CIK: 0001446114
Total reported value
$4.7B
Reporting period: 2026-03-31 · Number of holdings: 2923
Ancora Advisors LLC disclosed 2923 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.7B and a quarterly turnover rate of 23.7%.
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Ancora Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 90 equally-sized positions, well below its 2923 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.14), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 52% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add WBD
+37604.8% $48.4M
Trim 49845k101
-96.8% -$42.4M
Add GPRE
+59.1% $28.1M
Add RYN
+424.7% $25.9M
Trim MSFT
+1.2% -$25.8M
Trim 11899n308
-89.8% -$23.2M
Showing top 200 holdings (of 2923 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LKQ | Lkq CORP | Stock-Consumer Disc | 5.03% | — | +0.56% | |
| 2 | AAPL | Apple INC | Stock-Tech | 2.88% | -0.22% | -3.57% | |
| 3 | ✓ | Americold Realty Trust | Stock-Other | 2.83% | -0.22% | +0.78% | |
| 4 | ✓ | Broadcom Inc. | Stock-Other | 2.72% | -0.40% | -5.46% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | -0.05% | +0.01% | |
| 6 | ✓ | Rb Global INC | Stock-Other | 2.50% | — | +8.83% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.13% | — | +4.96% | |
| 8 | ✓ | JPMorgan Ultra-Short Income ETF | ETF-Other | 1.93% | — | -0.90% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.48% | +1.15% | |
| 10 | ✓ | J P Morgan Chase And Co | Stock-Other | 1.75% | -0.19% | -4.31% | |
| 11 | ✓ | AbbVie Inc. | Stock-Other | 1.47% | -0.13% | -6.30% | |
| 12 | ✓ | Eaton Corporation plc | Stock-Other | 1.39% | — | -4.77% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | — | -9.28% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.07% | -4.18% | |
| 15 | ✓ | EOG Resources, Inc. | Stock-Other | 1.13% | +0.36% | +3.03% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.08% | +0.28% | -4.55% | |
| 17 | HON | Honeywell International INC | Stock-Industrials | 1.06% | +0.18% | +0.88% | |
| 18 | WBD | Warner Bros Discovery INC | Stock-Comm Services | 1.03% | +1.03% | +37604.84% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.01% | — | -7.19% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | -0.10% | -3.68% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | — | -1.23% | |
| 22 | GPRE | Green Plains INC | Stock-Other | 0.96% | +0.61% | +59.13% | |
| 23 | ✓ | Janus Henderson Aaa Clo ETF | ETF-Other | 0.95% | — | +11.87% | |
| 24 | ✓ | Vaneck Vectors Morningstar Wid | Stock-Other | 0.81% | — | +10.19% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.80% | -0.14% | -6.49% | |
| 26 | HD | Home Depot INC | Stock-Consumer Disc | 0.77% | — | -4.93% | |
| 27 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.76% | — | +0.32% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | — | -4.97% | |
| 29 | ✓ | Nextnav INC Common Stock | Stock-Other | 0.74% | — | +11.46% | |
| 30 | RYN | Rayonier INC | Stock-Real Estate | 0.69% | +0.56% | +424.72% | |
| 31 | HLI | Houlihan Lokey INC | Stock-Financials | 0.68% | -0.33% | -20.30% | |
| 32 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.66% | — | -7.09% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | — | -10.28% | |
| 34 | ✓ | NVIDIA Corporation | Stock-Other | 0.65% | — | -3.63% | |
| 35 | ✓ | Stock-Other | 0.64% | — | +4.60% | ||
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.64% | — | -7.60% | |
| 37 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.63% | +0.14% | +22.68% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | — | -3.23% | |
