0001172661-26-001692.txt : 20260512
0001172661-26-001692.hdr.sgml : 20260512
20260512130303
ACCESSION NUMBER: 0001172661-26-001692
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260331
FILED AS OF DATE: 20260512
DATE AS OF CHANGE: 20260512
EFFECTIVENESS DATE: 20260512
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ANCHOR CAPITAL ADVISORS LLC
CENTRAL INDEX KEY: 0000813933
ORGANIZATION NAME:
EIN: 204669888
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-01880
FILM NUMBER: 26967365
BUSINESS ADDRESS:
STREET 1: TWO INTERNATIONAL PLACE
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 6173683803
MAIL ADDRESS:
STREET 1: TWO INTERNATIONAL PLACE
CITY: BOSTON
STATE: MA
ZIP: 02110
FORMER COMPANY:
FORMER CONFORMED NAME: ANCHOR CAPITAL ADVISORS INC
DATE OF NAME CHANGE: 19990402
13F-HR
1
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ANCHOR CAPITAL ADVISORS LLC
Two International Place
Boston
MA
02110
13F HOLDINGS REPORT
028-01880
000105540
801-18930
N
Michelle Demerle
Compliance Officer
617-338-3800
/s/ Michelle Demerle
Boston
MA
05-12-2026
0
251
3512626600
INFORMATION TABLE
2
infotable.xml
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COM
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ORD SHS
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COM
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CAP STK CL A
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COM
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COM
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ORD
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ATMUS FILTRATION TECHNOLOGIE
COM
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AUTODESK INC
COM
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AVERY DENNISON CORP
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COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BOEING CO
COM
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BOOZ ALLEN HAMILTON HLDG COR
CL A
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BOSTON SCIENTIFIC CORP
COM
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BRIGHTVIEW HLDGS INC
COM
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COM
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BUILDERS FIRSTSOURCE INC
COM
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BWX TECHNOLOGIES INC
COM
05605H100
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CASEYS GEN STORES INC
COM
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CATERPILLAR INC
COM
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CAVCO INDS INC DEL
COM
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CBOE GLOBAL MKTS INC
COM
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CHEVRON CORPORATION
COM
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COM NEW
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CHUBB LTD SWITZ
COM
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CISCO SYS INC
COM
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CITI TRENDS INC
COM
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CITIGROUP INC
COM NEW
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CME GROUP INC
COM
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CNH INDL N V
SHS
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COCA COLA CO
COM
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SOLE
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COLGATE PALMOLIVE CO
COM
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COMCAST CORP NEW
CL A
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COMMUNITY FINANCIAL SYSTEM I
COM
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COMMUNITY HEALTHCARE TR INC
COM
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CONNECTONE BANCORP INC
COM
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CONOCOPHILLIPS
COM
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CORPAY INC
COM SHS
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CORTEVA INC
COM
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COSTCO WHOLESALE CORPORATION
COM
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CRANE NXT CO
COM
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SH
