Anchor Capital Advisors LLC 13F 持仓 · 2026年Q2
Anchor Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 245 只证券，申报市值合计 35.59 亿美元。前几大持仓：ADI（2.54%）、MTB（2.25%）、PNC（2.16%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ADI | ANALOG DEVICES INC | $90.3M | 2.54% | 227,420 | 减持 |
| 2 | MTB | M & T BK CORP | $79.9M | 2.25% | 335,731 | 减持 |
| 3 | PNC | PNC FINL SVCS GROUP INC | $76.7M | 2.16% | 311,660 | 减持 |
| 4 | WRB | BERKLEY W R CORP | $73.0M | 2.05% | 1.0M | 减持 |
| 5 | FERG | FERGUSON ENTERPRISES INC | $71.4M | 2.01% | 300,874 | 减持 |
| 6 | MCK | MCKESSON CORP | $71.4M | 2.01% | 94,509 | 减持 |
| 7 | CRH | CRH PLC | $69.3M | 1.95% | 647,972 | 增持 |
| 8 | SNX | TD SYNNEX CORPORATION | $66.1M | 1.86% | 247,410 | 减持 |
| 9 | CBOE | CBOE GLOBAL MKTS INC | $64.8M | 1.82% | 267,152 | 减持 |
| 10 | Q | QNITY ELECTRONICS INC | $64.8M | 1.82% | 396,613 | 减持 |
| 11 | LAMR | LAMAR ADVERTISING CO | $64.2M | 1.80% | 411,638 | 减持 |
| 12 | APD | AIR PRODUCTS AND CHEMICALS I | $61.5M | 1.73% | 209,608 | 减持 |
| 13 | FANG | DIAMONDBACK ENERGY INC | $60.5M | 1.70% | 343,959 | 减持 |
| 14 | IDA | IDACORP INC | $59.9M | 1.68% | 395,636 | 减持 |
| 15 | LNT | ALLIANT ENERGY CORP | $57.8M | 1.62% | 757,741 | 减持 |
| 16 | CASY | CASEYS GEN STORES INC | $57.4M | 1.61% | 72,247 | 减持 |
| 17 | SOLS | SOLSTICE ADVANCED MATLS INC | $55.9M | 1.57% | 630,541 | 增持 |
| 18 | MAA | MID-AMER APT CMNTYS INC | $54.9M | 1.54% | 394,784 | 减持 |
| 19 | HUBB | HUBBELL INC | $53.4M | 1.50% | 101,987 | 减持 |
| 20 | TOL | TOLL BROTHERS INC | $51.9M | 1.46% | 315,103 | 减持 |
| 21 | GMED | GLOBUS MED INC | $51.2M | 1.44% | 648,338 | 增持 |
| 22 | EXPD | EXPEDITORS INTL WASH INC | $49.9M | 1.40% | 305,976 | 减持 |
| 23 | CNH | CNH INDL N V | $49.1M | 1.38% | 4.4M | 减持 |
| 24 | XEL | XCEL ENERGY INC | $48.5M | 1.36% | 604,296 | 减持 |
| 25 | KDP | KEURIG DR PEPPER INC | $48.0M | 1.35% | 1.5M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR