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Ancora Advisors LLC

13F for June 30, 2026, filed August 14, 2026 · SEC CIK 1446114

Reported value
$5.2bn
40% in companies we cover
Positions we cover
599
Largest LKQ 3.5%
Copy, a year
+11.1%
S&P 500 +15.5%
Copy Sharpe ratio
0.56
S&P 500 0.80

How copying its 13F would have done

$10.0k$20.0k$40.0k 201620182020202220242026 $46.9k$30.9k
CopyS&P 500 $10,000 copying Ancora Advisors LLC's filed holdings in companies we cover from February 19, 2016, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −35.1% (S&P 500 −31.8%); beta 0.96; alpha −3.3% a year (t = −1.64); last 12 months +8.8% against +12.1%.

Reported value by quarter

Ancora Advisors LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $2B $4B $6B Reported value, 2015-12-31: $1.5B Reported value, 2016-12-31: $1.4B Reported value, 2017-03-31: $1.5B Reported value, 2017-06-30: $1.5B Reported value, 2017-09-30: $1.7B Reported value, 2017-12-31: $1.9B Reported value, 2018-03-31: $2.2B Reported value, 2018-06-30: $2.3B Reported value, 2018-09-30: $2.6B Reported value, 2018-12-31: $2.1B Reported value, 2019-03-31: $2.2B Reported value, 2019-06-30: $2.2B Reported value, 2019-09-30: $2.3B Reported value, 2019-12-31: $2.7B Reported value, 2020-03-31: $2.1B Reported value, 2020-06-30: $2.4B Reported value, 2020-09-30: $2.5B Reported value, 2020-12-31: $3.1B Reported value, 2021-03-31: $3.6B Reported value, 2021-06-30: $3.8B Reported value, 2021-09-30: $3.8B Reported value, 2021-12-31: $4.2B Reported value, 2022-03-31: $4.1B Reported value, 2022-06-30: $3.5B Reported value, 2022-09-30: $3.2B Reported value, 2022-12-31: $3.4B Reported value, 2023-03-31: $3.5B Reported value, 2023-06-30: $3.8B Reported value, 2023-09-30: $3.7B Reported value, 2023-12-31: $4.2B Reported value, 2024-03-31: $4.4B Reported value, 2024-06-30: $4B Reported value, 2024-09-30: $4.4B Reported value, 2024-12-31: $4.5B Reported value, 2025-03-31: $4.5B Reported value, 2025-06-30: $4.8B Reported value, 2025-09-30: $5B Reported value, 2025-12-31: $4.8B Reported value, 2026-03-31: $4.7B Reported value, 2026-06-30: $5.2B 2015-12-31 2018-09-30 2020-09-30 2022-09-30 2024-09-30 2026-06-30 $5.2B
View chart data
Period Reported value
2015-12-31 $1.5B
2016-12-31 $1.4B
2017-03-31 $1.5B
2017-06-30 $1.5B
2017-09-30 $1.7B
2017-12-31 $1.9B
2018-03-31 $2.2B
2018-06-30 $2.3B
2018-09-30 $2.6B
2018-12-31 $2.1B
2019-03-31 $2.2B
2019-06-30 $2.2B
2019-09-30 $2.3B
2019-12-31 $2.7B
2020-03-31 $2.1B
2020-06-30 $2.4B
2020-09-30 $2.5B
2020-12-31 $3.1B
2021-03-31 $3.6B
2021-06-30 $3.8B
2021-09-30 $3.8B
2021-12-31 $4.2B
2022-03-31 $4.1B
2022-06-30 $3.5B
2022-09-30 $3.2B
2022-12-31 $3.4B
2023-03-31 $3.5B
2023-06-30 $3.8B
2023-09-30 $3.7B
2023-12-31 $4.2B
2024-03-31 $4.4B
2024-06-30 $4B
2024-09-30 $4.4B
2024-12-31 $4.5B
2025-03-31 $4.5B
2025-06-30 $4.8B
2025-09-30 $5B
2025-12-31 $4.8B
2026-03-31 $4.7B
2026-06-30 $5.2B

Latest covered holdings and moves

Covered holdings as of June 30, 2026.

