ANCHOR CAPITAL ADVISORS LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 813933
Institutional-grade research for retail investors
13F Reported Value
ⓘ$3.5B
Holdings
251
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
ANCHOR CAPITAL ADVISORS LLC disclosed 251 positions worth $3.5B in its Form 13F-HR for Q1 2026, led by $MCK (MCKESSON CORP) at 2.4% of the equity portfolio, followed by $CBOE and $ADI. During the quarter the fund opened 14 new positions and exited 15 — including a new stake in $SUNB and a full exit from $DEO. The portfolio is most concentrated in Financials (17.5% of disclosed assets). All figures are sourced directly from ANCHOR CAPITAL ADVISORS LLC’s Form 13F-HR filing with the SEC under CIK 813933.
AI Fund Analysis
Stable
$MCK2.4% weight
Held 6 quarters
$CBOE2.3% weight
Held 6 quarters
$ADI2.2% weight
Held 6 quarters
$WRB2.1% weight
Held 6 quarters
$MTB2.0% weight
Held 6 quarters
$RPM5 quarters accumulating
VANGUARD INDEX FDS
5 quarters accumulating
$MAA4 quarters accumulating
$ICFI4 quarters accumulating
$HLMN4 quarters accumulating
Sector Allocation
FinancialsTechnologyIndustrialsHealthcareConsumer DiscretionaryMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 63.7#675
Quality
$84.8M97,990 sh - 81.2#33
Quality
$81.7M290,772 sh - 76.2#110
Quality
$77.2M242,652 sh - 71.8
Quality
$75.2M1,133,890 sh - 64.1
Quality
$71.9M347,732 sh - 58.9
Quality
$71.3M305,527 sh - 81.4
Quality
$69.6M351,791 sh - 70.9
Quality
$68.8M330,794 sh - —
Quality
$67.8M644,815 sh - 59.9
Quality
$67.3M92,474 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MCKESSON CORP$MCK | 63.7#675 | $84.8M | 97,990 |
| Cboe Global Markets, Inc.$CBOE | 81.2#33 | $81.7M | 290,772 |
| ANALOG DEVICES INC$ADI | 76.2#110 | $77.2M | 242,652 |
| BERKLEY W R CORP$WRB | 71.8 | $75.2M | 1,133,890 |
| M&T BANK CORP$MTB | 64.1 | $71.9M | 347,732 |
 Ferguson Enterprises Inc. /DE/$FERG | 58.9 | $71.3M | 305,527 |
 Diamondback Energy, Inc.$FANG | 81.4 | $69.6M | 351,791 |
 PNC FINANCIAL SERVICES GROUP, INC.$PNC | 70.9 | $68.8M | 330,794 |
 CRH PUBLIC LTD CO$CRH | — | $67.8M | 644,815 |
 CASEYS GENERAL STORES INC$CASY | 59.9 | $67.3M | 92,474 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ANCHOR CAPITAL ADVISORS LLC's 251 positions.
Showing top 10 of 251 holdings.
