ANCHOR CAPITAL ADVISORS LLC

$3.5B reported 13(f) long value · latest quarter 2026-03-31 · CIK 813933 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.5B
ALL retained default holdings for this (filer, period), including NULL-value ones: 251
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 20
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 20

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:17201` · issuer key `iss:1208` COM	TRIM	−$5.9M	−12,554	$90.7M	$84.8M	110,544	97,990
position key `pos:11182` · issuer key `iss:347` COM	TRIM	+$7.1M	−6,573	$74.6M	$81.7M	297,345	290,772
position key `pos:14307` · issuer key `iss:127` COM	TRIM	+$4.3M	−26,032	$72.9M	$77.2M	268,684	242,652
position key `pos:10602` · issuer key `iss:254` COM	ADD	−$3.8M	+7,539	$79.0M	$75.2M	1,126,351	1,133,890
position key `pos:17863` · issuer key `iss:1147` COM	TRIM	+$509K	−6,518	$71.4M	$71.9M	354,250	347,732
position key `pos:17897` · issuer key `iss:729` COMMON STOCK NEW	ADD	+$4.3M	+4,600	$67.0M	$71.3M	300,927	305,527
position key `pos:17724` · issuer key `iss:576` COM	TRIM	+$15.1M	−10,594	$54.5M	$69.6M	362,385	351,791
position key `pos:13363` · issuer key `iss:1393` COM	TRIM	−$2.1M	−8,965	$70.9M	$68.8M	339,759	330,794
position key `pos:11017` · issuer key `iss:2082` ORD	ADD	−$12.2M	+3,913	$80.0M	$67.8M	640,902	644,815
position key `pos:13969` · issuer key `iss:408` COM	TRIM	+$14.0M	−4,062	$53.4M	$67.3M	96,536	92,474
position key `pos:16525` · issuer key `iss:58` COM	ADD	+$14.6M	+20,839	$48.7M	$63.3M	197,207	218,046
position key `pos:11906` · issuer key `iss:1183` COM	TRIM	−$8.7M	−487	$70.8M	$62.1M	32,922	32,435
position key `pos:12594` · issuer key `iss:951` COM	TRIM	+$6.3M	−4,079	$52.8M	$59.1M	417,531	413,452
position key `pos:10213` · issuer key `iss:82` COM	TRIM	+$4.7M	−7,322	$50.6M	$55.4M	778,722	771,400
position key `pos:17000` · issuer key `iss:829` CL A	TRIM	−$5.6M	−55,828	$60.7M	$55.1M	695,352	639,524
position key `pos:18125` · issuer key `iss:1092` CL A	TRIM	−$2.0M	−16,260	$56.8M	$54.8M	448,770	432,510
position key `pos:17782` · issuer key `iss:2255` ORD SHS	TRIM	−$4.0M	−19,902	$56.5M	$52.5M	716,625	696,723
position key `pos:12698` · issuer key `iss:1230` COM	ADD	−$3.0M	+29,167	$54.6M	$51.5M	392,916	422,083
position key `pos:13049` · issuer key `iss:926` COM	TRIM	+$3.7M	−2,596	$47.7M	$51.5M	107,465	104,869
position key `pos:10661` · issuer key `iss:2286` SHS	ADD	+$22.2M	+1,511,810	$28.7M	$50.8M	3,110,263	4,622,073
position key `pos:11665` · issuer key `iss:523` COM	TRIM	+$7.4M	−38,660	$42.7M	$50.1M	637,237	598,577
position key `pos:15485` · issuer key `iss:903` COM	TRIM	+$4.5M	−9,535	$45.5M	$50.0M	249,814	240,279
position key `pos:16130` · issuer key `iss:1508` COMMON STOCK	TRIM	+$14.1M	−5,292	$35.7M	$49.8M	437,334	432,042
position key `pos:13598` · issuer key `iss:1994` COM	TRIM	+$2.9M	−6,756	$46.0M	$49.0M	623,314	616,558
position key `pos:11764` · issuer key `iss:1740` COM	TRIM	+$4.6M	−4,719	$44.1M	$48.7M	293,565	288,846
position key `pos:11866` · issuer key `iss:612` COM	TRIM	+$4.2M	−43,541	$44.1M	$48.3M	1,098,026	1,054,485
position key `pos:10368` · issuer key `iss:203` COM	TRIM	−$2.7M	−1,403	$49.4M	$46.6M	271,459	270,056
position key `pos:17708` · issuer key `iss:707` COM	TRIM	−$3.5M	−10,648	$50.1M	$46.6M	336,148	325,500
position key `pos:14773` · issuer key `iss:2228` ORD SHS	TRIM	−$4.5M	−2,064	$49.9M	$45.4M	219,402	217,338
position key `pos:11989` · issuer key `iss:1806` COM	TRIM	−$1.3M	−12,938	$46.0M	$44.6M	340,074	327,136
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$3.6M	+1,969	$48.0M	$44.4M	149,119	151,088
