13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001446114
Total reported value
$5.2B
$5.2B
1849 檔
15.6%
As reported in its official Q1 2025 Form 13F filing, Ancora Advisors LLC's tracked investment portfolio stood at $5.2B with 1849 total positions.
In Q1 2025, Ancora Advisors LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including LKQ, NSC, AAPL) accounted for 15.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
LKQ
市值: $233.0M
Showing top 200 holdings (of 1849 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LKQ | Lkq CORP | Stock-Consumer Disc | 5.20% | -1.51% | +95.87% | |
| 2 | NSC | Norfolk Southern CORP | Stock-Industrials | 5.09% | +0.01% | -4.39% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.81% | -0.04% | -2.54% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | +0.66% | -13.65% | |
| 5 | USX1 | United States Steel CORP | Stock-Other | 2.49% | — | +448.94% | |
| 6 | ✓ | Stock-Other | 2.33% | — | +15.19% | ||
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.12% | +1.12% | |
| 8 | ✓ | Stock-Other | 1.99% | — | -12.65% | ||
| 9 | ✓ | Stock-Other | 1.84% | — | +0.33% | ||
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.77% | -0.54% | +0.56% | |
| 11 | ✓ | Stock-Other | 1.68% | — | -0.50% | ||
| 12 | ✓ | Stock-Other | 1.61% | — | -1.89% | ||
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | — | -0.41% | |
| 14 | ✓ | Berry Plastics Group | Stock-Other | 1.30% | — | -54.07% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.06% | -0.67% | |
| 16 | ✓ | Stock-Other | 1.18% | — | -0.17% | ||
| 17 | ✓ | Stock-Other | 1.08% | — | +0.11% | ||
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.03% | +0.64% | |
| 19 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.04% | -0.02% | +146.40% | |
| 20 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.01% | -0.13% | -1.20% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 0.99% | -1.06% | EXIT | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.07% | -1.38% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.18% | +0.51% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.34% | -1.09% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 0.86% | -0.10% | +1.38% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.13% | +0.88% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.17% | +1.51% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | -0.01% | +1.00% | |
| 29 | ✓ | Stock-Other | 0.74% | — | +2.26% | ||
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.71% | -0.07% | -0.48% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.01% | -46.27% | |
| 32 | ✓ | Stock-Other | 0.68% | — | +1.32% | ||
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.66% | -0.02% | +2.14% | |
| 34 | ✓ | Stock-Other | 0.61% | — | +10.98% | ||
| 35 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.59% | — | +15.34% | |
| 36 | ✓ | Stock-Other | 0.59% | — | +22.55% | ||
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.06% | +0.34% | |
| 38 | ✓ | Stock-Other | 0.55% | — | +126.27% | ||
| 39 | FWRDUSD | Forward Air CORP | Stock-Other | 0.55% | — | +28.85% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.52% | — | +0.37% | |
| 41 | GPRE | Green Plains Inc | Stock-Other | 0.47% | -0.15% | — | |
| 42 | ✓ | Stock-Other | 0.47% | — | +2.17% | ||
| 43 | ✓ | Stock-Other | 0.43% | — | +2.58% | ||
| 44 | ✓ | Stock-Other | 0.43% | — | -0.03% | ||
| 45 | ✓ | Stock-Other | 0.42% | — | -0.50% | ||
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | — | -0.38% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.42% | -0.05% | +13.66% | |
| 48 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.41% | +0.02% | +42.06% | |
| 49 | ✓ | Stock-Other | 0.40% | — | +4.45% | ||
| 50 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.38% | -0.02% | +3.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LKQ | Lkq CORP | — | NEW | New buy |
| 2 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 5 | USX1 | United States Steel CORP | — | NEW | New buy |
| 6 | ✓ | — | NEW | New buy | |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | ✓ | — | NEW | New buy | |
| 9 | ✓ | — | NEW | New buy | |
| 10 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 11 | ✓ | — | NEW | New buy | |
| 12 | ✓ | — | NEW | New buy | |
| 13 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 14 | ✓ | Berry Plastics Group | — | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | ✓ | — | NEW | New buy | |
| 17 | ✓ | — | NEW | New buy | |
| 18 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 19 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 20 | HLI | Houlihan Lokey Inc | — | NEW | New buy |
| 21 | HON | Honeywell International Inc | — | NEW | New buy |
| 22 | HD | Home Depot Inc | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | CVX | Chevron CORP | — | NEW | New buy |
| 25 | GD | General Dynamics CORP | — | NEW | New buy |
| 26 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 27 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 28 | BAC | Bank Of America CORP | — | NEW | New buy |
| 29 | ✓ | — | NEW | New buy | |
| 30 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 31 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 32 | ✓ | — | NEW | New buy | |
| 33 | AMT | American Tower CORP | — | NEW | New buy |
| 34 | ✓ | — | NEW | New buy | |
| 35 | WY | Weyerhaeuser Co | — | NEW | New buy |
| 36 | ✓ | — | NEW | New buy | |
| 37 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 38 | ✓ | — | NEW | New buy | |
| 39 | FWRDUSD | Forward Air CORP | — | NEW | New buy |
| 40 | MAR | Marriott International -cl A | — | NEW | New buy |
| 41 | GPRE | Green Plains Inc | — | NEW | New buy |
| 42 | ✓ | — | NEW | New buy | |
| 43 | ✓ | — | NEW | New buy | |
| 44 | ✓ | — | NEW | New buy | |
| 45 | ✓ | — | NEW | New buy | |
| 46 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 47 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 48 | FBIN | Fortune Brands Innovations I | — | NEW | New buy |
| 49 | ✓ | — | NEW | New buy | |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | — | 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 1849 disclosed positions in Q1 2025.
During Q1 2025, Ancora Advisors LLC's top holdings by market value included LKQ (5.2%)、NSC (5.1%)、AAPL (2.8%). The largest single position, LKQ, represented 5.2% of total portfolio value.
In Q1 2025, Ancora Advisors LLC made 200 total portfolio adjustments, initiating 200 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.