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CIK: 0001446114
Total reported value
$5.2B
$5.2B
1849 檔
15.6%
During the Q3 2024 filing period, Ancora Advisors LLC (CIK: 0001446114) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.2B across 1849 reported positions.
Ancora Advisors LLC executed strategic sector rebalancing during Q3 2024, establishing 16 new positions while fully exiting 11 holdings and trimming 77 positions.
Showing top 200 holdings (of 1849 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NSC | Norfolk Southern CORP | Stock-Industrials | 6.31% | +0.01% | -1.32% | |
| 2 | ✓ | Berry Plastics Group | Stock-Other | 3.28% | — | +15.93% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.04% | -0.33% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | +0.66% | -4.02% | |
| 5 | ✓ | Stock-Other | 2.59% | — | +895.65% | ||
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.12% | +1.32% | |
| 7 | ✓ | Stock-Other | 1.82% | — | +23.07% | ||
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.79% | -0.54% | +2.76% | |
| 9 | ✓ | Stock-Other | 1.59% | — | +0.71% | ||
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.53% | — | -0.21% | |
| 11 | ✓ | Stock-Other | 1.47% | — | +1.21% | ||
| 12 | ✓ | Stock-Other | 1.46% | — | +0.97% | ||
| 13 | GPRE | Green Plains Inc | Stock-Other | 1.36% | -0.15% | -1.72% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.01% | +1.47% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.13% | -0.07% | +0.30% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.03% | +2.56% | |
| 17 | ✓ | Stock-Other | 1.07% | — | +4.23% | ||
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.06% | -0.83% | |
| 19 | ✓ | Stock-Other | 1.05% | — | -46.34% | ||
| 20 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.03% | -0.13% | +1.13% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.18% | -4.81% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 0.98% | -1.06% | EXIT | |
| 23 | GD | General Dynamics CORP | Stock-Industrials | 0.95% | -0.10% | +1.61% | |
| 24 | FWRDUSD | Forward Air CORP | Stock-Other | 0.91% | — | +16.96% | |
| 25 | ✓ | Stock-Other | 0.88% | — | -15.22% | ||
| 26 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.34% | -18.68% | |
| 27 | HLIT | Harmonic Inc | Stock-Other | 0.88% | — | -9.65% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.13% | +1.87% | |
| 29 | ✓ | Stock-Other | 0.83% | — | +1.39% | ||
| 30 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.77% | -1.51% | +10526.77% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | -0.01% | +1.24% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.17% | +1.31% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.72% | -0.07% | -6.10% | |
| 34 | KEL | Kellanova | Stock-Other | 0.69% | — | -26.42% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.64% | -0.02% | +33.04% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.06% | -0.30% | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.56% | — | +0.73% | |
| 38 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.52% | — | +1.19% | |
| 39 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.52% | +0.02% | +4.34% | |
| 40 | ✓ | Stock-Other | 0.51% | — | +12.78% | ||
| 41 | ✓ | Stock-Other | 0.51% | — | +67.87% | ||
| 42 | ✓ | Stock-Other | 0.50% | — | +0.89% | ||
| 43 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.50% | — | -9.09% | |
| 44 | ✓ | Stock-Other | 0.47% | — | +2.79% | ||
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.45% | — | -1.61% | |
| 46 | CXT | Crane Nxt Co | Stock-Industrials | 0.42% | +0.06% | -10.93% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.41% | -0.05% | +3.31% | |
| 48 | ✓ | Stock-Other | 0.40% | — | +0.70% | ||
| 49 | ✓ | Stock-Other | 0.40% | — | +20.29% | ||