position key `pos:16356` · issuer key `iss:795` COMMON STOCK	TRIM	−$11.0M	−52,441	$55.2M	$44.2M	672,973	620,532
position key `pos:14318` · issuer key `iss:1382` COM	ADD	−$4.7M	+11,358	$47.5M	$42.8M	543,862	555,220
position key `pos:13408` · issuer key `iss:2003` COM	ADD	+$1.3M	+1,059	$41.3M	$42.7M	273,301	274,360
position key `pos:16902` · issuer key `iss:2033` ORD	ADD	+$319K	+3,005	$42.2M	$42.5M	440,099	443,104
position key `pos:13195` · issuer key `iss:1765` CL B	ADD	+$10.7M	+159,876	$30.3M	$41.0M	632,750	792,626
position key `pos:12325` · issuer key `iss:1012` RUS MDCP VAL ETF	TRIM	−$3.8M	−36,419	$44.4M	$40.6M	314,790	278,371
position key `pos:17272` · issuer key `iss:521` COM SHS	ADD	+$2.5M	+12,723	$37.5M	$40.0M	124,731	137,454
position key `pos:16848` · issuer key `iss:538` COM	ADD	+$5.1M	+99,483	$34.7M	$39.8M	390,144	489,627
position key `pos:18077` · issuer key `iss:1053` COM	ADD	+$3.2M	+205,201	$36.4M	$39.6M	1,297,998	1,503,199
position key `pos:11077` · issuer key `iss:1690` COM SHS	ADD	−$8.0M	+2,385	$46.6M	$38.5M	587,922	590,307
position key `pos:17542` · issuer key `iss:193` COM	TRIM	−$8.5M	−511	$43.7M	$35.2M	147,541	147,030
position key `pos:11800` · issuer key `iss:1554` COM	TRIM	−$6.8M	−9,283	$41.8M	$35.1M	1,080,234	1,070,951
position key `pos:17199` · issuer key `iss:1948` COM	ADD	+$4.5M	+5,986	$28.8M	$33.2M	85,392	91,378
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	ADD	+$12.1M	+147,479	$20.8M	$32.9M	251,317	398,796
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$7.2M	+17,437	$24.3M	$31.5M	48,320	65,757
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	−$45.4K	−22,965	$30.7M	$30.7M	148,525	125,560
position key `pos:17783` · issuer key `iss:1730` SHS	NEW	+$30.1M	+461,710	$0	$30.1M	—	461,710
position key `pos:14095` · issuer key `iss:307` COM	ADD	−$14.7M	+4,399	$43.8M	$29.1M	459,297	463,696
position key `pos:10949` · issuer key `iss:339` COM	NEW	+$28.7M	+348,580	$0	$28.7M	—	348,580
position key `pos:14408` · issuer key `iss:753` COM	TRIM	+$3.1M	−26,514	$24.5M	$27.6M	618,086	591,572
position key `pos:11059` · issuer key `iss:322` COM	ADD	−$9.7M	+2,411	$37.0M	$27.3M	165,808	168,219
position key `pos:18044` · issuer key `iss:1013` 3 7 YR TREAS BD	ADD	+$3.8M	+33,462	$23.1M	$26.9M	193,283	226,745
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$1.3M	+75	$25.1M	$26.4M	136,996	137,071
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$4.7M	+7,121	$31.1M	$26.4M	64,295	71,416
position key `pos:14081` · issuer key `iss:2235` SHS	TRIM	+$1.3M	−796	$23.7M	$25.0M	60,884	60,088
position key `pos:14503` · issuer key `iss:1578` SPON ADS	ADD	+$5.2M	+652	$19.2M	$24.4M	261,373	262,025
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$6.5M	+375	$17.9M	$24.3M	117,190	117,565
position key `pos:11267` · issuer key `iss:2257` COM	TRIM	+$953K	−174	$22.8M	$23.8M	73,135	72,961
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$6.6M	−6,467	$29.9M	$23.3M	33,979	27,512
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$3.3M	−8,786	$19.0M	$22.3M	74,102	65,316
position key `pos:10415` · issuer key `iss:1418` COM	NEW	+$22.3M	+183,231	$0	$22.3M	—	183,231
position key `pos:12865` · issuer key `iss:1559` SPONSORED ADR	ADD	+$5.2M	+25,908	$16.7M	$21.9M	208,395	234,303
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$5.3M	+16,160	$16.0M	$21.3M	52,429	68,589
position key `pos:12048` · issuer key `iss:665` COM	TRIM	+$3.7M	−364	$17.3M	$21.0M	187,382	187,018
position key `pos:12515` · issuer key `iss:1689` COM SHS	TRIM	+$7.5M	−1,725	$13.4M	$20.9M	276,222	274,497
