Ancora Advisors LLC
Top Portfolio Positions
870 positions ·
$2,012,260,981 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 | 11.74% | |
| AAPL |
Apple Inc.
Technology
|
533,204 | $135,321,843 | 6.72% | |
| MSFT |
Microsoft Corp
Technology
|
239,267 | $88,569,465 | 4.40% | |
| JNJ |
Johnson & Johnson
Healthcare
|
251,294 | $61,426,304 | 3.05% | |
| CVX |
Chevron Corp
Energy
|
244,451 | $50,576,911 | 2.51% | |
| HON |
Honeywell International Inc
Industrials
|
220,271 | $49,787,853 | 2.47% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
1,768,357 | $48,559,081 | 2.41% | |
| GD |
General Dynamics Corp
Industrials
|
137,977 | $47,356,465 | 2.35% | |
| GPRE |
Green Plains Inc.
Basic Materials
|
2,734,926 | $44,989,532 | 2.24% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
775,619 | $37,811,426 | 1.88% |
Portfolio Trend
Holdings in SWZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,333 | 1,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,642 | 1,068 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,493 | 1,068 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,771 | 1,068 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,846 | 1,068 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,999 | 1,068 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,558 | 1,068 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,618 | 1,068 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,469 | 1,068 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,757 | 1,068 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,159 | 1,068 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,778 | 1,068 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,469 | 1,068 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,074 | 1,068 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,251 | 1,068 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,394 | 1,068 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,939 | 1,078 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,715 | 1,078 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,896 | 1,078 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,488 | 1,078 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $9,475 | 1,078 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $9,637 | 1,078 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $8,925 | 1,078 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $8,451 | 1,078 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $7,492 | 1,078 | Shares | Sole | 2021-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||