ANCHOR CAPITAL ADVISORS LLC Q2 2024 Filing

Filed August 6, 2024

Portfolio Value

$3.6B

Holdings

239

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (239 positions)

#StockSharesValue% PortfolioType
1
SHVISHARES TR
971,521$107.4T3018779.39%
2
FANGDIAMONDBACK ENERGY INC
398,579$79.8T2243745.34%
3
MCKMCKESSON CORP
136,021$79.4T2233912.81%
4
ADIANALOG DEVICES INC
328,866$75.1T2110888.22%
5
WRBBERKLEY W R CORP
931,636$73.2T2058614.07%
6
BSXBOSTON SCIENTIFIC CORP
890,402$68.6T1928191.27%
7
MKLMARKEL GROUP INC
42,947$67.7T1902904.67%
8
CBOECBOE GLOBAL MKTS INC
382,128$65.0T1827375.40%
9
PNCPNC FINL SVCS GROUP INC
408,726$63.5T1786995.27%
10
BAHBOOZ ALLEN HAMILTON HLDG COR
399,332$61.5T1728181.66%
11
MTBM & T BK CORP
391,658$59.3T1666998.53%
12
AOSSMITH A O CORP
678,363$55.5T1560005.54%
13
CASYCASEYS GEN STORES INC
143,202$54.6T1536491.57%
14
LAMRLAMAR ADVERTISING CO NEW
449,347$53.7T1510343.81%
15
SUISUN CMNTYS INC
438,764$52.8T1484766.89%
16
RHCRH PLC
704,086$52.8T1484525.90%
17
TELTE CONNECTIVITY LTD
335,879$50.5T1420805.36%
18
FLRFLUOR CORP NEW
1,149,785$50.1T1408061.13%
19
LNTALLIANT ENERGY CORP
964,337$49.1T1380268.07%
20
FISFIDELITY NATL INFORMATION SV
641,935$48.4T1360344.22%
21
SUXTD SYNNEX CORPORATION
418,936$48.3T1359472.61%
22
TTTRANE TECHNOLOGIES PLC
144,781$47.6T1339154.82%
23
EXPDEXPEDITORS INTL WASH INC
378,780$47.3T1329181.44%
24
HSYHERSHEY CO
253,624$46.6T1311061.74%
25
MAAMID-AMER APT CMNTYS INC
326,812$46.6T1310582.41%
26
VNTVONTIER CORPORATION
1,180,051$45.1T1267596.36%
27
ESEVERSOURCE ENERGY
784,860$44.5T1251609.27%
28
HUBBHUBBELL INC
121,701$44.5T1250760.04%
29
FAFFIRST AMERN FINL CORP
813,313$43.9T1233859.86%
30
ULTAULTA BEAUTY INC
113,538$43.8T1231971.63%
31
AVYAVERY DENNISON CORP
195,845$42.8T1204142.18%
32
WSOWATSCO INC
92,183$42.7T1200804.07%
33
IWSISHARES TR
341,598$41.2T1159801.78%
34
NSANATIONAL STORAGE AFFILIATES
980,081$40.4T1136022.16%
35
BRBROADRIDGE FINL SOLUTIONS IN
200,081$39.4T1108379.87%
36
CHRDCHORD ENERGY CORPORATION
234,389$39.3T1105186.75%
37
PORPORTLAND GEN ELEC CO
894,856$38.7T1088067.66%
38
AJGGALLAGHER ARTHUR J & CO
144,426$37.5T1053131.22%
39
ADSKAUTODESK INC
151,063$37.4T1051147.12%
40
SSNCSS&C TECHNOLOGIES HLDGS INC
594,927$37.3T1048432.01%
41
SHYISHARES TR
456,559$37.3T1048262.47%
42
KELKELLANOVA
642,846$37.1T1042675.07%
43
GPCGENUINE PARTS CO
258,325$35.7T1004774.51%
44
BWXTBWX TECHNOLOGIES INC
375,139$35.6T1002149.81%
45
JPMJPMORGAN CHASE & CO.
174,690$35.3T993561.62%
46
ITGARTNER INC
74,601$33.5T942029.32%
47
MSFTMICROSOFT CORP
