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Ancora Advisors LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $5,190,769,862
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- LKQ CORP · COM · 501889208 · shares: $182,863,964
- VANGUARD INDEX FDS · INDX FD · 922908363 · shares: $167,389,694
- AMERICOLD REALTY TRUST · COM · 03064d108 · shares: $163,962,194
- APPLE INC · COM · 037833100 · shares: $147,673,585
- BROADCOM LTD SHS · COM · 11135f101 · shares: $141,901,316
- ASHLAND INC · COM · 044186104 · shares: $128,183,197
- MICROSOFT CORP · COM · 594918104 · shares: $91,608,945
- RB GLOBAL INC · COM · 74935q107 · shares: $90,928,935
- JP MORGAN ULTRA SHORT INCOME E · INDX FD · 46641q837 · shares: $89,757,624
- JP MORGAN CHASE & CO · COM · 46625h100 · shares: $85,623,368
Reported holdings
2,510 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VISTRA ENERGY CORP COM | COM | 92840m102 | — | 37,922 shares | $6,015,569 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 10,423 shares | $6,010,922 |
| SPROTT PHYSICAL GOLD TR | INDX FD | 85207H104 | — | 198,765 shares | $5,996,740 |
| ISHARES TR CORE MSCI TOTAL INT | INDX FD | 46432f834 | — | 62,414 shares | $5,956,792 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 14,312 shares | $5,948,615 |
| GLOBAL X DEFENSE TECH ETF | INDX FD | 37960a529 | — | 98,010 shares | $5,852,186 |
| SALESFORCE COM INC COM | COM | 79466l302 | — | 37,177 shares | $5,824,219 |
| ARKO CORP | COM | 041242108 | — | 719,948 shares | $5,781,182 |
| ALPHABET INC | COM | 02079K107 | — | 16,196 shares | $5,722,533 |
| JANUS HENDERSON MORTGAGE-BACKE | INDX FD | 47103u852 | — | 127,188 shares | $5,722,167 |
| PHILLIPS 66 | COM | 718546104 | — | 33,814 shares | $5,716,220 |
| ENTERPRISE PRODS PARTNERS L | LP | 293792107 | — | 153,179 shares | $5,630,865 |
| DISNEY WALT CO | COM | 254687106 | — | 57,906 shares | $5,573,462 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 16,208 shares | $5,527,129 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311a105 | — | 65,358 shares | $5,503,804 |
| VERSANT MEDIA GROUP INC COM CL | COM | 925283103 | — | 152,400 shares | $5,487,924 |
| VANGUARD INDEX FDS | INDX FD | 922908553 | — | 56,328 shares | $5,431,709 |
| ISHARES TR | INDX FD | 464287226 | — | 54,502 shares | $5,394,565 |
| BLACKROCK | COM | 09290d101 | — | 5,490 shares | $5,278,583 |
| ISHARES TR | INDX FD | 464287614 | — | 42,408 shares | $5,265,801 |
| LINDE PLC | COM | g54950103 | — | 10,124 shares | $5,253,625 |
| ESAB CORPORATION COM | COM | 29605j106 | — | 51,461 shares | $5,075,598 |
| DECKERS OUTDOOR CORP | COM | 243537107 | — | 51,030 shares | $5,066,769 |
| BRIDGEWATER BANCSHARES INC | COM | 108621103 | — | 238,580 shares | $5,019,723 |
| DFA DIMENSIONAL INTL CORE EQ M | COM | 25434v203 | — | 119,938 shares | $4,947,442 |