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$1.9M	+2,590	$18.2M	$20.1M	127,002	129,592
position key `pos:16172` · issuer key `iss:1141` COM	ADD	+$5.4M	+23,913	$14.6M	$19.9M	60,346	84,259
position key `pos:15442` · issuer key `iss:356` COM	ADD	+$1.9M	+1,334	$18.0M	$19.8M	65,737	67,071
position key `pos:16327` · issuer key `iss:1012` 7-10 YR TRSY BD	TRIM	−$3.3M	−32,973	$22.3M	$19.0M	231,796	198,823
position key `pos:17173` · issuer key `iss:1138` COM	TRIM	+$3.6M	−89	$14.7M	$18.3M	30,401	30,312
position key `pos:14787` · issuer key `iss:1180` COM	ADD	+$6.6M	+4,316	$11.1M	$17.7M	68,313	72,629
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	+$3.0M	+16,537	$14.6M	$17.6M	41,727	58,264
position key `pos:14231` · issuer key `iss:1013` ISHS 1-5YR INVS	ADD	+$341K	+8,437	$16.9M	$17.3M	320,187	328,624
position key `pos:14039` · issuer key `iss:112` COM	ADD	+$5.4M	+32,103	$11.1M	$16.4M	63,207	95,310
position key `pos:11849` · issuer key `iss:104` COM	TRIM	−$3.6M	−121	$19.7M	$16.1M	53,349	53,228
position key `pos:18143` · issuer key `iss:982` COM	ADD	+$3.1M	+15,129	$12.3M	$15.3M	332,467	347,596
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$1.1M	+1,561	$14.2M	$15.3M	61,390	62,951
position key `pos:16685` · issuer key `iss:1013` TRUST ISHARE 0-1	TRIM	−$114K	−1,325	$15.0M	$14.9M	136,116	134,791
position key `pos:10128` · issuer key `iss:1413` COM	TRIM	+$26.3K	−276	$14.8M	$14.8M	16,824	16,548
position key `pos:13876` · issuer key `iss:917` COM	ADD	+$2.4M	+2,150	$12.3M	$14.8M	63,290	65,440
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	−$2.8M	−38,692	$17.4M	$14.6M	156,075	117,383
position key `pos:12366` · issuer key `iss:22` COM	ADD	−$3.0M	+810	$17.0M	$14.0M	135,942	136,752
position key `pos:12367` · issuer key `iss:1627` COM STK	ADD	+$4.7M	+33,732	$8.9M	$13.6M	231,578	265,310
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$661K	+119	$14.3M	$13.6M	62,430	62,549
position key `pos:12216` · issuer key `iss:1531` COM	ADD	+$1.2M	+2,931	$11.9M	$13.1M	210,840	213,771
position key `pos:10953` · issuer key `iss:1013` ISHS 5-10YR INVT	ADD	−$86.8K	+1,097	$11.9M	$11.8M	219,987	221,084
position key `pos:17695` · issuer key `iss:2037` ORD	NEW	+$10.8M	+54,763	$0	$10.8M	—	54,763
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$4.7M	−33,117	$15.1M	$10.4M	105,037	71,920
position key `pos:14927` · issuer key `iss:854` COM SHS	ADD	+$282K	+5,606	$8.1M	$8.4M	172,086	177,692
position key `pos:15140` · issuer key `iss:1537` COM	TRIM	−$1.7M	−2,201	$9.6M	$8.0M	12,499	10,298
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$7.5M	−10,459	$15.3M	$7.8M	26,427	15,968
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$541K	−69	$7.9M	$7.3M	28,964	28,895
position key `sid:sec:prov:f674cad253e445fd13e12fa9578c84a8` · issuer key `cusip6:46654Q` JPMORGAM LTD DUR	NEW	+$7.2M	+137,119	$0	$7.2M	—	137,119
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	NEW	+$5.8M	+200,012	$0	$5.8M	—	200,012
position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `cusip6:92206C` SHRT TRM CORP BD	TRIM	−$163K	−1,645	$5.7M	$5.5M	71,089	69,444
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	ADD	−$244K	+1	$5.4M	$5.2M	14,485	14,486
position key `sid:sec:prov:9261a4f328f616ec4697a80d84ca8837` · issuer key `cusip6:29287L` FLEXIBLE INCOME	NEW	+$5.0M	+128,544	$0	$5.0M	—	128,544
position key `pos:11683` · issuer key `iss:1491` COM	TRIM	−$11.6M	−47,803	$16.4M	$4.8M	72,020	24,217
position key `pos:12280` · issuer key `iss:218` COM	TRIM	−$28.9M	−171,547	$33.6M	$4.7M	194,534	22,987

