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CIK: 0001446114
Total reported value
$5.2B
$5.2B
2059 檔
16.8%
According to the latest 13F quarterly dataset, Ancora Advisors LLC managed an equity portfolio of $5.2B at the end of Q3 2025, spanning 2059 distinct U.S. exchange-listed positions.
In Q3 2025, Ancora Advisors LLC displayed an active expansion posture, initiating 24 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2059 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NSC | Norfolk Southern CORP | Stock-Industrials | 4.98% | +0.01% | -27.43% | |
| 2 | LKQ | Lkq CORP | Stock-Consumer Disc | 4.25% | -1.51% | +26.42% | |
| 3 | ✓ | Stock-Other | 2.98% | — | -7.27% | ||
| 4 | AAPL | Apple Inc | Stock-Tech | 2.78% | -0.04% | -2.54% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.47% | +0.66% | -7.64% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.12% | -3.06% | |
| 7 | ✓ | Stock-Other | 2.43% | — | +81.06% | ||
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.94% | -0.54% | +1.01% | |
| 9 | ✓ | Stock-Other | 1.85% | — | -3.71% | ||
| 10 | ✓ | Stock-Other | 1.68% | — | +1.19% | ||
| 11 | ✓ | Stock-Other | 1.57% | — | -1.56% | ||
| 12 | CSX | Csx CORP | Stock-Industrials | 1.53% | — | +6.82% | |
| 13 | ✓ | Stock-Other | 1.42% | — | -4.11% | ||
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | +0.01% | -0.12% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.03% | +0.28% | |
| 16 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.14% | -0.13% | -1.56% | |
| 17 | ✓ | Stock-Other | 1.11% | — | -39.64% | ||
| 18 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.04% | -0.02% | +0.00% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.18% | +4.69% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 0.99% | -0.10% | +1.93% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.06% | -0.66% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.07% | -1.68% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 0.90% | -1.06% | EXIT | |
| 24 | ✓ | Stock-Other | 0.86% | — | +1.58% | ||
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | -0.01% | +0.56% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.06% | -0.50% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.13% | +19.49% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.34% | +1.79% | |
| 29 | ✓ | Stock-Other | 0.76% | — | +8.54% | ||
| 30 | ✓ | Stock-Other | 0.71% | — | -21.48% | ||
| 31 | ✓ | Stock-Other | 0.67% | — | -2.18% | ||
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.17% | +0.74% | |
| 33 | ✓ | Stock-Other | 0.66% | — | +18.91% | ||
| 34 | ✓ | Stock-Other | 0.62% | — | -1.91% | ||
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.62% | -0.07% | -2.14% | |
| 36 | ✓ | Stock-Other | 0.54% | — | +1.72% | ||
| 37 | ✓ | Stock-Other | 0.54% | — | -4.47% | ||
| 38 | AMT | American Tower CORP | Stock-Real Estate | 0.54% | -0.02% | +0.77% | |
| 39 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.52% | — | +0.11% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | -0.09% | +21.41% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.49% | — | -0.20% | |
| 42 | ✓ | Stock-Other | 0.48% | — | +1.88% | ||
| 43 | CXT | Crane Nxt Co | Stock-Industrials | 0.47% | +0.06% | +7.72% | |
| 44 | ✓ | Stock-Other | 0.46% | — | +351.57% | ||
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.05% | -0.76% | |
| 46 | SF | Stifel Financial CORP | Stock-Financials | 0.45% | -0.09% | +1.18% | |
| 47 | ✓ | Stock-Other | 0.45% | — | +2.03% | ||
