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Michelle Demerle

Anchor Capital Advisors Llc

Assets Managed
$3.513B
Holdings
251
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
1.79%(2Q avg: 0.83%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Anchor Capital Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 251 positions.

Assets under management

The assets under management (AUM) of Anchor Capital Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.513B in assets, with a quarterly growth rate of 1.79% and a 2-quarter average growth rate of 0.83%. The portfolio is managed by Michelle Demerle, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MCK
Mckesson Corp
Recent Activity
Decreased -11.35%
2.42%
$84.797M
97,990 shares@ $865.37 avg price
CBOE
Cboe Global Markets Inc
Recent Activity
Decreased -2.21%
2.33%
$81.727M
290,772 shares@ $281.07 avg price
ADI
Analog Devices Inc
Recent Activity
Decreased -9.68%
2.2%
$77.197M
242,652 shares@ $318.14 avg price
WRB
Wr Berkley Corp
Recent Activity
Increased 0.67%
2.14%
$75.154M
1.134M shares@ $66.29 avg price
MTB
M & T Bank Corp
Recent Activity
Decreased -1.83%
2.05%
$71.883M
347,732 shares@ $206.72 avg price
FERG
Ferguson Enterprises Inc
Recent Activity
Increased 1.53%
2.03%
$71.267M
305,527 shares@ $233.26 avg price
FANG
Diamondback Energy Inc
Recent Activity
Decreased -2.92%
1.99%
$69.581M
351,791 shares@ $197.8 avg price
PNC
Pnc Financial Services Group
Recent Activity
Decreased -2.63%
1.96%
$68.835M
330,794 shares@ $208.1 avg price
CRH
Crh Plc
Recent Activity
Increased 0.62%
1.93%
$67.783M
644,815 shares@ $105.12 avg price
CASY
Casey's General Stores Inc
Recent Activity
Decreased -4.2%
1.92%
$67.308M
92,474 shares@ $727.86 avg price

1-10 of 251