Institutional Manager · CIK 0001446114
Ancora Advisors, LLC
Cleveland, OH · File #028-13214
Latest AUM
$4.85B
Positions
3,008
Top-10 Concentration
44.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20253,008 pos · $4.85B
- 13F HOLDINGS REPORTQ/E Sep 20252,568 pos · $5.01B
- 13F HOLDINGS REPORTQ/E Jun 20252,583 pos · $4.82B
- 13F HOLDINGS REPORTQ/E Mar 20252,379 pos · $4.48B
- 13F HOLDINGS REPORTQ/E Dec 20242,407 pos · $4.48B
- 13F HOLDINGS REPORTQ/E Sep 20242,369 pos · $4.39B
- 13F HOLDINGS REPORTQ/E Jun 20242,427 pos · $4.04B
- 13F HOLDINGS REPORTQ/E Mar 20242,393 pos · $4.40B
- 13F HOLDINGS REPORTQ/E Dec 20232,383 pos · $3.77B
- 13F HOLDINGS REPORTQ/E Sep 20232,421 pos · $3.80B
- 13F HOLDINGS REPORTQ/E Jun 20232,571 pos · $3.53B
- 13F HOLDINGS REPORTQ/E Mar 20232,819 pos · $3.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | LKQ CORP COM | LKQ | 7,937,630 | $239.7M | 10.20% |
| 2 | AMERICOLD REALTY TRUST | COLD | 11,518,622 | $148.1M | 6.30% |
| 3 | RB GLOBAL INC | RBA | 1,084,318 | $111.5M | 4.75% |
| 4 | APPLE INC COM | AAPL | 396,089 | $107.7M | 4.58% |
| 5 | BROADCOM LTD SHS | AVGO | 264,668 | $91.6M | 3.90% |
| 6 | JP MORGAN ULTRA SHORT INCOME E | 46641q837 | 1,755,486 | $88.8M | 3.78% |
| 7 | VANGUARD S&P 500 ETF | 922908363 | 122,430 | $76.8M | 3.27% |
| 8 | MICROSOFT CORP | MSFT | 145,927 | $70.6M | 3.00% |
| 9 | BROADCOM LTD SHS | AVGO | 172,626 | $59.7M | 2.54% |
| 10 | ISHARES TR CORE S&P TOTAL U S | 464287150 | 382,967 | $56.9M | 2.42% |
| 11 | ISHARES TR CORE S&P500 ETF | 464287200 | 79,774 | $54.6M | 2.33% |
| 12 | VANGUARD S&P 500 ETF | 922908363 | 79,321 | $49.7M | 2.12% |
| 13 | JP MORGAN CHASE & CO | VYLD | 148,390 | $47.8M | 2.03% |
| 14 | ALPHABET INC CAP STK CL C | GOOG | 149,588 | $46.9M | 2.00% |
| 15 | JP MORGAN CHASE & CO | VYLD | 144,602 | $46.6M | 1.98% |
| 16 | BERKSHIRE HATHAWAY INC DEL CL | BRK-A | 89,263 | $44.9M | 1.91% |
| 17 | MICROSOFT CORP | MSFT | 90,617 | $43.8M | 1.87% |
| 18 | ISHARES TR CORE S&P TOTAL U S | 464287150 | 288,328 | $42.9M | 1.82% |
| 19 | APPLE INC COM | AAPL | 156,835 | $42.6M | 1.81% |
| 20 | KLAVIYO INC-A | 49845k101 | 1,293,355 | $42.0M | 1.79% |