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | -0.05% | -0.32% | |
| 49 | ✓ | Stock-Other | 0.43% | — | +5.07% | ||
| 50 | ✓ | Stock-Other | 0.41% | — | +15.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSX | Csx CORP | +1.5% | +6.82% | Add |
| 2 | ✓ | +1% | -7.27% | Trim | |
| 3 | AMZN | Amazon.com Inc | +0.6% | -0.12% | Add |
| 4 | ✓ | +0.5% | -21.48% | Add | |
| 5 | MSFT | Microsoft CORP | +0.4% | -3.06% | Trim |
| 6 | ✓ | +0.4% | +351.57% | Add | |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -0.50% | Add |
| 8 | ✓ | +0.3% | +305.38% | Add | |
| 9 | ✓ | +0.2% | -4.11% | Trim | |
| 10 | ✓ | +0.2% | -2.18% | Add | |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +1.01% | Add |
| 12 | ✓ | +0.2% | -3.71% | Trim | |
| 13 | DIS | Walt Disney Co/the | +0.2% | +21.41% | Add |
| 14 | SF | Stifel Financial CORP | +0.2% | +1.18% | Add |
| 15 | ✓ | +0.2% | +526.55% | Add | |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.76% | Add |
| 17 | HLI | Houlihan Lokey Inc | +0.1% | -1.56% | Trim |
| 18 | GD | General Dynamics CORP | +0.1% | +1.93% | Add |
| 19 | CXT | Crane Nxt Co | +0.1% | +7.72% | Add |
| 20 | ECG | Everus Construction Group | +0.1% | -21.41% | Trim |
| 21 | MRP | Millrose Properties | +0.1% | +49.30% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.28% | Add |
| 23 | ✓ | +0.1% | -8.55% | Add | |
| 24 | ✓ | +0.1% | +18.91% | Add | |
| 25 | ✓ | +0.1% | -6.24% | Add | |
| 26 | ✓ | +0.1% | +445.19% | Add | |
| 27 | ✓ | Norfolk Southn CORP | +0.1% | -68.12% | Trim |
| 28 | ✓ | +0.1% | +1.88% | Add | |
| 29 | PCAR | Paccar Inc | +0.1% | +43.55% | Add |
| 30 | NDSN | Nordson CORP | +0.1% | -0.45% | Add |
| 31 | BAC | Bank Of America CORP | +0.1% | +0.56% | Add |
| 32 | ✓ | +0.1% | +15.29% | Add | |
| 33 | NPKI | Npk International Inc | +0.1% | -17.18% | Trim |
| 34 | EZPW | Ezcorp Inc-cl A | +0.1% | -0.18% | Add |
| 35 | ✓ | +0.1% | +5.07% | Add | |
| 36 | SHW | Sherwin-williams Co/the | +0.1% | +65.23% | Add |
| 37 | SCHX | Schwab US Large-cap ETF | +0.1% | -0.20% | Add |
| 38 | ✓ | +0.1% | +1.76% | Add | |
| 39 | ORCL | Oracle CORP | +0.1% | -4.30% | Trim |
| 40 | ✓ | +0.1% | +51.94% | Add | |
| 41 | ✓ | +0.1% | +168.01% | Add | |
| 42 | ✓ | +0.1% | +9.13% | Add | |
| 43 | RYN | Rayonier Inc | +0.1% | +14.06% | Add |
| 44 | AMAT | Applied Materials Inc | +0.1% | +2.10% | Add |
| 45 | ASML | ASML Holding N.V. | +0.1% | +3.86% | Add |
| 46 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +41.79% | Add |
| 47 | ✓ | +0.1% | +3.21% | Add | |
| 48 | ✓ | +0.1% | -0.65% | Trim | |
| 49 | JNJ | Johnson & Johnson | +0.1% | +4.69% | Add |
| 50 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +4.77% | Add |
According to official SEC Form 13F filings, Ancora Advisors LLC reported a total U.S. public equity portfolio value of $5.2B across 2059 disclosed positions in Q3 2025.
During Q3 2025, Ancora Advisors LLC's top holdings by market value included NSC (5.0%)、LKQ (4.3%)、 (3.0%). The largest single position, NSC, represented 5.0% 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 16.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
市值: $121.5M
Top Position Liquidated / Trimmed
USX1
前期市值: $111.6M
In Q3 2025, Ancora Advisors LLC made 200 total portfolio adjustments, initiating 24 new buys, adding to 93 positions, trimming 65 holdings, and fully liquidating 18 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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