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CIK: 0001446114
Total reported value
$5.2B
$5.2B
2526 檔
15.8%
During the Q4 2025 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 2526 reported positions.
Ancora Advisors LLC executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 9 holdings and trimming 82 positions.
Showing top 200 holdings (of 2526 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LKQ | Lkq CORP | Stock-Consumer Disc | 4.98% | -1.51% | +14.74% | |
| 2 | ✓ | Stock-Other | 3.12% | — | -3.07% | ||
| 3 | AAPL | Apple Inc | Stock-Tech | 3.10% | -0.04% | +1.22% | |
| 4 | ✓ | Stock-Other | 3.05% | — | — | ||
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.61% | +0.66% | -0.14% | |
| 6 | ✓ | Stock-Other | 2.39% | — | +119.76% | ||
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.12% | -0.33% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.06% | -0.54% | +0.61% | |
| 9 | ✓ | Stock-Other | 1.94% | — | -0.48% | ||
| 10 | ✓ | Stock-Other | 1.88% | — | +9.21% | ||
| 11 | ✓ | Stock-Other | 1.60% | — | -0.42% | ||
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.03% | +3.42% | |
| 13 | ✓ | Stock-Other | 1.26% | — | +1.19% | ||
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.18% | -0.18% | +0.39% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.06% | -2.34% | |
| 16 | GD | General Dynamics CORP | Stock-Industrials | 1.03% | -0.10% | +1.91% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.06% | +1.84% | |
| 18 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.01% | -0.13% | +1.24% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | -0.01% | +0.55% | |
| 20 | ✓ | Stock-Other | 0.89% | — | — | ||
| 21 | HON | Honeywell International Inc | Stock-Industrials | 0.88% | -1.06% | EXIT | |
| 22 | ✓ | Stock-Other | 0.83% | — | +22.46% | ||
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.07% | -0.76% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.01% | -42.35% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.34% | +0.56% | |
| 26 | ✓ | Stock-Other | 0.77% | — | -7.49% | ||
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.13% | -2.48% | |
| 28 | ✓ | Stock-Other | 0.76% | — | +13.76% | ||
| 29 | ✓ | Stock-Other | 0.69% | — | +0.99% | ||
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.17% | +0.47% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.67% | -0.07% | +5.64% | |
| 32 | ✓ | Stock-Other | 0.67% | — | +2.07% | ||
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.65% | — | +2.45% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.05% | +0.97% | |
| 35 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.61% | -0.02% | -24.41% | |
| 36 | ✓ | Stock-Other | 0.59% | — | -2.57% | ||
| 37 | ✓ | Stock-Other | 0.54% | — | +2.54% | ||
| 38 | ✓ | Stock-Other | 0.54% | — | +4.71% | ||
| 39 | ✓ | Stock-Other | 0.53% | — | +883.78% | ||
| 40 | SF | Stifel Financial CORP | Stock-Financials | 0.53% | -0.09% | +2.27% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.09% | +3.08% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.50% | — | -3.15% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.50% | -0.05% | +5.51% | |
| 44 | ✓ | Stock-Other | 0.49% | — | +13.59% | ||
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.48% | -0.02% | -5.66% | |
| 46 | ✓ | Stock-Other | 0.46% | — | +25.87% | ||
| 47 | ✓ | Stock-Other | 0.44% | — | +29.27% | ||