Sector Allocation
Financials
$613.5M
Technology
$497.8M
Industrials
$388.6M
Healthcare
$325.5M
Consumer Discretionary
$308.8M
Materials
$294.6M
Consumer Staples
$264.8M
Other
$244.1M
Full Holdings — ANCHOR CAPITAL ADVISORS LLC (Q1 2026)
All 251 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MCK | MCKESSON CORP | $84.8M | 2.4% | -11% | 63.7 |
| 2 | $CBOE | Cboe Global Markets, Inc. | $81.7M | 2.3% | -2% | 81.2 |
| 3 | $ADI | ANALOG DEVICES INC | $77.2M | 2.2% | -10% | 76.2 |
| 4 | $WRB | BERKLEY W R CORP | $75.2M | 2.1% | +1% | 71.8 |
| 5 | $MTB | M&T BANK CORP | $71.9M | 2.0% | -2% | 64.1 |
| 6 | $FERG | Ferguson Enterprises Inc. /DE/ | $71.3M | 2.0% | +2% | 58.9 |
| 7 | $FANG | Diamondback Energy, Inc. | $69.6M | 2.0% | -3% | 81.4 |
| 8 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $68.8M | 2.0% | -3% | 70.9 |
| 9 | $CRH | CRH PUBLIC LTD CO | $67.8M | 1.9% | +1% | — |
| 10 | $CASY | CASEYS GENERAL STORES INC | $67.3M | 1.9% | -4% | 59.9 |
| 11 |  $APD | Air Products & Chemicals, Inc. | $63.3M | 1.8% | +11% | 41.2 |
| 12 |  $MKL | MARKEL GROUP INC. | $62.1M | 1.8% | -1% | 68.2 |
| 13 |  $IDA | IDACORP INC | $59.1M | 1.7% | -1% | 62.6 |
| 14 |  $LNT | ALLIANT ENERGY CORP | $55.4M | 1.6% | -1% | 56.7 |
| 15 |  $GMED | GLOBUS MEDICAL INC | $55.1M | 1.6% | -8% | 77.6 |
| 16 |  $LAMR | LAMAR ADVERTISING CO/NEW | $54.8M | 1.6% | -4% | 67.8 |
| 17 |  $ALC | ALCON INC | $52.5M | 1.5% | -3% | — |
| 18 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $51.5M | 1.5% | +7% | 63.7 |
| 19 |  $HUBB | HUBBELL INC | $51.5M | 1.5% | -2% | 68.7 |
| 20 |  $CNH | CNH Industrial N.V. | $50.8M | 1.4% | +49% | — |
| 21 |  $CTVA | Corteva, Inc. | $50.1M | 1.4% | -6% | 48.4 |
| 22 |  $HSY | HERSHEY CO | $50.0M | 1.4% | -4% | 59.4 |
| 23 |  $Q | Qnity Electronics, Inc. | $49.8M | 1.4% | -1% | — |
| 24 |  $XEL | XCEL ENERGY INC | $49.0M | 1.4% | -1% | — |
| 25 |  $SNX | TD SYNNEX CORP | $48.7M | 1.4% | -2% | 55.2 |
| 26 |  $DD | DuPont de Nemours, Inc. | $48.3M | 1.4% | -4% | 31.1 |
| 27 |  $AVY | Avery Dennison Corp | $46.6M | 1.3% | -1% | 62.9 |
| 28 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $46.6M | 1.3% | -3% | 71.2 |
| 29 |  $TEL | TE Connectivity plc | $45.4M | 1.3% | -1% | — |
| 30 |  $TOL | Toll Brothers, Inc. | $44.6M | 1.3% | -4% | 68.3 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $44.4M | 1.3% | +1% | 35.6 |
| 32 |  $GEHC | GE HealthCare Technologies Inc. | $44.2M | 1.3% | -8% | 58.2 |
| 33 |  $OTIS | Otis Worldwide Corp | $42.8M | 1.2% | +2% | 60.3 |
