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Ancora Advisors LLC

Diversified strategyMomentum follower

Total reported value

$4.7B

Reporting period: 2026-03-31 · Number of holdings: 2923

Ancora Advisors LLC disclosed 2923 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.7B and a quarterly turnover rate of 23.7%.

Personality snowflake

Concentration
4.43
Portfolio Stability
23.73
Momentum/Contrarian
98.24
Sector conviction
42.09
Diversification
100
Sizing Uniformity
48.55

Recent moves

  • Add WBD

    +37604.8%　$48.4M

  • Trim 49845k101

    -96.8%　-$42.4M

  • Add GPRE

    +59.1%　$28.1M

  • Add RYN

    +424.7%　$25.9M

  • Trim MSFT

    +1.2%　-$25.8M

  • Trim 11899n308

    -89.8%　-$23.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 2480 holdings (of 2923 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1LKQLkq CORPStock-Consumer Disc5.03%—+0.56%
2AAPLApple INCStock-Tech2.88%-0.22%-3.57%
3✓ Americold Realty TrustStock-Other2.83%-0.22%+0.78%
4AVGOBroadcom Inc.Stock-Tech2.72%-0.40%-5.46%
5VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.56%-0.05%+0.01%
6✓ Rb Global INCStock-Other2.50%—+8.83%
7ITOTIshares Core S&p Total U.s.ETF-Other2.13%—+4.96%
8JPSTJPMorgan Ultra-Short Income ETFETF-Other1.93%—-0.90%
9MSFTMicrosoft CORPStock-Tech1.88%-0.48%+1.15%
10✓ J P Morgan Chase And CoStock-Other1.75%-0.19%-4.31%
11ABBVAbbVie Inc.Stock-Healthcare1.47%-0.13%-6.30%
12ETNEaton Corporation plcStock-Industrials1.39%—-4.77%
13JNJJohnson & JohnsonStock-Healthcare1.31%—-9.28%
14IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.22%-0.07%-4.18%
15EOGEOG Resources, Inc.Stock-Energy1.13%+0.36%+3.03%
16CVXChevron CORPStock-Energy1.08%+0.28%-4.55%
17HONHoneywell International INCStock-Industrials1.06%+0.18%+0.88%
18WBDWarner Bros Discovery INCStock-Comm Services1.03%+1.03%+37604.84%
19GDGeneral Dynamics CORPStock-Industrials1.01%—-7.19%
20GOOGAlphabet Inc-cl CStock-Comm Services1.00%-0.10%-3.68%
21BRK-BBerkshire Hathaway Inc-cl BStock-Other0.99%—-1.23%
22GPREGreen Plains INCStock-Other0.96%+0.61%+59.13%
23✓ Janus Henderson Aaa Clo ETFETF-Other0.95%—+11.87%
24✓ Vaneck Vectors Morningstar WidStock-Other0.81%—+10.19%
25BACBank Of America CORPStock-Financials0.80%-0.14%-6.49%
26HDHome Depot INCStock-Consumer Disc0.77%—-4.93%
27AMZNAmazon.com INCStock-Consumer Disc0.76%—+0.32%
28PGProcter & Gamble Co/theStock-Consumer Staples0.75%—-4.97%
29✓ Nextnav INC Common StockStock-Other0.74%—+11.46%
30RYNRayonier INCStock-Real Estate0.69%+0.56%+424.72%
31HLIHoulihan Lokey INCStock-Financials0.68%-0.33%-20.30%
32MARMarriott International -cl AStock-Consumer Disc0.66%—-7.09%
33MCDMcdonald's CORPStock-Consumer Disc0.65%—-10.28%
34NVDANVIDIA CorporationStock-Tech0.65%—-3.63%
35✓ Stock-Other0.64%—+4.60%
36BSVVanguard Short-term Bond ETFETF-Other0.64%—-7.60%
37TLTiShares 20+ Year Treasury Bond ETFETF-Gov Bonds0.63%+0.14%+22.68%
38GOOGLAlphabet Inc-cl AStock-Comm Services0.56%—-3.23%
39MAMastercard INC - AStock-Financials0.50%+0.15%+55.80%
40SCHXSchwab US Large-cap ETFETF-Other0.48%—-2.02%
41UNPUnion Pacific CORPStock-Industrials0.46%+0.32%+200.56%
42LINLinde plcStock-Materials0.46%—-11.73%
43✓ Sim St Treas Fut Strat ETFETF-Other0.44%—+20.57%
44✓ Crh PLCStock-Other0.43%-0.11%-8.97%
45SFStifel Financial CORPStock-Financials0.43%-0.10%+32.85%
46ACNAccenture plcStock-Tech0.42%-0.17%-5.74%
47DISWalt Disney Co/theStock-Comm Services0.42%-0.11%-8.64%
48✓ Invesco Nasdaq 100 ETFETF-Tech0.41%—+0.55%
49STIPIshares 0-5 Year Tips Bond EETF-Other0.40%—+0.41%
50✓ Blackrock US Equity Factor RotStock-Other0.40%—+12.69%
1–50 of 2,480

Holding changes this quarter

Ancora Advisors LLC's most significant position changes for 2026-03-31: Sold out: Potlatchdeltic CORP (PCH); New buy: ; New buy: Versant Media Group INC (VSNT); Sold out: Hni CORP (HNI); New buy: Public Policy Holding Co INC (PPHC).

