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CIK: 0001446114
Total reported value
$5.2B
$5.2B
3655 檔
14.8%
At the close of Q1 2026, Ancora Advisors LLC disclosed equity holdings valued at approximately $5.2B, spread across 3655 reported holdings.
Ancora Advisors LLC executed strategic sector rebalancing during Q1 2026, establishing 17 new positions while fully exiting 19 holdings and trimming 88 positions.
In terms of portfolio concentration, the top 5 core holdings (including LKQ, AAPL, COLD) accounted for 14.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 3655 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LKQ | Lkq CORP | Stock-Consumer Disc | 5.03% | -1.51% | +0.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.88% | -0.04% | -3.57% | |
| 3 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 2.83% | +0.33% | — | |
| 4 | ✓ | Stock-Other | 2.83% | — | +0.78% | ||
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.72% | +0.01% | — | |
| 6 | ✓ | Stock-Other | 2.72% | — | -5.46% | ||
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | +0.66% | +0.01% | |
| 8 | RBA | Rb Global Inc | Stock-Industrials | 2.50% | -0.75% | — | |
| 9 | ✓ | Stock-Other | 2.50% | — | +8.83% | ||
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.13% | -0.54% | +4.96% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.93% | -0.20% | — | |
| 12 | ✓ | Stock-Other | 1.93% | — | -0.90% | ||
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.12% | +1.15% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.10% | — | |
| 15 | ✓ | Stock-Other | 1.75% | — | -4.31% | ||
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.47% | -0.01% | — | |
| 17 | ✓ | Stock-Other | 1.47% | — | -6.30% | ||
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.39% | — | — | |
| 19 | ✓ | Stock-Other | 1.39% | — | -4.77% | ||
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | -0.18% | -9.28% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.03% | -4.18% | |
| 22 | EOG | Eog Resources Inc | Stock-Energy | 1.13% | -0.28% | — | |
| 23 | ✓ | Stock-Other | 1.13% | — | +3.03% | ||
| 24 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.34% | -4.55% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.06% | -1.06% | EXIT | |
| 26 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.03% | -1.03% | +37604.84% | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 1.01% | -0.10% | -7.19% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.06% | -3.68% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.06% | -1.23% | |
| 30 | GPRE | Green Plains Inc | Stock-Other | 0.96% | -0.15% | +59.13% | |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.95% | -0.04% | — | |
| 32 | ✓ | Stock-Other | 0.95% | — | +11.87% | ||
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.81% | +0.03% | — | |
| 34 | ✓ | Stock-Other | 0.81% | — | +10.19% | ||
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.80% | -0.01% | -6.49% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.07% | -4.93% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.01% | +0.32% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.13% | -4.97% | |
| 39 | NN | Nextnav Inc | Stock-Other | 0.74% | -0.37% | — | |
| 40 | ✓ | Stock-Other | 0.74% | — | +11.46% | ||
| 41 | RYN | Rayonier Inc | Stock-Real Estate | 0.69% | -0.08% | +424.72% | |
| 42 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.68% | -0.13% | -20.30% | |
| 43 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.66% | — | -7.09% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.17% | -10.28% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.02% | — | |
| 46 | ✓ | Stock-Other | 0.65% | — | -3.63% | ||
| 47 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.64% | -0.35% | — | |
| 48 | ✓ | Stock-Other | 0.64% | — | +4.60% | ||