| 34 |  $YUM | YUM BRANDS INC | $42.7M | 1.2% | +0% | 71.7 |
| 35 |  $ACGL | ARCH CAPITAL GROUP LTD. | $42.5M | 1.2% | +1% | — |
| 36 |  $TECK | TECK RESOURCES LTD | $41.0M | 1.2% | +25% | — |
| 37 | — | ISHARES TR | $40.6M | 1.1% | -12% | — |
| 38 |  $CPAY | CORPAY, INC. | $40.0M | 1.1% | +10% | 67.1 |
| 39 |  $CCI | CROWN CASTLE INC. | $39.8M | 1.1% | +25% | 52.9 |
| 40 |  $KDP | Keurig Dr Pepper Inc. | $39.6M | 1.1% | +16% | 63.1 |
| 41 |  $SOLV | Solventum Corp | $38.5M | 1.1% | +0% | 55.7 |
| 42 |  $ADSK | Autodesk, Inc. | $35.2M | 1.0% | -0% | 76.4 |
| 43 |  $REXR | Rexford Industrial Realty, Inc. | $35.1M | 1.0% | -1% | 53.8 |
| 44 |  $WSO | WATSCO INC | $33.2M | 0.9% | +7% | 58.9 |
| 45 | — | ISHARES TR | $32.9M | 0.9% | +59% | — |
| 46 |  $BRK.B | BERKSHIRE HATHAWAY INC | $31.5M | 0.9% | +36% | 64.5 |
| 47 |  $JNJ | JOHNSON & JOHNSON | $30.7M | 0.9% | -15% | 72.8 |
| 48 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $30.1M | 0.9% | NEW | — |
| 49 |  $BSX | BOSTON SCIENTIFIC CORP | $29.1M | 0.8% | +1% | 79.9 |
| 50 |  $BLDR | Builders FirstSource, Inc. | $28.7M | 0.8% | NEW | 48.4 |
| 51 |  $FLR | FLUOR CORP | $27.6M | 0.8% | -4% | 66.2 |
| 52 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $27.3M | 0.8% | +1% | 77.6 |
| 53 | — | ISHARES TR | $26.9M | 0.8% | +17% | — |
| 54 |  $RTX | RTX Corp | $26.4M | 0.8% | +0% | 70 |
| 55 |  $MSFT | MICROSOFT CORP | $26.4M | 0.8% | +11% | 83.7 |
| 56 |  $TT | Trane Technologies plc | $25.0M | 0.7% | -1% | — |
| 57 |  $SHEL | Shell plc | $24.4M | 0.7% | +0% | — |
| 58 |  $CVX | CHEVRON CORP | $24.3M | 0.7% | +0% | 54.7 |
| 59 |  $CB | Chubb Ltd | $23.8M | 0.7% | -0% | — |
| 60 |  $GS | GOLDMAN SACHS GROUP INC | $23.3M | 0.7% | -19% | — |
| 61 |  $AMAT | APPLIED MATERIALS INC /DE | $22.3M | 0.6% | -12% | 74.8 |
| 62 |  $PAYC | Paycom Software, Inc. | $22.3M | 0.6% | NEW | 69.8 |
| 63 |  $RIO | RIO TINTO PLC | $21.9M | 0.6% | +12% | — |
| 64 |  $MCD | MCDONALDS CORP | $21.3M | 0.6% | +31% | 73.9 |
| 65 |  $ETR | ENTERGY CORP /DE/ | $21.0M | 0.6% | -0% | 65.1 |
| 66 |  $SOLS | Solstice Advanced Materials Inc. | $20.9M | 0.6% | -1% | — |
| 67 |  $PEP | PEPSICO INC | $20.1M | 0.6% | +2% | 62.7 |
| 68 |  $LOW | LOWES COMPANIES INC | $19.9M | 0.6% | +40% | 63.5 |
| 69 |  $CME | CME GROUP INC. | $19.8M | 0.6% | +2% | 74.5 |
| 70 | — | ISHARES TR | $19.0M | 0.5% | -14% | — |
| 71 |  $LMT | LOCKHEED MARTIN CORP | $18.3M | 0.5% | -0% | 65 |
| 72 |  $MPC | Marathon Petroleum Corp | $17.7M | 0.5% | +6% | 50.7 |