73,875$33.0T928480.66%
48
CNHICNH INDL N V
3,202,684$32.4T912305.75%
49
FERGFERGUSON PLC NEW
164,375$31.8T895097.65%
50
NSCNORFOLK SOUTHN CORP
144,438$31.0T871988.30%
51
8CWCROWN CASTLE INC
288,327$28.2T792131.55%
52
GMEDGLOBUS MED INC
409,975$28.1T789589.10%
53
XELXCEL ENERGY INC
483,337$25.8T725921.53%
54
AWNADVANCE AUTO PARTS INC
377,661$23.9T672556.16%
55
IEIISHARES TR
202,562$23.4T657725.20%
56
BUWABIO RAD LABS INC
85,570$23.4T657164.79%
57
CVXCHEVRON CORP NEW
140,221$21.9T616767.71%
58
GSGOLDMAN SACHS GROUP INC
48,246$21.8T613651.32%
59
HALHALLIBURTON CO
639,635$21.6T607587.08%
60
RTXRTX CORPORATION
209,421$21.0T591191.77%
61
CBCHUBB LIMITED
82,178$21.0T589450.29%
62
CRLCHARLES RIV LABS INTL INC
101,462$21.0T589395.66%
63
SHELSHELL PLC
282,772$20.4T573944.50%
64
PGPROCTER AND GAMBLE CO
119,703$19.7T555132.58%
65
JNJJOHNSON & JOHNSON
126,947$18.6T521757.84%
66
TECK/BTECK RESOURCES LTD
378,900$18.1T510359.78%
67
PGRPROGRESSIVE CORP
86,836$18.0T507193.15%
68
TOLTOLL BROTHERS INC
154,018$17.7T498843.95%
69
LKQ1LKQ CORP
426,026$17.7T498243.65%
70
TMOTHERMO FISHER SCIENTIFIC INC
31,905$17.6T496142.99%
71
IGSBISHARES TR
342,355$17.5T493290.77%
72
CPAYCORPAY INC
65,831$17.5T493168.92%
73
WMTWALMART INC
250,194$16.9T476371.47%
74
IDAIDACORP INC
180,068$16.8T471666.75%
75
ABBVABBVIE INC
96,566$16.6T465753.94%
76
BRK/BBERKSHIRE HATHAWAY INC DEL
40,256$16.4T460502.17%
77
PEPPEPSICO INC
93,689$15.5T434517.48%
78
LOWLOWES COS INC
69,360$15.3T429989.36%
79
QCOMQUALCOMM INC
76,117$15.2T426326.60%
80
ALCALCON AG
170,164$15.2T426251.21%
81
UNPUNION PAC CORP
66,690$15.1T424310.47%
82
ABTABBOTT LABS
144,513$15.0T422262.18%
83
IGIBISHARES TR
292,921$15.0T422226.97%
84
APDAIR PRODS & CHEMS INC
57,183$14.8T414938.86%
85
AXPAMERICAN EXPRESS CO
62,277$14.4T405499.11%
86
AMATAPPLIED MATLS INC
60,792$14.3T403422.05%
87
AMTAMERICAN TOWER CORP NEW
73,314$14.3T400735.90%
88
CMCSACOMCAST CORP NEW
363,478$14.2T400255.67%
89
CMECME GROUP INC
72,149$14.2T398871.54%
90
VVISA INC
53,080$13.9T391769.13%
91
CRMSALESFORCE INC
53,790$13.8T388887.72%
92
UNHUNITEDHEALTH GROUP INC
26,252$13.4T375934.09%
93
ETRENTERGY CORP NEW
124,040$13.3T373218.78%
94
AZNASTRAZENECA PLC
169,790$13.2T372364.01%
95
ETNEATON CORP PLC
41,590$13.0T366703.07%
96
LMTLOCKHEED MARTIN CORP
27,803$13.0T365194.09%
97
MPCMARATHON PETE CORP
73,664$12.8T359354.67%
98
MDLZMONDELEZ INTL INC
190,527$12.5T350603.02%
99
APOAPOLLO GLOBAL MGMT INC
105,180$12.4T349213.94%
100
CTVACORTEVA INC
169,186$9.1T256620.75%
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