CompanyShare of portfolioValueSharesChange in shares
LKQLKQ Corp3.54%$182.9m6.95M−13.7% Reduced
AAPLApple Inc.2.86%$147.7m510.3K−4.3% Reduced
ASHAshland Inc.2.48%$128.2m1.95M+648370.7% Added
MSFTMicrosoft Corporation1.77%$91.6m245.6K+2.6% Added
FULFuller H B Co1.42%$73.3m1.26MNew
JNJJohnson & Johnson1.13%$58.4m230.0K−8.5% Reduced
GDGeneral Dynamics0.92%$47.4m133.7K−3.1% Reduced
GPREGreen Plains Inc.0.81%$41.9m2.73M−0.3%
BACBank of America0.79%$40.8m715.5K−7.8% Reduced
AMZNAmazon0.78%$40.0m167.9K−2.6% Reduced
CVXChevron Corporation0.74%$38.5m232.3K−5.0% Reduced
HDThe Home Depot0.70%$36.1m102.3K−7.1% Reduced
MARMarriott International0.66%$34.1m92.0K−3.2% Reduced
PGProcter & Gamble0.63%$32.4m221.1K−9.6% Reduced
RYNRayonier Inc0.61%$31.6m1.48M−5.5% Reduced
GOOGLAlphabet Inc. (Class A)0.61%$31.6m88.3K−3.8% Reduced
HLIHoulihan Lokey, Inc.0.56%$28.8m214.3K−4.0% Reduced
MIDDMiddleby Corp0.52%$26.8m155.8K+23.1% Added
MAMastercard0.50%$25.8m50.3K+7.6% Added
MCDMcDonald's0.48%$24.9m92.2K−6.0% Reduced
HONHoneywell Technologies0.46%$23.7m105.7KNew
CXTCrane NXT, Co.0.39%$20.1m392.9K+3.7% Added
AMATApplied Materials0.37%$19.2m26.6K−20.8% Reduced
MRPMillrose Properties, Inc.0.36%$18.8m625.6K+52.5% Added
SFStifel Financial Corp0.34%$17.7m254.0K−6.3% Reduced
DISThe Walt Disney Company0.34%$17.3m179.8K−12.3% Reduced
SHWSherwin-Williams0.33%$17.2m49.9K−1.8% Reduced
ASMLAsml Holding NV0.32%$16.4m8.3K−15.0% Reduced
PCARPaccar0.32%$16.3m135.6K−9.8% Reduced
VACMarriott Vacations Worldwide Corp0.31%$16.0m157.1K+33.1% Added
COSTCostco0.31%$15.9m17.0K−2.6% Reduced
QCOMQualcomm0.30%$15.7m84.8K−32.8% Reduced
VNTVontier Corp0.30%$15.7m539.8K+91.1% Added
GILDGilead Sciences0.30%$15.3m121.5K−6.9% Reduced
VVisa Inc.0.30%$15.3m44.6K+2.2% Added
AMRZAmrize Ltd0.29%$15.1m283.5K+22.9% Added
AMTMAmentum Holdings, Inc.0.29%$14.8m715.7K+1.8% Added
APGApi Group Corp0.28%$14.4m341.2K+11.2% Added
IFFInternational Flavors & Fragrances0.27%$14.0m176.7K+245.5% Added
FBINFortune Brands Innovations, Inc.0.25%$13.1m239.4K−14.0% Reduced
WMTWalmart0.25%$13.1m115.8K−6.3% Reduced
AMGNAmgen0.24%$12.5m34.6K−4.1% Reduced
SONSonoco Products Co0.23%$12.0m213.0K+774.5% Added
STRZStarz Entertainment Corp0.23%$11.8m409.8K−17.7% Reduced
VEEVVeeva Systems Inc0.22%$11.5m64.9K0.0%
UGIUGI Corp0.22%$11.3m327.4K−17.2% Reduced
NPKINPK International Inc.0.21%$10.8m678.8K−6.7% Reduced
PHParker Hannifin0.20%$10.6m10.8K−2.1% Reduced
ECGEverus Construction Group, Inc.0.20%$10.1m60.8K−37.0% Reduced
MUMicron Technology0.18%$9.2m8.0K−14.8% Reduced
LHXL3Harris0.17%$9.0m30.8K−2.1% Reduced