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 33

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13619` · issuer key `iss:2145` SHS	NO CHANGE	+$221K	$2.4M	$2.6M	19,755	19,755
position key `pos:15220` · issuer key `iss:1725` COM	NO CHANGE	−$71.4K	$1.1M	$1.0M	3,120	3,120
position key `pos:16072` · issuer key `iss:1370` COM	NO CHANGE	−$285K	$1.2M	$877K	5,964	5,964
position key `pos:11944` · issuer key `iss:454` COM	NO CHANGE	+$5.7K	$779K	$784K	10,109	10,109
position key `sid:sec:prov:b01efafd9c52181221003a3f82558332` · issuer key `cusip6:46429B` US TREAS BD ETF	NO CHANGE	−$3.6K	$716K	$712K	31,081	31,081
position key `pos:17214` · issuer key `iss:298` COM	NO CHANGE	−$64.1K	$769K	$705K	3,543	3,543
position key `pos:15863` · issuer key `iss:1123` COM	NO CHANGE	−$112K	$775K	$663K	721	721
position key `pos:13432` · issuer key `iss:411` COM	NO CHANGE	+$125K	$528K	$653K	922	922
position key `pos:15035` · issuer key `iss:505` COM	NO CHANGE	+$174K	$423K	$597K	4,520	4,520
position key `pos:13567` · issuer key `iss:121` COM	NO CHANGE	+$24.7K	$561K	$586K	2,733	2,733
position key `pos:15592` · issuer key `iss:954` COM	NO CHANGE	+$30.6K	$539K	$570K	2,190	2,190
position key `pos:12941` · issuer key `iss:1993` COM	NO CHANGE	+$171K	$397K	$568K	2,920	2,920
position key `pos:16841` · issuer key `iss:1791` COM	NO CHANGE	+$57.8K	$486K	$544K	2,800	2,800
position key `pos:16392` · issuer key `iss:1549` COM	NO CHANGE	−$37.5K	$552K	$514K	2,290	2,290
position key `pos:11002` · issuer key `iss:696` COM	NO CHANGE	+$13.0K	$449K	$462K	6,664	6,664
position key `pos:11671` · issuer key `iss:122` COM	NO CHANGE	+$30.3K	$404K	$435K	1,235	1,235
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	NO CHANGE	+$5.0K	$418K	$423K	4,675	4,675
position key `sid:sec:prov:147dd63e210cd882b0d1b7c6396508d5` · issuer key `cusip6:53656G` ROUNDHILL MAGNIF	NO CHANGE	−$54.1K	$445K	$391K	6,743	6,743
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	NO CHANGE	−$2.2K	$378K	$376K	5,100	5,100
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	NO CHANGE	−$2.2K	$353K	$351K	3,535	3,535
position key `pos:16294` · issuer key `iss:721` COM	NO CHANGE	−$110K	$435K	$325K	1,500	1,500
position key `pos:10715` · issuer key `iss:916` COM	NO CHANGE	−$13.5K	$305K	$292K	887	887
position key `pos:10263` · issuer key `iss:1078` COM	NO CHANGE	+$39.5K	$250K	$289K	4,000	4,000
position key `sid:sec:prov:efecb32bb577807f0d7dfd77d5f0f1ba` · issuer key `cusip6:92203J` TOTAL INT BD ETF	NO CHANGE	−$1.5K	$265K	$263K	5,483	5,483
position key `pos:14360` · issuer key `iss:1327` SPONSORED ADR	NO CHANGE	+$25.6K	$237K	$262K	1,718	1,718
position key `sid:sec:prov:e0ee61cca0967154e35bfb0f83e8b69e` · issuer key `cusip6:92206C` TOTAL CORP BND	NO CHANGE	−$2.6K	$245K	$242K	3,150	3,150
position key `sid:sec:prov:d5c14ea6c1a879798bb717c17f515397` · issuer key `cusip6:464289` RUS TP200 VL ETF	NO CHANGE	+$2.1K	$233K	$235K	2,540	2,540
position key `pos:17899` · issuer key `iss:1745` COM	NO CHANGE	+$8.7K	$218K	$227K	1,421	1,421
position key `sid:sec:prov:3810be70acbc4a9e01193709ab22fd3e` · issuer key `cusip6:46429B` 0-5 YR TIPS ETF	NO CHANGE	+$2.2K	$213K	$215K	2,078	2,078
position key `pos:16386` · issuer key `iss:1178` COM	NO CHANGE	−$11.0K	$218K	$207K	6,000	6,000
position key `pos:11390` · issuer key `iss:720` CL A	NO CHANGE	−$31.8K	$238K	$207K	361	361
position key `pos:11811` · issuer key `iss:1566` COM CL A	NO CHANGE	−$71.4K	$271K	$199K	13,975	13,975
position key `pos:14087` · issuer key `iss:699` COM CL A	NO CHANGE	−$18.1K	$117K	$98.9K	16,340	16,340

