ANCHOR CAPITAL ADVISORS LLC Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$3.8T

Holdings

265

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (265 positions)

#StockSharesValue% PortfolioType
1
ADIANALOG DEVICES INC
451,262$89.0B2.35%
2
MCKMCKESSON CORP
236,801$84.3B2.23%
3
CBOECBOE GLOBAL MKTS INC
608,197$81.6B2.16%
4
WSOWATSCO INC
253,923$80.8B2.14%
5
DGDOLLAR GEN CORP NEW
352,563$74.2B1.96%
6
BAHBOOZ ALLEN HAMILTON HLDG COR
794,342$73.6B1.95%
7
ULTAULTA BEAUTY INC
133,803$73.0B1.93%
8
AOSSMITH A O CORP
1,047,435$72.4B1.91%
9
FAFFIRST AMERN FINL CORP
1,258,189$70.0B1.85%
10
MKLMARKEL CORP
54,525$69.7B1.84%
11
HESHESS CORP
515,479$68.2B1.80%
12
BWXTBWX TECHNOLOGIES INC
1,081,173$68.2B1.80%
13
BSXBOSTON SCIENTIFIC CORP
1,347,010$67.4B1.78%
14
SUISUN CMNTYS INC
476,491$67.1B1.77%
15
FANGDIAMONDBACK ENERGY INC
490,792$66.3B1.75%
16
HSYHERSHEY CO
242,395$61.7B1.63%
17
FLRFLUOR CORP NEW
1,979,031$61.2B1.62%
18
GLGLOBE LIFE INC
538,978$59.3B1.57%
19
NSPINSPERITY INC
485,121$59.0B1.56%
20
CASYCASEYS GEN STORES INC
271,836$58.8B1.56%
21
ETRENTERGY CORP NEW
544,753$58.7B1.55%
22
HUBBHUBBELL INC
235,751$57.4B1.52%
23
PORPORTLAND GEN ELEC CO
1,163,150$56.9B1.50%
24
TELTE CONNECTIVITY LTD
432,787$56.8B1.50%
25
BRBROADRIDGE FINL SOLUTIONS IN
383,433$56.2B1.49%
26
RGLDROYAL GOLD INC
433,192$56.2B1.49%
27
VNTVONTIER CORPORATION
2,001,393$54.7B1.45%
28
EXPDEXPEDITORS INTL WASH INC
494,894$54.5B1.44%
29
MTBM & T BK CORP
449,738$53.8B1.42%
30
TTTRANE TECHNOLOGIES PLC
286,878$52.8B1.40%
31
LNTALLIANT ENERGY CORP
983,423$52.5B1.39%
32
LAMRLAMAR ADVERTISING CO NEW
521,878$52.1B1.38%
33
WTWWILLIS TOWERS WATSON PLC LTD
221,209$51.4B1.36%
34
AREALEXANDRIA REAL ESTATE EQ IN
401,842$50.5B1.33%
35
ITGARTNER INC
145,947$47.5B1.26%
36
SSNCSS&C TECHNOLOGIES HLDGS INC
806,525$45.5B1.20%
37
IEIISHARES TR
382,174$45.0B1.19%
38
AVYAVERY DENNISON CORP
245,882$44.0B1.16%
39
WATWATERS CORP
140,848$43.6B1.15%
40
XELXCEL ENERGY INC
626,212$42.2B1.12%
41
SHVISHARES TR
363,151$40.1B1.06%
42
ADSKAUTODESK INC
184,833$38.5B1.02%
43
LBRDKLIBERTY BROADBAND CORP
469,953$38.4B1.02%
44
COLDAMERICOLD REALTY TRUST INC
1,329,839$37.8B1.00%
45
MSFTMICROSOFT CORP
105,941$30.5B0.81%
46
SEDGSOLAREDGE TECHNOLOGIES INC
94,163$28.6B0.76%
47
