Ancora Advisors 13F holdings, Q1 2010
Holdings as of March 31, 2010 · filings on SEC EDGAR · latest filing →
Ancora Advisors disclosed 161 US equity positions worth $112.2m in its Q1 2010 13F filing. The largest position was PVF CAPITAL CORP at 4.2% of the reported book, followed by INTC and CINF. Against the Q4 2009 filing, it opened 2 new positions, added to 24 and reduced 13 among the top 50 holdings.
What did Ancora Advisors own in Q1 2010? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2009 |
|---|---|---|---|---|---|---|---|
| 1 | PVF CAPITAL CORP | 4.2% | $4.7m | 2,496,918 | 2018% | added | |
| 2 | INTC INTEL CORP | Technology | 3.7% | $4.2m | 188,278 | 4% | added |
| 3 | CINF CINCINNATI FINL CORP | Financial Services | 3.4% | $3.8m | 130,537 | -0% | held |
| 4 | CSCO CISCO SYS INC | Technology | 3.0% | $3.3m | 127,769 | 4% | added |
| 5 | JPM JP MORGAN CHASE & CO | Financial Services | 2.5% | $2.8m | 62,793 | 30% | added |
| 6 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 2.4% | $2.7m | 101,300 | -0% | held |
| 7 | CENTRAL FD CDA LTD | 2.4% | $2.7m | 189,349 | -20% | reduced | |
| 8 | KO COCA COLA CO | Consumer Defensive | 2.3% | $2.6m | 47,625 | 2% | added |
| 9 | R6C2 ROYAL DUTCH SHELL PLC SPON | 2.2% | $2.5m | 45,206 | 67% | added | |
| 10 | BSV VANGUARD BD INDEX FD SHORT TRM BOND INDX FD | 2.2% | $2.5m | 30,727 | 28% | added | |
| 11 | JNJ JOHNSON & JOHNSON | Healthcare | 2.0% | $2.3m | 34,880 | 2% | added |
| 12 | GE GENERAL ELEC CO | Industrials | 2.0% | $2.3m | 123,988 | 1% | added |
| 13 | MMM 3M CO | Industrials | 2.0% | $2.2m | 26,797 | 3% | added |
| 14 | DIS WALT DISNEY CO | Communication Services | 1.8% | $2.0m | 56,259 | -4% | reduced |
| 15 | IBM INTERNATIONAL BUSINESS MACHINES CORP | Technology | 1.7% | $1.9m | 15,051 | -0% | held |
| 16 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 1.6% | $1.8m | 59,117 | 5% | added |
| 17 | ABT ABBOTT LABS | Healthcare | 1.6% | $1.8m | 34,692 | 0% | held |
| 18 | INVACARE CORP | 1.6% | $1.8m | 68,700 | -3% | reduced | |
| 19 | CHINA VALVES TECHNOLOGY | 1.5% | $1.7m | 178,500 | 257% | added | |
| 20 | CAG CONAGRA FOODS INC | Consumer Defensive | 1.5% | $1.7m | 67,754 | -2% | reduced |
| 21 | COP CONOCOPHILLIPS | Energy | 1.5% | $1.7m | 32,418 | 2% | added |
| 22 | WFC WELLS FARGO & CO-NEW | Financial Services | 1.5% | $1.6m | 52,654 | -2% | reduced |
| 23 | GANNETT INC | 1.5% | $1.6m | 98,894 | – | new | |
| 24 | RIVUS BOND FUND | 1.5% | $1.6m | 95,093 | -0% | held | |
| 25 | T AT&T INC | Communication Services | 1.4% | $1.6m | 62,304 | -2% | reduced |
| 26 | PG PROCTER & GAMBLE CO | Consumer Defensive | 1.3% | $1.5m | 23,485 | -2% | reduced |
| 27 | MACE SEC INTL INC | 1.2% | $1.3m | 1,358,500 | -11% | reduced | |
| 28 | DOW CHEMICAL CO | 1.1% | $1.3m | 42,323 | -1% | reduced | |
| 29 | 9990302D APACHE CORP | 1.1% | $1.2m | 12,076 | 0% | held | |
| 30 | SPECTRA ENERGY CORP | 1.1% | $1.2m | 53,971 | 8% | added | |
| 31 | EMC CORP-MASS | 1.0% | $1.1m | 61,490 | 17% | added | |
| 32 | DU PONT E I DE NEMOURS & CO | 1.0% | $1.1m | 29,165 | 4% | added | |
| 33 | SLB SCHLUMBERGER LTD | Energy | 0.9% | $977.0k | 15,388 | -0% | held |
| 34 | ANADARKO PETE CORP | 0.8% | $936.0k | 12,850 | -2% | reduced | |
| 35 | AMGN AMGEN INC | Healthcare | 0.8% | $887.0k | 14,850 | 3% | added |
| 36 | CARE INVT TRUST INC | 0.7% | $838.0k | 94,000 | – | new | |
| 37 | EMR EMERSON ELECTRIC CO | Industrials | 0.7% | $835.0k | 16,588 | 2% | added |
| 38 | VANGUARD INDEX FDS MCAP VL IDXVIP INDX FD | 0.7% | $812.0k | 16,710 | 53% | added | |
| 39 | PUDA COAL INC | 0.7% | $789.0k | 88,400 | 342% | added | |
| 40 | ADAPTEC INC | 0.7% | $762.0k | 233,000 | 12% | added | |
| 41 | STEPHAN CO | 0.7% | $737.0k | 282,243 | 0% | held | |
| 42 | PGR PROGRESSIVE CORP OHIO | Financial Services | 0.6% | $707.0k | 37,050 | -1% | reduced |
| 43 | AXP AMERICAN EXPRESS CO | Financial Services | 0.6% | $676.0k | 16,381 | -9% | reduced |
| 44 | CCL CARNIVAL CORP | Consumer Cyclical | 0.6% | $644.0k | 16,560 | 0% | held |
| 45 | KINDER MORGAN ENERGY PARTNERS | 0.6% | $621.0k | 9,500 | 0% | held | |
| 46 | SYY SYSCO CORP | Consumer Defensive | 0.5% | $613.0k | 20,763 | 31% | added |
| 47 | TIP ISHARES TR US TIPS BD FD INDX FD | 0.5% | $598.0k | 5,754 | 12% | added | |
| 48 | ITT INDS INC IND | 0.5% | $595.0k | 11,100 | -15% | reduced | |
| 49 | PM PHILIP MORRIS INTL INC | Consumer Defensive | 0.5% | $595.0k | 11,407 | 10% | added |
| 50 | RUSHB RUSH ENTERPRISES INC | Consumer Cyclical | 0.5% | $592.0k | 48,165 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.