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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 6 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FENI FIDELITY COVINGTON TRUST 112,630.0 $4.5M 0.13% NEW $40.13 +3.8%
102 VCIT VANGUARD SCOTTSDALE FDS 53,048.0 $4.4M 0.12% NEW $82.65 -1.4%
103 TPL TEXAS PACIFIC LAND CORPORATI Energy 9,593.0 $4.2M 0.12% NEW $437.65 -15.6%
104 BWXT BWX TECHNOLOGIES INC Industrials 21,137.0 $4.1M 0.12% NEW $194.65 -21.3%
105 RUSSELL INVTS EXCHANGE TRADE 104,934.0 $4.1M 0.12% NEW $39.04
106 MGNR AMERICAN BEACON SELECT FUNDS 77,991.0 $3.8M 0.11% NEW $48.55 +14.5%
107 SUI SUN CMNTYS INC Real Estate 30,934.0 $3.7M 0.10% NEW $119.91 +4.4%
108 CNOB CONNECTONE BANCORP INC Financial Services 104,791.0 $3.5M 0.10% NEW $33.44 -4.4%
109 NIC NICOLET BANKSHARES INC Financial Services 20,881.0 $3.5M 0.10% NEW $165.39 +3.3%
110 SENEA SENECA FOODS CORP NEW Consumer Defensive 19,168.0 $3.3M 0.09% NEW $173.94 +10.2%
111 RPM RPM INTL INC Basic Materials 29,119.0 $3.2M 0.09% NEW $111.15 -3.7%
112 ICFI ICF INTL INC Industrials 43,994.0 $3.2M 0.09% NEW $72.86 +22.6%
113 IWM ISHARES TR 10,602.0 $3.2M 0.09% NEW $300.45 -0.5%
114 IWR ISHARES TR 28,435.0 $3.1M 0.09% NEW $110.32 +2.7%
115 MEC MAYVILLE ENGR CO INC Industrials 80,884.0 $3.0M 0.09% NEW $37.46 -44.8%
116 FLR FLUOR CORP Industrials 55,391.0 $2.9M 0.08% NEW $52.39 -0.7%
117 TTC TORO CO Industrials 29,715.0 $2.9M 0.08% NEW $97.42 +3.0%
118 LQD ISHARES TR 26,525.0 $2.9M 0.08% NEW $109.07 -2.1%
119 UNILEVER PLC 47,704.0 $2.9M 0.08% NEW $60.12
120 EVEREST GROUP LTD 8,011.0 $2.9M 0.08% NEW $357.24
Page 6 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%