Ancora Advisors 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ancora Advisors disclosed 2369 US equity positions worth $6.4bn in its Q1 2026 13F filing. The largest position was LKQ at 11.0% of the reported book, followed by RBA and COLD. Against the Q4 2025 filing, it opened 0 new positions, added to 21 and reduced 26 among the top 50 holdings.
What did Ancora Advisors own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LKQ LKQ CORP COM | Consumer Cyclical | 11.0% | $702.5m | 8,046,484 | 1% | added |
| 2 | RBA RB GLOBAL INC | Industrials | 5.3% | $340.4m | 1,228,190 | 9% | added |
| 3 | COLD AMERICOLD REALTY TRUST | Real Estate | 4.2% | $265.7m | 11,618,502 | 1% | added |
| 4 | AAPL APPLE INC COM | Technology | 3.1% | $199.1m | 533,204 | -4% | reduced |
| 5 | JPST JP MORGAN ULTRA SHORT INCOME E | 2.7% | $175.9m | 1,790,784 | -1% | reduced | |
| 6 | AVGO BROADCOM LTD SHS | Technology | 2.5% | $158.4m | 413,811 | -5% | reduced |
| 7 | WBD WARNER BROS DISCOVERY INC | Communication Services | 2.3% | $145.3m | 1,768,357 | 37605% | added |
| 8 | GPRE GREEN PLAINS INC COM | Basic Materials | 2.1% | $134.0m | 2,734,926 | 59% | added |
| 9 | ISHARES TR CORE S&P TOTAL U S | 1.9% | $119.0m | 704,573 | 5% | added | |
| 10 | MSFT MICROSOFT CORP | Technology | 1.8% | $113.3m | 239,267 | 1% | added |
| 11 | IVV ISHARES TR CORE S&P500 ETF | 1.6% | $102.0m | 87,628 | -4% | reduced | |
| 12 | NEXTNAV INC COMMON STOCK | 1.5% | $95.6m | 2,170,175 | 11% | added | |
| 13 | VOO VANGUARD S&P 500 ETF | 1.5% | $94.8m | 201,763 | 0% | held | |
| 14 | JAAA JANUS HENDERSON AAA CLO ETF | 1.4% | $89.0m | 890,446 | 12% | added | |
| 15 | JPM JP MORGAN CHASE & CO | Financial Services | 1.4% | $86.9m | 280,357 | -4% | reduced |
| 16 | BRK/B BERKSHIRE HATHAWAY INC DEL CL | 1.3% | $84.3m | 97,321 | -1% | reduced | |
| 17 | GOOG ALPHABET INC CAP STK CL C | Communication Services | 1.3% | $82.3m | 163,957 | -4% | reduced |
| 18 | VANECK VECTORS MORNINGSTAR WID | 1.1% | $72.8m | 391,354 | 10% | added | |
| 19 | ETN EATON CORP PLC | Industrials | 1.1% | $72.5m | 182,670 | -5% | reduced |
| 20 | ABBV ABBVIE INC | Healthcare | 1.0% | $65.8m | 317,574 | -6% | reduced |
| 21 | JNJ JOHNSON & JOHNSON | Healthcare | 1.0% | $64.5m | 251,294 | -9% | reduced |
| 22 | CVX CHEVRON CORP NEW COM | Energy | 1.0% | $61.4m | 244,451 | -5% | reduced |
| 23 | BSV VANGUARD BD INDEX FD INC SHORT | 0.9% | $59.7m | 381,909 | -8% | reduced | |
| 24 | NVDA NVIDIA CORP COM | Technology | 0.9% | $56.6m | 173,934 | -4% | reduced |
| 25 | VSTS VESTIS CORPORATION COM SHS | Industrials | 0.8% | $49.7m | 2,188,175 | -2% | reduced |
| 26 | HONEYWELL INTERNATIONAL INC | 0.8% | $49.5m | 220,271 | 1% | added | |
| 27 | GOOGL ALPHABET INC CAP STK CL A | Communication Services | 0.8% | $48.9m | 91,827 | -3% | reduced |
| 28 | GD GENERAL DYNAMICS CORP | Industrials | 0.7% | $43.5m | 137,977 | -7% | reduced |
| 29 | UNP UNION PAC CORP COM | Industrials | 0.7% | $43.1m | 89,136 | 201% | added |
| 30 | EOG EOG RES INC COM | Energy | 0.7% | $42.2m | 368,034 | 3% | added |
| 31 | SIM ST TREAS FUT STRAT ETF | 0.7% | $41.6m | 990,249 | 21% | added | |
| 32 | ISHARES TR CORE MSCI EAFE | 0.6% | $39.3m | 328,495 | 23% | added | |
| 33 | BLACKROCK US EQUITY FACTOR ROT | 0.6% | $37.2m | 321,699 | 13% | added | |
| 34 | STIP ISHARES TR BRC 0-5 YR TIP | 0.6% | $35.3m | 181,566 | 0% | held | |
| 35 | RTX RAYTHEON TECHNOLOGIES CORPORAT | Industrials | 0.5% | $34.0m | 95,027 | -5% | reduced |
| 36 | HD HOME DEPOT INC | Consumer Cyclical | 0.5% | $32.8m | 110,049 | -5% | reduced |
| 37 | HLI HOULIHAN LOKEY INC | Financial Services | 0.5% | $32.1m | 223,357 | -20% | reduced |
| 38 | MA MASTERCARD INC CL A | Financial Services | 0.5% | $31.9m | 46,729 | 56% | added |
| 39 | SHW SHERWIN WILLIAMS CO | Basic Materials | 0.5% | $31.8m | 50,844 | -0% | held |
| 40 | PG PROCTER & GAMBLE CO | Consumer Defensive | 0.5% | $31.5m | 244,627 | -5% | reduced |
| 41 | COST COSTCO WHSL CORP NEW COM | Consumer Defensive | 0.5% | $31.3m | 17,446 | -1% | reduced |
| 42 | ISHARES TR CORE S&P MCP ETF | 0.5% | $29.8m | 236,827 | -1% | reduced | |
| 43 | VANGUARD SPECIALIZED PORTFOLIO | 0.5% | $29.7m | 72,581 | -1% | reduced | |
| 44 | ISHARES TR S&P 100 IDX FD | 0.5% | $29.2m | 48,017 | 5% | added | |
| 45 | WMT WAL-MART STORES INC COM | Consumer Defensive | 0.4% | $28.6m | 123,601 | -3% | reduced |
| 46 | ISHARES TR EAFE VALUE ETF | 0.4% | $28.3m | 191,831 | 9% | added | |
| 47 | BAC BANK OF AMERICA CORPORATION CO | Financial Services | 0.4% | $27.4m | 775,619 | -6% | reduced |
| 48 | VANGUARD INDEX FDS SM CP VAL E | 0.4% | $27.3m | 65,433 | 3% | added | |
| 49 | ISHARES TR CORE TOTAL USD BD M | 0.4% | $26.8m | 295,121 | 13% | added | |
| 50 | MAR MARRIOTT INTERNATIONAL INC NEW | Consumer Cyclical | 0.4% | $26.6m | 95,074 | -7% | reduced |
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.