Ancora Advisors LLC
Filing Date
Global Rank
#857
/ 8,586
—
Top Industry
Auto Parts
8.4%
3Y Alpha vs SPY
-9.9%
Period ended 3 months ago
Filed May 15, 2026 · 32d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+38.1%
SPY
+78.1%
Annualised alpha
-9.9%
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, 2025Top 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 |
|---|---|---|
| Industrials | 19.0% | $645,325,183 |
| Technology | 17.9% | $607,930,646 |
| Consumer Cyclical | 15.5% | $526,830,105 |
| Financial Services | 12.0% | $405,626,966 |
| Healthcare | 8.0% | $269,780,993 |
| Real Estate | 5.9% | $198,549,500 |
| Basic Materials | 5.3% | $178,910,743 |
| Energy | 5.3% | $178,289,660 |
| Communication Services | 4.2% | $142,244,436 |
| Consumer Defensive | 3.4% | $116,324,735 |
| Unclassified | 2.1% | $71,245,884 |
| Utilities | 1.4% | $48,725,314 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 533,204 | $135,321,843 | 22.26% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 413,811 | $128,078,641 | 21.07% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 239,267 | $88,569,465 | 14.57% | |
| NN |
Nextnav Inc.
Technology
|
Added | 2,170,175 | $34,766,202 | 5.72% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 173,934 | $30,334,089 | 4.99% | |
| ACN |
Accenture plc
Technology
|
Reduced | 100,734 | $19,974,544 | 3.29% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 88,024 | $16,431,439 | 2.70% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 126,067 | $16,234,907 | 2.67% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 9,728 | $12,849,034 | 2.11% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 33,602 | $11,484,826 | 1.89% | |
| FTV |
Fortive Corp
Technology
|
Reduced | 202,410 | $11,189,224 | 1.84% | |
| VNT |
Vontier Corp
Technology
|
Added | 282,526 | $10,021,197 | 1.65% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 114,044 | $8,848,673 | 1.46% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Added | 98,409 | $6,037,391 | 0.99% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Reduced | 46,394 | $5,352,939 | 0.88% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 19,541 | $4,750,025 | 0.78% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 31,428 | $4,623,373 | 0.76% | |
| SMRT |
SmartRent, Inc.
Technology
|
Added | 2,581,473 | $3,872,209 | 0.64% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
Reduced | 625,820 | $3,754,920 | 0.62% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 22,437 | $3,282,084 | 0.54% | |
| MU |
Micron Technology Inc
Technology
|
Added | 9,370 | $3,165,560 | 0.52% | |
| CLFD |
Clearfield, Inc.
Technology
|
Reduced | 112,037 | $2,965,619 | 0.49% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 21,586 | $2,935,048 | 0.48% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 6,761 | $2,934,071 | 0.48% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 38,392 | $2,761,536 | 0.45% | |
| DBD |
DIEBOLD NIXDORF, Inc
Technology
|
Reduced | 31,096 | $2,345,882 | 0.39% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 10,899 | $2,115,931 | 0.35% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 10,372 | $2,107,382 | 0.35% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 6,883 | $1,668,370 | 0.27% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 13,043 | $1,547,160 | 0.25% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 7,471 | $1,519,824 | 0.25% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 15,063 | $1,491,989 | 0.25% | |
| IT |
Gartner Inc
Technology
|
Reduced | 9,051 | $1,433,135 | 0.24% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 4,211 | $1,423,107 | 0.23% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 8,406 | $1,347,649 | 0.22% | |
| AIOT |
Powerfleet, Inc.
Technology
|
Added | 432,950 | $1,333,486 | 0.22% | |
| DAVE |
Dave Inc./DE
Technology
|
NEW | 7,540 | $1,312,638 | 0.22% | |
| MCHP |
Microchip Technology Inc
Technology
|
Reduced | 14,519 | $938,072 | 0.15% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 4,353 | $930,061 | 0.15% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 2,880 | $916,242 | 0.15% | |
| KVYO |
Klaviyo, Inc.
Technology
|
Reduced | 42,300 | $823,158 | 0.14% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 1,289 | $818,952 | 0.13% | |
| FLEX |
Flex Ltd.
Technology
|
Held | 12,210 | $799,265 | 0.13% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 2,782 | $752,502 | 0.12% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 6,384 | $667,446 | 0.11% | |
| INTC |
Intel Corp
Technology
|
Added | 14,433 | $636,928 | 0.10% | |
| INTU |
Intuit Inc.
Technology
|
Added | 1,452 | $627,815 | 0.10% | |
| ZM |
Zoom Communications, Inc.
Technology
|
Added | 6,044 | $485,877 | 0.08% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 3,112 | $469,351 | 0.08% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 2,811 | $461,369 | 0.08% |