SOLE
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CRH PLC
ORD
G25508105
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SOLE
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CROCS INC
COM
227046109
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SH
SOLE
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CROWN CASTLE INC
COM
22822V101
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DAKTRONICS INC
COM
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DIAMONDBACK ENERGY INC
COM
25278X109
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DUPONT DE NEMOURS INC
COM
26614N102
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SH
SOLE
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EATON CORP PLC
SHS
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ELI LILLY & CO
COM
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ENTERGY CORP NEW
COM
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SOLE
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ETON PHARMACEUTICALS INC
COM
29772L108
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EVEREST GROUP LTD
COM
G3223R108
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EVERSOURCE ENERGY
COM
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EVOLV TECHNOLOGIES HLDNGS IN
COM CL A
30049H102
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EXPEDITORS INTL WASH INC
COM
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EXXON MOBIL CORP
COM
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FACTSET RESH SYS INC
COM
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SH
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FERGUSON ENTERPRISES INC
COMMON STOCK NEW
31488V107
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SOLE
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FIDELITY COVINGTON TRUST
ENHANCED INTL
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FIDELITY MERRIMACK STR TR
TOTAL BD ETF
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FIRST AMERN FINL CORP
COM
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SH
SOLE
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FLUOR CORP
COM
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SH
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GALLAGHER ARTHUR J & CO
COM
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SH
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GE HEALTHCARE TECHNOLOGIES I
COMMON STOCK
36266G107
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SOLE
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GENUINE PARTS CO
COM
372460105
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SH
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GLOBUS MED INC
CL A
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GOLDMAN SACHS GROUP INC
COM
38141G104
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HALLIBURTON CO
COM
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SH
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HAWKINS INC
COM
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SH
SOLE
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HCI GROUP INC
COM
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SH
SOLE
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HERSHEY CO
COM
427866108
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SH
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HILLMAN SOLUTIONS CORP
COM
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HOLOGIC INC
COM
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SH
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HOME DEPOT INC
COM
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SH
SOLE
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HONEYWELL INTL INC
COM
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SH
SOLE
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HUBBELL INC
COM
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ICF INTL INC
COM
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SH
SOLE
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IDACORP INC
COM
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SH