| 48 | ✓ | Stock-Other | 0.43% | — | +3.00% | ||
| 49 | ✓ | Stock-Other | 0.42% | — | -8.93% | ||
| 50 | ✓ | Stock-Other | 0.40% | — | -0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1.3% | +119.76% | Add | |
| 2 | LKQ | Lkq CORP | +0.7% | +14.74% | Add |
| 3 | ✓ | +0.5% | +883.78% | Add | |
| 4 | ✓ | +0.3% | +920.22% | Add | |
| 5 | AAPL | Apple Inc | +0.3% | +1.22% | Add |
| 6 | ✓ | +0.3% | +7326.10% | Add | |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -2.34% | Trim |
| 8 | MIDD | Middleby CORP | +0.2% | +229.91% | Add |
| 9 | ✓ | +0.2% | +249.00% | Add | |
| 10 | ✓ | +0.2% | +9.21% | Add | |
| 11 | AMTM | Amentum Holdings Inc | +0.2% | +200.54% | Add |
| 12 | ✓ | +0.2% | +22.46% | Add | |
| 13 | ✓ | +0.2% | +159.33% | Add | |
| 14 | JNJ | Johnson & Johnson | +0.2% | +0.39% | Add |
| 15 | DECK | Deckers Outdoor CORP | +0.2% | +481113.33% | Add |
| 16 | ✓ | +0.2% | +438.06% | Add | |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.97% | Add |
| 18 | ✓ | +0.1% | +13.76% | Add | |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.14% | Trim |
| 20 | ✓ | +0.1% | -3.07% | Trim | |
| 21 | MAR | Marriott International -cl A | +0.1% | +2.45% | Add |
| 22 | ✓ | +0.1% | +2.07% | Add | |
| 23 | ✓ | +0.1% | +1914.44% | Add | |
| 24 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +0.61% | Add |
| 25 | ✓ | +0.1% | +29.27% | Add | |
| 26 | ✓ | +0.1% | +25.87% | Add | |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.42% | Add |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +234.02% | Add |
| 29 | AMRZ | Amrize Ltd | +0.1% | +37.40% | Add |
| 30 | RAL | Ralliant CORP | +0.1% | +15.20% | Add |
| 31 | RGLD | Royal Gold Inc | +0.1% | +2902.43% | Add |
| 32 | SHW | Sherwin-williams Co/the | +0.1% | +41.98% | Add |
| 33 | BAC | Bank Of America CORP | +0.1% | +0.55% | Add |
| 34 | ✓ | +0.1% | -0.48% | Trim | |
| 35 | ✓ | +0.1% | +13.59% | Add | |
| 36 | ✓ | +0.1% | +2.54% | Add | |
| 37 | ✓ | +0.1% | +19.22% | Add | |
| 38 | SF | Stifel Financial CORP | +0.1% | +2.27% | Add |
| 39 | BBWI | Bath & Body Works Inc | +0.1% | +1378423.08% | Add |
| 40 | ✓ | +0.1% | +1289.94% | Add | |
| 41 | ✓ | +0.1% | +215.44% | Add | |
| 42 | ✓ | +0.1% | +47.62% | Add | |
| 43 | FBND | Fidelity Total Bond ETF | +0.1% | +211.37% | Add |
| 44 | ✓ | +0.1% | +104.14% | Add | |
| 45 | ✓ | +0.1% | -4.26% | Trim | |
| 46 | ✓ | +0.1% | +238.60% | Add | |
| 47 | PCAR | Paccar Inc | +0.1% | +5.49% | Add |
| 48 | ✓ | +0.1% | -0.02% | Trim | |
| 49 | PCH | Potlatchdeltic CORP | +0.1% | +18.67% | Add |
| 50 | ✓ | +0.1% | +43.59% | Add |
According to official SEC Form 13F filings, Ancora Advisors LLC reported a total U.S. public equity portfolio value of $5.2B across 2526 disclosed positions in Q4 2025.
During Q4 2025, Ancora Advisors LLC's top holdings by market value included LKQ (5.0%)、 (3.1%)、AAPL (3.1%). The largest single position, LKQ, 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 LKQ, , AAPL) accounted for 15.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
市值: $148.3M
Top Position Liquidated / Trimmed
前期市值: $37.8M
In Q4 2025, Ancora Advisors LLC made 199 total portfolio adjustments, initiating 10 new buys, adding to 98 positions, trimming 82 holdings, and fully liquidating 9 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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