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CIK: 0001446114
Total reported value
$5.2B
$5.2B
1884 檔
15.0%
According to the latest 13F quarterly dataset, Ancora Advisors LLC managed an equity portfolio of $5.2B at the end of Q4 2024, spanning 1884 distinct U.S. exchange-listed positions.
Ancora Advisors LLC executed strategic sector rebalancing during Q4 2024, establishing 18 new positions while fully exiting 13 holdings and trimming 91 positions.
Showing top 200 holdings (of 1884 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NSC | Norfolk Southern CORP | Stock-Industrials | 5.28% | +0.01% | -9.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.25% | -0.04% | -1.32% | |
| 3 | ✓ | Stock-Other | 3.15% | — | -7.67% | ||
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | +0.66% | -0.41% | |
| 5 | ✓ | Berry Plastics Group | Stock-Other | 2.62% | — | -14.12% | |
| 6 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.29% | -1.51% | +228.62% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.12% | +0.58% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.86% | -0.54% | +3.52% | |
| 9 | ✓ | Stock-Other | 1.82% | — | +2.62% | ||
| 10 | ✓ | Stock-Other | 1.82% | — | +57.41% | ||
| 11 | ✓ | Stock-Other | 1.65% | — | +1.36% | ||
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.01% | -0.07% | |
| 13 | ✓ | Stock-Other | 1.45% | — | +0.16% | ||
| 14 | ✓ | Stock-Other | 1.39% | — | -0.66% | ||
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.30% | — | -0.29% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.03% | -0.59% | |
| 17 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.10% | -0.13% | -1.30% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 1.05% | -1.06% | EXIT | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.07% | -1.26% | |
| 20 | ✓ | Stock-Other | 1.03% | — | -1.50% | ||
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.06% | -0.40% | |
| 22 | GPRE | Green Plains Inc | Stock-Other | 0.92% | -0.15% | -1.96% | |
| 23 | ✓ | Stock-Other | 0.88% | — | -0.78% | ||
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.18% | -3.29% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 0.82% | -0.10% | +1.62% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.13% | +0.28% | |
| 27 | ✓ | Stock-Other | 0.81% | — | +0.88% | ||
| 28 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.34% | -5.13% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | -0.01% | -2.41% | |
| 30 | HLIT | Harmonic Inc | Stock-Other | 0.78% | — | +0.01% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.71% | -0.07% | +1.90% | |
| 32 | ✓ | Stock-Other | 0.70% | — | +14.87% | ||
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.06% | +0.48% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.17% | +0.09% | |
| 35 | FWRDUSD | Forward Air CORP | Stock-Other | 0.69% | — | -15.16% | |
| 36 | ✓ | Stock-Other | 0.67% | — | — | ||
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.61% | — | -1.59% | |
| 38 | AMT | American Tower CORP | Stock-Real Estate | 0.54% | -0.02% | +10.56% | |
| 39 | ✓ | Stock-Other | 0.53% | — | -2.55% | ||
| 40 | ✓ | Stock-Other | 0.51% | — | +5.40% | ||
| 41 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.49% | — | +17.17% | |
| 42 | KEL | Kellanova | Stock-Other | 0.48% | — | -28.20% | |
| 43 | ✓ | Stock-Other | 0.47% | — | -4.11% | ||
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.44% | — | +193.43% | |
| 45 | ✓ | Stock-Other | 0.41% | — | +1.72% | ||
| 46 | ✓ | Stock-Other | 0.41% | — | -1.48% | ||
| 47 | ✓ | Stock-Other | 0.39% | — | -8.35% | ||
| 48 | CXT | Crane Nxt Co | Stock-Industrials | 0.39% | +0.06% | -7.19% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.05% | -0.60% | |