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ILLINOIS TOOL WKS INC
COM
452308109
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SH
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INDEPENDENCE RLTY TR INC
COM
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SH
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INSIGHT ENTERPRISES INC
COM
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SH
SOLE
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1538
INTEL CORP
COM
458140100
15339429
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SH
SOLE
340603
0
6993
ISHARES TR
7-10 YR TRSY BD
464287440
18975658
198823
SH
SOLE
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0
138
ISHARES TR
CORE S&P MCP ETF
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458799
6794
SH
SOLE
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0
0
ISHARES TR
CORE S&P SCP ETF
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358137
2881
SH
SOLE
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0
0
ISHARES TR
CORE S&P500 ETF
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1654
SH
SOLE
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0
ISHARES TR
MSCI EMG MKT ETF
464287234
240562
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SH
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0
0
ISHARES TR
RUSSELL 2000 ETF
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10589
SH
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10589
0
0
ISHARES TR
CORE US AGGBD ET
464287226
350919
3535
SH
SOLE
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0
ISHARES TR
GLB INFRASTR ETF
464288372
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14346
SH
SOLE
14346
0
0
ISHARES TR
IBDS DEC28 ETF
46435U515
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SH
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0
0
ISHARES TR
1 3 YR TREAS BD
464287457
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SH
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ISHARES TR
MSCI ACWI ETF
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SH
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0
0
ISHARES TR
US TREAS BD ETF
46429B267
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SH
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0
ISHARES TR
S&P MC 400VL ETF
464287705
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SH
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0
0
ISHARES TR
MSCI EAFE ETF
464287465
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SH
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8935
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
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SH
SOLE
15612
0
0
ISHARES TR
TRUST ISHARE 0-1
464288679
14879581
134791
SH
SOLE
134496
0
295
ISHARES TR
IBOXX INV CP ETF
464287242
3032647
27825
SH
SOLE
27825
0
0
ISHARES TR
FLTG RATE NT ETF
46429B655
315890
6200
SH
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6200
0
0
ISHARES TR
RUS MDCP VAL ETF
464287473
40569785
278371
SH
SOLE
278371
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
26891911
226745
SH
SOLE
226745
0
0
ISHARES TR
RUS 1000 ETF
464287622
5165233
14486
SH
SOLE
14486
0
0
ISHARES TR
RUS TP200 VL ETF
464289420
235382
2540
SH
SOLE
2540
0
0
ISHARES TR
ISHS 5-10YR INVT
464288638
11766065
221084
SH
SOLE
221084
0
0
ISHARES TR
ISHS 1-5YR INVS
464288646
17272474
328624
SH
SOLE
328624
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
1065616
5621
SH
SOLE
5621
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
423228
4675
SH
SOLE
4675
0
0
ISHARES TR
RUS MID CAP ETF
464287499
2762013
28407
SH
SOLE
28407
0
0
ISHARES TR
0-5 YR TIPS ETF
46429B747
214928
2078
SH
SOLE
2078
0
0
ISHARES U S ETF TR
GSCI CMDTY STGY
46431W853
229840
6798
SH
SOLE
6798
0
0
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
46654Q773
7156241
137119
SH
SOLE
137119
0
0
JOHNSON & JOHNSON
COM
478160104
30691953
125560
SH
SOLE
123182
0
2378
JOHNSON CONTROLS INTERNATION
SHS
G51502105
2586917
19755
SH
SOLE
19755
0
0
JPMORGAN CHASE & CO
COM
46625H100
44443914
151088
SH
SOLE
148203
0
2885
KEURIG DR PEPPER INC
COM
49271V100
39579242
1503199
SH
SOLE
1462978
0
40221
KROGER CO
COM
