Ancora Advisors LLC
CIK: 0001446114Latest portfolio: $4.9B · Q4 2025
Holdings
2,526
Total Value
$4.9B
New Positions
463
Closed Positions
71
Top Holdings
View All 2,526 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | LKQ1LKQ CORP COM | 8,001,952 | $240.0M | 4.94% | +1.0M | |
| 2 | AVGOBROADCOM LTD SHS | 437,694 | $150.0M | 3.09% | -13,866 | |
| 3 | AAPLAPPLE INC COM | 552,924 | $149.0M | 3.07% | +7K | |
| 4 | COLDAMERICOLD REALTY TRUST | 11,528,577 | $148.0M | 3.05% | NEW | |
| 5 | VOOVANGUARD S&P 500 ETF | 201,751 | $125.0M | 2.58% | -284 | |
| 6 | RBARB GLOBAL INC | 1,128,494 | $115.0M | 2.37% | +615K | |
| 7 | MSFTMICROSOFT CORP | 236,544 | $113.0M | 2.33% | -781 | |
| 8 | ITOTISHARES TR CORE S&P TOTAL U S | 671,295 | $98.0M | 2.02% | +4K | |
| 9 | —JP MORGAN CHASE & CO | 292,992 | $93.0M | 1.92% | -1,409 | |
| 10 | —JP MORGAN ULTRA SHORT INCOME E | 1,806,977 | $90.0M | 1.85% | +152K | |
| 11 | ABBVABBVIE INC | 338,930 | $76.0M | 1.57% | -1,422 | |
| 12 | IVVISHARES TR CORE S&P500 ETF | 91,450 | $61.0M | 1.26% | +3K | |
| 13 | ETNEATON CORP PLC | 191,827 | $60.0M | 1.24% | +2K | |
| 14 | JNJJOHNSON & JOHNSON | 276,987 | $56.0M | 1.15% | +1K | |
| 15 | GOOGALPHABET INC CAP STK CL C | 170,219 | $52.0M | 1.07% | -4,075 | |
| 16 | GDGENERAL DYNAMICS CORP | 148,664 | $49.0M | 1.01% | +3K | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL CL | 98,533 | $48.0M | 0.99% | +2K | |
| 18 | HLIHOULIHAN LOKEY INC | 280,261 | $48.0M | 0.99% | +3K | |
| 19 | BACBANK OF AMERICA CORPORATION CO | 829,449 | $45.0M | 0.93% | +5K | |
| 20 | HONHONEYWELL INTERNATIONAL INC | 218,344 | $42.0M | 0.87% | +3K | |
| 21 | KVYOKLAVIYO INC-A | 1,330,755 | $41.0M | 0.84% | NEW | |
| 22 | HDHOME DEPOT INC | 115,751 | $39.0M | 0.80% | -885 | |
| 23 | JAAAJANUS HENDERSON AAA CLO ETF | 795,963 | $39.0M | 0.80% | +146K | |
| 24 | AMZNAMAZON COM INC COM | 171,818 | $39.0M | 0.80% | -126,195 | |
| 25 | CVXCHEVRON CORP NEW COM | 256,115 | $38.0M | 0.78% | +1K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
UnknownNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Healthcare0.0% ($7.600056000280001e+235T)
Consumer Cyclical0.0% ($3.900039000320003e+231T)
Energy0.0% ($3.8000110009000696e+113T)
Communication Services0.0% ($5.2000290002500014e+106T)
Basic Materials0.0% ($2.000016000130001e+106T)
Consumer Defensive0.0% ($3.6000140001400094e+97T)
Real Estate0.0% ($1.4800022000100006e+93T)
Utilities0.0% ($1.4000700050002e+66T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $4.9B | 3,008 |
| Q3 2025 | Nov 14, 2025 | $5.0T | 2,568 |
| Q2 2025 | Aug 14, 2025 | $4.8T | 2,583 |
| Q1 2025 | May 15, 2025 | $4.5T | 2,379 |
| Q4 2024 | Feb 14, 2025 | $4.5T | 2,407 |
| Q3 2024 | Nov 14, 2024 | $4392.3T | 2,369 |
| Q2 2024 | Aug 14, 2024 | $4036.7T | 2,427 |
| Q1 2024 | May 16, 2024 | $4401.0T | 2,393 |
| Q4 2023 | Feb 14, 2024 | $4257.8T | 2,348 |
| Q3 2023 | Nov 14, 2023 | $3767.6T | 2,383 |
| Q2 2023 | Aug 14, 2023 | $3801.7T | 2,421 |
| Q1 2023 | May 16, 2023 | $3526.1T | 2,571 |
| Q4 2022 | Feb 14, 2023 | $3.5T | 2,819 |
| Q3 2022 | Nov 14, 2022 | $3.2T | 3,027 |
| Q2 2022 | Aug 15, 2022 | $3.6T | 3,128 |
| Q1 2022 | May 13, 2022 | $3.6T | 2,426 |
| Q4 2021 | Feb 14, 2022 | $4.2T | 3,047 |
| Q3 2021 | Nov 15, 2021 | $3.9T | 2,304 |
| Q2 2021 | Aug 13, 2021 | $3.8T | 2,595 |
| Q1 2021 | May 14, 2021 | $3.6T | 2,420 |
| Q4 2020 | Feb 12, 2021 | $3.1T | 2,023 |
| Q3 2020 | Nov 13, 2020 | $2.5T | 1,944 |
| Q2 2020 | Aug 14, 2020 | $2.4T | 1,876 |
| Q1 2020 | May 14, 2020 | $2.2T | 1,932 |
| Q4 2019 | Feb 14, 2020 | $2.7T | 1,876 |
| Q3 2019 | Nov 14, 2019 | $2.3T | 971 |
| Q2 2019 | Aug 12, 2019 | $2.4T | 987 |
| Q1 2019 | May 15, 2019 | $2.4T | 992 |
| Q4 2018 | Feb 15, 2019 | $2.1T | 1,090 |
| Q3 2018 | Nov 13, 2018 | $2.6T | 1,992 |
| Q2 2018 | Aug 10, 2018 | $2.3T | 1,067 |
| Q1 2018 | May 15, 2018 | $2.2T | 1,226 |
| Q4 2017 | Feb 14, 2018 | $1.9T | 1,242 |
| Q3 2017 | Nov 14, 2017 | $1.7T | 1,282 |
| Q2 2017 | Aug 14, 2017 | $1.5T | 1,169 |
| Q1 2017 | May 15, 2017 | $1.5T | 1,165 |
| Q4 2016 | Feb 14, 2017 | $1.4T | 1,963 |
| Q3 2016 | Nov 14, 2016 | $988.1B | 525 |
| Q2 2016 | Aug 11, 2016 | $859.7B | 515 |
| Q1 2016 | May 13, 2016 | $814.1B | 495 |
Fund Information
Ancora Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $4.9B across 2,526 holdings. The largest position is LKQ CORP COM (LKQ1), representing 4.9% of the portfolio. Compared to the previous quarter, the fund opened 589 new positions and closed 118 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.