IFFINTERNATIONAL FLAVORS&FRAGRA
302,634$27.8B0.74%
48
LKQ1LKQ CORP
483,359$27.4B0.73%
49
SHYISHARES TR
333,206$27.4B0.72%
50
HALHALLIBURTON CO
828,233$26.2B0.69%
51
DORMDORMAN PRODS INC
297,045$25.6B0.68%
52
AAPLAPPLE INC
154,306$25.4B0.67%
53
UIUBIQUITI INC
92,791$25.2B0.67%
54
CVXCHEVRON CORP NEW
147,678$24.1B0.64%
55
JNJJOHNSON & JOHNSON
154,934$24.0B0.63%
56
ETNEATON CORP PLC
135,576$23.2B0.61%
57
PGPROCTER AND GAMBLE CO
151,559$22.5B0.60%
58
JPMJPMORGAN CHASE & CO
171,186$22.3B0.59%
59
PEPPEPSICO INC
121,978$22.2B0.59%
60
EPAMEPAM SYS INC
73,067$21.8B0.58%
61
IEFISHARES TR
209,561$20.8B0.55%
62
CBCHUBB LIMITED
103,514$20.1B0.53%
63
PGRPROGRESSIVE CORP
134,538$19.2B0.51%
64
MDLZMONDELEZ INTL INC
266,058$18.5B0.49%
65
MPCMARATHON PETE CORP
136,296$18.4B0.49%
66
LOWLOWES COS INC
88,398$17.7B0.47%
67
IDAIDACORP INC
160,726$17.4B0.46%
68
ABBVABBVIE INC
108,853$17.3B0.46%
69
UNHUNITEDHEALTH GROUP INC
36,441$17.2B0.46%
70
CMECME GROUP INC
88,967$17.0B0.45%
71
WMTWALMART INC
112,431$16.6B0.44%
72
CRMSALESFORCE INC
79,454$15.9B0.42%
73
VVISA INC
69,478$15.7B0.41%
74
CTVACORTEVA INC
255,597$15.4B0.41%
75
SHELSHELL PLC
255,488$14.7B0.39%
76
IGIBISHARES TR
285,455$14.6B0.39%
77
ALCALCON AG
207,357$14.6B0.39%
78
IGSBISHARES TR
288,332$14.6B0.39%
79
LMTLOCKHEED MARTIN CORP
30,693$14.5B0.38%
80
RTXRAYTHEON TECHNOLOGIES CORP
147,811$14.5B0.38%
81
ABTABBOTT LABS
142,703$14.5B0.38%
82
WRBBERKLEY W R CORP
228,644$14.2B0.38%
83
APDAIR PRODS & CHEMS INC
47,856$13.7B0.36%
84
CMCSACOMCAST CORP NEW
353,693$13.4B0.35%
85
AMTAMERICAN TOWER CORP NEW
63,628$13.0B0.34%
86
IWSISHARES TR
116,089$12.3B0.33%
87
FNVFRANCO NEV CORP
84,383$12.3B0.33%
88
DEODIAGEO PLC
67,817$12.3B0.32%
89
AZNASTRAZENECA PLC
173,799$12.1B0.32%
90
PHPARKER-HANNIFIN CORP
35,764$12.0B0.32%
91
QCOMQUALCOMM INC
92,537$11.8B0.31%
92
BRK/BBERKSHIRE HATHAWAY INC DEL
37,843$11.7B0.31%
93
NEENEXTERA ENERGY INC
148,372$11.4B0.30%
94
DISDISNEY WALT CO
112,167$11.2B0.30%
95
AXPAMERICAN EXPRESS CO
67,251$11.1B0.29%
96
CVSCVS HEALTH CORP
146,290$10.9B0.29%
97
OTISOTIS WORLDWIDE CORP
118,613$10.0B0.26%
98
BABOEING CO
46,861$10.0B0.26%
99
VCSHVANGUARD SCOTTSDALE FDS
129,690$9.9B0.26%
100
PNCPNC FINL SVCS GROUP INC
77,280$9.8B0.26%
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