501044101
289440
4000
SH
SOLE
4000
0
0
LAMAR ADVERTISING CO
CL A
512816109
54781656
432510
SH
SOLE
421609
0
10901
LISTED FDS TR
ROUNDHILL MAGNIF
53656G498
390689
6743
SH
SOLE
6743
0
0
LOCKHEED MARTIN CORP
COM
539830109
18320021
30312
SH
SOLE
29732
0
580
LOWES COS INC
COM
548661107
19908743
84259
SH
SOLE
82693
0
1566
LYFT INC
CL A COM
55087P104
493151
37079
SH
SOLE
37079
0
0
M & T BK CORP
COM
55261F104
71883131
347732
SH
SOLE
339387
0
8345
MAGNOLIA OIL & GAS CORP
CL A
559663109
3424429
108471
SH
SOLE
83702
0
24769
MANULIFE FINL CORP
COM
56501R106
206640
6000
SH
SOLE
6000
0
0
MARATHON PETE CORP
COM
56585A102
17734518
72629
SH
SOLE
71272
0
1357
MARKEL GROUP INC
COM
570535104
62082183
32435
SH
SOLE
31778
0
657
MARRIOTT INTL INC NEW
CL A
571903202
966819
2956
SH
SOLE
2906
0
50
MAYVILLE ENGR CO INC
COM
578605107
1461884
81442
SH
SOLE
64525
0
16917
MCDONALDS CORP
COM
580135101
21316866
68589
SH
SOLE
67243
0
1346
MCGRATH RENTCORP
COM
580589109
2269562
20580
SH
SOLE
15764
0
4816
MCKESSON CORP
COM
58155Q103
84796752
97990
SH
SOLE
95600
0
2390
MEDTRONIC PLC
SHS
G5960L103
793194
9154
SH
SOLE
9003
0
151
META PLATFORMS INC
CL A
30303M102
206539
361
SH
SOLE
361
0
0
MICROSOFT CORP
COM
594918104
26435920
71416
SH
SOLE
70153
0
1263
MID-AMER APT CMNTYS INC
COM
59522J103
51544754
422083
SH
SOLE
412074
0
10009
MONDELEZ INTL INC
CL A
609207105
1227445
21295
SH
SOLE
20975
0
320
MSA SAFETY INC
COM
553498106
1927849
11759
SH
SOLE
9707
0
2052
NELNET INC
CL A
64031N108
1780938
13810
SH
SOLE
10866
0
2944
NETGEAR INC
COM
64111Q104
2633227
120569
SH
SOLE
100064
0
20505
NICOLET BANKSHARES INC
COM
65406E102
3153271
21217
SH
SOLE
16727
0
4490
NORFOLK SOUTHN CORP
COM
655844108
426524
1486
SH
SOLE
1486
0
0
NOVARTIS AG
SPONSORED ADR
66987V109
262425
1718
SH
SOLE
1718
0
0
ORACLE CORP
COM
68389X105
877364
5964
SH
SOLE
5964
0
0
OTIS WORLDWIDE CORP
COM
68902V107
42796349
555220
SH
SOLE
541248
0
13972
PARKER-HANNIFIN CORP
COM
701094104
14814184
16548
SH
SOLE
16235
0
313
PAYCOM SOFTWARE INC
COM
70432V102
22269903
183231
SH
SOLE
176981
0
6250
PAYPAL HLDGS INC
COM
70450Y103
549937
12159
SH
SOLE
12029
0
130
PEPSICO INC
COM
713448108
20124367
129592
SH
SOLE
126968
0
2624
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2680995
26658
SH
SOLE
26344
0
314
PJT PARTNERS INC
COM CL A
69343T107
2149592
15385
SH
SOLE
12036
0
3349
PNC FINL SVCS GROUP INC
COM
693475105
68834924
330794
SH
SOLE
322716
0
8078
PROCTER & GAMBLE CO
COM
742718109
10388077
71920
SH
SOLE
70610
0
1310
PROGRESS SOFTWARE CORP
COM
743312100
1558135
60746
SH
SOLE
50927
0
9819
PROGRESSIVE CORP
COM
743315103
4800736
24217
SH
SOLE
23847
0
370
QNITY ELECTRONICS INC
COMMON STOCK
74743L100
49849033
432042
SH
SOLE
420480
0
11562
QUALCOMM INC
COM
747525103
821230
6377
SH
SOLE
6237
0
140
REALTY INCOME CORP
COM
756109104
13078485
213771
SH
SOLE
209838
0
3933
REGENERON PHARMACEUTICALS
COM
75886F107
7956742
10298
SH
SOLE
10037
0
261
RESMED INC
COM
761152107
514059
2290
SH
SOLE
2290
0
0
REXFORD INDL RLTY INC
COM
76169C100
35052224
1070951
SH
SOLE
1042173
0
28778
RIO TINTO PLC
SPONSORED ADR
767204100
21858155
234303
SH
SOLE
229558
0
4745
ROCKET COS INC
COM CL A
77311W101
199144
13975
SH
SOLE
13975
0
0
ROYAL GOLD INC
COM
780287108
201447
792
SH
SOLE
792
0
0
RPM INTL INC
COM
749685103
2836155
28533
SH
SOLE
27849
0
684
RTX CORPORATION
COM
75513E101
26440998
137071
SH
SOLE
134284
0
2787
RUSSELL INVTS EXCHANGE TRADE
US SMALL CAP EQU
78249U100
3398363
106247
SH
SOLE
105697
0
550
SAFETY INS GROUP INC
COM
78648T100
1251006
17222
SH
SOLE
12970
0
4252
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
5826350
200012
SH
SOLE
200012
0
0
SCIENCE APPLICATIONS INTL CO
COM
808625107
347122
3657
SH
SOLE
3557
0
100
SENECA FOODS CORP NEW
CL A
817070501
2920998
19329
SH
SOLE
15242
0
4087
SHELL PLC
SPON ADS
780259305
24368304
262025
SH
SOLE
257193
0
4832
SIMPSON MFG INC
COM
829073105
1620264
9441
SH
SOLE
7382
0
2059
SKYWEST INC
COM
830879102
2113743
23018
SH
SOLE
18007
0
5011
SLB LIMITED
COM STK
806857108
13634278
265310
SH
SOLE
259258
0
6052
SMITH A O CORP
COM
831865209
358958
5444
SH
SOLE
5444
0
0
SOLSTICE ADVANCED MATLS INC
COM SHS
83443Q103
20905679
274497
SH
SOLE
263779
0
10718
SOLVENTUM CORP
COM SHS
