Ancora Advisors LLC

CIK

1446114

Location

Cleveland, OH

Portfolio Value

Small $116,324,735

Diversification

Diversified

Filing Date

Global Rank

#857 / 8,588 —

Top Industry

Auto Parts 8.4%

3Y Alpha vs SPY

-9.8%

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

+38.4%

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

82 positions · $116,324,735 total · Consumer Defensive 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 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	244,627	-12,793	$35,333,923	−4.2%	30.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	17,446	-261	$17,383,717	+13.8%	14.94%
WMT	Walmart Inc. Consumer Defensive	Reduced	123,601	-3,672	$15,361,131	+8.3%	13.21%
PEP	Pepsico Inc Consumer Defensive	Reduced	61,533	-3,563	$9,555,458	+2.3%	8.21%
MAGN	Magnera Corp Consumer Defensive	Reduced	721,090	-237,585	$6,857,565	−52.8%	5.90%
NOMD	Nomad Foods Ltd Consumer Defensive	Reduced	593,720	-138,380	$5,705,649	−37.7%	4.90%
HSY	Hershey Co Consumer Defensive	Reduced	15,907	-959	$3,306,906	+7.7%	2.84%
KO	Coca Cola Co Consumer Defensive	Reduced	37,709	-1,850	$2,867,769	+3.7%	2.47%
SJM	J M SMUCKER Co Consumer Defensive	Reduced	21,037	-2,200	$2,028,808	−10.7%	1.74%
SFD	Smithfield Foods Inc Consumer Defensive	Reduced	58,258	-199,364	$1,629,476	−71.7%	1.40%
UL	Unilever PLC Consumer Defensive	Added	28,458	+783	$1,621,252	−10.4%	1.39%
MO	Altria Group, Inc. Consumer Defensive	Reduced	24,558	-8	$1,620,582	+14.4%	1.39%
AVO	Mission Produce, Inc. Consumer Defensive	NEW	115,770	NEW	$1,592,995	NEW	1.37%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	6,784	-66	$1,121,666	+2.1%	0.96%
EPC	EDGEWELL PERSONAL CARE Co Consumer Defensive	Added	50,090	+45,090	$1,068,920	+1153.9%	0.92%
LGCY	Legacy Education Inc. Consumer Defensive	Added	85,225	+42,265	$1,067,017	+143.7%	0.92%
CHEF	Chefs' Warehouse, Inc. Consumer Defensive	Added	17,917	+5,482	$1,065,165	+37.4%	0.92%
CL	Colgate Palmolive Co Consumer Defensive	Added	9,456	+101	$805,934	+9.0%	0.69%
DG	Dollar General Corp Consumer Defensive	Reduced	5,924	-890	$703,356	−22.3%	0.60%
SMPL	Simply Good Foods Co Consumer Defensive	NEW	41,300	NEW	$592,655	NEW	0.51%
TGT	Target Corp Consumer Defensive	Reduced	4,422	-10,850	$535,946	−64.1%	0.46%
HRL	Hormel Foods Corp /De/ Consumer Defensive	Added	22,708	+17,096	$514,336	+286.7%	0.44%
DEO	Diageo PLC Consumer Defensive	Reduced	6,017	-554	$447,965	−21.0%	0.39%
KVUE	Kenvue Inc. Consumer Defensive	Reduced	23,301	-2,680	$401,709	−10.4%	0.35%
KR	Kroger Co Consumer Defensive	Reduced	5,047	-24	$365,200	+15.3%	0.31%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	2,008	+788	$301,200	+79.0%	0.26%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	4,602	-1,384	$265,259	−17.7%	0.23%
SYY	Sysco Corp Consumer Defensive	Reduced	2,370	-252	$169,052	−12.5%	0.15%
IMKTA	Ingles Markets Inc Consumer Defensive	Held	1,800	0	$161,802	+31.1%	0.14%
MZTI	Marzetti Co Consumer Defensive	Reduced	1,026	-3,260	$141,926	−79.9%	0.12%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	6,287	-19,868	$141,394	−77.7%	0.12%
PRMB	Primo Brands Corp Consumer Defensive	Held	7,020	0	$132,186	+15.2%	0.11%
EL	Estee Lauder Companies Inc Consumer Defensive	Added	1,411	+146	$101,267	−23.6%	0.09%
USFD	US Foods Holding Corp. Consumer Defensive	Held	940	0	$86,677	+22.4%	0.07%
CELH	Celsius Holdings, Inc. Consumer Defensive	Held	2,199	0	$78,020	−22.4%	0.07%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Added	382	+136	$64,951	+58.8%	0.06%
POST	Post Holdings, Inc. Consumer Defensive	Added	646	+313	$63,863	+93.6%	0.05%
GIS	General Mills Inc Consumer Defensive	Added	1,689	+729	$62,864	+40.8%	0.05%
CAG	Conagra Brands Inc. Consumer Defensive	Added	3,932	+608	$61,811	+7.4%	0.05%
CALM	Cal-Maine Foods Inc Consumer Defensive	Added	757	+24	$59,916	+2.7%	0.05%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	619	-11	$59,714	−6.1%	0.05%
INGR	Ingredion Inc Consumer Defensive	Added	522	+163	$58,808	+48.6%	0.05%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	1,047	-238	$52,810	−39.7%	0.05%
LW	Lamb Weston Holdings, Inc. Consumer Defensive	Reduced	1,196	-4,577	$50,542	−79.1%	0.04%
SPB	Spectrum Brands Holdings, Inc. Consumer Defensive	Held	669	0	$49,305	+24.7%	0.04%
MNST	Monster Beverage Corp Consumer Defensive	Added	667	+142	$48,330	+20.1%	0.04%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	473	0	$44,140	+11.3%	0.04%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	726	+219	$42,449	+47.9%	0.04%
BG	Bunge Global SA Consumer Defensive	Held	326	0	$41,467	+42.8%	0.04%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	NEW	664	NEW	$40,245	NEW	0.03%