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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 8 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PRGS PROGRESS SOFTWARE CORP Technology 60,224.0 $2.0M 0.06% NEW $33.58 +29.6%
142 SSD SIMPSON MFG INC Industrials 9,386.0 $2.0M 0.06% NEW $209.35 -11.7%
143 IAU ISHARES GOLD TR Financial Services 24,270.0 $1.8M 0.05% NEW $75.51 +14.4%
144 AON AON PLC Financial Services 5,465.0 $1.8M 0.05% NEW $331.69 +6.7%
145 NNI NELNET INC Financial Services 13,282.0 $1.8M 0.05% NEW $133.33 -4.2%
146 GOOG ALPHABET INC 5,000.0 $1.8M 0.05% NEW $353.33
147 BSV VANGUARD BD INDEX FDS 22,395.0 $1.7M 0.05% NEW $77.91 -0.3%
148 HWKN HAWKINS INC Basic Materials 12,186.0 $1.7M 0.05% NEW $142.10 -16.6%
149 XPEL XPEL INC Consumer Cyclical 34,744.0 $1.7M 0.05% NEW $49.60 +2.4%
150 FBND FIDELITY MERRIMACK STR TR 36,331.0 $1.7M 0.05% NEW $45.49 -0.8%
151 IWN ISHARES TR 6,961.0 $1.5M 0.04% NEW $221.19 +1.4%
152 WINA WINMARK CORP Consumer Cyclical 3,619.0 $1.5M 0.04% NEW $423.08 -18.2%
153 IRT INDEPENDENCE RLTY TR INC Real Estate 90,813.0 $1.5M 0.04% NEW $16.69 -0.5%
154 VV VANGUARD INDEX FDS 4,361.0 $1.5M 0.04% NEW $343.91 +2.6%
155 ETON PHARMACEUTICALS INC 40,619.0 $1.5M 0.04% NEW $36.20
156 CL COLGATE PALMOLIVE CO Consumer Defensive 15,686.0 $1.4M 0.04% NEW $91.68 +0.4%
157 XOM EXXON MOBIL CORP Energy 10,049.0 $1.4M 0.04% NEW $136.72 +15.7%
158 POOL POOL CORP Industrials 6,272.0 $1.3M 0.04% NEW $214.90 -12.3%
159 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 20,935.0 $1.3M 0.04% NEW $60.67 +22.4%
160 CXT CRANE NXT CO Industrials 24,463.0 $1.3M 0.04% NEW $51.16 -1.0%
Page 8 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%