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.64% | -0.07% | -7.60% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.63% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WBD | Warner Bros Discovery Inc | +1% | +37604.84% | Add |
| 2 | GPRE | Green Plains Inc | +0.6% | +59.13% | Add |
| 3 | RYN | Rayonier Inc | +0.6% | +424.72% | Add |
| 4 | APTV | Aptiv PLC | +0.4% | NEW | New buy |
| 5 | GILD | Gilead Sciences Inc | +0.4% | +2954.21% | Add |
| 6 | EOG | Eog Resources Inc | +0.4% | — | Add |
| 7 | UNP | Union Pacific CORP | +0.3% | +200.56% | Add |
| 8 | CVX | Chevron CORP | +0.3% | -4.55% | Trim |
| 9 | VSNT | Versant Media Group Inc | +0.2% | NEW | New buy |
| 10 | HON | Honeywell International Inc | +0.2% | +0.88% | Add |
| 11 | VTV | Vanguard Value ETF | +0.2% | +94.26% | Add |
| 12 | RWL | Invesco S&p 500 Revenue ETF | +0.2% | — | Add |
| 13 | PPHC | Public Policy Holding Co Inc | +0.2% | NEW | New buy |
| 14 | AMTM | Amentum Holdings Inc | +0.2% | +74.75% | Add |
| 15 | MA | Mastercard Inc - A | +0.2% | +55.80% | Add |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | — | Add |
| 17 | ETN | Eaton Corporation plc | +0.1% | — | Trim |
| 18 | JNJ | Johnson & Johnson | +0.1% | -9.28% | Trim |
| 19 | VAC | Marriott Vacations World | +0.1% | +267.54% | Add |
| 20 | CHDN | Churchill Downs Inc | +0.1% | +4490.88% | Add |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | — | Add |
| 22 | WLY | Wiley (john) & Sons-class A | +0.1% | NEW | New buy |
| 23 | RBA | Rb Global Inc | +0.1% | — | Add |
| 24 | SMG | Scotts Miracle-gro Co | +0.1% | +219916.67% | Add |
| 25 | DFAI | Dimensional International Co | +0.1% | — | Add |
| 26 | IAUM | Ishares Gold Trust Micro | +0.1% | — | Add |
| 27 | PRG | Prog Holdings Inc | +0.1% | — | Add |
| 28 | EHC | Encompass Health CORP | +0.1% | — | Add |
| 29 | ENOV | Enovis CORP | +0.1% | +127.10% | Add |
| 30 | KTB | Kontoor Brands Inc | +0.1% | — | Add |
| 31 | XOM | Exxon Mobil CORP | +0.1% | -4.41% | Trim |
| 32 | CXT | Crane Nxt Co | +0.1% | +45.01% | Add |
| 33 | IFF | Intl Flavors & Fragrances | +0.1% | +1291.97% | Add |
| 34 | RYZ | Ryerson Holding CORP | +0.1% | +2300.76% | Add |
| 35 | ARKO | Arko CORP | +0.1% | NEW | New buy |
| 36 | TUA | Sim St Treas Fut Strat ETF | +0.1% | — | Add |
| 37 | MIDD | Middleby CORP | +0.1% | +32.65% | Add |
| 38 | NN | Nextnav Inc | +0.1% | — | Add |
| 39 | GCO | Genesco Inc | +0.1% | NEW | New buy |
| 40 | VNOM | Viper Energy Inc-cl A | +0.1% | — | Add |
| 41 | SUNB | Sunbelt Rentals Holdings Inc | +0.1% | NEW | New buy |
| 42 | WAT | Waters CORP | +0.1% | +11401.27% | Add |
| 43 | VSTS | Vestis CORP | +0.1% | — | Trim |
| 44 | COST | Costco Wholesale CORP | +0.1% | -1.47% | Trim |
| 45 | LKQ | Lkq CORP | +0.1% | +0.56% | Add |
| 46 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | — | Add |
| 47 | MNRO | Monro Inc | +0.1% | +165.06% | Add |
| 48 | CON | Concentra Group Holdings Par | +0.1% | — | Add |
| 49 | SOLS | Solstice Adv Materials Inc | +0.1% | — | Trim |
| 50 | VVX | V2x Inc | +0.1% | — | Add |
According to official SEC Form 13F filings, Ancora Advisors LLC reported a total U.S. public equity portfolio value of $5.2B across 3655 disclosed positions in Q1 2026.
During Q1 2026, Ancora Advisors LLC's top holdings by market value included LKQ (5.0%)、AAPL (2.9%)、COLD (2.8%). The largest single position, LKQ, represented 5.0% of total portfolio value.
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Top New Position Initiated
APTV
市值: $17.7M
Top Position Liquidated / Trimmed
PCH
前期市值: $18.7M
In Q1 2026, Ancora Advisors LLC made 200 total portfolio adjustments, initiating 17 new buys, adding to 76 positions, trimming 88 holdings, and fully liquidating 19 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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