Ancora Advisors 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Ancora Advisors disclosed 2415 US equity positions worth $6.3bn in its Q4 2025 13F filing. The largest position was LKQ at 11.4% of the reported book, followed by RBA and COLD. Against the Q3 2025 filing, it opened 2 new positions, added to 29 and reduced 10 among the top 50 holdings.
What did Ancora Advisors own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LKQ LKQ CORP COM | Consumer Cyclical | 11.4% | $719.1m | 8,001,952 | 15% | added |
| 2 | RBA RB GLOBAL INC | Industrials | 5.3% | $334.6m | 1,128,494 | 120% | added |
| 3 | COLD AMERICOLD REALTY TRUST | Real Estate | 4.7% | $296.3m | 11,528,577 | – | new |
| 4 | JPST JP MORGAN ULTRA SHORT INCOME E | 2.8% | $177.6m | 1,806,977 | 9% | added | |
| 5 | AVGO BROADCOM LTD SHS | Technology | 2.4% | $151.5m | 437,694 | -3% | reduced |
| 6 | MSFT MICROSOFT CORP | Technology | 2.2% | $141.1m | 236,544 | -0% | held |
| 7 | KVYO KLAVIYO INC-A | Technology | 2.0% | $126.0m | 1,330,755 | – | new |
| 8 | ISHARES TR CORE S&P TOTAL U S | 1.8% | $113.9m | 671,295 | 1% | added | |
| 9 | IVV ISHARES TR CORE S&P500 ETF | 1.7% | $109.3m | 91,450 | 3% | added | |
| 10 | VOO VANGUARD S&P 500 ETF | 1.6% | $99.5m | 201,751 | -0% | held | |
| 11 | JPM JP MORGAN CHASE & CO | Financial Services | 1.5% | $95.6m | 292,992 | -0% | held |
| 12 | GOOG ALPHABET INC CAP STK CL C | Communication Services | 1.5% | $93.9m | 170,219 | -2% | reduced |
| 13 | NEXTNAV INC COMMON STOCK | 1.4% | $88.5m | 1,947,085 | 2% | added | |
| 14 | VEEV VEEVA SYS INC | Healthcare | 1.4% | $85.5m | 131,859 | -24% | reduced |
| 15 | AAPL APPLE INC COM | Technology | 1.4% | $85.3m | 552,924 | 1% | added |
| 16 | JAAA JANUS HENDERSON AAA CLO ETF | 1.3% | $79.9m | 795,963 | 22% | added | |
| 17 | AMZN AMAZON COM INC COM | Consumer Cyclical | 1.2% | $74.1m | 171,818 | -42% | reduced |
| 18 | ABBV ABBVIE INC | Healthcare | 1.1% | $71.5m | 338,930 | -0% | held |
| 19 | VANECK VECTORS MORNINGSTAR WID | 1.1% | $70.3m | 355,168 | 14% | added | |
| 20 | BSV VANGUARD BD INDEX FD INC SHORT | 1.0% | $65.0m | 413,303 | 6% | added | |
| 21 | ETN EATON CORP PLC | Industrials | 1.0% | $64.6m | 191,827 | 1% | added |
| 22 | NVDA NVIDIA CORP COM | Technology | 1.0% | $62.9m | 180,483 | 1% | added |
| 23 | JNJ JOHNSON & JOHNSON | Healthcare | 0.9% | $57.1m | 276,987 | 0% | held |
| 24 | GOOGL ALPHABET INC CAP STK CL A | Communication Services | 0.9% | $55.2m | 94,896 | 1% | added |
| 25 | BRK/B BERKSHIRE HATHAWAY INC DEL CL | 0.8% | $49.5m | 98,533 | 2% | added | |
| 26 | ROYAL OAK REALTY TRUST I NC | 0.7% | $46.6m | 395,785 | 884% | added | |
| 27 | VSTS VESTIS CORPORATION COM SHS | Industrials | 0.7% | $43.2m | 2,227,830 | 7326% | added |
| 28 | HONEYWELL INTERNATIONAL INC | 0.7% | $42.7m | 218,344 | 2% | added | |
| 29 | GD GENERAL DYNAMICS CORP | Industrials | 0.7% | $42.6m | 148,664 | 2% | added |
| 30 | HD HOME DEPOT INC | Consumer Cyclical | 0.6% | $39.8m | 115,751 | -1% | reduced |
| 31 | CVX CHEVRON CORP NEW COM | Energy | 0.6% | $39.0m | 256,115 | 1% | added |
| 32 | ISHARES TR CORE MSCI EAFE | 0.6% | $37.5m | 267,774 | 14% | added | |
| 33 | SIM ST TREAS FUT STRAT ETF | 0.6% | $35.8m | 821,290 | 0% | held | |
| 34 | STIP ISHARES TR BRC 0-5 YR TIP | 0.6% | $34.8m | 180,831 | 8% | added | |
| 35 | RTX RAYTHEON TECHNOLOGIES CORPORAT | Industrials | 0.5% | $34.2m | 100,118 | -1% | reduced |
| 36 | GPRE GREEN PLAINS INC COM | Basic Materials | 0.5% | $33.6m | 1,718,656 | -7% | reduced |
| 37 | SHW SHERWIN WILLIAMS CO | Basic Materials | 0.5% | $32.1m | 50,862 | 42% | added |
| 38 | PG PROCTER & GAMBLE CO | Consumer Defensive | 0.5% | $31.0m | 257,420 | -2% | reduced |
| 39 | BAC BANK OF AMERICA CORPORATION CO | Financial Services | 0.5% | $30.3m | 829,449 | 1% | added |
| 40 | VANGUARD SPECIALIZED PORTFOLIO | 0.5% | $30.1m | 73,637 | 3% | added | |
| 41 | MA MASTERCARD INC CL A | Financial Services | 0.5% | $30.0m | 29,993 | 0% | held |
| 42 | ISHARES TR S&P 100 IDX FD | 0.5% | $29.8m | 45,638 | -7% | reduced | |
| 43 | EOG EOG RES INC COM | Energy | 0.5% | $29.8m | 357,212 | -7% | reduced |
| 44 | HLI HOULIHAN LOKEY INC | Financial Services | 0.4% | $27.1m | 280,261 | 1% | added |
| 45 | V VISA INC COM CL A | Financial Services | 0.4% | $26.8m | 41,194 | 4% | added |
| 46 | CRH CRH PLC | Basic Materials | 0.4% | $26.4m | 211,609 | 5% | added |
| 47 | WMT WAL-MART STORES INC COM | Consumer Defensive | 0.4% | $26.3m | 127,273 | 4% | added |
| 48 | MCD MCDONALDS CORP | Consumer Cyclical | 0.4% | $25.9m | 109,372 | 0% | held |
| 49 | VANGUARD INDEX FDS SM CP VAL E | 0.4% | $25.8m | 63,552 | 0% | held | |
| 50 | ISHARES TR S&P500 GRW | 0.4% | $25.5m | 104,171 | 10% | 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.