Position changes disclosed by Ancora Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1WBDWarner Bros Discovery INC+1%+37604.84%Add
2GPREGreen Plains INC+0.6%+59.13%Add
3RYNRayonier INC+0.6%+424.72%Add
4GILDGilead Sciences INC+0.4%+2954.21%Add
5EOGEOG Resources, Inc.+0.4%+3.03%Add
6UNPUnion Pacific CORP+0.3%+200.56%Add
7CVXChevron CORP+0.3%-4.55%Trim
8HONHoneywell International INC+0.2%+0.88%Add
9VTVVanguard Value ETF+0.2%+94.26%Add
10✓ Invesco S&p 500 Revenue ETF+0.2%+115.16%Add
11AMTMAmentum Holdings INC+0.2%+74.75%Add
12MAMastercard INC - A+0.2%+55.80%Add
13TLTiShares 20+ Year Treasury Bond ETF+0.1%+22.68%Add
14VACMarriott Vacations World+0.1%+267.54%Add
15CHDNChurchill Downs INC+0.1%+4490.88%Add
16VOOVanguard S&p 500 ETF-0.1%+0.01%Add
17IVVIshares Core S&p 500 ETF-0.1%-4.18%Trim
18GOOGAlphabet Inc-cl C-0.1%-3.68%Trim
19SFStifel Financial CORP-0.1%+32.85%Add
20✓ Crh PLC-0.1%-8.97%Trim
21DISWalt Disney Co/the-0.1%-8.64%Trim
22✓ Masterbrand INC Com-0.1%-48.75%Trim
23ABBVAbbVie Inc.-0.1%-6.30%Trim
24BACBank Of America CORP-0.1%-6.49%Trim
25QCOMQualcomm INC-0.2%-10.98%Trim
26✓ Atmus Filtration Technologie-0.2%-45.88%Trim
27✓ Ares Management CORP-0.2%-8.51%Trim
28FBINFortune Brands Innovations I-0.2%-25.54%Trim
29ACNAccenture plc-0.2%-5.74%Trim
30CCCCcc Intelligent Solutions Ho-0.2%-59.13%Trim
31✓ F&g Annuities & Life INC-0.2%-99.58%Trim
32✓ J P Morgan Chase And Co-0.2%-4.31%Trim
33✓ Americold Realty Trust-0.2%+0.78%Add
34AAPLApple INC-0.2%-3.57%Trim
35✓ Gci Liberty Series C-0.2%-49.29%Trim
36ZTSZoetis Inc.-0.2%-63.61%Trim
37HLIHoulihan Lokey INC-0.3%-20.30%Trim
38RALRalliant CORP-0.4%-99.99%Trim
39VEEVVeeva Systems Inc-class A-0.4%-50.77%Trim
40AVGOBroadcom Inc.-0.4%-5.46%Trim
41AMTAmerican Tower CORP-0.4%-87.75%Trim
42✓ Royal Oak Realtytrust INC-0.5%-89.76%Trim
43MSFTMicrosoft CORP-0.5%+1.15%Add
44✓ -0.9%-96.82%Trim
45PCHPotlatchdeltic CORP—EXITSold out
46✓ —NEWNew buy
47VSNTVersant Media Group INC—NEWNew buy
48HNIHni CORP—EXITSold out
49PPHCPublic Policy Holding Co INC—NEWNew buy
50ROCKGibraltar Industries INC—EXITSold out

FAQ

What is Ancora Advisors LLC and what type of investor is it?
Ancora Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $4.7B, spread across 2923 disclosed positions.
What are Ancora Advisors LLC's largest equity positions?
Based on the latest 13F filing, Ancora Advisors LLC's top holdings by market value are: 1. Lkq CORP (LKQ) — $236.3M (5.0%) 2. Apple INC (AAPL) — $135.3M (2.9%) 3. Americold Realty Trust — $133.1M (2.8%) 4. Broadcom Inc. (AVGO) — $128.1M (2.7%) 5. Vanguard S&p 500 ETF (VOO) — $120.6M (2.6%)
What changes did Ancora Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Ancora Advisors LLC made 50 notable position adjustments: 3 new positions were initiated, 18 existing holdings were added to, 26 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Potlatchdeltic CORP (PCH); New buy: ; New buy: Versant Media Group INC (VSNT); Sold out: Hni CORP (HNI); New buy: Public Policy Holding Co INC (PPHC)
What sectors does Ancora Advisors LLC focus on?
Ancora Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 22.1% • Consumer Discretionary: 18.1% • Industrials: 17.0% • Financials: 9.6% • Health Care: 9.3% • Communication Services: 7.0%