ANCHOR CAPITAL ADVISORS LLC Q4 2023 Filing

Filed February 5, 2024

Portfolio Value

$3.8B

Holdings

238

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (238 positions)

#StockSharesValue% PortfolioType
1
SHVISHARES TR
1,155,425$127.2T3357819.67%
2
MCKMCKESSON CORP
205,170$95.0T2506600.11%
3
CBOECBOE GLOBAL MKTS INC
508,385$90.8T2395448.35%
4
BAHBOOZ ALLEN HAMILTON HLDG COR
626,431$80.1T2114403.05%
5
ULTAULTA BEAUTY INC
151,162$74.1T1954517.85%
6
ADIANALOG DEVICES INC
364,177$72.3T1908158.97%
7
AOSSMITH A O CORP
867,843$71.5T1887943.39%
8
FANGDIAMONDBACK ENERGY INC
460,663$71.4T1885164.16%
9
WSOWATSCO INC
165,177$70.8T1867587.45%
10
WRBBERKLEY W R CORP
964,858$68.2T1800593.15%
11
FAFFIRST AMERN FINL CORP
1,045,935$67.4T1778566.44%
12
MKLMARKEL GROUP INC
47,104$66.9T1764919.60%
13
BRBROADRIDGE FINL SOLUTIONS IN
323,503$66.6T1756417.77%
14
BSXBOSTON SCIENTIFIC CORP
1,111,185$64.2T1695115.20%
15
FLRFLUOR CORP NEW
1,622,197$63.5T1676744.76%
16
SUISUN CMNTYS INC
467,506$62.5T1648794.16%
17
PNCPNC FINL SVCS GROUP INC
393,186$60.9T1606642.28%
18
TTTRANE TECHNOLOGIES PLC
247,268$60.3T1591437.77%
19
CASYCASEYS GEN STORES INC
216,524$59.5T1569775.48%
20
MTBM & T BK CORP
419,016$57.4T1515704.02%
21
GLGLOBE LIFE INC
452,524$55.1T1453493.93%
22
VNTVONTIER CORPORATION
1,570,638$54.3T1431970.47%
23
EXPDEXPEDITORS INTL WASH INC
416,746$53.0T1398840.92%
24
TELTE CONNECTIVITY LTD
376,523$52.9T1395973.34%
25
LAMRLAMAR ADVERTISING CO NEW
497,558$52.9T1395421.78%
26
BWXTBWX TECHNOLOGIES INC
664,740$51.0T1345942.58%
27
HUBBHUBBELL INC
154,107$50.7T1337627.34%
28
ESEVERSOURCE ENERGY
805,171$49.7T1311365.77%
29
AREALEXANDRIA REAL ESTATE EQ IN
390,479$49.5T1306241.92%
30
LNTALLIANT ENERGY CORP
962,459$49.4T1302894.50%
31
ETRENTERGY CORP NEW
483,700$48.9T1291587.15%
32
MAAMID-AMER APT CMNTYS INC
349,575$47.0T1240346.27%
33
AVYAVERY DENNISON CORP
218,106$44.1T1163517.44%
34
IEIISHARES TR
368,038$43.1T1137549.36%
35
PORPORTLAND GEN ELEC CO
987,493$42.8T1129360.73%
36
NSANATIONAL STORAGE AFFILIATES
1,020,629$42.3T1116893.20%
37
8CWCROWN CASTLE INC
353,956$40.8T1075905.54%
38
SSNCSS&C TECHNOLOGIES HLDGS INC
665,721$40.7T1073531.10%
39
ADSKAUTODESK INC
166,092$40.4T1067144.23%
40
HSYHERSHEY CO
214,238$39.9T1054013.59%
41
KELKELLANOVA
696,458$38.9T1027529.65%
42
RGLDROYAL GOLD INC
313,342$37.9T1000160.31%
43
IWSISHARES TR
323,954$37.7T994113.61%
44
NSCNORFOLK SOUTHN CORP
155,695$36.8T971172.18%
45
ITGARTNER INC
80,134$36.1T953917.67%
46
COLDAMERICOLD REALTY TRUST INC
1,153,775$34.9T921602.25%
47
