Ancora Advisors 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Ancora Advisors disclosed 1775 US equity positions worth $6.1bn in its Q1 2025 13F filing. The largest position was LKQ at 7.6% of the reported book, followed by AAPL and JPST. Against the Q4 2024 filing, it opened 0 new positions, added to 26 and reduced 15 among the top 50 holdings.
What did Ancora Advisors own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LKQ LKQ CORP | Consumer Cyclical | 7.6% | $465.5m | 5,477,467 | 96% | added |
| 2 | AAPL APPLE INC | Technology | 2.9% | $177.1m | 567,824 | -3% | reduced |
| 3 | JPST JP MORGAN ULTRA SHORT INCOME E | 2.6% | $156.5m | 1,626,297 | 0% | held | |
| 4 | USX1 UNITED STATES STL CORP NEW | 1.8% | $111.6m | 2,641,762 | 449% | added | |
| 5 | BRK/B BERKSHIRE HATHAWAY INC DEL | 1.6% | $96.3m | 100,019 | -1% | reduced | |
| 6 | VEEV VEEVA SYS INC | Healthcare | 1.5% | $91.7m | 201,848 | 146% | added |
| 7 | VOO VANGUARD INDEX FDS | 1.4% | $83.4m | 220,507 | -14% | reduced | |
| 8 | NEXTNAV INC COMMON STOCK | 1.4% | $83.3m | 2,237,736 | 11% | added | |
| 9 | IVV ISHARES TR | 1.3% | $81.1m | 84,428 | 1% | added | |
| 10 | ABBV ABBVIE INC | Healthcare | 1.3% | $80.5m | 344,028 | -2% | reduced |
| 11 | JPM JP MORGAN CHASE & CO | Financial Services | 1.2% | $76.5m | 306,652 | -1% | reduced |
| 12 | AVGO BROADCOM LTD SHS | Technology | 1.2% | $73.7m | 531,633 | -13% | reduced |
| 13 | MSFT MICROSOFT CORP | Technology | 1.2% | $73.7m | 244,773 | 1% | added |
| 14 | ISHARES TR | 1.1% | $70.3m | 650,425 | 1% | added | |
| 15 | HLI HOULIHAN LOKEY INC | Financial Services | 1.1% | $66.4m | 280,372 | -1% | reduced |
| 16 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.1% | $66.0m | 114,433 | -0% | held |
| 17 | BSV VANGUARD BD INDEX FDS | 1.0% | $63.8m | 408,461 | -0% | held | |
| 18 | AMZN AMAZON COM INC | Consumer Cyclical | 1.0% | $59.4m | 167,817 | -46% | reduced |
| 19 | EOG EOG RES INC COM | Energy | 0.9% | $55.4m | 377,428 | 0% | held |
| 20 | ETN EATON CORP PLC | Industrials | 0.9% | $53.5m | 195,296 | -0% | held |
| 21 | HD HOME DEPOT INC | Consumer Cyclical | 0.8% | $50.4m | 118,771 | -1% | reduced |
| 22 | FWRD FORWARD AIR CORP | Industrials | 0.8% | $49.2m | 1,230,390 | 29% | added |
| 23 | VANECK VECTORS MORNINGSTAR WID | 0.8% | $48.1m | 299,334 | 23% | added | |
| 24 | JAAA JANUS HENDERSON AAA CLO ETF | 0.8% | $47.9m | 488,261 | 126% | added | |
| 25 | BAC BANK AMERICA CORP | Financial Services | 0.8% | $46.9m | 810,820 | 1% | added |
| 26 | AMT AMERICAN TOWER CORP NEW | Real Estate | 0.8% | $46.0m | 135,510 | 2% | added |
| 27 | GD GENERAL DYNAMICS CORP | Industrials | 0.7% | $45.5m | 141,860 | 1% | added |
| 28 | GOOG ALPHABET INC | Communication Services | 0.7% | $45.3m | 164,787 | 0% | held |
| 29 | BERRY PLASTICS GROUP | 0.7% | $45.1m | 835,128 | -54% | reduced | |
| 30 | HONEYWELL INTL INC | 0.7% | $44.3m | 209,885 | 1% | added | |
| 31 | GPRE GREEN PLAINS INC | Basic Materials | 0.7% | $42.0m | 4,336,575 | 0% | held |
| 32 | MCD MCDONALDS CORP | Consumer Cyclical | 0.7% | $41.8m | 108,879 | 2% | added |
| 33 | MAGN MAGNERA | 0.7% | $40.8m | 1,675,575 | 1% | added | |
| 34 | JNJ JOHNSON & JOHNSON | Healthcare | 0.7% | $40.3m | 262,034 | 1% | added |
| 35 | RTX RAYTHEON TECHNOLOGIES CORPORAT | Industrials | 0.6% | $39.0m | 109,005 | -10% | reduced |
| 36 | SCHWAB STRATEGIC TR | 0.6% | $37.6m | 851,606 | -0% | held | |
| 37 | SIM ST TREAS FUT STRAT ETF | 0.6% | $35.9m | 821,290 | 4% | added | |
| 38 | ISHARES TR | 0.6% | $35.9m | 122,062 | -1% | reduced | |
| 39 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.6% | $35.6m | 221,801 | 1% | added |
| 40 | NVDA NVIDIA CORP COM | Technology | 0.6% | $35.6m | 176,433 | -0% | held |
| 41 | LIN LINDE PLC | Basic Materials | 0.6% | $35.3m | 45,142 | 2% | added |
| 42 | CVX CHEVRON CORP NEW | Energy | 0.6% | $35.1m | 246,329 | -1% | reduced |
| 43 | ACCENTURE PLC | 0.6% | $34.9m | 106,079 | 2% | added | |
| 44 | WY WEYERHAEUSER CO MTN BE | Real Estate | 0.6% | $34.9m | 904,722 | 15% | added |
| 45 | UGI UGI CORP NEW | Utilities | 0.5% | $32.9m | 505,490 | 6% | added |
| 46 | STIP ISHARES TR | 0.5% | $32.1m | 166,056 | 4% | added | |
| 47 | CRH CRH PLC | Basic Materials | 0.5% | $30.7m | 191,973 | 2% | added |
| 48 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 0.5% | $30.2m | 17,873 | -2% | reduced |
| 49 | CXT CRANE NXT CO | Industrials | 0.5% | $29.8m | 292,293 | -4% | reduced |
| 50 | PCH POTLATCHDELTIC CORPORATION | 0.5% | $29.6m | 346,212 | 4% | added |
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.