| 73 |  $V | VISA INC. | $17.6M | 0.5% | +40% | 83.5 |
| 74 | — | ISHARES TR | $17.3M | 0.5% | +3% | — |
| 75 |  $AMT | AMERICAN TOWER CORP /MA/ | $16.4M | 0.5% | +51% | 69.8 |
| 76 |  $AXP | AMERICAN EXPRESS CO | $16.1M | 0.5% | -0% | 73.2 |
| 77 |  $INTC | INTEL CORP | $15.3M | 0.4% | +5% | 41.5 |
| 78 |  $UNP | UNION PACIFIC CORP | $15.3M | 0.4% | +3% | 74 |
| 79 | — | ISHARES TR | $14.9M | 0.4% | -1% | — |
| 80 |  $PH | Parker-Hannifin Corp | $14.8M | 0.4% | -2% | 73.8 |
| 81 |  $HON | HONEYWELL INTERNATIONAL INC | $14.8M | 0.4% | +3% | 65.7 |
| 82 |  $WMT | Walmart Inc. | $14.6M | 0.4% | -25% | 63.2 |
| 83 |  $ABT | ABBOTT LABORATORIES | $14.0M | 0.4% | +1% | 67 |
| 84 |  $SLB | SLB LIMITED/NV | $13.6M | 0.4% | +15% | 63.2 |
| 85 |  $ABBV | AbbVie Inc. | $13.6M | 0.4% | +0% | 59.3 |
| 86 |  $O | REALTY INCOME CORP | $13.1M | 0.4% | +1% | 74.6 |
| 87 | — | ISHARES TR | $11.8M | 0.3% | +0% | — |
| 88 |  $AZN | ASTRAZENECA PLC | $10.8M | 0.3% | -51% | — |
| 89 |  $PG | PROCTER & GAMBLE Co | $10.4M | 0.3% | -32% | 72.9 |
| 90 |  $AHR | American Healthcare REIT, Inc. | $8.4M | 0.2% | +3% | 63.7 |
| 91 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $8.0M | 0.2% | -18% | 75.1 |
| 92 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7.8M | 0.2% | -40% | 63.7 |
| 93 |  $AAPL | Apple Inc. | $7.3M | 0.2% | -0% | 76.1 |
| 94 | — | J P MORGAN EXCHANGE TRADED F | $7.2M | 0.2% | NEW | — |
| 95 | — | SCHWAB STRATEGIC TR | $5.8M | 0.2% | NEW | — |
| 96 | — | VANGUARD SCOTTSDALE FDS | $5.5M | 0.2% | -2% | — |
| 97 | — | ISHARES TR | $5.2M | 0.1% | +0% | — |
| 98 | — | TCW ETF TRUST | $5.0M | 0.1% | NEW | — |
| 99 |  $PGR | PROGRESSIVE CORP/OH/ | $4.8M | 0.1% | -66% | 83.6 |
| 100 |  $BWXT | BWX Technologies, Inc. | $4.7M | 0.1% | -88% | 68 |
| 101 | — | VANGUARD SCOTTSDALE FDS | $4.6M | 0.1% | -2% | — |
| 102 |  $TPL | Texas Pacific Land Corp | $4.6M | 0.1% | +3% | 79.1 |
| 103 |  $ETN | Eaton Corp plc | $4.4M | 0.1% | -1% | — |
| 104 | — | AMERICAN BEACON SELECT FUNDS | $4.1M | 0.1% | +6% | — |
| 105 |  $SUI | SUN COMMUNITIES INC | $4.0M | 0.1% | -15% | 44.4 |
| 106 | — | FIDELITY COVINGTON TRUST | $3.9M | 0.1% | NEW | — |
| 107 |  $MGY | Magnolia Oil & Gas Corp | $3.4M | 0.1% | -10% | 71.2 |
| 108 | — | RUSSELL INVTS EXCHANGE TRADE | $3.4M | 0.1% | +0% | — |
| 109 | — | ISHARES TR | $3.3M | 0.1% | -77% | — |
| 110 |  $CHRD | Chord Energy Corp | $3.2M | 0.1% | +26% | 60.8 |
| 111 |  $NIC | NICOLET BANKSHARES INC | $3.2M | 0.1% | -1% | — |
| 112 | — | ISHARES TR | $3.0M | 0.1% | -3% | — |
