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CIK: 0001446114
Total reported value
$5.2B
$5.2B
2051 檔
16.9%
In Q2 2025, Ancora Advisors LLC's U.S. equity holdings reached a combined market value of $5.2B, distributed across 2051 disclosed stock positions.
In Q2 2025, Ancora Advisors LLC displayed an active expansion posture, initiating 16 new positions and adding to 107 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2051 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NSC | Norfolk Southern CORP | Stock-Industrials | 6.07% | +0.01% | +18.75% | |
| 2 | LKQ | Lkq CORP | Stock-Consumer Disc | 4.23% | -1.51% | +0.71% | |
| 3 | ✓ | Stock-Other | 2.78% | — | -8.40% | ||
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | +0.66% | -0.80% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.12% | +0.02% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.39% | -0.04% | -1.29% | |
| 7 | ✓ | Stock-Other | 1.87% | — | -18.24% | ||
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.85% | -0.54% | +1.55% | |
| 9 | ✓ | Stock-Other | 1.84% | — | -0.29% | ||
| 10 | ✓ | Stock-Other | 1.72% | — | +0.55% | ||
| 11 | ✓ | Stock-Other | 1.46% | — | +1.23% | ||
| 12 | CSX | Csx CORP | Stock-Industrials | 1.37% | — | +4746.12% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.01% | +77.79% | |
| 14 | ✓ | Stock-Other | 1.33% | — | +0.50% | ||
| 15 | ✓ | Stock-Other | 1.22% | — | — | ||
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.03% | +4.44% | |
| 17 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.05% | -0.13% | +0.30% | |
| 18 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.04% | -0.02% | -13.58% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.04% | -1.06% | EXIT | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.06% | -2.62% | |
| 21 | ✓ | Stock-Other | 0.95% | — | +231.60% | ||
| 22 | ✓ | Stock-Other | 0.94% | — | +0.72% | ||
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | -0.07% | -0.12% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 0.87% | -0.10% | +0.89% | |
| 25 | ✓ | Stock-Other | 0.84% | — | +441063.80% | ||
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.18% | +0.58% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.81% | -0.01% | +1.17% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.34% | +1.58% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.13% | -0.40% | |
| 30 | ✓ | Stock-Other | 0.71% | — | +8.23% | ||
| 31 | ✓ | Stock-Other | 0.69% | — | — | ||
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.17% | -0.75% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.65% | -0.07% | -2.13% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.06% | +6.30% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.64% | -0.02% | +2.48% | |
| 36 | ✓ | Stock-Other | 0.62% | — | +6.33% | ||
| 37 | ✓ | Stock-Other | 0.60% | — | +3.55% | ||
| 38 | ✓ | Stock-Other | 0.59% | — | -16.19% | ||
| 39 | ✓ | Stock-Other | 0.58% | — | +11.95% | ||
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.57% | — | +1.68% | |
| 41 | GPRE | Green Plains Inc | Stock-Other | 0.54% | -0.15% | +0.39% | |
| 42 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.49% | — | +1.04% | |
| 43 | ✓ | Stock-Other | 0.48% | — | +15.03% | ||
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | — | +9.83% | |
| 45 | ✓ | Stock-Other | 0.47% | — | +34.70% | ||
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.09% | +19.97% | |
| 47 | ✓ | Stock-Other | 0.45% | — | +3.15% | ||
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | -0.05% | +10.98% | |
| 49 | SF | Stifel Financial CORP | Stock-Financials | 0.42% | -0.09% | +45.06% | |
