ANCHOR CAPITAL ADVISORS LLC Q2 2023 Filing

Filed August 4, 2023

Portfolio Value

$3.9T

Holdings

267

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (267 positions)

#StockSharesValue% PortfolioType
1
MCKMCKESSON CORP
228,289$97.6B2.53%
2
BAHBOOZ ALLEN HAMILTON HLDG COR
765,486$85.4B2.22%
3
CBOECBOE GLOBAL MKTS INC
587,060$81.0B2.10%
4
ADIANALOG DEVICES INC
400,480$78.0B2.02%
5
MKLMARKEL GROUP INC
52,872$73.1B1.90%
6
AOSSMITH A O CORP
993,202$72.3B1.87%
7
WSOWATSCO INC
186,152$71.0B1.84%
8
FAFFIRST AMERN FINL CORP
1,216,596$69.4B1.80%
9
BSXBOSTON SCIENTIFIC CORP
1,275,129$69.0B1.79%
10
BWXTBWX TECHNOLOGIES INC
938,577$67.2B1.74%
11
HESHESS CORP
486,206$66.1B1.71%
12
FANGDIAMONDBACK ENERGY INC
493,725$64.9B1.68%
13
CASYCASEYS GEN STORES INC
264,399$64.5B1.67%
14
BRBROADRIDGE FINL SOLUTIONS IN
372,290$61.7B1.60%
15
ULTAULTA BEAUTY INC
130,806$61.6B1.60%
16
SUISUN CMNTYS INC
453,185$59.1B1.53%
17
LNTALLIANT ENERGY CORP
1,115,098$58.5B1.52%
18
TELTE CONNECTIVITY LTD
415,198$58.2B1.51%
19
EXPDEXPEDITORS INTL WASH INC
473,121$57.3B1.49%
20
FLRFLUOR CORP NEW
1,914,475$56.7B1.47%
21
HUBBHUBBELL INC
170,715$56.6B1.47%
22
VNTVONTIER CORPORATION
1,742,691$56.1B1.46%
23
GLGLOBE LIFE INC
509,779$55.9B1.45%
24
MTBM & T BK CORP
451,517$55.9B1.45%
25
NSPINSPERITY INC
466,332$55.5B1.44%
26
HSYHERSHEY CO
222,089$55.5B1.44%
27
TTTRANE TECHNOLOGIES PLC
277,398$53.1B1.38%
28
WRBBERKLEY W R CORP
885,912$52.8B1.37%
29
PORPORTLAND GEN ELEC CO
1,125,363$52.7B1.37%
30
ETRENTERGY CORP NEW
526,367$51.3B1.33%
31
WTWWILLIS TOWERS WATSON PLC LTD
213,356$50.2B1.30%
32
LAMRLAMAR ADVERTISING CO NEW
503,749$50.0B1.30%
33
AREALEXANDRIA REAL ESTATE EQ IN
438,187$49.7B1.29%
34
RGLDROYAL GOLD INC
429,817$49.3B1.28%
35
IEIISHARES TR
428,004$49.3B1.28%
36
SSNCSS&C TECHNOLOGIES HLDGS INC
741,192$44.9B1.17%
37
SHVISHARES TR
395,972$43.7B1.13%
38
COLDAMERICOLD REALTY TRUST INC
1,291,813$41.7B1.08%
39
AVYAVERY DENNISON CORP
241,539$41.5B1.08%
40
ESEVERSOURCE ENERGY
578,102$41.0B1.06%
41
ITGARTNER INC
115,254$40.4B1.05%
42
DGDOLLAR GEN CORP NEW
225,685$38.3B0.99%
43
NSANATIONAL STORAGE AFFILIATES
1,092,824$38.1B0.99%
44
ADSKAUTODESK INC
185,501$38.0B0.98%
45
WATWATERS CORP
142,162$37.9B0.98%
46
XELXCEL ENERGY INC
604,672$37.6B0.98%
47
NSCNORFOLK SOUTHN CORP
164,346$37.3B0.97%
