ANCHOR CAPITAL ADVISORS LLC
•CIK: 813933•Filing: Q4 2025
ANCHOR CAPITAL ADVISORS LLC, led by the seasoned investor team known for a value-oriented approach, currently manages $3.5 billion in assets with a focus on healthcare and technology sectors. Recently, the fund has made notable shifts by adding ZIONP and IWD significantly, while cutting positions in FIS and IEI, reflecting a strategic pivot towards growth-oriented and dividend-focused equities.
Total AUM
$3.5B
QoQ Performance
-0.1%
Positions
215
Top 10 Concentration
21.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MCK2.6%
CRH2.3%
WRB2.3%
CBOE2.2%
ADI2.1%
MTB2.1%
PNC2.1%
MKL2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.9%
Financial4.7%
Materials3.7%
Healthcare2.5%
Industrial2.0%
Technology1.7%
Consumer1.5%
Real Estate0.7%
🚪 Exited Positionssold since Q3 2025
+47 more exited positions
Changes from Q3 2025
NEW10 new positions
↑65 increased
↓115 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023