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 219 issuers · $3.5B disclosed value over 251 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

16 positions · 16 reported rows

Rows ANCHOR CAPITAL ADVISORS LLC reported for ISHARES TR, as it reported them
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$40.6M	278,371
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$32.9M	398,796
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$19.0M	198,823
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$5.2M	14,486
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$3.3M	15,612
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$3.0M	27,825
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$2.8M	28,407
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$2.6M	10,589
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$1.1M	1,654
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$1.1M	5,621
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$868K	8,935
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$542K	4,091
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$459K	6,794
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$358K	2,881
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$351K	3,535
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$241K	4,236

ticker not yet mapped

$114M

1,010,656

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$84.8M

97,990

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CBOE GLOBAL MKTS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$81.7M

290,772

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$77.2M

242,652

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKLEY W R CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$75.2M

1,133,890

2.1%

—

ISHARES TR

6 positions · 6 reported rows

Rows ANCHOR CAPITAL ADVISORS LLC reported for ISHARES TR, as it reported them
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$26.9M	226,745
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$17.3M	328,624
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$14.9M	134,791
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$11.8M	221,084
ISHARES TR · GLB INFRASTR ETF CUSIP — src ↗	$961K	14,346
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$750K	5,417

ticker not yet mapped

$72.5M

931,007

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

M & T BK CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$71.9M

347,732

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FERGUSON ENTERPRISES INC · COMMON STOCK NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$71.3M

305,527

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIAMONDBACK ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$69.6M

351,791

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PNC FINL SVCS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$68.8M

330,794

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CRH PLC · ORD CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$67.8M

644,815

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CASEYS GEN STORES INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$67.3M

92,474

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$63.3M

218,046

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARKEL GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$62.1M

32,435

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDACORP INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$59.1M

413,452

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALLIANT ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$55.4M

771,400

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GLOBUS MED INC · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$55.1M

639,524

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAMAR ADVERTISING CO · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$54.8M

432,510

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALCON AG · ORD SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$52.5M

696,723

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MID-AMER APT CMNTYS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$51.5M

422,083

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HUBBELL INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$51.5M

104,869

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CNH INDL N V · SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$50.8M

4,622,073

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORTEVA INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$50.1M

598,577

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HERSHEY CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$50.0M

240,279

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QNITY ELECTRONICS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$49.8M

432,042

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

XCEL ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$49.0M

616,558

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TD SYNNEX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$48.7M

288,846

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUPONT DE NEMOURS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$48.3M

1,054,485

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AVERY DENNISON CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$46.6M

270,056

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXPEDITORS INTL WASH INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$46.6M

