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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) |
|---|---|---|---|---|---|
| NOW 280121C00130000 | CALL | 81762p902 | CALL | 1,250 shares | $2,881,250 |
| CAPITAL GROUP CORE BOND ETF | INDX FD | 14020y508 | — | 109,008 shares | $2,853,829 |
| NACCO INDS INC | COM | 629579103 | — | 55,903 shares | $2,797,945 |
| ISHARES TR | PUT | 464287955 | PUT | 2,400 shares | $2,780,400 |
| BROOKFIELD CORP | COM | 11271j107 | — | 64,787 shares | $2,759,278 |
| ROYAL OAK REALTYTRUST INC | LP | 11899n308 | — | 41,192 shares | $2,718,692 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 8,157 shares | $2,692,789 |
| JP MORGAN ULTRA SHORT INCOME E | INDX FD | 46641q837 | — | 53,202 shares | $2,690,425 |
| MOTOROLA SOLUTIONS INC | COM | 620076307 | — | 6,461 shares | $2,683,189 |
| VANGUARD WHITEHALL FDS | INDX FD | 921946406 | — | 16,971 shares | $2,681,918 |
| PIMCO ETF TR | INDX FD | 72201R304 | — | 52,871 shares | $2,677,916 |
| PACCAR INC | COM | 693718108 | — | 22,290 shares | $2,677,449 |
| SCHWAB STRATEGIC TR | INDX FD | 808524102 | — | 92,080 shares | $2,666,626 |
| DIEBOLD NIXDORF INC | COM | 253651202 | — | 31,176 shares | $2,650,584 |
| SPROTT PHYSICAL GOLD AND SILVE | COM | 85208r101 | — | 65,794 shares | $2,646,884 |
| ENBRIDGE INC CO | COM | 29250n105 | — | 48,762 shares | $2,643,382 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 5,165 shares | $2,630,804 |
| DFA DIMENSIONAL US CORE EQUITY | INDX FD | 25434v104 | — | 50,465 shares | $2,608,545 |
| CAMECO | COM | 13321l108 | — | 25,490 shares | $2,596,383 |
| COCA COLA CO | COM | 191216100 | — | 31,555 shares | $2,564,475 |
| COGNIZANT TECHNOLOGY SOLUTIO | COM | 192446102 | — | 66,204 shares | $2,564,086 |
| MISSION PRODUCE INC | COM | 60510v108 | — | 213,190 shares | $2,513,510 |
| MARKEL GROUP INC | COM | 570535104 | — | 1,282 shares | $2,503,759 |
| IRON MTN INC NEW COM | COM | 46284v101 | — | 19,766 shares | $2,496,643 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 5,023 shares | $2,486,980 |
| ZOETIS INC | COM | 98978v103 | — | 34,456 shares | $2,476,004 |
| SANDISK | COM | 80004c200 | — | 1,078 shares | $2,451,081 |
| UNITED PARCEL SERVICE INC | COM | 911312106 | — | 22,594 shares | $2,428,873 |
| AMERICAN CENTY ETF TR | INDX FD | 025072802 | — | 23,461 shares | $2,417,653 |
| DFA DIMENSIONAL CORE FIXED INC | INDX FD | 25434v872 | — | 56,936 shares | $2,403,287 |
| PALANTIR TECHNOLOGIES INC | COM | 69608a108 | — | 20,556 shares | $2,398,272 |
| COOPER COS INC | COM | 216648501 | — | 33,390 shares | $2,394,397 |
| U HAUL HOLDING COMPANY | COM | 023586506 | — | 41,450 shares | $2,391,692 |
| MEDTRONIC PLC SHS | COM | g5960l103 | — | 30,484 shares | $2,384,765 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 14,600 shares | $2,379,442 |
| INTUIT | COM | 461202103 | — | 9,094 shares | $2,373,534 |
| LKQ CORP | COM | 501889208 | — | 89,564 shares | $2,358,228 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 25,476 shares | $2,350,679 |
| NVIDIA CORP COM | COM | 67066g104 | — | 11,745 shares | $2,350,057 |
| STONEX GROUP INC | COM | 861896108 | — | 19,765 shares | $2,342,152 |
| VANGUARD SCOTTSDALE FDS | INDX FD | 92206C409 | — | 29,486 shares | $2,330,257 |
| SPDR DOW JONES INDL AVRG ETF U | INDX FD | 78467x109 | — | 4,424 shares | $2,311,158 |
| CENTURI HOLDINGS INC | COM | 155923105 | — | 76,368 shares | $2,309,368 |
| PENTAIR LTD SHS | COM | g7S00t104 | — | 29,688 shares | $2,275,882 |
| FORRESTER RESH INC | COM | 346563109 | — | 269,891 shares | $2,269,783 |
| ALPHABET INC | COM | 02079K305 | — | 6,295 shares | $2,249,644 |
| US BANCORP DEL | COM | 902973304 | — | 36,976 shares | $2,233,354 |
| CSX CORP | COM | 126408103 | — | 46,969 shares | $2,232,437 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 8,989 shares | $2,213,294 |
| NETFLIX INC COM | COM | 64110l106 | — | 30,488 shares | $2,176,819 |
