Ancora Advisors LLC

CIK

1446114

Location

Cleveland, OH

Portfolio Value

Small $607,930,646

Diversification

Diversified

Filing Date

Global Rank

#857 / 8,588 —

Top Industry

Auto Parts 8.4%

3Y Alpha vs SPY

-9.5%

Period ended 3 months ago

Filed May 15, 2026 · 33d

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

+38.2%

SPY

+76.8%

Annualised alpha

-9.5%

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

1,537 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

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%	$645,325,183	235
Technology	17.9%	$607,930,646	196
Consumer Cyclical	15.5%	$526,830,105	170
Financial Services	12.0%	$405,626,966	290
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%	$71,245,884	31
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

196 positions · $607,930,646 total · Technology only · 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 196 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CCSI	Consensus Cloud Solutions, Inc. Technology	Held	5	0	$118	+8.3%	0.00%
CRSR	Corsair Gaming, Inc. Technology	NEW	50	NEW	$277	NEW	0.00%
SSYS	Stratasys Ltd. Technology	Held	37	0	$288	−10.3%	0.00%
PATH	UiPath, Inc. Technology	Held	50	0	$555	−32.2%	0.00%
GLOB	Globant S.A. Technology	Reduced	13	-214	$599	−96.0%	0.00%
RAL	Ralliant Corp Technology	Reduced	19	-356,588	$790	−100.0%	0.00%
ALRM	Alarm.com Holdings, Inc. Technology	Held	22	0	$950	−15.3%	0.00%
EXLS	ExlService Holdings, Inc. Technology	Held	34	0	$1,035	−28.2%	0.00%
FN	Fabrinet Technology	Held	2	0	$1,043	+14.6%	0.00%
WK	Workiva Inc Technology	Reduced	20	-9	$1,192	−52.3%	0.00%
POWI	Power Integrations Inc Technology	Held	25	0	$1,280	+44.1%	0.00%
BL	Blackline, Inc. Technology	Held	36	0	$1,332	−33.1%	0.00%
VSH	Vishay Intertechnology Inc Technology	Held	105	0	$1,890	+24.3%	0.00%
SPSC	Sps Commerce Inc Technology	Held	35	0	$1,948	−37.5%	0.00%
AMBA	Ambarella Inc Technology	Held	49	0	$2,522	−27.3%	0.00%
GRAB	Grab Holdings Ltd Technology	NEW	718	NEW	$2,627	NEW	0.00%
ONDS	Ondas Inc. Technology	NEW	300	NEW	$2,712	NEW	0.00%
CLS	Celestica Inc Technology	Added	11	+10	$3,098	+950.2%	0.00%
IOT	Samsara Inc. Technology	Held	100	0	$3,169	−10.6%	0.00%
SOUN	Soundhound Ai, Inc. Technology	Held	500	0	$3,435	−31.1%	0.00%
TEAM	Atlassian Corp Technology	Added	55	+35	$3,753	+15.8%	0.00%
KDK	Kodiak AI, Inc. Technology	NEW	550	NEW	$3,817	NEW	0.00%
IPGP	Ipg Photonics Corp Technology	NEW	36	NEW	$4,125	NEW	0.00%
UMC	United Microelectronics Corp Technology	Held	480	0	$4,310	+14.3%	0.00%
QUBT	Quantum Computing Inc. Technology	Held	650	0	$4,452	−33.2%	0.00%
CNXC	Concentrix Corp Technology	Reduced	164	-194	$4,487	−69.9%	0.00%
ESTC	Elastic N.V. Technology	NEW	97	NEW	$4,849	NEW	0.00%
MDB	MongoDB, Inc. Technology	NEW	21	NEW	$5,140	NEW	0.00%
RNG	RingCentral, Inc. Technology	NEW	153	NEW	$5,690	NEW	0.00%
INTT	Intest Corp Technology	NEW	429	NEW	$5,855	NEW	0.00%
VSAT	Viasat Inc Technology	NEW	129	NEW	$5,908	NEW	0.00%
TTAN	ServiceTitan, Inc. Technology	Added	96	+38	$6,092	−1.4%	0.00%
STM	STMicroelectronics N.V. Technology	NEW	193	NEW	$6,668	NEW	0.00%
TDC	Teradata Corp /De/ Technology	NEW	262	NEW	$6,715	NEW	0.00%
ROP	Roper Technologies Inc Technology	Reduced	19	-8	$6,723	−44.1%	0.00%
HUBS	Hubspot Inc Technology	Added	29	+26	$7,078	+488.4%	0.00%
ERIC	Ericsson Lm Telephone Co Technology	Added	647	+500	$7,291	+414.2%	0.00%
IMXI	International Money Express, Inc. Technology	Reduced	500	-35,843	$7,900	−98.6%	0.00%
AI	C3.ai, Inc. Technology	Held	955	0	$8,041	−37.5%	0.00%
SMCI	Super Micro Computer, Inc. Technology	Added	362	+12	$8,242	−19.5%	0.00%
THRY	Thryv Holdings, Inc. Technology	Reduced	3,130	-56,493	$8,576	−97.6%	0.00%
DBX	Dropbox, Inc. Technology	NEW	396	NEW	$8,997	NEW	0.00%
OTEX	Open Text Corp Technology	Added	409	+396	$9,096	+2050.4%	0.00%
PCTY	Paylocity Holding Corp Technology	Added	85	+66	$9,183	+217.0%	0.00%
CIEN	Ciena Corp Technology	Added	24	+5	$9,317	+109.7%	0.00%
SANM	Sanmina Corp Technology	Held	76	0	$9,852	−13.6%	0.00%
GWRE	Guidewire Software, Inc. Technology	Added	72	+65	$10,768	+665.3%	0.00%
ENTG	Entegris Inc Technology	Added	94	+14	$11,020	+63.5%	0.00%
OLED	Universal Display Corp \Pa\ Technology	NEW	122	NEW	$11,182	NEW	0.00%
IDCC	InterDigital, Inc. Technology	Held	38	0	$11,476	−5.1%	0.00%