Ancora Advisors LLC
Top Portfolio Positions
1,537 positions ·
$3,389,545,820 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LKQ |
Lkq Corp
Consumer Cyclical
|
8,046,484 | $236,325,234 | 6.97% | |
| AAPL |
Apple Inc.
Technology
|
533,204 | $135,321,843 | 3.99% | |
| COLD |
Americold Realty Trust
Real Estate
|
11,618,502 | $133,148,032 | 3.93% | |
| AVGO |
Broadcom Inc.
Technology
|
413,811 | $128,078,641 | 3.78% | |
| RBA |
Rb Global Inc.
Industrials
|
1,228,190 | $117,722,010 | 3.47% | |
| MSFT |
Microsoft Corp
Technology
|
239,267 | $88,569,465 | 2.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
280,357 | $82,469,814 | 2.43% | |
| ABBV |
AbbVie Inc.
Healthcare
|
317,574 | $69,069,168 | 2.04% | |
| ETN |
Eaton Corp plc
Industrials
|
182,670 | $65,335,578 | 1.93% | |
| JNJ |
Johnson & Johnson
Healthcare
|
251,294 | $61,426,304 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NEWT
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,032 | 3,108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $717,319 | 63,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,595,350 | 139,332 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,599,739 | 141,821 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,696,178 | 141,821 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,804,438 | 141,303 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,766,739 | 141,793 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,609,449 | 128,039 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,440,263 | 130,933 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,259,580 | 91,274 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,221,388 | 82,806 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,192,419 | 74,995 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $814,309 | 63,618 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $220,641 | 13,578 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $79,493 | 4,871 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $136,490 | 5,112 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $100,655 | 5,112 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $99,108 | 5,337 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $102,979 | 5,652 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $79,444 | 6,014 | Shares | Sole | 2021-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||