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Ancora Advisors LLC — 13F Holdings & Portfolio

CIK 1446114 · latest 13F-HR filed 2026-05-15

Backtest portfolio

Ancora Advisors LLC manages $4.70B in 13F-reported U.S. long-equity assets across 2,923 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LKQ (4.98%), COLD (2.83%), RBA (2.41%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 205 new positions, exited 257, added to 927, and trimmed 720.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$4.70B

Long-equity book

Holdings

2,923

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+205 / −257 / ↑927 / ↓720

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WARNER BROS DISCOVERY INC$48.4M +35825.5%
  • GREEN PLAINS INC COM$28.1M +167.1%
  • RAYONIER INC COM$25.9M +399.8%
  • GILEAD SCIENCES INC COM$17.7M +3367.8%
  • EOG RES INC COM$15.7M +41.8%
Show all 927 →

Top Trims

  • KLAVIYO INC-A-$42.4M -98.1%
  • MICROSOFT CORP-$25.8M -22.6%
  • BROADCOM LTD SHS-$23.4M -15.5%
  • ROYAL OAK REALTYTRUST INC-$23.2M -89.7%
  • AMERICAN TOWER CORP NEW COM-$20.4M -88.0%
Show all 720 →

New Positions

  • APTIV PLC$17.7M
  • VERSANT MEDIA GROUP INC COM CL$9.7M
  • PUBLIC POL HLDG CO INC COM$6.9M
  • WILEY (JOHN) & SONS-CLASS A$5.1M
  • ARKO CORP$3.3M
Show all 205 →

Exited Positions

  • POTLATCH CORP NEW COM$18.7M
  • HNI CORP$9.1M
  • GIBRALTAR INDS INC COM$5.9M
  • INGEVITY CORP COM$3.5M
  • TELEFLEX INC COM$2.9M
Show all 257 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LKQ CORP COM LKQ 501889208 $234.2M 4.98% 7,973,170 SH
2 AMERICOLD REALTY TRUST COLD 03064D108 $132.9M 2.83% 11,593,172 SH
3 RB GLOBAL INC RBA 74935Q107 $113.5M 2.41% 1,183,902 SH
4 APPLE INC COM AAPL 037833100 $99.6M 2.12% 392,319 SH
5 JP MORGAN ULTRA SHORT INCOME E JPST 46641Q837 $87.9M 1.87% 1,737,375 SH
6 BROADCOM LTD SHS AVGO 11135F101 $79.2M 1.68% 255,862 SH
7 VANGUARD S&P 500 ETF VOO 922908363 $73.2M 1.56% 122,431 SH
8 ISHARES TR CORE S&P TOTAL U S ITOT 464287150 $59.5M 1.27% 417,644 SH
9 MICROSOFT CORP MSFT 594918104 $56.6M 1.20% 153,024 SH
10 ISHARES TR CORE S&P500 ETF IVV 464287200 $51.0M 1.08% 78,046 SH
11 BROADCOM LTD SHS AVGO 11135F101 $48.9M 1.04% 157,949 SH
12 WARNER BROS DISCOVERY INC WBD 934423104 $48.4M 1.03% 1,763,704 SH
13 VANGUARD S&P 500 ETF VOO 922908363 $47.4M 1.01% 79,332 SH
14 GREEN PLAINS INC COM GPRE 393222104 $44.7M 0.95% 2,715,543 SH
15 JANUS HENDERSON AAA CLO ETF JAAA 47103U845 $44.5M 0.95% 883,549 SH
16 JP MORGAN CHASE & CO JPM 46625H100 $43.5M 0.92% 147,717 SH
17 BERKSHIRE HATHAWAY INC DEL CL BRK.B 084670702 $42.1M 0.90% 87,935 SH
18 ALPHABET INC CAP STK CL C GOOG 02079K107 $41.2M 0.88% 143,500 SH
19 ISHARES TR CORE S&P TOTAL U S ITOT 464287150 $40.9M 0.87% 286,929 SH
20 JP MORGAN CHASE & CO JPM 46625H100 $39.0M 0.83% 132,640 SH
21 VANECK VECTORS MORNINGSTAR WID MOAT 92189F643 $36.4M 0.77% 376,597 SH
22 EATON CORP PLC ETN G29183103 $36.3M 0.77% 101,409 SH
23 ABBVIE INC ABBV 00287Y109 $36.2M 0.77% 166,242 SH
24 APPLE INC COM AAPL 037833100 $35.8M 0.76% 140,885 SH
25 AMAZON COM INC COM AMZN 023135106 $33.4M 0.71% 160,257 SH
26 ABBVIE INC ABBV 00287Y109 $32.9M 0.70% 151,332 SH
27 JOHNSON & JOHNSON JNJ 478160104 $32.2M 0.69% 131,920 SH
28 EOG RES INC COM EOG 26875P101 $32.1M 0.68% 222,171 SH
29 MICROSOFT CORP MSFT 594918104 $31.9M 0.68% 86,243 SH
30 NEXTNAV INC COMMON STOCK NN 65345N106 $31.9M 0.68% 1,989,577 SH
31 CHEVRON CORP NEW COM CVX 166764100 $30.7M 0.65% 148,437 SH
32 VANGUARD BD INDEX FD INC SHORT BSV 921937827 $29.8M 0.63% 380,634 SH
33 RAYONIER INC COM RYN 754907103 $29.4M 0.63% 1,425,768 SH
34 JOHNSON & JOHNSON JNJ 478160104 $29.2M 0.62% 119,374 SH
35 EATON CORP PLC ETN G29183103 $29.1M 0.62% 81,261 SH
36 NVIDIA CORP COM NVDA 67066G104 $28.3M 0.60% 162,164 SH
37 GENERAL DYNAMICS CORP GD 369550108 $25.6M 0.55% 74,667 SH
38 HONEYWELL INTERNATIONAL INC HON 438516106 $25.0M 0.53% 110,793 SH
39 HONEYWELL INTERNATIONAL INC HON 438516106 $24.7M 0.53% 109,478 SH
40 ALPHABET INC CAP STK CL A GOOGL 02079K305 $24.5M 0.52% 85,052 SH
41 BANK OF AMERICA CORPORATION CO BAC 060505104 $24.1M 0.51% 494,607 SH
42 SCHWAB STRATEGIC TR US LARGE C SCHX 808524201 $22.7M 0.48% 885,800 SH
43 ISHARES GOLD TRUST IAUM 46436F103 $21.8M 0.46% 467,569 SH
44 GENERAL DYNAMICS CORP GD 369550108 $21.7M 0.46% 63,310 SH
45 EOG RES INC COM EOG 26875P101 $21.1M 0.45% 145,863 SH
46 HOULIHAN LOKEY INC HLI 441593100 $21.0M 0.45% 146,264 SH
47 SIM ST TREAS FUT STRAT ETF TUA 82889N657 $20.8M 0.44% 986,749 SH
48 CHEVRON CORP NEW COM CVX 166764100 $19.9M 0.42% 96,014 SH
49 HOME DEPOT INC HD 437076102 $19.8M 0.42% 60,237 SH
50 ISHARES TR CORE MSCI EAFE IEFA 46432F842 $19.7M 0.42% 217,232 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $4.70B 2,923 0001446114-26-000009
2025-12-31 2026-02-17 $4.85B 3,008 0001446114-26-000006
2025-09-30 2025-11-14 $5.01B 2,568 0001446114-25-000048