WLYJohn Wiley & Sons, Inc.0.17%$8.7m179.8K+33.2% Added
CRCrane Co0.17%$8.7m38.8K−16.5% Reduced
PEPPepsiCo0.17%$8.5m63.0K+2.3% Added
RSGRepublic Services0.16%$8.4m39.5K−1.1% Reduced
FDXFFedEx Freight0.16%$8.3m54.8KNew
NDSNNordson Corporation0.16%$8.1m26.9K−3.4% Reduced
UNPUnion Pacific Corporation0.15%$7.9m29.0K−67.4% Reduced
TDGTransDigm Group0.15%$7.8m5.8K−6.7% Reduced
APDAir Products0.15%$7.7m26.1K−4.9% Reduced
CHDNChurchill Downs Inc0.15%$7.6m84.6K+36.6% Added
ORCLOracle Corporation0.14%$7.5m50.9K+62.0% Added
MCKMcKesson0.14%$7.4m9.8K+0.1%
NWENorthwestern Energy Group, Inc.0.14%$7.0m97.8K−0.4%
ENOVEnovis Corp0.14%$7.0m337.1K−5.6% Reduced
UNHUnitedHealth Group0.13%$6.9m16.5K−24.1% Reduced
NEENextEra Energy0.13%$6.7m76.6K−4.0% Reduced
RJFRaymond James Financial0.13%$6.5m43.0K−1.4% Reduced
EZPWEzcorp Inc0.13%$6.5m186.7K−30.0% Reduced
CCCCCC Intelligent Solutions Holdings Inc.0.12%$6.2m1.20M+92.2% Added
WATWaters Corporation0.12%$6.2m16.5K+82.1% Added
EPDEnterprise Products Partners L.p.0.12%$6.1m166.2K−5.9% Reduced
DRHDiamondrock Hospitality Co0.12%$6.0m496.3K+0.3%
MLMMartin Marietta Materials0.12%$6.0m10.4K−0.1%
ARKOArko Corp.0.11%$5.8m720.0K+23.0% Added
PSXPhillips 660.11%$5.7m33.8K−6.9% Reduced
PANWPalo Alto Networks0.11%$5.5m16.2K+92.8% Added
VSNTVersant Media Group, Inc.0.11%$5.5m152.8K−41.7% Reduced
VRTVertiv0.10%$5.3m15.9K−2.5% Reduced
DECKDeckers Brands0.10%$5.1m51.0K−27.5% Reduced
BWBBridgewater Bancshares Inc0.10%$5.0m238.6K+1.0% Added
TJXTJX Companies0.09%$4.7m31.0K−2.0% Reduced
MRVLMarvell Technology0.09%$4.4m14.7K−2.4% Reduced
ABTAbbott Laboratories0.08%$4.3m46.9K−8.5% Reduced
SUNBSunbelt Rentals Holdings, Inc.0.08%$4.2m56.5K+28.5% Added
LOWLowe's0.08%$4.2m19.1K−1.5% Reduced
AMDAdvanced Micro Devices0.08%$4.0m6.9K−7.5% Reduced
KKRKKR & Co.0.07%$3.9m42.3K+340.6% Added
LLYLilly (Eli)0.07%$3.8m3.2K+15.6% Added
CATCaterpillar Inc.0.07%$3.8m3.5K−6.9% Reduced
RYZRyerson Holding Corp0.07%$3.7m152.0K0.0%
NSCNorfolk Southern0.07%$3.5m11.2K+5.9% Added
NRIMNorthrim Bancorp Inc0.07%$3.5m126.2K+74.5% Added
DAVEDave Inc.0.07%$3.4m9.3K+22.7% Added
PGRProgressive Corporation0.07%$3.4m15.7K−0.5% Reduced
GLWCorning Inc.0.07%$3.4m13.3K−38.4% Reduced
FCNFTI Consulting, Inc0.07%$3.4m22.7K+1594.9% Added
UPSUnited Parcel Service0.06%$3.3m30.9K−6.2% Reduced
GCOGenesco Inc0.06%$3.2m94.4K−10.0% Reduced
TXNTexas Instruments0.06%$3.1m10.5K−3.5% Reduced
MKLMarkel Group Inc.0.06%$2.9m1.5K+22.4% Added
CTSHCognizant0.06%$2.9m75.6K−23.2% Reduced
KOThe Coca-Cola Company0.06%$2.9m35.4K−6.2% Reduced