48
LBRDKLIBERTY BROADBAND CORP
456,766$36.6B0.95%
49
MSFTMICROSOFT CORP
99,065$33.7B0.88%
50
BUWABIO RAD LABS INC
72,653$27.5B0.71%
51
LKQ1LKQ CORP
469,150$27.3B0.71%
52
JPMJPMORGAN CHASE & CO
185,554$27.0B0.70%
53
HALHALLIBURTON CO
810,448$26.7B0.69%
54
CRLCHARLES RIV LABS INTL INC
124,582$26.2B0.68%
55
JNJJOHNSON & JOHNSON
154,269$25.5B0.66%
56
IFFINTERNATIONAL FLAVORS&FRAGRA
317,965$25.3B0.66%
57
SEDGSOLAREDGE TECHNOLOGIES INC
91,138$24.5B0.64%
58
DORMDORMAN PRODS INC
292,576$23.1B0.60%
59
CVXCHEVRON CORP NEW
143,086$22.5B0.58%
60
AAPLAPPLE INC
113,075$21.9B0.57%
61
PGPROCTER AND GAMBLE CO
144,157$21.9B0.57%
62
ETNEATON CORP PLC
106,938$21.5B0.56%
63
IEFISHARES TR
205,829$19.9B0.52%
64
SHYISHARES TR
242,660$19.7B0.51%
65
CBCHUBB LIMITED
100,757$19.4B0.50%
66
LOWLOWES COS INC
82,434$18.6B0.48%
67
PEPPEPSICO INC
98,526$18.2B0.47%
68
PGRPROGRESSIVE CORP
131,496$17.4B0.45%
69
WMTWALMART INC
109,884$17.3B0.45%
70
MDLZMONDELEZ INTL INC
235,488$17.2B0.45%
71
UNHUNITEDHEALTH GROUP INC
35,108$16.9B0.44%
72
IDAIDACORP INC
159,662$16.4B0.42%
73
ALCALCON AG
197,086$16.2B0.42%
74
CMECME GROUP INC
86,582$16.0B0.42%
75
VVISA INC
66,459$15.8B0.41%
76
CRMSALESFORCE INC
72,456$15.3B0.40%
77
ABTABBOTT LABS
139,209$15.2B0.39%
78
ABBVABBVIE INC
110,905$14.9B0.39%
79
SHELSHELL PLC
245,870$14.8B0.39%
80
APDAIR PRODS & CHEMS INC
48,106$14.4B0.37%
81
RTXRAYTHEON TECHNOLOGIES CORP
146,496$14.4B0.37%
82
CMCSACOMCAST CORP NEW
344,280$14.3B0.37%
83
LMTLOCKHEED MARTIN CORP
30,750$14.2B0.37%
84
AZNASTRAZENECA PLC
196,762$14.1B0.37%
85
CTVACORTEVA INC
244,605$14.0B0.36%
86
IGSBISHARES TR
278,923$14.0B0.36%
87
IGIBISHARES TR
276,212$14.0B0.36%
88
TMOTHERMO FISHER SCIENTIFIC INC
26,602$13.9B0.36%
89
FNVFRANCO NEV CORP
95,557$13.6B0.35%
90
PHPARKER-HANNIFIN CORP
34,510$13.5B0.35%
91
UNPUNION PAC CORP
65,383$13.4B0.35%
92
QCOMQUALCOMM INC
110,675$13.2B0.34%
93
MPCMARATHON PETE CORP
112,924$13.2B0.34%
94
BRK/BBERKSHIRE HATHAWAY INC DEL
37,346$12.7B0.33%
95
AMTAMERICAN TOWER CORP NEW
62,406$12.1B0.31%
96
AXPAMERICAN EXPRESS CO
64,191$11.2B0.29%
97
DEODIAGEO PLC
64,374$11.2B0.29%
98
NEENEXTERA ENERGY INC
140,173$10.4B0.27%
99
CVSCVS HEALTH CORP
148,455$10.3B0.27%
100
OTISOTIS WORLDWIDE CORP
112,510$10.0B0.26%
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