| RB GLOBAL INC | COM | 74935q107 | — | 41,268 shares | $4,805,659 |
| VERTIV HOLDINGS CO | COM | 92537N108 | — | 14,208 shares | $4,757,134 |
| BLACKROCK ETF TRUST II | INDX FD | 092528603 | — | 90,415 shares | $4,732,305 |
| SCHWAB STRATEGIC TR | INDX FD | 808524805 | — | 167,839 shares | $4,649,142 |
| STIFEL FINL CORP | COM | 860630102 | — | 65,346 shares | $4,559,199 |
| ORACLE CORP | COM | 68389X105 | — | 30,764 shares | $4,508,408 |
| TJX COS INC NEW | COM | 872540109 | — | 29,707 shares | $4,500,666 |
| SPROTT PHYSICAL GOLD TR | INDX FD | 85207H104 | — | 149,142 shares | $4,499,614 |
| VANGUARD TOTAL INTL BOND ETF | INDX FD | 92203j407 | — | 91,913 shares | $4,451,347 |
| VANGUARD INDEX FDS | INDX FD | 922908553 | — | 44,926 shares | $4,332,230 |
| FIDELITY MERRIMACK STR TR | INDX FD | 316188309 | — | 94,579 shares | $4,302,389 |
| BERKSHIRE HATHAWAY INC DEL | COM | 084670702 | — | 8,586 shares | $4,296,349 |
| SUNBELT HOLDINGS | COM | 866966104 | — | 56,540 shares | $4,229,757 |
| VERSIGENT LTD ORD | COM | g9600f104 | — | 99,899 shares | $4,196,757 |
| DFA DIMENSIONAL US CORE EQUITY | INDX FD | 25434v104 | — | 79,872 shares | $4,128,584 |
| FIRST WATCH RESTAURANT GROUP | COM | 33748l101 | — | 319,802 shares | $4,122,248 |
| JACKSON FINL INC CL A | COM | 46817m107 | — | 39,703 shares | $4,065,190 |
| ABBOTT LABS | COM | 002824100 | — | 44,725 shares | $4,058,384 |
| CRH PLC | COM | g25508105 | — | 37,594 shares | $4,022,508 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 31,664 shares | $4,000,367 |
| ISHARES 0-3 MONTH TREASURY BON | INDX FD | 46436e718 | — | 39,660 shares | $3,992,572 |
| LOWES COS INC | COM | 548661107 | — | 18,087 shares | $3,987,947 |
| ACCENTURE PLC | COM | g1151c101 | — | 31,285 shares | $3,893,058 |
| SPDR GOLD TR | INDX FD | 78463V107 | — | 10,559 shares | $3,889,724 |
| JACOBS ENGINEERING GROUP INC | COM | 46982l108 | — | 30,842 shares | $3,886,092 |
| J P MORGAN EXCH/ULTRA SHORT MU | INDX FD | 46641q654 | — | 75,947 shares | $3,873,315 |
| ZSCALER INC | COM | 98980g102 | — | 27,175 shares | $3,835,751 |
| VANGUARD INTL EQUITY INDEX F | INDX FD | 922042858 | — | 64,087 shares | $3,825,365 |
| ELI LILLY & CO | COM | 532457108 | — | 3,182 shares | $3,816,589 |
| NESTLE S A SPONSORED ADR | ADUS | 641069406 | — | 36,850 shares | $3,784,126 |
| POSTAL REALTY TRUST | COM | 73757r102 | — | 152,542 shares | $3,758,635 |
| MAGNERA | COM | 55939a107 | — | 318,957 shares | $3,747,745 |
| RYERSON HLDG CORP | COM | 783754104 | — | 151,992 shares | $3,740,523 |
| SERVICENOW INC COM | COM | 81762p102 | — | 37,144 shares | $3,687,656 |
| APOLLO GLOBAL MANAGEMENT INC | COM | 03769m106 | — | 29,718 shares | $3,515,937 |
| ISHARES TR | INDX FD | 464287614 | — | 28,299 shares | $3,513,916 |
| ISHARES TR CORE MSCI TOTAL INT | INDX FD | 46432f834 | — | 36,724 shares | $3,504,893 |
