Ancora Advisors LLC

CIK

1446114

Location

Cleveland, OH

Portfolio Value

Mid $3,388,742,785

Diversification

Diversified

Filing Date

Global Rank

#685 / 8,232 ▲ 48

Top Industry

Auto Parts 8.5%

3Y Alpha vs SPY

-9.5%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+38.3%

SPY

+76.3%

Annualised alpha

-9.4%

Max drawdown

−20.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,532 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

+0.1 pts

Top 5

22.1%

−0.9 pts

Top 10

33.0%

−1.6 pts

HHI

169

Diversified−8

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	19.0%	$644,365,915	233
Technology	17.9%	$607,930,646	196
Consumer Cyclical	15.5%	$526,830,105	170
Financial Services	12.0%	$405,570,275	288
Healthcare	8.0%	$269,780,993	161
Real Estate	5.9%	$198,549,500	84
Basic Materials	5.3%	$178,910,743	89
Energy	5.3%	$178,289,660	80
Communication Services	4.2%	$142,244,436	65
Consumer Defensive	3.4%	$116,324,735	82
Unclassified	2.1%	$71,220,463	30
Utilities	1.4%	$48,725,314	54

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	+1,763,667	1,768,357	$48,559,081
SMRT	SmartRent, Inc.	+1,533,873	2,581,473	$3,872,209
RYN	Rayonier Inc	+1,271,787	1,571,226	$32,398,679
GPRE	Green Plains Inc.	+1,016,270	2,734,926	$44,989,532
AIOT	Powerfleet, Inc.	+316,020	432,950	$1,333,486
AMTM	Amentum Holdings, Inc.	+300,773	703,119	$18,337,343
MAGN	Magnera Corp	+295,576	721,090	$6,857,565
EBS	Emergent BioSolutions Inc.	+238,798	409,267	$3,396,915
NN	Nextnav Inc.	+223,090	2,170,175	$34,766,202
ENOV	Enovis CORP	+199,941	357,246	$8,127,346
MNRO	Monro, Inc.	+170,913	274,461	$4,402,354
PRG	PROG Holdings, Inc.	+156,450	367,740	$10,550,460
RYZ	Ryerson Holding Corp	+145,661	151,992	$3,416,780
AMPY	Amplify Energy Corp.	+142,120	190,990	$1,191,777
GPGI	GPGI, Inc.	+129,390	623,461	$10,661,183
GILD	Gilead Sciences, Inc.	+126,263	130,537	$18,192,941
CXT	Crane NXT, Co.	+117,550	378,741	$15,373,097
STRZ	Starz Entertainment Corp /Cn/	+110,118	497,707	$5,723,630
RBA	Rb Global Inc.	+99,696	1,228,190	$117,722,010
GORO	Gold Resource Corp	+92,176	122,176	$146,611
COLD	Americold Realty Trust	+89,925	11,618,502	$133,148,032
VAC	MARRIOTT VACATIONS WORLDWIDE Corp	+85,894	117,999	$7,684,094
SMG	Scotts Miracle-Gro Co	+79,170	79,206	$4,816,516
CON	Concentra Group Holdings Parent, Inc.	+76,600	403,140	$8,647,353
SF	Stifel Financial Corp	+67,036	271,103	$20,039,932
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KVYO	Klaviyo, Inc.	−1,288,455	42,300	$823,158
CCC	CCC Intelligent Solutions Holdings Inc.	−905,440	625,820	$3,754,920
MBC	MasterBrand, Inc.	−392,936	413,023	$3,432,220
RAL	Ralliant Corp	−356,588	19	$790
FG	F&G Annuities & Life, Inc.	−275,310	1,167	$29,548
MDU	Mdu Resources Group Inc	−265,067	11,242	$232,934
NPKI	NPK International Inc.	−231,210	727,350	$10,539,300
ANGI	Angi Inc.	−224,895	1	$6
INFU	InfuSystem Holdings, Inc	−207,630	80,661	$744,501
SFD	Smithfield Foods Inc	−199,364	58,258	$1,629,476
AEBI	Aebi Schmidt Holding AG	−176,112	985,500	$9,569,205
VOXR	Vox Royalty Corp.	−175,376	240,637	$1,260,937
ATMU	Atmus Filtration Technologies Inc.	−172,326	203,289	$11,540,715
