Ancora Advisors: 13F holdings, Q2 2026
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Ancora Advisors disclosed 2040 US equity positions worth $5.2bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is COLD at 6.4% of the reported book, followed by RBA, AAPL. The top ten holdings are 30.8% of the book, and the portfolio behaves like about 64 equal-weight positions. Versus the prior filing it opened 88 new positions, added to 299, reduced 805 and exited 25.
$5.2bnreported US equity book
2040positions
6.4%largest position
30.8%top 10 weight
63.57effective positions (1/HHI)
71quarters on file since Q3 2008
What does Ancora Advisors own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 88 new, 299 added, 805 reduced, 25 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | COLD AMERICOLD REALTY TRUST | Real Estate | 6.4% | $327.2m | 10,430,165 | -10% | reduced |
| 2 | RBA RB GLOBAL INC | Industrials | 5.0% | $258.0m | 780,841 | -36% | reduced |
| 3 | AAPL APPLE INC | Technology | 4.4% | $224.4m | 510,346 | -4% | reduced |
| 4 | AVGO BROADCOM LTD SHS | Technology | 2.7% | $140.9m | 375,649 | -9% | reduced |
| 5 | GPRE GREEN PLAINS INC | Basic Materials | 2.4% | $125.0m | 2,727,491 | -0% | held |
| 6 | MSFT MICROSOFT CORP | Technology | 2.3% | $116.6m | 245,587 | 3% | added |
| 7 | VOO VANGUARD INDEX FDS | 2.1% | $108.6m | 243,721 | 21% | added | |
| 8 | GOOG ALPHABET INC | Communication Services | 1.9% | $98.1m | 155,007 | -5% | reduced |
| 9 | SHC SOTERA HEALTH CO | Healthcare | 1.8% | $94.2m | 2,683,637 | – | new |
| 10 | JAAA JANUS HENDERSON AAA CLO ETF | 1.8% | $94.1m | 939,934 | 6% | added | |
| 11 | BRK/B BERKSHIRE HATHAWAY INC DEL | 1.7% | $87.5m | 95,987 | -1% | reduced | |
| 12 | VSTS VESTIS CORPORATION COM SHS | Industrials | 1.6% | $84.7m | 2,093,530 | -4% | reduced |
| 13 | VANECK VECTORS MORNINGSTAR WID | 1.6% | $82.9m | 414,625 | 6% | added | |
| 14 | ETN EATON CORP PLC | Industrials | 1.6% | $81.6m | 169,523 | -7% | reduced |
| 15 | JPM JP MORGAN CHASE & CO | Financial Services | 1.5% | $77.7m | 261,581 | -7% | reduced |
| 16 | ABBV ABBVIE INC | Healthcare | 1.4% | $74.4m | 300,556 | -5% | reduced |
| 17 | FUL FULLER H B CO | Basic Materials | 1.4% | $73.3m | 1,257,802 | – | new |
| 18 | NVDA NVIDIA CORP COM | Technology | 1.3% | $65.2m | 174,716 | 0% | held |
| 19 | JNJ JOHNSON & JOHNSON | Healthcare | 1.2% | $62.7m | 229,968 | -8% | reduced |
| 20 | BSV VANGUARD BD INDEX FDS | 1.1% | $59.0m | 379,608 | -1% | reduced | |
| 21 | EOG EOG RES INC COM | Energy | 1.0% | $51.3m | 340,102 | -8% | reduced |
| 22 | GD GENERAL DYNAMICS CORP | Industrials | 1.0% | $49.8m | 133,684 | -3% | reduced |
| 23 | SIM ST TREAS FUT STRAT ETF | 0.8% | $40.6m | 996,922 | 1% | added | |
| 24 | HD HOME DEPOT INC | Consumer Cyclical | 0.7% | $38.5m | 102,289 | -7% | reduced |
| 25 | HLI HOULIHAN LOKEY INC | Financial Services | 0.7% | $37.6m | 214,346 | -4% | reduced |
| 26 | STIP ISHARES TR | 0.7% | $37.4m | 193,971 | 7% | added | |
| 27 | MA MASTERCARD INCORPORATED | Financial Services | 0.7% | $34.1m | 50,276 | 8% | added |
| 28 | SHW SHERWIN WILLIAMS CO | Basic Materials | 0.7% | $33.6m | 49,946 | -2% | reduced |
| 29 | CRH CRH PLC | Basic Materials | 0.6% | $32.3m | 188,411 | -2% | reduced |
| 30 | BAC BANK AMERICA CORP | Financial Services | 0.6% | $31.2m | 715,456 | -8% | reduced |
| 31 | VNT VONTIER CORPORATION | Technology | 0.6% | $31.2m | 539,805 | 91% | added |
| 32 | VANGUARD SPECIALIZED FUNDS | 0.6% | $30.9m | 68,389 | -6% | reduced | |
| 33 | LIN LINDE PLC | Basic Materials | 0.6% | $30.4m | 39,414 | -9% | reduced |
| 34 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 0.6% | $29.9m | 92,037 | -3% | reduced |
