Filed: 7/31/2025ACC: 0000894119-25-000004
📋 What this filing means
ANCHOR CAPITAL MANAGEMENT GROUP INC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $215.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$215.07M
Total AUM (reported)
8.30M
Total Shares
Allocation by class
COM$215.07M100.0%
Portfolio Concentration
Top 3$187.73M87.3%
4–10$19.59M9.1%
11–25$7.76M3.6%
Top 3 weight
87.3%
Top 10 weight
96.4%
Voting Authority Distribution
Total shares with voting rights: 8.30M
Sole
Full voting authority
8.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
Invesco
SOLEShares224.78K
TypeSH
Market value$123.99M
57.65%
Sole
224.78K
Shared
0.00
None
0.00
SPDR
SOLEShares80K
TypeSH
Market value$49.43M
22.98%
Sole
80K
Shared
0.00
None
0.00
iShares
SOLEShares160K
TypeSH
Market value$14.30M
6.65%
Sole
160K
Shared
0.00
None
0.00
First American
SOLEShares6.76M
TypeSH
Market value$6.76M
3.15%
Sole
6.76M
Shared
0.00
None
0.00
Global X
SOLEShares169.50K
TypeSH
Market value$2.83M
1.32%
Sole
169.50K
Shared
0.00
None
0.00
Pimco
SOLEShares124.30K
TypeSH
Market value$2.36M
1.10%
Sole
124.30K
Shared
0.00
None
0.00
JPMorgan
SOLEShares40K
TypeSH
Market value$2.27M
1.06%
Sole
40K
Shared
0.00
None
0.00
JPMorgan
SOLEShares37K
TypeSH
Market value$2.01M
0.94%
Sole
37K
Shared
0.00
None
0.00
Pimco
SOLEShares134.50K
TypeSH
Market value$1.81M
0.84%
Sole
134.50K
Shared
0.00
None
0.00
First Trust
SOLEShares67K
TypeSH
Market value$1.53M
0.71%
Sole
67K
Shared
0.00
None
0.00
First Trust
SOLEShares74K
TypeSH
Market value$1.45M
0.67%
Sole
74K
Shared
0.00
None
0.00
Defiance
SOLEShares54.83K
TypeSH
Market value$1.43M
0.67%
Sole
54.83K
Shared
0.00
None
0.00
Defiance
SOLEShares40K
TypeSH
Market value$1.37M
0.64%
Sole
40K
Shared
0.00
None
0.00
Nuveen
SOLEShares175K
TypeSH
Market value$943.3K
0.44%
Sole
175K
Shared
0.00
None
0.00
NEOS
SOLEShares14K
TypeSH
Market value$733.3K
0.34%
Sole
14K
Shared
0.00
None
0.00
BlackRock
SOLEShares18K
TypeSH
Market value$687.1K
0.32%
Sole
18K
Shared
0.00
None
0.00
Amplify
SOLEShares50K
TypeSH
Market value$585.5K
0.27%
Sole
50K
Shared
0.00
None
0.00
Nuveen
SOLEShares70K
TypeSH
Market value$561.4K
0.26%
Sole
70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
InvescoSOLE | COM | 224.78K | SH | $123.99M 57.65% | 224.78K | 0.00 | 0.00 |
SPDRSOLE | COM | 80K | SH | $49.43M 22.98% | 80K | 0.00 | 0.00 |
iSharesSOLE | COM | 160K | SH | $14.30M 6.65% | 160K | 0.00 | 0.00 |
First AmericanSOLE | COM | 6.76M | SH | $6.76M 3.15% | 6.76M | 0.00 | 0.00 |
Global XSOLE | COM | 169.50K | SH | $2.83M 1.32% | 169.50K | 0.00 | 0.00 |
PimcoSOLE | COM | 124.30K | SH | $2.36M 1.10% | 124.30K | 0.00 | 0.00 |
JPMorganSOLE | COM | 40K | SH | $2.27M 1.06% | 40K | 0.00 | 0.00 |
JPMorganSOLE | COM | 37K | SH | $2.01M 0.94% | 37K | 0.00 | 0.00 |
PimcoSOLE | COM | 134.50K | SH | $1.81M 0.84% | 134.50K | 0.00 | 0.00 |
First TrustSOLE | COM | 67K | SH | $1.53M 0.71% | 67K | 0.00 | 0.00 |
First TrustSOLE | COM | 74K | SH | $1.45M 0.67% | 74K | 0.00 | 0.00 |
DefianceSOLE | COM | 54.83K | SH | $1.43M 0.67% | 54.83K | 0.00 | 0.00 |
DefianceSOLE | COM | 40K | SH | $1.37M 0.64% | 40K | 0.00 | 0.00 |
NuveenSOLE | COM | 175K | SH | $943.3K 0.44% | 175K | 0.00 | 0.00 |
NEOSSOLE | COM | 14K | SH | $733.3K 0.34% | 14K | 0.00 | 0.00 |
BlackRockSOLE | COM | 18K | SH | $687.1K 0.32% | 18K | 0.00 | 0.00 |
AmplifySOLE | COM | 50K | SH | $585.5K 0.27% | 50K | 0.00 | 0.00 |
NuveenSOLE | COM | 70K | SH | $561.4K 0.26% | 70K | 0.00 | 0.00 |