| 39 | MA | Mastercard INC - A | Stock-Financials | 0.50% | +0.15% | +55.80% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.48% | — | -2.02% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | +0.32% | +200.56% | |
| 42 | ✓ | Linde plc | Stock-Other | 0.46% | — | -11.73% | |
| 43 | ✓ | Sim St Treas Fut Strat ETF | ETF-Other | 0.44% | — | +20.57% | |
| 44 | ✓ | Crh PLC | Stock-Other | 0.43% | -0.11% | -8.97% | |
| 45 | SF | Stifel Financial CORP | Stock-Financials | 0.43% | -0.10% | +32.85% | |
| 46 | ✓ | Accenture plc | Stock-Other | 0.42% | -0.17% | -5.74% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | -0.11% | -8.64% | |
| 48 | ✓ | Invesco Nasdaq 100 ETF | ETF-Tech | 0.41% | — | +0.55% | |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.40% | — | +0.41% | |
| 50 | ✓ | Blackrock US Equity Factor Rot | Stock-Other | 0.40% | — | +12.69% |
Performance for Q3 2026
+1.2%
Performance Last 4 Quarters
+16.8%
Based on 59% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 2923 | $4.7B | 24 | |
| 2025-12-31 | 3008 | $4.9B | 34 | |
| 2025-09-30 | 2568 | $5.0B | 38 | |
| 2025-06-30 | 2583 | $4.8B | 0 | |
| 2025-03-31 | 2379 | $4.5B | 100 | |
| 2024-12-31 | 2407 | $4.5B | 0 | |
| 2024-09-30 | 2369 | $4.4B | 0 | |
| 2024-06-30 | 2427 | $4.0B | 0 | |
| 2024-03-31 | 2393 | $4.4B | 0 | |
| 2023-12-31 | 2348 | $4.3B | 0 | |
| 2023-09-30 | 2383 | $3.8B | 0 | |
| 2023-06-30 | 2421 | $3.8B | 0 | |
| 2023-03-31 | 2571 | $3.5B | 0 | |
| 2022-12-31 | 2819 | $3.5B | 0 | |
| 2022-09-30 | 3027 | $3.2B | 0 | |
| 2022-06-30 | 3128 | $3.6B | 0 | |
| 2022-03-31 | 3146 | $4.1B | 0 | |
| 2021-12-31 | 3047 | $4.2B | 0 | |
| 2021-09-30 | 2304 | $3.9B | 0 | |
| 2021-06-30 | 2595 | $3.8B | 0 | |
| 2021-03-31 | 2420 | $3.6B | 0 | |
| 2020-12-31 | 2023 | $3.1B | 0 | |
| 2020-09-30 | 1944 | $2.5B | 0 | |
| 2020-06-30 | 1876 | $2.4B | 0 | |
| 2020-03-31 | 1932 | $2.2B | 0 | |
| 2019-12-31 | 1876 | $2.7B | 28 | |
| 2019-09-30 | 980 | $2.3B | 36 | |
| 2019-06-30 | 910 | $2.2B | 29 | |
| 2019-03-31 | 925 | $2.2B | 29 | |
| 2018-12-31 | 1069 | $2.1B | 44 | |
| 2018-09-30 | 1992 | $2.6B | 47 | |
| 2018-06-30 | 1067 | $2.3B | 48 | |
| 2018-03-31 | 1226 | $2.2B | 41 | |
| 2017-12-31 | 1242 | $1.9B | 36 | |
| 2017-09-30 | 1282 | $1.7B | 29 | |
| 2017-06-30 | 1169 | $1.5B | 25 | |
| 2017-03-31 | 1165 | $1.5B | 36 | |
| 2016-12-31 | 1963 | $1.4B | 58 | |
| 2016-09-30 | 525 | $988.1M | 33 | |
| 2016-06-30 | 515 | $859.7M | 64 | |
| 2016-03-31 | 495 | $814.1M | 60 | |
| 2015-12-31 | 496 | $781.8M | 28 | |
| 2015-09-30 | 493 | $776.9M | 33 | |
| 2015-06-30 | 508 | $851.3M | 100 | |
| 2015-03-31 | 497 | $817.1K | 100 | |
| 2014-12-31 | 491 | $819.5M | 48 | |
| 2014-09-30 | 467 | $779.7M | 37 | |
| 2014-06-30 | 480 | $771.8M | 32 | |
| 2014-03-31 | 451 | $707.5M | 30 | |
| 2013-12-31 | 423 | $662.5M | 38 | |
| 2013-09-30 | 406 | $582.7M | 39 | |
| 2013-06-30 | 414 | $583.4M | 0 |
Ancora Advisors LLC's most significant position changes for 2026-03-31: Sold out: Potlatchdeltic CORP (PCH); New buy: ; New buy: Versant Media Group INC (VSNT); Sold out: Hni CORP (HNI); New buy: Public Policy Holding Co INC (PPHC).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WBD | Warner Bros Discovery INC | +1% | +37604.84% | Add |
| 2 | GPRE | Green Plains INC | +0.6% | +59.13% | Add |
| 3 | RYN | Rayonier INC | +0.6% | +424.72% | Add |
| 4 | GILD | Gilead Sciences INC | +0.4% | +2954.21% | Add |
| 5 | ✓ | EOG Resources, Inc. | +0.4% | +3.03% | Add |
| 6 | UNP | Union Pacific CORP | +0.3% | +200.56% | Add |
| 7 | CVX | Chevron CORP | +0.3% | -4.55% | Trim |
| 8 | HON | Honeywell International INC | +0.2% | +0.88% | Add |
| 9 | VTV | Vanguard Value ETF | +0.2% | +94.26% | Add |
| 10 | ✓ | Invesco S&p 500 Revenue ETF | +0.2% | +115.16% | Add |