83444M101
38547072
590307
SH
SOLE
574945
0
15362
SOUTHERN CO
COM
842587107
277495
2875
SH
SOLE
2875
0
0
SPDR GOLD TR
GOLD SHS
78463V107
397158
923
SH
SOLE
923
0
0
SPDR INDEX SHS FDS
STATE STREET SPD
78463X541
201609
2700
SH
SOLE
2700
0
0
SS&C TECH HLDGS
COM
78467J100
834325
12348
SH
SOLE
12348
0
0
STAG INDUSTRIAL INC
COM
85254J102
1987844
55126
SH
SOLE
42906
0
12220
STATE STR CORP
COM
857477103
761891
6020
SH
SOLE
6020
0
0
STATE STR SPDR S&P 500 ETF T
TR UNIT
78462F103
437113
672
SH
SOLE
672
0
0
STATE STR SPDR S&P MIDCAP 40
UTSER1 S&PDCRP
78467Y107
336960
546
SH
SOLE
546
0
0
STRYKER CORPORATION
COM
863667101
1025201
3120
SH
SOLE
3120
0
0
SUN CMNTYS INC
COM
866674104
3958463
31426
SH
SOLE
30838
0
588
SUNBELT RENTALS HOLDINGS INC
SHS
866966104
30052672
461710
SH
SOLE
445548
0
16162
TCW ETF TRUST
FLEXIBLE INCOME
29287L700
5047923
128544
SH
SOLE
128544
0
0
TD SYNNEX CORPORATION
COM
87162W100
48731254
288846
SH
SOLE
281256
0
7590
TE CONNECTIVITY PLC
ORD SHS
G87052109
45428049
217338
SH
SOLE
211842
0
5496
TECK RESOURCES LTD
CL B
878742204
41018393
792626
SH
SOLE
772473
0
20153
TEXAS INSTRS INC
COM
882508104
543592
2800
SH
SOLE
2800
0
0
TEXAS PACIFIC LAND CORPORATI
COM
88262P102
4558273
9605
SH
SOLE
9392
0
213
THERMO FISHER SCIENTIFIC INC
COM
883556102
7848714
15968
SH
SOLE
15655
0
313
TJX COS INC NEW
COM
872540109
226934
1421
SH
SOLE
1421
0
0
TOLL BROTHERS INC
COM
889478103
44644272
327136
SH
SOLE
318026
0
9110
TORO CO
COM
891092108
2791707
29877
SH
SOLE
24475
0
5402
TOTALENERGIES SE
ACT
F92124100
209254
2300
SH
SOLE
2300
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
25041172
60088
SH
SOLE
58608
0
1480
UBIQUITI INC
COM
90353W103
281343
356
SH
SOLE
356
0
0
UFP TECHNOLOGIES INC
COM
902673102
844677
4363
SH
SOLE
3444
0
919
ULTA BEAUTY INC
COM
90384S303
406342
777
SH
SOLE
777
0
0
UNILEVER PLC
SPON ADR NEW
904767803
2823376
49559
SH
SOLE
47906
0
1653
UNION PAC CORP
COM
907818108
15273101
62951
SH
SOLE
61767
0
1184
UNITED BANKSHARES INC WEST V
COM
909907107
2197621
53057
SH
SOLE
42147
0
10910
UNITIL CORP
COM
913259107
2101563
40229
SH
SOLE
30657
0
9572
UNIVERSAL LOGISTICS HLDGS IN
COM
91388P105
1054801
49896
SH
SOLE
38350
0
11546
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
580006
5051
SH
SOLE
5051
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1700478
21687
SH
SOLE
21687
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
375564
5100
SH
SOLE
5100
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
263458
5483
SH
SOLE
5483
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2189423
3664
SH
SOLE
3664
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
202277
786
SH
SOLE
786
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1325699
4436
SH
SOLE
4436
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
330674
3728
SH
SOLE
3728
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
750054
2338
SH
SOLE
2338
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
270682
5008
SH
SOLE
5008
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
1459988
24940
SH
SOLE
24630
0
310
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
4634248
56003
SH
SOLE
55623
0
380
VANGUARD SCOTTSDALE FDS
TOTAL CORP BND
92206C573
242015
3150
SH
SOLE
3150
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
5504826
69444
SH
SOLE
69029
0
415
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
328768
4400
SH
SOLE
4400
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
226243
1052
SH
SOLE
1052
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
957804
14947
SH
SOLE
14947
0
0
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
367440
1000
SH
SOLE
1000
0
0
VISA INC
COM CL A
92826C839
17609638
58264
SH
SOLE
57230
0
1034
VONTIER CORPORATION
COM
928881101
237628
6699
SH
SOLE
6699
0
0
WALMART INC
COM
931142103
14588407
117383
SH
SOLE
114926
0
2457
WATSCO INC
COM
942622200
33242382
91378
SH
SOLE
88947
0
2431
WINMARK CORP
COM
974250102
1595189
3731
SH
SOLE
2923
0
808
WOODWARD INC
COM
980745103
255913
715
SH
SOLE
715
0
0
XCEL ENERGY INC
COM
98389B100
48979328
616558
SH
SOLE
600062
0
16496
XPO INC
COM
983793100
568086
2920
SH
SOLE
2835
0
85
YUM BRANDS INC
COM
988498101
42657493
274360
SH
SOLE
267242
0
7118