KD	Kyndryl Holdings, Inc.	−150,615	10,225	$134,152
NOMD	Nomad Foods Ltd	−138,380	593,720	$5,705,649
RAIL	FreightCar America, Inc.	−132,980	149,983	$1,195,364
AMT	American Tower Corp /Ma/	−115,852	16,178	$2,791,998
SLDE	Slide Insurance Holdings, Inc.	−108,900	12,100	$217,800
BBWI	Bath & Body Works, Inc.	−105,354	73,854	$1,378,853
FWRG	First Watch Restaurant Group, Inc.	−104,767	151,252	$1,585,120
FBIN	Fortune Brands Innovations, Inc.	−95,456	278,296	$10,845,194
MEC	Mayville Engineering Company, Inc.	−93,897	32,133	$576,787
ZTS	Zoetis Inc.	−86,531	49,499	$5,851,276
TTAM	Titan America SA	−68,970	160,200	$2,399,796
VEEV	Veeva Systems Inc	−66,946	64,913	$11,402,617
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
APTV	Aptiv PLC	255,520	$17,743,308
VSNT	Versant Media Group, Inc.	262,175	$9,705,718
PPHC	Public Policy Holding Company, Inc.	530,248	$6,935,643
WLY	John Wiley & Sons, Inc.	135,030	$5,144,643
ARKO	ARKO Corp.	585,278	$3,254,145
GCO	Genesco Inc	104,800	$3,038,152
SUNB	Sunbelt Rentals Holdings, Inc.	44,000	$2,863,960
NRIM	Northrim Bancorp Inc	72,320	$1,654,681
AVO	Mission Produce, Inc.	115,770	$1,592,995
AVBC	Avidia Bancorp, Inc.	75,390	$1,482,921
AMCR	Amcor plc	36,101	$1,435,014
HOFT	HOOKER FURNISHINGS Corp	109,225	$1,406,818
DAVE	Dave Inc./DE	7,540	$1,312,638
CAL	Caleres Inc	121,040	$1,275,761
MBOT	Microbot Medical Inc.	477,080	$1,149,762
GLSI	Greenwich LifeSciences, Inc.	37,500	$900,750
ASIX	AdvanSix Inc.	25,248	$616,051
MCFT	MasterCraft Boat Holdings, Inc.	29,270	$600,327
SMPL	Simply Good Foods Co	41,300	$592,655
PLAY	Dave & Buster's Entertainment, Inc.	48,139	$521,345
FET	Forum Energy Technologies, Inc.	8,740	$512,688
OPRX	OptimizeRx Corp	55,637	$349,400
WS	Worthington Steel, Inc.	10,000	$303,500
AZN	Astrazeneca PLC	1,535	$302,732
CLVT	Clarivate PLC	89,030	$225,245
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HNI	Hni Corp	216,120	$9,085,684
ROCK	Gibraltar Industries, Inc.	119,858	$5,925,779
OWL	Blue Owl Capital Inc.	248,052	$3,705,895
NGVT	Ingevity Corp	58,789	$3,479,133
TFX	Teleflex Inc	23,810	$2,905,772
VYX	NCR Voyix Corp	275,396	$2,809,039
EMBC	Embecta Corp.	223,240	$2,652,091
TALK	Talkspace, Inc.	594,750	$2,158,942
AP	Ampco Pittsburgh Corp	354,100	$1,887,353
LION	Lionsgate Studios Corp.	176,460	$1,611,079
CRD-A	Crawford & Co	84,505	$950,680
GRC	Gorman Rupp Co	19,525	$932,318
RCMT	Rcm Technologies, Inc.	44,245	$904,810
NATR	Natures Sunshine Products Inc	41,069	$886,268
WWW	Wolverine World Wide Inc /De/	40,667	$738,106
PESI	Perma Fix Environmental Services Inc	57,927	$729,300
GNK	Genco Shipping & Trading Ltd	39,171	$721,921
DSGR	Distribution Solutions Group, Inc.	24,865	$681,052
EGY	Vaalco Energy Inc /De/	184,532	$671,696
AXTI	Axt Inc	41,000	$670,350
BBCP	Concrete Pumping Holdings, Inc.	86,465	$580,179
CORT	Corcept Therapeutics Inc	15,588	$542,462
SBSW	Sibanye Stillwater Ltd	37,000	$527,250
HURC	Hurco Companies Inc	32,354	$499,868
RMNI	Rimini Street, Inc.	128,687	$499,305
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,532 positions · $3,388,742,785 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,532 positions by value · page 1 of 31