| 113 |  $SENEA | Seneca Foods Corp | $2.9M | 0.1% | -2% | 69.2 |
| 114 | $ICFI | ICF International, Inc. | $2.9M | 0.1% | +40% | 46.3 |
| 115 |  $CNOB | ConnectOne Bancorp, Inc. | $2.9M | 0.1% | -0% | — |
| 116 | $RPM | RPM INTERNATIONAL INC/DE/ | $2.8M | 0.1% | +24% | 57.3 |
| 117 |  $UL | UNILEVER PLC | $2.8M | 0.1% | +2% | — |
| 118 |  $TTC | TORO CO | $2.8M | 0.1% | -0% | 69.5 |
| 119 | — | ISHARES TR | $2.8M | 0.1% | -9% | — |
| 120 | — | PIMCO ETF TR | $2.7M | 0.1% | -5% | — |
| 121 |  $EG | EVEREST GROUP, LTD. | $2.6M | 0.1% | -0% | — |
| 122 |  $NTGR | NETGEAR, INC. | $2.6M | 0.1% | +39% | 33.8 |
| 123 | — | ISHARES TR | $2.6M | 0.1% | -5% | — |
| 124 |  $JCI | Johnson Controls International plc | $2.6M | 0.1% | +0% | — |
| 125 |  $DAKT | DAKTRONICS INC /SD/ | $2.4M | 0.1% | +18% | 53.3 |
| 126 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $2.3M | 0.1% | -0% | 65.8 |
| 127 |  $MGRC | MCGRATH RENTCORP | $2.3M | 0.1% | +128% | 59.2 |
| 128 |  $UBSI | UNITED BANKSHARES INC/WV | $2.2M | 0.1% | -0% | — |
| 129 | — | VANGUARD INDEX FDS | $2.2M | 0.1% | +44% | — |
| 130 |  $CVCO | CAVCO INDUSTRIES, INC. | $2.2M | 0.1% | -1% | 65.1 |
| 131 |  $PJT | PJT Partners Inc. | $2.1M | 0.1% | +23% | 73.7 |
| 132 |  $SKYW | SKYWEST INC | $2.1M | 0.1% | +36% | 53.5 |
| 133 |  $UTL | UNITIL CORP | $2.1M | 0.1% | -2% | 49.1 |
| 134 | $HLMN | Hillman Solutions Corp. | $2.1M | 0.1% | +3% | 43.8 |
| 135 |  $STAG | STAG Industrial, Inc. | $2.0M | 0.1% | -0% | 67.8 |
| 136 |  $GOOG | Alphabet Inc. | $1.9M | 0.1% | -1% | 80.2 |
| 137 |  $MSA | MSA Safety Inc | $1.9M | 0.1% | +0% | 59.1 |
| 138 |  $AON | Aon plc | $1.9M | 0.1% | -0% | — |
| 139 |  $HWKN | HAWKINS INC | $1.9M | 0.1% | -1% | 57.5 |
| 140 |  $XOM | EXXON MOBIL CORP | $1.8M | 0.1% | -1% | 61.8 |
| 141 |  $NNI | NELNET INC | $1.8M | 0.1% | -2% | — |
| 142 |  $BAH | Booz Allen Hamilton Holding Corp | $1.8M | 0.1% | -5% | 65.5 |
| 143 |  $META | Meta Platforms, Inc. | $1.7M | 0.1% | -38% | 80.9 |
| 144 |  $SSD | Simpson Manufacturing Co., Inc. | $1.6M | 0.1% | -0% | 62.6 |
| 145 |  $WINA | WINMARK CORP | $1.6M | 0.1% | -0% | 65.9 |
| 146 |  $PRGS | PROGRESS SOFTWARE CORP /MA | $1.6M | 0.0% | +0% | 58.2 |
| 147 |  $CL | COLGATE PALMOLIVE CO | $1.5M | 0.0% | -2% | 72.4 |
| 148 |  $MEC | Mayville Engineering Company, Inc. | $1.5M | 0.0% | -25% | 34 |
| 149 | — | VANGUARD SCOTTSDALE FDS | $1.5M | 0.0% | -9% | — |
| 150 |  $GOOGL | Alphabet Inc. | $1.4M | 0.0% | -1% | 80.2 |
| 151 |  $APO | Apollo Global Management, Inc. | $1.4M | 0.0% | -26% | 55.7 |
