Ancora Advisors LLC

CIK

1446114

Location

Cleveland, OH

Portfolio Value

Mid $3,397,175,253

Diversification

Diversified

Filing Date

Global Rank

#852 / 8,621 ▲ 4 · as of Mar 2026

Top Industry

Auto Parts 8.4%

3Y Alpha vs SPY

-11.0%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+34.8%

SPY

+67.9%

Annualised alpha

-8.4%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,537 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

32.9%

−1.7 pts

HHI

168

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	19.1%	$647,400,081	235
Technology	17.9%	$607,623,392	196
Consumer Cyclical	15.2%	$516,666,505	170
Financial Services	11.9%	$405,581,000	290
Healthcare	7.9%	$269,780,993	161
Real Estate	5.8%	$198,549,500	84
Basic Materials	5.8%	$195,574,276	88
Energy	5.3%	$179,479,708	81
Communication Services	4.2%	$142,244,275	65
Consumer Defensive	3.4%	$116,324,735	82
Unclassified	2.0%	$69,226,011	31
Utilities	1.4%	$48,724,777	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
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
MRP	Millrose Properties, Inc.	+66,680	410,189	$11,485,292
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
PED	Pedevco Corp	74,378	$1,190,048
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
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

1,537 positions · $3,397,175,253 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 1,537 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%	6.96%
AAPL	Apple Inc. Technology	Reduced	533,204	-19,720	$135,321,843	−10.0%	3.98%
COLD	Americold Realty Trust Real Estate	Added	11,618,502	+89,925	$133,148,032	−10.2%	3.92%
AVGO	Broadcom Inc. Technology	Reduced	413,811	-23,883	$128,078,641	−15.5%	3.77%
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%	2.03%
ETN	Eaton Corp plc Industrials	Reduced	182,670	-9,157	$65,335,578	+6.9%	1.92%
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%
HON	Honeywell International Inc Industrials	Added	220,271	+1,927	$52,215,901	+16.9%	1.54%
CVX	Chevron Corp Energy	Reduced	244,451	-11,664	$50,576,911	+29.6%	1.49%
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%	1.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	97,321	-1,212	$46,636,223	−5.8%	1.37%
GPRE	Green Plains Inc. Basic Materials	Added	2,734,926	+1,016,270	$44,989,532	+167.1%	1.32%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	775,619	-53,830	$37,811,426	−17.1%	1.11%
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%	1.02%
RYN	Rayonier Inc Real Estate	Added	1,571,226	+1,271,787	$32,398,679	+399.8%	0.95%
HLI	Houlihan Lokey, Inc. Financial Services	Reduced	223,357	-56,904	$32,078,531	−34.3%	0.94%
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%	0.89%
IAUM	iShares Gold Trust Micro	Added	643,517	+28,308	$30,052,243	+13.6%	0.88%
GOOGL	Alphabet Inc. Communication Services	Reduced	91,827	-3,069	$26,405,772	−11.1%	0.78%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	183,536	-4,804	$25,217,846	+11.0%	0.74%
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%	0.49%
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%