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Latest Ancora Advisors, LLC Stock Portfolio

$4.70Billion | No. of Holdings #2448

Ancora Advisors, LLC Performance

2026 Q1-2.63%
YTD-2.63%
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 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ancora Advisors LLC reported an equity portfolio of $4.7 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Ancora Advisors LLC are LKQ, AAPL, COLD. The fund has invested 5% of it's portfolio in LKQ CORP COM and 2.9% of portfolio in APPLE INC COM. <br><br> The fund managers got completely rid off POTLATCH CORP NEW COM (PCH), HNI CORP (HNI) and GIBRALTAR INDS INC COM (ROCK) stocks. They significantly reduced their stock positions in ANGI CLASS (ANGI), RALLIANT CORP COM and J & J SNACK FOODS CORP COM (JJSF). Ancora Advisors LLC opened new stock positions in APTIV PLC, WILEY (JOHN) & SONS-CLASS A (WLY) and ARKO CORP (ARKO). The fund showed a lot of confidence in some stocks as they added substantially to SCOTTS MIRACLE GRO CO CL A (SMG), LUCID GROUP INC (LCID) and WARNER BROS DISCOVERY INC (WBD).
Ancora Advisors, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
$4.70Billion
  as of May 15, 2026

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

Our best estimate is that Ancora Advisors LLC made a return of -2.63% in the last quarter. In trailing 12 months, it's portfolio return was 8.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
aptiv plc17,743,300
versant media group inc com cl9,705,720
public pol hldg co inc com6,935,640
wiley (john) & sons-class a5,144,640
arko corp3,254,150
genesco inc com3,038,150
sunbelt holdings2,863,960
northtrim bancorp inc1,654,680
New stocks bought by Ancora Advisors, LLC

Additions

Ticker% Inc.
scotts miracle gro co cl a219,917
warner bros discovery inc37,604
kkr & co l p del com units28,990
waters corp com11,401
kontoor brands11,150
ishares 0-3 month treasury bon11,001
xtrackers inter real est etf6,112
churchill downs inc com4,490
Additions to existing portfolio by Ancora Advisors, LLC

Reductions

Ticker% Reduced
klaviyo inc-a-96.82
royal oak realtytrust inc-89.76
american tower corp new com-87.75
pentair ltd shs-80.81
smithfield foods inc com-77.39
mayville engr co inc com-74.5
cavco industries inc-73.35
infusystem hldgs inc com-72.02
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 35.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Real Estate
  • Energy
  • Communication Services
  • Basic Materials
  • Consumer Defensive
  • Utilities
Sector%
Others35.3
Technology12.5
Industrials12.1
Consumer Cyclical10.2
Financial Services6.7
Healthcare5.3
Real Estate3.9
Energy3.8
Communication Services3.6
Basic Materials2.7
Consumer Defensive2.1
Utilities1.6

Market Cap. Distribution

Ancora Advisors LLC has about 47.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED35.4
MEGA-CAP23.6
LARGE-CAP23.5
MID-CAP13.2
SMALL-CAP3.8

Stocks belong to which Index?

About 52.2% 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%
Others47.8
S&P 50045.6
RUSSELL 20006.6
Top 5 Winners (%)%
crown long holdings
boa acquisition corp
acura pharmaceuticals inc com
CPTK
crown proptech acquisitions
72500.0 %
IXAQ
ix acquisition corp
331.0 %
Top 5 Winners ($)$
GPRE
green plains inc com
14.8 M
EOG
eog res inc com
14.3 M
CVX
chevron corp new com
13.6 M
JNJ
johnson & johnson
9.9 M
ETN
eaton corp plc
7.3 M
Top 5 Losers (%)%
highlands reit inc
-100.0 %
OTLK
outlook therapeutics inc com
-87.0 %
LGND
ligand pharmaceuticals inc roc
-80.5 %
profusa wts
-76.2 %
WSTG
climb global solutions inc
-73.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-27.0 M
COLD
americold realty trust
-16.2 M
AVGO
broadcom ltd shs
-15.6 M
SF
stifel finl corp com
-12.2 M
AAPL
apple inc com
-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 2448 stocks in it's portfolio. About 26.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GPRE was the most profitable stock for Ancora Advisors LLC last quarter.

$4.56BTotal Value
497Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Ancora Advisors, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr Eafe Value Etf

Ishares Tr Eafe Value Etf

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr Eafe Value Etf over time
0.3%191,831
$14.26M
0.3%
increased 9.23 percentadded
AAXJ
Ishares Tr Mbs Etf

Ishares Tr Mbs Etf

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr Mbs Etf over time
0.25%122,724
$11.65M
0.25%
increased 13.99 percentadded
AAXJ
Ishares Tr Msci Eafe Growth

Ishares Tr Msci Eafe Growth

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr Msci Eafe Growth over time
0.17%70,459
$7.85M
0.17%
increased 9.1 percentadded
AAXJ
Ishares Tr Barclys Inter Gv

Ishares Tr Barclys Inter Gv

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr Barclys Inter Gv over time
0.02%8,477
$904.3K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Msci Acwi Etf

Ishares Tr Msci Acwi Etf

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr Msci Acwi Etf over time
0.01%4,845
$670.4K
0.01%
decreased 12.7 percentreduced
AAXJ
Ishares Tr Msci Small Cap

Ishares Tr Msci Small Cap

AAXJ
Ancora Advisors, LLC's holding in Ishares Tr Msci Small Cap over time
0.01%7,677
$602.0K
0.01%
unchanged 0 percentunchanged
ACSG
Xtrackers Inter Real Est Etf

Xtrackers Inter Real Est Etf

ACSG
Ancora Advisors, LLC's holding in Xtrackers Inter Real Est Etf over time
0.02%50,818
$1.15M
0.02%
increased 6112.47 percentadded
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
0.29%295,121
$13.63M
0.29%
increased 12.71 percentadded
ACWF
Ishares Core Dividend Growth

Ishares Core Dividend Growth

ACWF
Ancora Advisors, LLC's holding in Ishares Core Dividend Growth over time
0.02%15,001
$1.05M
0.02%
decreased 24.89 percentreduced