| 152 |  $IRT | INDEPENDENCE REALTY TRUST, INC. | $1.4M | 0.0% | +1% | 44.6 |
| 153 | — | FIDELITY MERRIMACK STR TR | $1.3M | 0.0% | +9% | — |
| 154 | — | VANGUARD INDEX FDS | $1.3M | 0.0% | -0% | — |
| 155 |  $SAFT | SAFETY INSURANCE GROUP INC | $1.3M | 0.0% | +0% | 61.9 |
| 156 |  $MDLZ | Mondelez International, Inc. | $1.2M | 0.0% | -5% | 53.9 |
| 157 |  $KO | COCA COLA CO | $1.1M | 0.0% | -4% | 74 |
| 158 | — | ISHARES TR | $1.1M | 0.0% | -12% | — |
| 159 | — | ISHARES TR | $1.1M | 0.0% | -17% | — |
| 160 |  $ULH | UNIVERSAL LOGISTICS HOLDINGS, INC. | $1.1M | 0.0% | +3% | 31.5 |
| 161 |  $SYK | STRYKER CORP | $1.0M | 0.0% | +0% | 69.8 |
| 162 |  $ATMU | Atmus Filtration Technologies Inc. | $1.0M | 0.0% | -0% | 66.9 |
| 163 |  $ETON | Eton Pharmaceuticals, Inc. | $1.0M | 0.0% | +0% | 51.9 |
| 164 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $966,819 | 0.0% | -1% | 65.9 |
| 165 | — | ISHARES TR | $961,182 | 0.0% | -10% | — |
| 166 | — | VANGUARD TAX-MANAGED FDS | $957,804 | 0.0% | -20% | — |
| 167 |  $BV | BrightView Holdings, Inc. | $938,979 | 0.0% | +4% | 41.7 |
| 168 |  $AMZN | AMAZON COM INC | $898,060 | 0.0% | -5% | 74.6 |
| 169 |  $ORCL | ORACLE CORP | $877,364 | 0.0% | +0% | 67.2 |
| 170 | — | ISHARES TR | $867,810 | 0.0% | -7% | — |
| 171 |  $UFPT | UFP TECHNOLOGIES INC | $844,677 | 0.0% | -6% | 66.6 |
| 172 |  $CTRN | Citi Trends Inc | $835,296 | 0.0% | -0% | 50.2 |
| 173 |  $SSNC | SS&C Technologies Holdings Inc | $834,325 | 0.0% | -46% | 67.2 |
| 174 |  $QCOM | QUALCOMM INC/DE | $821,230 | 0.0% | -3% | 81.9 |
| 175 |  $MDT | Medtronic plc | $793,194 | 0.0% | -4% | — |
| 176 |  $HAL | HALLIBURTON CO | $784,669 | 0.0% | -97% | 50.9 |
| 177 |  $CSCO | CISCO SYSTEMS, INC. | $784,351 | 0.0% | +0% | 72.3 |
| 178 |  $CHCT | Community Healthcare Trust Inc | $780,390 | 0.0% | +2% | 51.5 |
| 179 |  $CXT | Crane NXT, Co. | $768,247 | 0.0% | +5% | 43.3 |
| 180 |  $STT | STATE STREET CORP | $761,891 | 0.0% | -1% | 61.5 |
| 181 | — | VANGUARD INDEX FDS | $750,054 | 0.0% | +22% | — |
| 182 | — | ISHARES TR | $749,550 | 0.0% | -0% | — |
| 183 |  $CCZ | COMCAST CORP | $732,622 | 0.0% | -12% | 70.4 |
| 184 | — | ISHARES TR | $712,066 | 0.0% | +0% | — |
| 185 |  $BA | BOEING CO | $705,064 | 0.0% | +0% | 51.8 |
| 186 |  $LLY | ELI LILLY & Co | $663,154 | 0.0% | +0% | 89.3 |
| 187 |  $HOLX | HOLOGIC INC | $655,365 | 0.0% | -41% | 62.3 |
| 188 |  $CAT | CATERPILLAR INC | $653,200 | 0.0% | +0% | 67.8 |