FERGFERGUSON PLC NEW
176,786$34.1T900682.43%
48
XELXCEL ENERGY INC
547,592$33.9T894596.80%
49
JPMJPMORGAN CHASE & CO
198,164$33.7T889484.14%
50
WATWATERS CORP
93,556$30.8T812790.97%
51
MSFTMICROSOFT CORP
79,575$29.9T789628.12%
52
LKQ1LKQ CORP
558,244$26.7T703997.15%
53
CRLCHARLES RIV LABS INTL INC
111,902$26.5T698061.50%
54
HALHALLIBURTON CO
701,739$25.4T669412.43%
55
BUWABIO RAD LABS INC
76,698$24.8T653501.48%
56
CVXCHEVRON CORP NEW
155,906$23.3T613656.34%
57
JNJJOHNSON & JOHNSON
136,737$21.4T565556.22%
58
CBCHUBB LIMITED
93,065$21.0T555014.92%
59
SHELSHELL PLC
317,386$20.9T551091.18%
60
IGSBISHARES TR
404,761$20.8T547664.17%
61
CMECME GROUP INC
95,402$20.1T530181.01%
62
PGPROCTER AND GAMBLE CO
134,039$19.6T518320.72%
63
SHYISHARES TR
230,926$18.9T499928.78%
64
GSGOLDMAN SACHS GROUP INC
48,678$18.8T495531.10%
65
PGRPROGRESSIVE CORP
116,869$18.6T491214.47%
66
RTXRTX CORPORATION
220,503$18.6T489583.55%
67
TMOTHERMO FISHER SCIENTIFIC INC
34,167$18.1T478557.90%
68
UNPUNION PAC CORP
72,763$17.9T471612.18%
69
IEFISHARES TR
182,125$17.6T463245.24%
70
LOWLOWES COS INC
78,280$17.4T459714.45%
71
CRMSALESFORCE INC
65,275$17.2T453259.50%
72
UNHUNITEDHEALTH GROUP INC
32,601$17.2T452905.71%
73
MDLZMONDELEZ INTL INC
229,506$16.6T438653.63%
74
ABBVABBVIE INC
107,216$16.6T438446.29%
75
AMTAMERICAN TOWER CORP NEW
76,625$16.5T436510.03%
76
QCOMQUALCOMM INC
113,292$16.4T432381.94%
77
AAPLAPPLE INC
84,837$16.3T431017.25%
78
CMCSACOMCAST CORP NEW
371,255$16.3T429587.27%
79
VVISA INC
62,196$16.2T427297.91%
80
PEPPEPSICO INC
94,753$16.1T424663.10%
81
WMTWALMART INC
101,804$16.0T423514.77%
82
CVSCVS HEALTH CORP
196,577$15.5T409590.11%
83
IDAIDACORP INC
156,530$15.4T406116.52%
84
BRK/BBERKSHIRE HATHAWAY INC DEL
41,969$15.0T394997.83%
85
ABTABBOTT LABS
134,350$14.8T390225.89%
86
ALCALCON AG
185,032$14.5T381434.21%
87
KVUEKENVUE INC
647,078$13.9T367629.75%
88
LMTLOCKHEED MARTIN CORP
28,887$13.1T345496.40%
89
MPCMARATHON PETE CORP
85,645$12.7T335295.38%
90
AZNASTRAZENECA PLC
187,237$12.6T332765.63%
91
ETNEATON CORP PLC
51,777$12.5T329029.80%
92
APDAIR PRODS & CHEMS INC
45,467$12.4T328505.51%
93
AXPAMERICAN EXPRESS CO
61,790$11.6T305465.13%
94
BABOEING CO
42,222$11.0T290420.82%
95
PHPARKER-HANNIFIN CORP
23,573$10.9T286582.10%
96
IGIBISHARES TR
204,976$10.7T281264.82%
97
OTISOTIS WORLDWIDE CORP
106,516$9.5T251479.53%
98
VCSHVANGUARD SCOTTSDALE FDS
118,211$9.1T241346.12%
99
DEODIAGEO PLC
60,390$8.8T232121.09%
100
CTVACORTEVA INC
175,426$8.4T221829.67%
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