Latest Ancora Advisors, LLC Stock Portfolio
Ancora Advisors, LLC Performance:
2025 Q3: 4.64%YTD: 6.4%2024: 9.84%
Performance for 2025 Q3 is 4.64%, and YTD is 6.4%, and 2024 is 9.84%.
About Ancora Advisors, LLC and 13F Hedge Fund Stock Holdings
Ancora Advisors LLC is a hedge fund based in MAYFIELD HEIGHTS, OH. On 25-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $4.1 Billions. In it's latest 13F Holdings report, Ancora Advisors LLC reported an equity portfolio of $5 Billions as of 30 Sep, 2025.
The top stock holdings of Ancora Advisors LLC are NSC, LKQ, AVGO. The fund has invested 5% of it's portfolio in NORFOLK SOUTHN CORP and 4.2% of portfolio in LKQ CORP.
The fund managers got completely rid off PITNEY BOWES INC (PBI), ALIGHT INC COM CL A (ALIT) and SHYFT GROUP INC (SHYF) stocks. They significantly reduced their stock positions in POTBELLY CORP (PBPB), NORWEGIAN CRUISE LINE (NCLH) and FACTSET RESH SYS INC (FDS). Ancora Advisors LLC opened new stock positions in GCI LIBERTY SERIES C, MONRO INC (MNRO) and HNI CORP (HNI). The fund showed a lot of confidence in some stocks as they added substantially to NUSCALE POWER CORP (SMR), TECO ENERGY INC and SYNOPSYS INC (SNPS).
The top stock holdings of Ancora Advisors LLC are NSC, LKQ, AVGO. The fund has invested 5% of it's portfolio in NORFOLK SOUTHN CORP and 4.2% of portfolio in LKQ CORP.
The fund managers got completely rid off PITNEY BOWES INC (PBI), ALIGHT INC COM CL A (ALIT) and SHYFT GROUP INC (SHYF) stocks. They significantly reduced their stock positions in POTBELLY CORP (PBPB), NORWEGIAN CRUISE LINE (NCLH) and FACTSET RESH SYS INC (FDS). Ancora Advisors LLC opened new stock positions in GCI LIBERTY SERIES C, MONRO INC (MNRO) and HNI CORP (HNI). The fund showed a lot of confidence in some stocks as they added substantially to NUSCALE POWER CORP (SMR), TECO ENERGY INC and SYNOPSYS INC (SNPS).
Ancora Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Ancora Advisors LLC made a return of 4.64% in the last quarter. In trailing 12 months, it's portfolio return was 6.67%.
New Buys
| Ticker | $ Bought |
|---|---|
| gci liberty series c | 17,650,800 |
| aebi schmidt hldg ag | 13,897,800 |
| monro inc | 7,837,220 |
| hni corp | 7,593,920 |
| viper energy inc cl a | 3,676,840 |
| bridgewater bancshares inc | 3,425,660 |
| energizer hldgs inc new | 3,232,990 |
| blackrock etf trust | 2,140,330 |
New stocks bought by Ancora Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| amrize ltd | 4,231 |
| lionsgate studio | 560 |
| starz entertainment corp. | 547 |
| ralliant corp | 533 |
| dupont de nemours inc | 526 |
| paysafe ltd | 507 |
| ishares tr | 470 |
| clearfield inc | 445 |
Additions to existing portfolio by Ancora Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| amcor plc | -95.34 |
| weyerhaeuser co mtn be | -90.75 |
| ishares gold tr | -84.72 |
| kenvue inc com | -77.4 |
| vitesse energy inc | -77.22 |
| national cinemedia inc | -71.52 |
| cto realty growth inc com | -69.92 |
| travel plus leisure co | -58.13 |
Ancora Advisors, LLC reduced stake in above stock
Sold off
Sector Distribution
Ancora Advisors LLC has about 31.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.1 |
| Industrials | 17 |
| Technology | 13 |
| Consumer Cyclical | 12.2 |
| Financial Services | 7.4 |
| Healthcare | 5.6 |
| Communication Services | 3 |
| Energy | 2.9 |
| Consumer Defensive | 2.4 |
| Basic Materials | 2.3 |
| Real Estate | 1.5 |
| Utilities | 1.4 |
Market Cap. Distribution
Ancora Advisors LLC has about 52.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 31.5 |
| LARGE-CAP | 29.5 |
| MEGA-CAP | 23.4 |
| MID-CAP | 9.7 |
| SMALL-CAP | 4.8 |
| MICRO-CAP | 1.1 |
Stocks belong to which Index?
About 59.1% of the stocks held by Ancora Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 52.2 |
| Others | 40.9 |
| RUSSELL 2000 | 6.9 |
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 2024 stocks in it's portfolio. About 27.8% of the portfolio is in top 10 stocks. LKQ proved to be the most loss making stock for the portfolio. NSC was the most profitable stock for Ancora Advisors LLC last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.06 | 23,699 | 3,041,710 | reduced | -4.99 | ||
| AAPL | apple inc | 2.78 | 546,275 | 139,098,000 | reduced | -2.54 | ||
| AAXJ | ishares tr | 0.20 | 149,973 | 10,172,700 | added | 16.85 | ||
| AAXJ | ishares tr | 0.17 | 89,338 | 8,500,550 | added | 17.65 | ||
| AAXJ | ishares tr | 0.12 | 51,741 | 5,892,220 | added | 12.63 | ||
| AAXJ | ishares tr | 0.02 | 8,959 | 962,528 | reduced | -2.6 | ||
| AAXJ | ishares tr | 0.01 | 4,750 | 656,640 | added | 18.75 | ||
| ABBV | abbvie inc | 1.57 | 340,352 | 78,805,200 | reduced | -1.56 | ||
| ABC | cencora inc | 0.03 | 4,261 | 1,331,570 | added | 1.52 | ||
| ABT | abbott labs | 0.15 | 56,125 | 7,517,370 | reduced | -0.9 | ||
| ACA | arcosa inc | 0.16 | 85,429 | 8,005,550 | reduced | -11.04 | ||
| ACN | accenture plc | 0.54 | 109,683 | 27,047,800 | reduced | -4.47 | ||
| ACWF | ishares tr core total usd bd m | 0.24 | 257,647 | 12,034,700 | reduced | -1.07 | ||
| ACWF | ishares tr | 0.06 | 72,140 | 2,857,460 | reduced | -26.75 | ||
| ACWF | ishares core dividend growth | 0.02 | 12,181 | 829,266 | added | 28.18 | ||
| ADBE | adobe sys inc com | 0.09 | 13,253 | 4,674,960 | added | 42.89 | ||
| ADI | analog devices inc | 0.01 | 2,832 | 695,763 | added | 1.8 | ||
| ADP | automatic data processing in | 0.06 | 10,465 | 3,071,480 | reduced | -4.95 | ||
| AEMB | american centy etf tr | 0.22 | 110,561 | 11,004,100 | added | 6.35 | ||
| AEP | american elec pwr co inc | 0.03 | 11,456 | 1,288,770 | reduced | -4.07 | ||