| 189 |  $FAF | First American Financial Corp | $636,573 | 0.0% | -13% | 65 |
| 190 |  $CROX | Crocs, Inc. | $632,197 | 0.0% | +4% | 42.1 |
| 191 |  $COP | CONOCOPHILLIPS | $596,640 | 0.0% | +0% | 74.8 |
| 192 |  $AME | AMETEK INC/ | $585,846 | 0.0% | +0% | 74.2 |
| 193 | — | VANGUARD ADMIRAL FDS INC | $580,006 | 0.0% | +44% | — |
| 194 |  $ITW | ILLINOIS TOOL WORKS INC | $570,035 | 0.0% | +0% | 71.2 |
| 195 |  $XPO | XPO, Inc. | $568,086 | 0.0% | +0% | 55.3 |
| 196 |  $PYPL | PayPal Holdings, Inc. | $549,937 | 0.0% | -10% | 70.5 |
| 197 |  $TXN | TEXAS INSTRUMENTS INC | $543,592 | 0.0% | +0% | 70.4 |
| 198 | — | ISHARES TR | $542,020 | 0.0% | -58% | — |
| 199 |  $NSIT | INSIGHT ENTERPRISES INC | $526,498 | 0.0% | -10% | 43.5 |
| 200 |  $RMD | RESMED INC | $514,059 | 0.0% | +0% | 79.8 |
| 201 |  $LYFT | Lyft, Inc. | $493,151 | 0.0% | +3% | 63.1 |
| 202 |  $ES | EVERSOURCE ENERGY | $461,682 | 0.0% | +0% | 67 |
| 203 | — | ISHARES TR | $458,799 | 0.0% | -95% | — |
| 204 |  $SPY | SPDR S&P 500 ETF TRUST | $437,113 | 0.0% | -2% | — |
| 205 |  $AMGN | AMGEN INC | $434,535 | 0.0% | +0% | 79.5 |
| 206 |  $NSC | NORFOLK SOUTHERN CORP | $426,524 | 0.0% | -56% | 70.8 |
| 207 | — | ISHARES TR | $423,228 | 0.0% | +0% | — |
| 208 |  $ULTA | Ulta Beauty, Inc. | $406,342 | 0.0% | -5% | 66.6 |
| 209 |  $GLD | SPDR GOLD TRUST | $397,158 | 0.0% | +9% | — |
| 210 | — | LISTED FDS TR | $390,689 | 0.0% | +0% | — |
| 211 | — | VANGUARD BD INDEX FDS | $375,564 | 0.0% | +0% | — |
| 212 | — | VANGUARD WORLD FD | $367,440 | 0.0% | NEW | — |
| 213 |  $AOS | SMITH A O CORP | $358,958 | 0.0% | -43% | 66.7 |
| 214 | — | ISHARES TR | $358,137 | 0.0% | -98% | — |
| 215 | — | ISHARES TR | $350,919 | 0.0% | +0% | — |
| 216 |  $SAIC | Science Applications International Corp | $347,122 | 0.0% | -15% | 55.3 |
| 217 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $336,960 | 0.0% | -2% | — |
| 218 | — | VANGUARD INDEX FDS | $330,674 | 0.0% | -2% | — |
| 219 | — | VANGUARD SCOTTSDALE FDS | $328,768 | 0.0% | +6% | — |
| 220 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $325,485 | 0.0% | +0% | 67.9 |
| 221 | — | ISHARES TR | $315,890 | 0.0% | +12% | — |
| 222 |  $C | CITIGROUP INC | $299,402 | 0.0% | -6% | 54.8 |
| 223 |  $HD | HOME DEPOT, INC. | $291,725 | 0.0% | +0% | 69.2 |
| 224 |  $KR | KROGER CO | $289,440 | 0.0% | +0% | 51.1 |
| 225 |  $UI | Ubiquiti Inc. | $281,343 | 0.0% | NEW | 83.1 |
| 226 |  $SO | SOUTHERN CO | $277,495 | 0.0% | -4% | 65.1 |
| 227 | — | VANGUARD INTL EQUITY INDEX F | $270,682 | 0.0% | -17% | — |