| NORTHRIM BANCORP INC | COM | 666762109 | — | 126,214 shares | $3,501,176 |
| CATERPILLAR INC | COM | 149123101 | — | 3,244 shares | $3,454,876 |
| DAVE INC | COM | 23834J201 | — | 9,240 shares | $3,442,732 |
| ISHARES TR | INDX FD | 464287598 | — | 14,185 shares | $3,438,989 |
| CONOCOPHILLIPS | COM | 20825c104 | — | 32,761 shares | $3,405,880 |
| ARES MANAGEMENT CORP | COM | 03990b101 | — | 30,592 shares | $3,405,183 |
| FTI CONSULTING INC | COM | 302941109 | — | 22,688 shares | $3,380,739 |
| VANGUARD INDEX FDS | INDX FD | 922908736 | — | 39,201 shares | $3,376,806 |
| ARES MANAGEMENT CORP | COM | 03990b101 | — | 30,270 shares | $3,369,354 |
| RAYONIER INC | COM | 754907103 | — | 157,801 shares | $3,358,005 |
| APOLLO GLOBAL MANAGEMENT INC | COM | 03769m106 | — | 28,109 shares | $3,325,521 |
| GCI LIBERTY SERIES C | COM | 36164v800 | — | 153,586 shares | $3,311,314 |
| SELECT SECTOR SPDR TR | INDX FD | 81369Y803 | — | 17,334 shares | $3,302,408 |
| RGC RES INC | COM | 74955l103 | — | 136,893 shares | $3,271,743 |
| SELECT SECTOR SPDR TR | INDX FD | 81369Y506 | — | 61,503 shares | $3,266,409 |
| UBER TECHNOLOGIES INC | COM | 90353t100 | — | 44,977 shares | $3,245,509 |
| PENNANT GROUP INC COM | COM | 70805e109 | — | 87,333 shares | $3,226,954 |
| AGILENT TECHNOLOGIES INC | COM | 00846u101 | — | 24,255 shares | $3,221,735 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 10,789 shares | $3,213,935 |
| 3M CO | COM | 88579y101 | — | 19,766 shares | $3,200,301 |
| BLACKSTONE GROUP INC | COM | 09260d107 | — | 27,143 shares | $3,193,917 |
| GENESCO INC | COM | 371532102 | — | 94,370 shares | $3,186,875 |
| VANECK CLO ETF | INDX FD | 92189h748 | — | 59,658 shares | $3,158,912 |
| BLUE OWL CAPITAL INC | COM | 09581b103 | — | 360,913 shares | $3,157,989 |
| TEXAS INSTRS INC | COM | 882508104 | — | 10,518 shares | $3,135,084 |
| NEXTNAV INC COMMON STOCK | COM | 65345n106 | — | 174,848 shares | $3,117,540 |
| KKR & CO INC | COM | 48251W104 | — | 33,965 shares | $3,117,308 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 9,904 shares | $3,115,621 |
| GE VERNOVA | COM | 36828a101 | — | 2,636 shares | $3,096,931 |
| ZS 280121C00185000 | CALL | 98980g902 | CALL | 875 shares | $3,040,625 |
| TESLA MTRS INC COM | COM | 88160r101 | — | 7,163 shares | $3,012,796 |
| TITAN AMERICA SA COM NPV | COM | b9151n105 | — | 161,220 shares | $3,008,365 |
| ISHARES SYSTEMATIC BOND ETF | INDX FD | 46435u796 | — | 33,668 shares | $2,986,905 |
| SPOTIFY TECHNOLOGY SA | COM | l8681t102 | — | 6,472 shares | $2,971,489 |
| ORACLE CORP | COM | 68389X105 | — | 20,138 shares | $2,951,224 |
| D R HORTON INC COM | COM | 23331a109 | — | 17,963 shares | $2,925,759 |
| PROGRESSIVE CORP | COM | 743315103 | — | 13,302 shares | $2,905,789 |
| CORNING INC | COM | 219350105 | — | 11,294 shares | $2,884,830 |