| 50 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.41% | +0.02% | +27.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSX | Csx CORP | +1.3% | +4746.12% | Add |
| 2 | SDA | Sealed Air CORP | +1.2% | NEW | New buy |
| 3 | NSC | Norfolk Southern CORP | +1% | +18.75% | Add |
| 4 | AMCR | Amcor plc | +0.8% | — | Add |
| 5 | AVGO | Broadcom Inc | +0.8% | — | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.7% | — | Add |
| 7 | FWRD | Forward Air CORP | +0.7% | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | +0.7% | +77.79% | Add |
| 9 | MSFT | Microsoft CORP | +0.5% | +0.02% | Add |
| 10 | PBI | Pitney Bowes Inc | +0.4% | NEW | New buy |
| 11 | ETN | Eaton Corporation plc | +0.3% | — | Add |
| 12 | ANGI | Angi Inc | +0.2% | NEW | New buy |
| 13 | ✓ | Calavo Growers Inc | +0.2% | NEW | New buy |
| 14 | NVDA | Nvidia CORP | +0.2% | — | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | — | Trim |
| 16 | SPARUSD | Shyft Group Inc/the | +0.2% | +1042.81% | Add |
| 17 | SF | Stifel Financial CORP | +0.1% | +45.06% | Add |
| 18 | DIS | Walt Disney Co/the | +0.1% | +19.97% | Add |
| 19 | ECG | Everus Construction Group | +0.1% | +0.82% | Add |
| 20 | MIDD | Middleby CORP | +0.1% | +213.76% | Add |
| 21 | ARES | Ares Management CORP - A | +0.1% | — | Add |
| 22 | NDSN | Nordson CORP | +0.1% | +318.87% | Add |
| 23 | ✓ | Norfolk Southn CORP | +0.1% | +169.41% | Add |
| 24 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +1.55% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.44% | Add |
| 26 | PHIN | Phinia Inc | +0.1% | — | Add |
| 27 | GPGI | Gpgi Inc | +0.1% | — | Add |
| 28 | VYX | Ncr Voyix CORP | +0.1% | NEW | New buy |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | +6.30% | Add |
| 30 | GPRE | Green Plains Inc | +0.1% | +0.39% | Add |
| 31 | NPKI | Npk International Inc | +0.1% | +3.47% | Add |
| 32 | EZPW | Ezcorp Inc-cl A | +0.1% | +953.54% | Add |
| 33 | KD | Kyndryl Holdings Inc | +0.1% | — | Add |
| 34 | VST | Vistra CORP | +0.1% | — | Trim |
| 35 | ALIT | Alight Inc - Class A | +0.1% | — | Add |
| 36 | CNDT | Conduent Inc | +0.1% | NEW | New buy |
| 37 | TTAM | Titan America SA | +0.1% | NEW | New buy |
| 38 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.80% | Trim |
| 39 | HON | Honeywell International Inc | +0.1% | +2.44% | Add |
| 40 | BAC | Bank Of America CORP | +0.1% | +1.17% | Add |
| 41 | SCHX | Schwab US Large-cap ETF | +0.1% | +9.83% | Add |
| 42 | MAR | Marriott International -cl A | +0.1% | +1.68% | Add |
| 43 | AMAT | Applied Materials Inc | +0.1% | +49.79% | Add |
| 44 | CR | Crane Co | +0.1% | +1.79% | Add |
| 45 | APG | Api Group CORP | +0.1% | -1.71% | Trim |
| 46 | CNNE | Cannae Holdings Inc | +0.1% | — | Add |
| 47 | ORCL | Oracle CORP | +0.1% | +0.83% | Add |
| 48 | FTV | Fortive CORP | +0.1% | — | Add |
| 49 | RAL | Ralliant CORP | +0.1% | NEW | New buy |
| 50 | ✓ | Costamare Bulkers Holdings | +0.1% | 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 2051 disclosed positions in Q2 2025.
During Q2 2025, Ancora Advisors LLC's top holdings by market value included NSC (6.1%)、LKQ (4.2%)、 (2.8%). The largest single position, NSC, represented 6.1% 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, LKQ, ) accounted for 16.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
SDA
市值: $58.9M
Top Position Liquidated / Trimmed
USX1
前期市值: $111.6M
In Q2 2025, Ancora Advisors LLC made 198 total portfolio adjustments, initiating 16 new buys, adding to 107 positions, trimming 59 holdings, and fully liquidating 16 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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