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Latest Ancora Advisors, LLC Stock Portfolio

$5.19Billion | No. of Holdings #2031

Ancora Advisors, LLC Performance

2026 Q2+6.73%
YTD+3.93%
2025+9.03%

About Ancora Advisors, LLC and 13F Hedge Fund Stock Holdings

Ancora Advisors LLC is a hedge fund based in Mayfield Heights, OH. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ancora Advisors LLC reported an equity portfolio of $5.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Ancora Advisors LLC are LKQ, VB, COLD. The fund has invested 3.5% of it's portfolio in LKQ CORP and 3.2% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off HONEYWELL INTERNATIONAL INC (HON), DUPONT DE NEMOURS INC (DD) and INSTEEL INDUSTRIES INC COM (IIIN) stocks. They significantly reduced their stock positions in BATH & BODY WORKS INC (BBWI), WARNER BROS DISCOVERY INC (WBD) and SOUTHWEST AIRLS CO (LUV). Ancora Advisors LLC opened new stock positions in FULLER H B CO (FUL), SOTERA HEALTH CO (SHC) and HONEYWELL INTERNATIONAL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to ASHLAND INC (ASH), BLACKROCK ETF TRUST (BECO) and OLLIES BARGAIN OUTLET HLDGS (OLLI).
Ancora Advisors, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$5.19Billion
  as of Aug 14, 2026

Ancora Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Ancora Advisors LLC made a return of 6.73% in the last quarter. In trailing 12 months, it's portfolio return was 10.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fuller h b co73,317,300
sotera health co47,634,600
honeywell international inc23,675,100
honeywell aerospace inc com23,349,900
resideo technologies13,545,600
dupont de nemours inc8,316,860
fedex freight8,279,180
versigent ltd ord4,196,760
New stocks bought by Ancora Advisors, LLC

Additions

Ticker% Inc.
ashland inc648,371
blackrock etf trust288,929
ollies bargain outlet hldgs132,600
cooper cos inc35,421
vaneck etf trust33,002
esab corporation com31,956
spotify technology sa7,277
zscaler inc3,251
Additions to existing portfolio by Ancora Advisors, LLC

Reductions

Ticker% Reduced
adobe sys inc com-79.77
ishares tr-76.22
union pac corp-67.41
accenture plc-65.43
clearfield inc-63.23
public pol hldg co inc com-52.43
smartrent inc-52.15
nextnav inc common stock-50.08
Ancora Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Ancora Advisors, LLC

Sector Distribution

Ancora Advisors LLC has about 35.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Basic Materials
  • Healthcare
  • Real Estate
  • Energy
  • Communication Services
  • Consumer Defensive
  • Utilities
Sector%
Others35.8
Technology12.3
Industrials10.6
Consumer Cyclical9.7
Financial Services6.4
Basic Materials6.3
Healthcare5.9
Real Estate4.2
Energy2.8
Communication Services2.6
Consumer Defensive1.8
Utilities1.4

Market Cap. Distribution

Ancora Advisors LLC has about 42.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED35.8
MEGA-CAP23
LARGE-CAP19.7
MID-CAP17.3
SMALL-CAP3.7

Stocks belong to which Index?

About 48.2% of the stocks held by Ancora Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others51.8
S&P 50040.3
RUSSELL 20007.9
Top 5 Winners (%)%
highlands reit inc
OTLK
outlook therapeutics inc com
673.9 %
ATEK
athena technology acquisition
400.0 %
astera labs
340.7 %
digiasisia warrants
300.0 %
Top 5 Winners ($)$
COLD
americold realty trust
47.0 M
AVGO
broadcom ltd shs
26.9 M
RBA
rb global inc
20.7 M
VB
vanguard index fds
19.9 M
AAPL
apple inc
18.6 M
Top 5 Losers (%)%
RBT
founder spac
-100.0 %
acura pharmaceuticals inc com
-100.0 %
twin ridge capital acquisition
-100.0 %
INTE
integral acquisition 1 corp
-97.3 %
heramba electric eq
-96.2 %
Top 5 Losers ($)$
LKQ
lkq corp
-22.8 M
VB
vanguard index fds
-21.5 M
IJR
ishares tr
-13.5 M
PPLT
abrdn platinum etf trust
-11.1 M
CVX
chevron corp new
-9.8 M

Ancora Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Ancora Advisors, LLC

Ancora Advisors LLC has 2031 stocks in it's portfolio. About 24.8% of the portfolio is in top 10 stocks. LKQ proved to be the most loss making stock for the portfolio. COLD was the most profitable stock for Ancora Advisors LLC last quarter.

$5.03BTotal Value
487Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Ancora Advisors, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr over time
0.27%148,301
$14.02M
0.27%
increased 20.84 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr over time
0.26%178,309
$13.65M
0.26%
decreased 7.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr over time
0.04%16,757
$2.08M
0.04%
decreased 76.22 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr over time
0.02%8,429
$894.3K
0.02%
decreased 0.57 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr over time
0.01%4,845
$760.5K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Tr Core Total Usd Bd M

Ishares Tr Core Total Usd Bd M

ACWF
Ancora Advisors, LLC's holding in Ishares Tr Core Total Usd Bd M over time
0.36%400,059
$18.46M
0.36%
increased 35.56 percentadded
ACWF
Ishares Core Dividend Growth

Ishares Core Dividend Growth

ACWF
Ancora Advisors, LLC's holding in Ishares Core Dividend Growth over time
0.01%10,280
$779.1K
0.01%
decreased 31.47 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ancora Advisors, LLC's holding in American Centy Etf Tr over time
0.26%108,656
$13.56M
0.26%
decreased 0.29 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Ancora Advisors, LLC's holding in American Centy Etf Tr over time
0.05%24,106
$2.48M
0.05%
increased 137.01 percentadded