| AVIDIA BANCORP INC | COM | 05369t100 | — | 102,550 shares | $2,152,524 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 9,350 shares | $2,146,479 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 9,563 shares | $2,141,634 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 9,504 shares | $2,118,248 |
| AMAZON COM INC | COM | 023135106 | — | 8,783 shares | $2,093,340 |
| AON PLC | COM | g0403h108 | — | 6,282 shares | $2,083,584 |
| ISHARES TR | INDX FD | 464288885 | — | 16,746 shares | $2,083,531 |
| HERSHEY CO | COM | 427866108 | — | 11,812 shares | $2,072,345 |
| SPROTT PHYSICAL SILVER TR UNIT | INDX FD | 85207k107 | — | 108,938 shares | $2,055,663 |
| ISHARES TR | INDX FD | 464287499 | — | 18,626 shares | $2,054,819 |
| TRIMAS CORP | COM | 896215209 | — | 45,318 shares | $2,040,670 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 | — | 26,520 shares | $2,038,858 |
| FIDELITY COVINGTON TRUST | COM | 316092808 | — | 7,095 shares | $2,026,123 |
| MERCK & CO INC | COM | 58933Y105 | — | 15,457 shares | $1,986,275 |
| BLACKSTONE REAL ESTATE INCOME | LP | 09259k401 | — | 137,467 shares | $1,982,999 |
| FIRST TR EXCHANGE-TRADED FD | INDX FD | 33733E203 | — | 7,964 shares | $1,974,264 |
| ISHARES GOLD TR | INDX FD | 464285204 | — | 26,012 shares | $1,964,202 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 3,293 shares | $1,913,013 |
| JPMORGAN EQUITY PREMIUM INCOME | INDX FD | 46641q332 | — | 33,326 shares | $1,882,250 |
| FIRST CMNTY CORP S C | COM | 319835104 | — | 57,428 shares | $1,876,747 |
| PUBLIC POL HLDG CO INC COM | COM | 744430208 | — | 252,228 shares | $1,869,009 |
| ALLSTATE CORP | COM | 020002101 | — | 7,831 shares | $1,863,308 |
| ISHARES EDGE MSCI USA QUALITY | INDX FD | 46432f339 | — | 8,457 shares | $1,855,703 |
| ORCL 280121C00240000 | CALL | 68389x905 | CALL | 750 shares | $1,850,625 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 6,577 shares | $1,849,595 |
| FLEXTRONICS INTL LTD ORD | COM | y2573f102 | — | 11,395 shares | $1,846,788 |
| INVESCO S&P MIDCAP MOMENTUM ET | INDX FD | 46137v464 | — | 10,728 shares | $1,825,262 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 3,120 shares | $1,812,439 |
| VANECK VECTORS SEMICONDUCTOR E | INDX FD | 92189f676 | — | 2,736 shares | $1,794,515 |
| TAIWAN SEMICONDUCTOR MFG LTD | ADUS | 874039100 | — | 3,723 shares | $1,777,968 |
| CISCO SYS INC | COM | 17275r102 | — | 15,082 shares | $1,771,532 |
| GOLDMAN SACHS GROUP INC | COM | 38141g104 | — | 1,749 shares | $1,768,886 |
| BJS RESTAURANTS INC COM | COM | 09180c106 | — | 28,960 shares | $1,758,886 |
| GOLDMAN SACHS ETF TR | INDX FD | 381430503 | — | 12,365 shares | $1,754,470 |
| HUDSON TECHNOLOGIES INC | COM | 444144109 | — | 303,380 shares | $1,741,401 |
| CHEFS WHSE INC | COM | 163086101 | — | 17,917 shares | $1,721,824 |
| GE AEROSPACE | COM | 369604301 | — | 4,595 shares | $1,717,348 |
| VANGUARD TAX-MANAGED FDS | INDX FD | 921943858 | — | 23,911 shares | $1,703,659 |
| SCHWAB STRATEGIC TR | INDX FD | 808524300 | — | 50,232 shares | $1,699,844 |
| APO 280121C00150000 | CALL | 03769m906 | CALL | 1,250 shares | $1,687,500 |
| SPOT 280121C00750000 | CALL | l8681t902 | CALL | 325 shares | $1,673,750 |
| ARES 280121C00150000 | CALL | 03990b901 | CALL | 1,250 shares | $1,656,250 |
| VANECK VECTORS MORNINGSTAR WID | INDX FD | 92189f643 | — | 15,840 shares | $1,646,726 |
| EQT CORP COM | COM | 26884l109 | — | 30,941 shares | $1,645,159 |
| POWERFLEET INC | COM | 73931j109 | — | 428,790 shares | $1,642,266 |
| CLEARFIELD INC | COM | 18482p103 | — | 41,192 shares | $1,639,030 |
| INVESCO S&P SMALLCAP 600 REVEN | INDX FD | 46138g664 | — | 27,520 shares | $1,637,459 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 1,745 shares | $1,632,395 |
| SPDR SERIES TRUST | INDX FD | 78464A763 | — | 10,622 shares | $1,616,464 |
| SCHWAB STRATEGIC TR | INDX FD | 808524797 | — | 50,960 shares | $1,615,939 |