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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 7 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JCI JOHNSON CONTROLS INTERNATION Industrials 19,495.0 $2.8M 0.08% NEW $146.11 -1.2%
122 NTGR NETGEAR INC Technology 120,080.0 $2.8M 0.08% NEW $23.35 -7.2%
123 CVCO CAVCO INDS INC DEL Consumer Cyclical 4,502.0 $2.8M 0.08% NEW $614.38 -6.0%
124 MGY MAGNOLIA OIL & GAS CORP Energy 107,403.0 $2.7M 0.08% NEW $25.58 +3.3%
125 MINT PIMCO ETF TR 26,708.0 $2.7M 0.08% NEW $100.81 -0.0%
126 WMT WALMART INC Consumer Defensive 23,764.0 $2.7M 0.08% NEW $113.26 -7.9%
127 CHRD CHORD ENERGY CORPORATION Energy 22,691.0 $2.6M 0.07% NEW $114.30 +22.6%
128 VOO VANGUARD INDEX FDS 3,752.0 $2.6M 0.07% NEW $686.84 +2.5%
129 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 37,762.0 $2.5M 0.07% NEW $67.12 -5.9%
130 MGRC MCGRATH RENTCORP Industrials 20,470.0 $2.5M 0.07% NEW $121.03 -5.7%
131 DAKT DAKTRONICS INC Technology 120,858.0 $2.4M 0.07% NEW $19.56 -0.3%
132 UBSI UNITED BANKSHARES INC WEST V Financial Services 51,420.0 $2.4M 0.07% NEW $45.83 +3.5%
133 GOOGL ALPHABET INC Communication Services 6,453.0 $2.3M 0.07% NEW $357.37 -4.3%
134 SKYW SKYWEST INC Industrials 22,909.0 $2.3M 0.06% NEW $99.33 +1.6%
135 PJT PJT PARTNERS INC Financial Services 15,028.0 $2.3M 0.06% NEW $150.94 +15.8%
136 BR BROADRIDGE FINL SOLUTIONS IN Technology 15,681.0 $2.1M 0.06% NEW $136.95 +32.6%
137 HLMN HILLMAN SOLUTIONS CORP Industrials 251,433.0 $2.1M 0.06% NEW $8.44 -4.7%
138 UTL UNITIL CORP Utilities 39,959.0 $2.1M 0.06% NEW $52.69 +2.1%
139 MSA MSA SAFETY INC Industrials 11,764.0 $2.1M 0.06% NEW $174.58 +9.1%
140 STAG STAG INDUSTRIAL INC Real Estate 53,941.0 $2.1M 0.06% NEW $38.06 -2.3%
Page 7 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%