| 35 | AMTM AMENTUM HOLDINGS INC | Industrials | 0.6% | $29.6m | 715,652 | 2% | added |
| 36 | CVX CHEVRON CORP NEW | Energy | 0.6% | $29.6m | 232,266 | -5% | reduced |
| 37 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 0.6% | $28.5m | 16,985 | -3% | reduced |
| 38 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.5% | $28.3m | 221,092 | -10% | reduced |
| 39 | ISHARES TR | 0.5% | $27.1m | 178,309 | -7% | reduced | |
| 40 | AMERICAN CENTY ETF TR | 0.5% | $26.9m | 108,656 | -0% | held | |
| 41 | MIDD MIDDLEBY CORP | Industrials | 0.5% | $26.8m | 155,785 | 23% | added |
| 42 | SPY SPDR S&P 500 ETF TR | 0.5% | $26.4m | 19,604 | -2% | reduced | |
| 43 | SF STIFEL FINL CORP | Financial Services | 0.5% | $26.3m | 254,005 | -6% | reduced |
| 44 | VANGUARD INDEX FDS | 0.5% | $26.1m | 166,541 | 296% | added | |
| 45 | VNOM VIPER ENERGY INC CL A | Energy | 0.5% | $24.9m | 293,322 | 68% | added |
| 46 | SCHWAB STRATEGIC TR | 0.5% | $24.8m | 842,583 | -5% | reduced | |
| 47 | HONEYWELL INTERNATIONAL INC | 0.5% | $24.1m | 105,739 | – | new | |
| 48 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 0.5% | $23.7m | 205,911 | 24% | added |
| 49 | HONA HONEYWELL AEROSPACE INC COM | 0.4% | $22.9m | 105,618 | – | new | |
| 50 | AMGN AMGEN INC | Healthcare | 0.4% | $22.7m | 34,637 | -4% | reduced |
What did Ancora Advisors sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| HONEYWELL INTERNATIONAL INC | 58.3% | $49.5m |
| IIIN INSTEEL INDUSTRIES INC COM | 4.6% | $3.9m |
| PWP PERELLA WEINBERG PARTNERS | 4.5% | $3.8m |
| CTRA COTERRA ENERGY INC COM | 2.2% | $1.8m |
| ORN ORION MARINE GROUP INC | 2.0% | $1.7m |
| CAL CALERES INC COM | 1.5% | $1.3m |
| AMPLIFY ENERGY CORP | 1.4% | $1.2m |
| PEDEVCO CORP | 1.4% | $1.2m |
| MICROBOT MED INC COM | 1.4% | $1.1m |
| ENHABIT INC | 1.3% | $1.1m |
| ENR ENERGIZER HLDGS INC NEW | 1.1% | $916.2k |
| DD DUPONT DE NEMOURS INC | 0.8% | $713.2k |
| BWMN BOWMAN CONSULTING GROUP LTD | 0.7% | $630.4k |
| ASIX ADVANSIX INC COM | 0.7% | $616.1k |
| MEC MAYVILLE ENGR CO INC COM | 0.7% | $576.8k |
| PLAY DAVE & BUSTERS ENTMT | 0.6% | $521.3k |
| FORUM ENERGY TECHNOLOGIES | 0.6% | $512.7k |
| EPC EDGEWELL PERS CARE CO COM | 0.5% | $426.8k |
| ROKU ROKU INC | 0.4% | $350.1k |
| OPRX OPTIMIZERX CORPORATION | 0.4% | $349.4k |
| HAMILTON BEACH BRANDS HOLDING | 0.4% | $344.9k |
| G GENPACT LTD SH | 0.4% | $326.2k |
| PKE PARK AEROSPACE CORP COM | 0.4% | $310.8k |
| WORTHINGTON STL INC COM | 0.4% | $303.5k |
| W WAYFAIR INC CL A | 0.4% | $300.8k |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 15.2% |
| Industrials | 14.4% |
| Real Estate | 7.3% |
| Healthcare | 6.9% |
| Basic Materials | 6.6% |
| Financial Services | 6.4% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
| Quarter | Positions | Equity value |
|---|---|---|
| Q2 2026 | 2459 | $5.2bn |
| Q1 2026 | 2876 | $6.4bn |
| Q4 2025 | 2980 | $6.3bn |
| Q3 2025 | 2527 | $5.3bn |
| Q2 2025 | 2536 | $6.8bn |
| Q1 2025 | 2379 | $6.1bn |
| Q4 2024 | 2407 | $5.9bn |
| Q3 2024 | 2369 | $4.6bn |
| Q2 2024 | 2427 | $6.0bn |
| Q1 2024 | 2304 | $4.2bn |
| Q4 2023 | 2241 | $4.3bn |
| Q3 2023 | 2277 | $3.6bn |
| Q2 2023 | 2308 | $5.5bn |
| Q1 2023 | 2472 | $3.7bn |
| Q4 2022 | 2698 | $3.3bn |
| Q3 2022 | 2867 | $5.4bn |
Earliest filing: Q3 2008 · 71 quarters on file
How concentrated is Ancora Advisors's portfolio?
Across every quarter Ancora Advisors has filed, its median largest position is 3.7% of the book and its median top-ten weight is 24.1%, which WhaleCreep classifies as diversified (the gate is a median largest position of 5%). Of 8228 completed holding spells, the median lasted 2.0 quarters; 1952 positions are still open and their final length is unknown.