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LKQ	Lkq Corp Consumer Cyclical	Added	8,046,484	+44,532	$236,325,234	−2.2%	6.97%
AAPL	Apple Inc. Technology	Reduced	533,204	-19,720	$135,321,843	−10.0%	3.99%
COLD	Americold Realty Trust Real Estate	Added	11,618,502	+89,925	$133,148,032	−10.2%	3.93%
AVGO	Broadcom Inc. Technology	Reduced	413,811	-23,883	$128,078,641	−15.5%	3.78%
RBA	Rb Global Inc. Industrials	Added	1,228,190	+99,696	$117,722,010	+1.4%	3.47%
MSFT	Microsoft Corp Technology	Added	239,267	+2,723	$88,569,465	−22.6%	2.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	280,357	-12,635	$82,469,814	−12.6%	2.43%
ABBV	AbbVie Inc. Healthcare	Reduced	317,574	-21,356	$69,069,168	−10.8%	2.04%
ETN	Eaton Corp plc Industrials	Reduced	182,670	-9,157	$65,335,578	+6.9%	1.93%
JNJ	Johnson & Johnson Healthcare	Reduced	251,294	-25,693	$61,426,304	+7.2%	1.81%
EOG	Eog Resources Inc Energy	Added	368,034	+10,822	$53,206,674	+41.8%	1.57%
CVX	Chevron Corp Energy	Reduced	244,451	-11,664	$50,576,911	+29.6%	1.49%
HON	Honeywell International Inc Industrials	Added	220,271	+1,927	$49,787,853	+16.9%	1.47%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	1,768,357	+1,763,667	$48,559,081	+35825.8%	1.43%
GD	General Dynamics Corp Industrials	Reduced	137,977	-10,687	$47,356,465	−5.4%	1.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	97,321	-1,212	$46,636,223	−5.8%	1.38%
GPRE	Green Plains Inc. Basic Materials	Added	2,734,926	+1,016,270	$44,989,532	+167.1%	1.33%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	775,619	-53,830	$37,811,426	−17.1%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	110,049	-5,702	$36,194,014	−9.1%	1.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	172,375	+557	$35,900,540	−9.5%	1.06%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	244,627	-12,793	$35,333,923	−4.2%	1.04%
NN	Nextnav Inc. Technology	Added	2,170,175	+223,090	$34,766,202	+7.3%	1.03%
RYN	Rayonier Inc Real Estate	Added	1,571,226	+1,271,787	$32,398,679	+399.8%	0.96%
HLI	Houlihan Lokey, Inc. Financial Services	Reduced	223,357	-56,904	$32,078,531	−34.3%	0.95%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	95,074	-7,252	$31,095,852	−2.0%	0.92%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	98,126	-11,246	$30,496,578	−8.8%	0.90%
NVDA	Nvidia Corp Technology	Reduced	173,934	-6,549	$30,334,089	−9.9%	0.90%
IAUM	iShares Gold Trust Micro	Added	643,517	+28,308	$30,052,243	+13.6%	0.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	91,827	-3,069	$26,405,772	−11.1%	0.78%
MA	Mastercard Inc Financial Services	Added	46,729	+16,736	$23,348,611	+36.4%	0.69%
UNP	Union Pacific Corp Industrials	Added	89,136	+59,479	$21,626,175	+215.2%	0.64%
LIN	Linde PLC Basic Materials	Reduced	43,196	-5,738	$21,414,848	+2.6%	0.63%
CRH	Crh Public Ltd Co Basic Materials	Reduced	192,627	-18,982	$20,248,949	−23.3%	0.60%
SF	Stifel Financial Corp Financial Services	Added	271,103	+67,036	$20,039,932	+17.6%	0.59%
ACN	Accenture plc Technology	Reduced	100,734	-6,129	$19,974,544	−30.3%	0.59%
DIS	Walt Disney Co Communication Services	Reduced	205,151	-19,394	$19,772,452	−22.6%	0.58%
AMTM	Amentum Holdings, Inc. Industrials	Added	703,119	+300,773	$18,337,343	+57.2%	0.54%
RTX	RTX Corp Industrials	Reduced	95,027	-5,091	$18,330,708	−0.2%	0.54%
GILD	Gilead Sciences, Inc. Healthcare	Added	130,537	+126,263	$18,192,941	+3368.0%	0.54%
APTV	Aptiv PLC Consumer Cyclical	NEW	255,520	NEW	$17,743,308	NEW	0.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	17,446	-261	$17,383,717	+13.8%	0.51%
PCAR	Paccar Inc Industrials	Reduced	150,379	-8,927	$17,368,774	−0.4%	0.51%
VSTS	Vestis Corp Industrials	Reduced	2,188,175	-39,655	$17,199,054	+15.7%	0.51%
MIDD	MIDDLEBY Corp Industrials	Added	126,586	+31,159	$16,782,771	+18.3%	0.50%
CRM	Salesforce, Inc. Technology	Added	88,024	+23,740	$16,431,439	−3.5%	0.48%
SHW	Sherwin Williams Co Basic Materials	Reduced	50,844	-18	$16,298,044	−1.1%	0.48%
QCOM	Qualcomm Inc/De Technology	Reduced	126,067	-15,547	$16,234,907	−33.0%	0.48%
CXT	Crane NXT, Co. Industrials	Added	378,741	+117,550	$15,373,097	+25.0%	0.45%
WMT	Walmart Inc. Consumer Defensive	Reduced	123,601	-3,672	$15,361,131	+8.3%	0.45%
UGI	Ugi Corp /Pa/ Utilities	Reduced	395,359	-6,950	$14,398,974	−4.4%	0.42%