14.61 +19.0%
198 SPY STATE STR SPDR S&P 500 ETF T Financial Services 701.0 $524K 0.01% NEW $746.95 +2.6%
199 PYPL PAYPAL HLDGS INC Financial Services 11,714.0 $506K 0.01% NEW $43.18 +43.1%
200 RMD RESMED INC Healthcare 2,308.0 $450K 0.01% NEW $194.89 +20.9%
Page 10 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%