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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001446114
Total reported value
$5.2B
$5.2B
1868 檔
15.5%
The Q1 2024 SEC filing reveals that Ancora Advisors LLC held a total portfolio value of $5.2B, covering 1868 public equity positions.
During Q1 2024, Ancora Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NSC, , ) accounted for 15.5% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 1868 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NSC | Norfolk Southern CORP | Stock-Industrials | 4.78% | +0.01% | +131.12% | |
| 2 | ✓ | Stock-Other | 4.25% | — | -20.53% | ||
| 3 | ✓ | Stock-Other | 3.94% | — | +1.37% | ||
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.93% | +0.66% | -0.37% | |
| 5 | ✓ | Stock-Other | 2.35% | — | -1.74% | ||
| 6 | ✓ | Berry Plastics Group | Stock-Other | 2.34% | — | +18.79% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.30% | -0.04% | +0.74% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.12% | +0.42% | |
| 9 | GPRE | Green Plains Inc | Stock-Other | 2.05% | -0.15% | -3.00% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.53% | -0.54% | +5.20% | |
| 11 | ✓ | Stock-Other | 1.45% | — | +7.25% | ||
| 12 | ✓ | Stock-Other | 1.40% | — | -0.14% | ||
| 13 | ✓ | Stock-Other | 1.39% | — | +0.23% | ||
| 14 | ✓ | Stock-Other | 1.38% | — | +1.20% | ||
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.30% | — | +6.80% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.01% | +95.04% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.34% | +3.39% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.03% | +1.10% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.07% | +0.98% | |
| 20 | KSS | Kohls CORP | Stock-Consumer Disc | 1.04% | — | -27.98% | |
| 21 | ✓ | Stock-Other | 1.04% | — | +1.91% | ||
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.18% | -6.24% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.06% | -0.88% | |
| 24 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 0.98% | — | -14.99% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.95% | -1.06% | EXIT | |
| 26 | ✓ | Stock-Other | 0.94% | — | +3.02% | ||
| 27 | HLIT | Harmonic Inc | Stock-Other | 0.89% | — | -27.80% | |
| 28 | GD | General Dynamics CORP | Stock-Industrials | 0.87% | -0.10% | +13.37% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.85% | -0.07% | -0.82% | |
| 30 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.83% | -0.13% | +1.34% | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.81% | — | -0.91% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.13% | +0.56% | |
| 33 | ✓ | Stock-Other | 0.69% | — | -42.18% | ||
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.69% | -0.01% | +8.15% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.17% | +2.36% | |
| 36 | KEL | Kellanova | Stock-Other | 0.66% | — | +31.22% | |
| 37 | ✓ | Stock-Other | 0.63% | — | +169.80% | ||
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.57% | — | +1.04% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.06% | -0.25% | |
| 40 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.54% | — | +1.44% | |
| 41 | BLKCHF | Blackrock Inc | Stock-Other | 0.51% | — | +0.54% | |
| 42 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.51% | — | +4.64% | |
| 43 | CXT | Crane Nxt Co | Stock-Industrials | 0.45% | +0.06% | +5.52% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | — | -3.09% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.39% | -0.02% | -4.54% | |
| 46 | ✓ | Stock-Other | 0.39% | — | +11.50% | ||
| 47 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.38% | +0.02% | -0.63% | |
| 48 | ✓ | Stock-Other | 0.38% | — | -0.15% | ||
| 49 | ✓ | Alight Inc Com Cl A | Stock-Other | 0.37% | — | +20.61% | |
| 50 | ✓ | Stock-Other | 0.37% | — | +5.77% |
According to official SEC Form 13F filings, Ancora Advisors LLC reported a total U.S. public equity portfolio value of $5.2B across 1868 disclosed positions in Q1 2024.
During Q1 2024, Ancora Advisors LLC's top holdings by market value included NSC (4.8%)、 (4.3%)、 (3.9%). The largest single position, NSC, represented 4.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Ancora Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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