Ancora Income Fund
Registrant
ANCORA TRUST
Class tickers
AAIIX
ANISX
Net Assets
$50,032,875
Holdings
8
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 8
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Portfolio coverage: 8 of
95 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| United Parcel Service, Inc. | UPS | 8,000 | $860,000 | 1.72% | Long | EC | |
| Sirius XM Holdings, Inc. | SIRI | 22,500 | $664,650 | 1.33% | Long | EC | |
| Pfizer, Inc. | PFE | 25,000 | $602,000 | 1.20% | Long | EC | |
| Enterprise Products Partners LP | EPD | 13,000 | $477,880 | 0.96% | Long | EC | |
| Energy Transfer LP | ET | 20,000 | $382,400 | 0.76% | Long | EC | |
| Blackstone Inc. | BX | 2,600 | $305,942 | 0.61% | Long | EC | |
| TPG, Inc. | TPG | 7,000 | $283,850 | 0.57% | Long | EC | |
|
Atlanticus Holdings Corp.
|
04914Y201 | 10,000 | $242,000 | 0.48% | Long | EP |