Ancora Advisors, LLC
Top Portfolio Positions
1,395 positions ·
$3,264,793,612 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| LKQ |
Lkq Corp
Consumer Cyclical
|
8,001,952 | $241,658,950 | 7.40% |
| AVGO |
Broadcom Inc.
Technology
|
437,694 | $151,485,892 | 4.64% |
| AAPL |
Apple Inc.
Technology
|
552,924 | $150,317,918 | 4.60% |
| COLD |
Americold Realty Trust
Real Estate
|
11,528,577 | $148,257,499 | 4.54% |
| RBA |
Rb Global Inc.
Industrials
|
1,128,494 | $116,088,177 | 3.56% |
| MSFT |
Microsoft Corp
Technology
|
236,544 | $114,397,408 | 3.50% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
292,992 | $94,407,881 | 2.89% |
| ABBV |
AbbVie Inc.
Healthcare
|
338,930 | $77,442,115 | 2.37% |
| ETN |
Eaton Corp plc
Industrials
|
191,827 | $61,098,817 | 1.87% |
| JNJ |
Johnson & Johnson
Healthcare
|
276,987 | $57,322,459 | 1.76% |
Portfolio Trend
Holdings in BMEZ
Export CSVShares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,143 | 76 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,095 | 76 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,083 | 76 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,132 | 76 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,094 | 76 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,203 | 76 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $78,105 | 5,085 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,393 | 85 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,245 | 85 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,224 | 85 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,395 | 85 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,420 | 85 | Shares | Sole | 2023-05-16 | |
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