| 11 | AMTM | Amentum Holdings INC | +0.2% | +74.75% | Add |
| 12 | MA | Mastercard INC - A | +0.2% | +55.80% | Add |
| 13 | ✓ | iShares 20+ Year Treasury Bond ETF | +0.1% | +22.68% | Add |
| 14 | VAC | Marriott Vacations World | +0.1% | +267.54% | Add |
| 15 | CHDN | Churchill Downs INC | +0.1% | +4490.88% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.01% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | -0.1% | -4.18% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | -0.1% | -3.68% | Trim |
| 19 | SF | Stifel Financial CORP | -0.1% | +32.85% | Add |
| 20 | ✓ | Crh PLC | -0.1% | -8.97% | Trim |
| 21 | DIS | Walt Disney Co/the | -0.1% | -8.64% | Trim |
| 22 | ✓ | Masterbrand INC Com | -0.1% | -48.75% | Trim |
| 23 | ✓ | AbbVie Inc. | -0.1% | -6.30% | Trim |
| 24 | BAC | Bank Of America CORP | -0.1% | -6.49% | Trim |
| 25 | QCOM | Qualcomm INC | -0.2% | -10.98% | Trim |
| 26 | ✓ | Atmus Filtration Technologie | -0.2% | -45.88% | Trim |
| 27 | ✓ | Ares Management CORP | -0.2% | -8.51% | Trim |
| 28 | FBIN | Fortune Brands Innovations I | -0.2% | -25.54% | Trim |
| 29 | ✓ | Accenture plc | -0.2% | -5.74% | Trim |
| 30 | CCC | Ccc Intelligent Solutions Ho | -0.2% | -59.13% | Trim |
| 31 | ✓ | F&g Annuities & Life INC | -0.2% | -99.58% | Trim |
| 32 | ✓ | J P Morgan Chase And Co | -0.2% | -4.31% | Trim |
| 33 | ✓ | Americold Realty Trust | -0.2% | +0.78% | Add |
| 34 | AAPL | Apple INC | -0.2% | -3.57% | Trim |
| 35 | ✓ | Gci Liberty Series C | -0.2% | -49.29% | Trim |
| 36 | ✓ | Zoetis Inc. | -0.2% | -63.61% | Trim |
| 37 | HLI | Houlihan Lokey INC | -0.3% | -20.30% | Trim |
| 38 | RAL | Ralliant CORP | -0.4% | -99.99% | Trim |
| 39 | VEEV | Veeva Systems Inc-class A | -0.4% | -50.77% | Trim |
| 40 | ✓ | Broadcom Inc. | -0.4% | -5.46% | Trim |
| 41 | AMT | American Tower CORP | -0.4% | -87.75% | Trim |
| 42 | ✓ | Royal Oak Realtytrust INC | -0.5% | -89.76% | Trim |
| 43 | MSFT | Microsoft CORP | -0.5% | +1.15% | Add |
| 44 | ✓ | -0.9% | -96.82% | Trim | |
| 45 | PCH | Potlatchdeltic CORP | — | EXIT | Sold out |
| 46 | ✓ | — | NEW | New buy | |
| 47 | VSNT | Versant Media Group INC | — | NEW | New buy |
| 48 | HNI | Hni CORP | — | EXIT | Sold out |
| 49 | PPHC | Public Policy Holding Co INC | — | NEW | New buy |
| 50 | ROCK | Gibraltar Industries INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-16 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-16 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-19 | Amendment | View on EDGAR |
| 2019-09-30 | 2019-11-18 | Amendment | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-11-14 | Amendment | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-11-14 | Amendment | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-11-14 | Amendment | View on EDGAR |
| 2018-12-31 | 2019-02-15 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-10 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | Amendment | View on EDGAR |
| 2015-12-31 | 2016-02-11 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-30 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-30 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-11 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-11 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-07 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-31 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-13 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-07 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-31 | Amendment | View on EDGAR |
| 2013-09-30 | 2013-10-25 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-22 | 13F-HR | View on EDGAR |
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