Titelia

Holdings of ANCHOR CAPITAL ADVISORS LLC

230 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 23.4 % of the equity sleeve

Sector breakdown

  • Financials 13.6 %
  • Technology 9.6 %
  • Industrials 9.4 %
  • Health care 7.5 %
  • Materials 5.8 %
  • Consumer discretionary 4.9 %
  • Consumer staples 4.5 %
  • Utilities 4.0 %
  • Energy 3.7 %
  • Real estate 2.4 %
  • Funds 1.7 %
  • Communication 0.1 %
  • Unattributed 32.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • GB 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2293.1B $99.22 %
2GB124.4M $0.78 %

Positions

RankCompanySharesValueWeight
201Vanguard Scottsdale Funds 4,400328.8K $
202FactSet Research Systems Inc 1,500325.5K $
203iShares Trust 6,200315.9K $
204Citigroup Inc 2,640299.4K $
205Home Depot Inc/The 887291.7K $
206Kroger Co/The 4,000289.4K $
207Ubiquiti Inc 356281.3K $
208Southern Co/The 2,875277.5K $
209Vanguard International Equity Index Funds 5,008270.7K $
210Costco Wholesale Corp 270269K $
211Vanguard Charlotte Funds 5,483263.5K $
212Novartis AG 1,718262.4K $
213Woodward Inc 715255.9K $
214iShares MSCI Emerging Markets ETF 4,236240.6K $
215Vontier Corp 6,699237.6K $
216iShares Trust 2,540235.4K $
217ISHARES US ETF TRUST 6,798229.8K $
218TJX Cos Inc/The 1,421226.9K $
219VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,052226.2K $
220HCI Group Inc 1,425220.3K $
221Arthur J Gallagher & Co 1,011219K $
222iShares iBonds Dec 2028 Term C 8,604217.9K $
223iShares 0-5 Year TIPS Bond ETF 2,078214.9K $
224Meta Platforms Inc 361206.5K $
225Vanguard Mid-Cap Growth ETF 786202.3K $
226State Street SPDR S&P Global Natural Resources ETF 2,700201.6K $
227Royal Gold Inc 792201.4K $
228Genuine Parts Co 1,898200.7K $
229Rocket Cos Inc 13,975199.1K $
230Evolv Technologies Holdings Inc 16,34098.9K $