| 50 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.39% | -0.02% | -0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LKQ | Lkq CORP | +0.8% | +10526.77% | Add |
| 2 | BERYEUR | Berry Global Group Inc | +0.6% | — | Add |
| 3 | FWRDUSD | Forward Air CORP | +0.5% | +16.96% | Add |
| 4 | NSC | Norfolk Southern CORP | +0.3% | -1.32% | Trim |
| 5 | ELEEF | Element Fleet Management Cor | +0.3% | NEW | New buy |
| 6 | JPST | Jpmorgan Ultra-short Income | +0.2% | — | Add |
| 7 | AMT | American Tower CORP | +0.2% | +33.04% | Add |
| 8 | CZR | Caesars Entertainment Inc | +0.2% | — | Add |
| 9 | RYN | Rayonier Inc | +0.2% | +333.63% | Add |
| 10 | SEG | Seaport Entertainment Group | +0.2% | NEW | New buy |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | — | Add |
| 12 | ✓ | +0.1% | NEW | New buy | |
| 13 | FBIN | Fortune Brands Innovations I | +0.1% | +4.34% | Add |
| 14 | NCMI | National Cinemedia Inc | +0.1% | +14.61% | Add |
| 15 | KVUE | Kenvue Inc | +0.1% | — | Add |
| 16 | ATMU | Atmus Filtration Technologie | +0.1% | — | Add |
| 17 | AVUV | Avantis US Small Cap Value | +0.1% | +273.57% | Add |
| 18 | ROCK | Gibraltar Industries Inc | +0.1% | +1544.58% | Add |
| 19 | MBC | Masterbrand Inc | +0.1% | — | Add |
| 20 | HHH | Howard Hughes Holdings Inc | +0.1% | — | Add |
| 21 | ABBV | Abbvie Inc | +0.1% | — | Add |
| 22 | CRH | CRH plc | +0.1% | — | Add |
| 23 | DENN | Denny's CORP | +0.1% | — | Add |
| 24 | HD | Home Depot Inc | +0.1% | +0.30% | Add |
| 25 | WWW | Wolverine World Wide Inc | +0.1% | +192.62% | Add |
| 26 | HLI | Houlihan Lokey Inc | +0.1% | +1.13% | Add |
| 27 | FG | F&g Annuities & Life Inc | +0.1% | — | Add |
| 28 | VVX | V2x Inc | +0.1% | — | Add |
| 29 | J | Jacobs Solutions Inc | +0.1% | — | Add |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | -0.21% | Trim |
| 31 | MCD | Mcdonald's CORP | +0.1% | +1.31% | Add |
| 32 | ACN | Accenture plc | +0.1% | — | Add |
| 33 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | — | Add |
| 34 | ACA | Arcosa Inc | +0.1% | +36.76% | Add |
| 35 | CLOI | Vaneck Clo ETF | +0.1% | NEW | New buy |
| 36 | ✓ | Berry Global Group Inc | +0.1% | — | Add |
| 37 | WY | Weyerhaeuser Co | +0.1% | +1.19% | Add |
| 38 | HLX | Helix Energy Solutions Group | +0.1% | — | Add |
| 39 | FTDR | Frontdoor Inc | +0.1% | — | Trim |
| 40 | AYS1 | Sandstorm Gold LTD | +0.1% | — | Add |
| 41 | JMBS | Janus Henderson Mortg Backed | +0.1% | — | Add |
| 42 | HELE | Helen of Troy Limited | +0.1% | NEW | New buy |
| 43 | SIRI | Sirius Xm Holdings Inc | +0.1% | NEW | New buy |
| 44 | MMM | 3m Co | +0.1% | — | Add |
| 45 | VREX | Varex Imaging CORP | +0.1% | NEW | New buy |
| 46 | ADBE | Adobe Inc | +0.1% | — | Add |
| 47 | PNR | Pentair plc | +0.1% | NEW | New buy |
| 48 | AAPL | Apple Inc | 0% | -0.33% | Trim |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | +10.92% | Add |
| 50 | PNTG | Pennant Group Inc/the | 0% | — | Trim |
According to official SEC Form 13F filings, Ancora Advisors LLC reported a total U.S. public equity portfolio value of $5.2B across 1849 disclosed positions in Q3 2024.
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 terms of portfolio concentration, the top 5 core holdings (including NSC, BERRY PLASTICS GROUP, AAPL) accounted for 15.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
ELEEF
市值: $11.2M
Top Position Liquidated / Trimmed
VAW
前期市值: $6.1M
During Q3 2024, Ancora Advisors LLC's top holdings by market value included NSC (6.3%)、BERRY PLASTICS GROUP (3.3%)、AAPL (3.1%). The largest single position, NSC, represented 6.3% of total portfolio value.
In Q3 2024, Ancora Advisors LLC made 199 total portfolio adjustments, initiating 16 new buys, adding to 95 positions, trimming 77 holdings, and fully liquidating 11 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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