NOCNorthrop Grumman0.06%$2.8m5.6K−2.2% Reduced
NCNacco Industries Inc0.05%$2.8m55.9K+17.5% Added
TRVThe Travelers Companies0.05%$2.7m8.2K+1.6% Added
MRKMerck & Co.0.05%$2.7m20.9K−6.2% Reduced
MSIMotorola Solutions0.05%$2.7m6.5K−4.4% Reduced
DBDDiebold Nixdorf, Inc0.05%$2.7m31.2K+0.3%
INTUIntuit0.05%$2.6m10.1K+594.8% Added
ROKRockwell Automation0.05%$2.5m5.0K−16.2% Reduced
HSYThe Hershey Company0.05%$2.5m14.0K−12.1% Reduced
COOThe Cooper Companies0.05%$2.4m33.4K+35421.3% Added
EXPDExpeditors International0.05%$2.4m14.6K−3.2% Reduced
WMWaste Management0.05%$2.4m10.6K0.0%
SCHWCharles Schwab Corporation0.05%$2.4m25.5K−1.4% Reduced
SNEXStonex Group Inc.0.04%$2.3m19.8K−10.8% Reduced
CTRICenturi Holdings, Inc.0.04%$2.3m76.4K−26.2% Reduced
AMTAmerican Tower0.04%$2.3m14.0K−13.3% Reduced
FORRForrester Research, Inc.0.04%$2.3m269.9KNew
USBU.S. Bancorp0.04%$2.2m37.0K−4.2% Reduced
CSXCSX Corporation0.04%$2.2m47.0K+1.5% Added
PNCPNC Financial Services0.04%$2.2m9.1K+1.6% Added
ADPAutomatic Data Processing0.04%$2.2m10.0K−3.9% Reduced
AJGArthur J. Gallagher & Co.0.04%$2.1m9.3K−3.4% Reduced
PFEPfizer0.04%$2.1m88.8K−10.9% Reduced
TSMTaiwan Semiconductor Manufacturing Co LTD0.04%$2.0m4.3K+1.5% Added
TRSTrimas Corp0.04%$2.0m45.3K0.0%
OLLIOllie's Bargain Outlet Holdings, Inc.0.04%$2.0m26.5K+132600.0% Added
EMLEastern Co0.04%$1.9m69.6K0.0%
FCCOFirst Community Corp0.04%$1.9m57.4K0.0%
PPHCPublic Policy Holding Company, Inc.0.04%$1.9m252.2K−52.4% Reduced
ALLAllstate0.04%$1.9m7.8K−6.8% Reduced
IBMIBM0.04%$1.8m6.6K−4.4% Reduced
WDCWestern Digital0.03%$1.8m2.8K−0.4%
HDSNHudson Technologies Inc0.03%$1.7m303.4KNew
CHEFChefs' Warehouse, Inc.0.03%$1.7m17.9K0.0%
GEGE Aerospace0.03%$1.7m4.6K+2.5% Added
COFCapital One0.03%$1.7m8.5K−6.5% Reduced
LRCXLam Research0.03%$1.7m3.9K−10.9% Reduced
GNRCGenerac0.03%$1.6m5.6K−6.1% Reduced
KMIKinder Morgan0.03%$1.6m50.4K−5.9% Reduced
OMEROmeros Corp0.03%$1.6m168.8K+46.7% Added
KEYKeyCorp0.03%$1.6m69.3K−0.4%
ULUnilever PLC0.03%$1.6m26.4K−7.4% Reduced
SYKStryker Corporation0.03%$1.5m4.9K−0.4%
HOFTHooker Furnishings Corp0.03%$1.5m84.2K−22.9% Reduced
SJMThe J.M. Smucker Company0.03%$1.5m13.2K−37.2% Reduced
AEPAmerican Electric Power0.03%$1.5m10.9K−3.3% Reduced
MLKNMillerknoll, Inc.0.03%$1.5m72.5K−3.9% Reduced
CompanyBought (value)Shares
ASHAshland Inc.$128.2m1.95M
FULFuller H B Co$73.3m1.26M
HONHoneywell Technologies$23.7m105.7K
SONSonoco Products Co$10.6m188.6K
IFFInternational Flavors & Fragrances$9.9m125.6K
FDXFFedEx Freight$8.3m54.8K
VNTVontier Corp$7.5m257.3K
MRPMillrose Properties, Inc.$6.5m215.5K
MIDDMiddleby Corp$5.0m29.2K