| 228 |  $COST | COSTCO WHOLESALE CORP /NEW | $269,036 | 0.0% | NEW | 67 |
| 229 | — | VANGUARD CHARLOTTE FDS | $263,458 | 0.0% | +0% | — |
| 230 |  $NVS | NOVARTIS AG | $262,425 | 0.0% | +0% | — |
| 231 |  $WWD | Woodward, Inc. | $255,913 | 0.0% | -24% | 70.2 |
| 232 | — | VANGUARD SCOTTSDALE FDS | $242,015 | 0.0% | +0% | — |
| 233 | — | ISHARES TR | $240,562 | 0.0% | -97% | — |
| 234 |  $VNT | Vontier Corp | $237,628 | 0.0% | -31% | 60.5 |
| 235 | — | ISHARES TR | $235,382 | 0.0% | +0% | — |
| 236 | — | ISHARES U S ETF TR | $229,840 | 0.0% | NEW | — |
| 237 |  $TJX | TJX COMPANIES INC /DE/ | $226,934 | 0.0% | +0% | 70.7 |
| 238 | — | VANGUARD SPECIALIZED FUNDS | $226,243 | 0.0% | +3% | — |
| 239 |  $HCI | HCI Group, Inc. | $220,319 | 0.0% | -33% | 76.8 |
| 240 |  $AJG | Arthur J. Gallagher & Co. | $218,962 | 0.0% | -99% | 72.1 |
| 241 | — | ISHARES TR | $217,939 | 0.0% | -94% | — |
| 242 | — | ISHARES TR | $214,928 | 0.0% | +0% | — |
| 243 |  $TTE | TotalEnergies SE | $209,254 | 0.0% | NEW | — |
| 244 |  $MFC | MANULIFE FINANCIAL CORP | $206,640 | 0.0% | +0% | — |
| 245 | $META | Meta Platforms, Inc. | $206,539 | 0.0% | +0% | 80.9 |
| 246 | — | VANGUARD INDEX FDS | $202,277 | 0.0% | -59% | — |
| 247 | — | SPDR INDEX SHS FDS | $201,609 | 0.0% | NEW | — |
| 248 |  $RGLD | ROYAL GOLD INC | $201,447 | 0.0% | NEW | 79.4 |
| 249 |  $GPC | GENUINE PARTS CO | $200,665 | 0.0% | -90% | 54.2 |
| 250 |  $RKT | Rocket Companies, Inc. | $199,144 | 0.0% | +0% | — |
| 251 |  $EVLV | Evolv Technologies Holdings, Inc. | $98,857 | 0.0% | +0% | 34.7 |
New Positions (14)
$SUNB Sunbelt Rentals Holdings, Inc.$30.1M$BLDR Builders FirstSource, Inc.$28.7M$PAYC Paycom Software, Inc.$22.3M J P MORGAN EXCHANGE TRADED F$7.2M
SCHWAB STRATEGIC TR$5.8M
TCW ETF TRUST$5.0M
FIDELITY COVINGTON TRUST$3.9M
VANGUARD WORLD FD$367,440
$UI Ubiquiti Inc.$281,343$COST COSTCO WHOLESALE CORP /NEW$269,036 ISHARES U S ETF TR$229,840
$TTE TotalEnergies SE$209,254 SPDR INDEX SHS FDS$201,609
$RGLD ROYAL GOLD INC$201,447Exited Positions (15)
$DEO DIAGEO PLC
$UNH UNITEDHEALTH GROUP INC HINGHAM INSTN SVGS MASS
$NSA National Storage Affiliates Trust
$ASUR ASURE SOFTWARE INC
$CBZ CBIZ, Inc.
$CRM Salesforce, Inc.
$IT GARTNER INC
$JILL J.Jill, Inc.
$FIS Fidelity National Information Services, Inc.
$DFH Dream Finders Homes, Inc.
$WAT WATERS CORP /DE/
$SPGI S&P Global Inc.
$WTW WILLIS TOWERS WATSON PLC
$CP CANADIAN PACIFIC KANSAS CITY LTD/CNBrowse Top Institutional Investors
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