| 50 | ✓ | Stock-Other | 0.39% | — | +3.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LKQ | Lkq CORP | +1.5% | +228.62% | Add |
| 2 | RBA | Rb Global Inc | +0.8% | — | Add |
| 3 | MAGN | Magnera CORP | +0.7% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.6% | — | Trim |
| 5 | NN | Nextnav Inc | +0.4% | — | Add |
| 6 | USX1 | United States Steel CORP | +0.4% | NEW | New buy |
| 7 | UGI | Ugi CORP | +0.3% | +827.31% | Add |
| 8 | ECG | Everus Construction Group | +0.3% | NEW | New buy |
| 9 | PRMB | Primo Brands CORP | +0.2% | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.07% | Trim |
| 11 | PCAR | Paccar Inc | +0.2% | +403357.14% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | — | Add |
| 13 | OEF | Ishares S&p 100 ETF | +0.2% | +134.37% | Add |
| 14 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 15 | AAPL | Apple Inc | +0.1% | -1.32% | Trim |
| 16 | ASML | ASML Holding N.V. | +0.1% | +1458.76% | Add |
| 17 | SEG | Seaport Entertainment Group | +0.1% | +66.58% | Add |
| 18 | KD | Kyndryl Holdings Inc | +0.1% | — | Trim |
| 19 | EMBC | Embecta CORP | +0.1% | — | Add |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | — | Add |
| 21 | WH | Wyndham Hotels & Resorts Inc | +0.1% | — | Trim |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +0.48% | Add |
| 23 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +3.52% | Add |
| 24 | HON | Honeywell International Inc | +0.1% | +0.57% | Add |
| 25 | HLI | Houlihan Lokey Inc | +0.1% | -1.30% | Trim |
| 26 | J | Jacobs Solutions Inc | +0.1% | — | Add |
| 27 | NGVT | Ingevity CORP | +0.1% | — | Add |
| 28 | ALIT | Alight Inc - Class A | +0.1% | — | Add |
| 29 | ODP1 | Odp Corp/the | +0.1% | — | Add |
| 30 | IXUS | Ishares Core Intl Stock ETF | +0.1% | — | Add |
| 31 | ORN | Orion Group Holdings Inc | +0.1% | — | Add |
| 32 | RAIL | Freightcar America Inc | +0.1% | NEW | New buy |
| 33 | PZZA | Papa John's Intl Inc | +0.1% | NEW | New buy |
| 34 | LAKE | Lakeland Industries Inc | +0.1% | +112.51% | Add |
| 35 | BAC | Bank Of America CORP | +0.1% | -2.41% | Trim |
| 36 | MAR | Marriott International -cl A | +0.1% | -1.59% | Trim |
| 37 | PPLI | People Inc | +0.1% | — | Add |
| 38 | PLTR | Palantir Technologies Inc-a | +0.1% | — | Trim |
| 39 | RCMT | Rcm Technologies Inc | +0.1% | NEW | New buy |
| 40 | WBD | Warner Bros Discovery Inc | +0.1% | +4302.31% | Add |
| 41 | PCH | Potlatchdeltic CORP | 0% | +39.43% | Add |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | -0.60% | Trim |
| 43 | ✓ | Provider Real Estate Fun D I L | 0% | — | Add |
| 44 | OWL | Blue Owl Capital Inc | 0% | — | Add |
| 45 | DFAU | Dimensional US Core Equity M | 0% | — | Add |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | — | Add |
| 47 | JMBS | Janus Henderson Mortg Backed | 0% | — | Add |
| 48 | UEIC | Universal Electronics Inc | 0% | NEW | New buy |
| 49 | FTIF | Ft Bbg Infl Sensitive Eq ETF | 0% | NEW | New buy |
| 50 | PMTS | Cpi Card Group Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Ancora Advisors LLC reported a total U.S. public equity portfolio value of $5.2B across 1884 disclosed positions in Q4 2024.
During Q4 2024, Ancora Advisors LLC's top holdings by market value included NSC (5.3%)、AAPL (3.3%)、 (3.1%). The largest single position, NSC, represented 5.3% 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 terms of portfolio concentration, the top 5 core holdings (including NSC, AAPL, ) accounted for 15.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
MAGN
市值: $30.0M
Top Position Liquidated / Trimmed
BCBUSD
前期市值: $8.5M
In Q4 2024, Ancora Advisors LLC made 199 total portfolio adjustments, initiating 18 new buys, adding to 77 positions, trimming 91 holdings, and fully liquidating 13 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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