VACMarriott Vacations Worldwide Corp$4.0m39.1K
FCNFTI Consulting, Inc$3.2m21.4K
KKRKKR & Co.$3.0m32.7K
CCCCCC Intelligent Solutions Holdings Inc.$3.0m577.0K
ORCLOracle Corporation$2.9m19.5K
AMRZAmrize Ltd$2.8m52.8K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
LKQLKQ Corp−$29.0m−1.10M
UNPUnion Pacific Corporation−$16.3m−60.1K
QCOMQualcomm−$7.6m−41.3K
AAPLApple Inc.−$6.6m−22.9K
ECGEverus Construction Group, Inc.−$5.9m−35.7K
JNJJohnson & Johnson−$5.4m−21.3K
SMGScotts Miracle-gro Co−$5.1m−75.2K
AMATApplied Materials−$5.1m−7.0K
MNROMonro, Inc.−$4.7m−273.5K
VSNTVersant Media Group, Inc.−$3.9m−109.4K
IIINInsteel Industries Inc−$3.9m−115.2K
PGProcter & Gamble−$3.5m−23.5K
BACBank of America−$3.4m−60.2K
RGLDRoyal Gold Inc−$3.1m−15.8K
ASMLAsml Holding NV−$2.9m−1.5K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
IIINInsteel Industries Inc$3.9m115.2K
CALCaleres Inc$1.3m121.0K
BWMNBowman Consulting Group Ltd.$630,40122.2K
MECMayville Engineering Company, Inc.$576,78732.1K
PLAYDave & Buster's Entertainment, Inc.$521,34548.1K
PKEPark Aerospace Corp$310,76311.3K
WSWorthington Steel, Inc.$303,50010.0K
SLDESlide Insurance Holdings, Inc.$217,80012.1K
VIAVViavi Solutions Inc.$133,1204.0K
HLNEHamilton Lane Inc$98,704993
GGGGraco Inc$96,5011.1K
OGEOGE Energy Corp.$83,9301.8K
MSMMSC Industrial Direct Co Inc$80,459872
PTCPTC Inc.$78,654552
IDAIdacorp Inc$68,483479
SGCSuperior Group Of Companies, Inc.$64,0596.3K
POSTPost Holdings, Inc.$63,864646
SEICSEI Investments Co$63,404808
EFXEquifax$63,153351
BOHBank Of Hawaii Corp$63,112850
BYDBoyd Gaming Corp$60,813740
INGRIngredion Inc$58,809522
COLBColumbia Banking System, Inc.$58,7552.1K
CUZCousins Properties Inc$58,5472.6K
RVTYRevvity$56,508645
LENLennar$56,099646
FRHCFreedom Holding Corp.$55,779385
ZIONZions Bancorporation, National Association$51,685897
LWLamb Weston Holdings, Inc.$50,5431.2K
AGCOAGCO Corp$45,305391
  • Technology19.1%
  • Consumer Discretionary18.1%
  • Industrials15.1%
  • Materials13.7%
  • Financials9.6%
  • Health Care7.3%
  • Energy4.8%
  • Consumer Staples4.3%
  • Communication Services3.8%
  • Real Estate2.9%
  • Utilities1.4%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestFebruary 19, 2016 to November 2, 2026+11.1%+15.5%0.560.80−35.1%0.96
2018 onwardsJanuary 5, 2018 to November 2, 2026+7.9%+13.9%0.350.66−35.1%0.96
Last three yearsNovember 3, 2023 to November 2, 2026+9.1%+21.8%0.381.16−18.0%0.74
Last yearNovember 7, 2025 to November 2, 2026+9.9%+14.2%0.520.84−8.4%0.59

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.