325,500

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TE CONNECTIVITY PLC · ORD SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$45.4M

217,338

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TOLL BROTHERS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$44.6M

327,136

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$44.4M

151,088

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$44.2M

620,532

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OTIS WORLDWIDE CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$42.8M

555,220

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

YUM BRANDS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$42.7M

274,360

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARCH CAP GROUP LTD · ORD CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$42.5M

443,104

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TECK RESOURCES LTD · CL B CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$41.0M

792,626

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORPAY INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$40.0M

137,454

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWN CASTLE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$39.8M

489,627

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KEURIG DR PEPPER INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$39.6M

1,503,199

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOLVENTUM CORP · COM SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$38.5M

590,307

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTODESK INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$35.2M

147,030

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REXFORD INDL RLTY INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$35.1M

1,070,951

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WATSCO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$33.2M

91,378

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$31.5M

65,757

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$30.7M

125,560

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SUNBELT RENTALS HOLDINGS INC · SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$30.1M

461,710

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOSTON SCIENTIFIC CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$29.1M

463,696

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BUILDERS FIRSTSOURCE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$28.7M

348,580

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FLUOR CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$27.6M

591,572

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADRIDGE FINL SOLUTIONS IN · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$27.3M

168,219

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$26.4M

137,071

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$26.4M

71,416

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$25.0M

60,088

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC · SPON ADS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$24.4M

262,025

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$24.3M

117,565

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$23.8M

72,961

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$23.3M

27,512

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$22.3M

65,316

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYCOM SOFTWARE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$22.3M

183,231

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RIO TINTO PLC · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$21.9M

234,303

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$21.3M

68,589

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERGY CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$21.0M

187,018

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOLSTICE ADVANCED MATLS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$20.9M

274,497

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$20.1M

129,592

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$19.9M

84,259

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$19.8M

67,071

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$18.3M

30,312

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$17.7M

72,629

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$17.6M

58,264

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN TOWER CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$16.4M

95,310

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$16.1M

53,228

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.3M

347,596

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.3M

62,951

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.8M

16,548

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.8M

65,440

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.6M

117,383

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.0M

136,752

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SLB LIMITED · COM STK CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.6M

265,310

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.6M

62,549

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REALTY INCOME CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.1M

213,771

0.4%

—

VANGUARD SCOTTSDALE FDS

5 positions · 5 reported rows

Rows ANCHOR CAPITAL ADVISORS LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$5.5M	69,444
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$4.6M	56,003
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$1.5M	24,940
VANGUARD SCOTTSDALE FDS · LG-TERM COR BD CUSIP 92206C813 src ↗	$329K	4,400
VANGUARD SCOTTSDALE FDS · TOTAL CORP BND CUSIP 92206C573 src ↗	$242K	3,150

ticker not yet mapped

$12.2M

157,937

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.8M

54,763

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.4M

71,920

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN HEALTHCARE REIT INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$8.4M

177,692

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REGENERON PHARMACEUTICALS · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$8.0M

10,298

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$7.8M

15,968

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$7.3M

28,895

0.2%

—

J P MORGAN EXCHANGE TRADED F · JPMORGAM LTD DUR CUSIP 46654Q773
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$7.2M

137,119

0.2%

—

SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$5.8M

200,012

0.2%

—

TCW ETF TRUST · FLEXIBLE INCOME CUSIP 29287L700
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$5.0M

128,544

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.8M

24,217

0.1%

—

VANGUARD INDEX FDS

5 positions · 5 reported rows

Rows ANCHOR CAPITAL ADVISORS LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$2.2M	3,664
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$1.3M	4,436
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$750K	2,338
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$331K	3,728
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$202K	786

ticker not yet mapped

$4.8M

14,952

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BWX TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.7M

22,987

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS PACIFIC LAND CORPORATI · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.6M

9,605

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.4M

12,196

0.1%

—

AMERICAN BEACON SELECT FUNDS · GLG NATURAL RESO CUSIP 02368W408
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$4.1M

79,326

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SUN CMNTYS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.0M

31,426

0.1%

—

FIDELITY COVINGTON TRUST · ENHANCED INTL CUSIP 31609A404
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$3.9M

105,875

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 43.8%below median 80.0%
Concentration index: 123 bpsbelow median 446 bps
Positions with value: 251 / 251median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 43.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 123 · QoQ moves: 271

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open ANCHOR CAPITAL ADVISORS LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).