← Back to Discover
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) |
|---|---|---|---|---|---|
| PACKAGING CORP AMER | COM | 695156109 | — | 4,200 shares | $1,000,776 |
| BROOKFIELD ASSET MANAGMT LTD | COM | 113004105 | — | 22,184 shares | $994,952 |
| ISHARES SILVER TR | INDX FD | 46428Q109 | — | 18,607 shares | $994,916 |
| GENIUS SPORTS LTD COM NPV | COM | g3934v109 | — | 164,101 shares | $994,452 |
| FIRST VIII CBOE VEST US EQ | INDX FD | 33740f755 | — | 27,189 shares | $993,214 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 4,044 shares | $981,357 |
| ISHARES TR | INDX FD | 464287481 | — | 6,674 shares | $977,140 |
| AMPHENOL CORP NEW | COM | 032095101 | — | 5,530 shares | $975,050 |
| NORDSON CORP | COM | 655663102 | — | 3,217 shares | $970,537 |
| AMERICAN OUTDOOR BRANDS INC | COM | 02875d109 | — | 82,318 shares | $966,413 |
| VANGUARD INDEX FDS | INDX FD | 922908553 | — | 10,000 shares | $964,300 |
| SR BANCORP INC | COM | 85227j106 | — | 48,600 shares | $956,448 |
| GLOBAL X AI TECH FUND | INDX FD | 37954y632 | — | 14,508 shares | $951,868 |
| INVESCO S&P 500 LOW VOLATILITY | INDX FD | 46138e354 | — | 12,609 shares | $944,425 |
| URANIUM ENERGY CORP | COM | 916896103 | — | 87,674 shares | $934,605 |
| VERIZON COMMUNICATIONS INC | COM | 92343v104 | — | 21,972 shares | $930,300 |
| SOUTHERN CO | COM | 842587107 | — | 9,617 shares | $920,441 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 2,202 shares | $915,217 |
| ARES CAP CORP COM | COM | 04010l103 | — | 49,193 shares | $911,546 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 5,967 shares | $903,040 |
| WALMART INC | COM | 931142103 | — | 7,944 shares | $899,737 |
| UNITED PARCEL SERVICE INC | COM | 911312106 | — | 8,300 shares | $892,250 |
| BOEING CO | COM | 097023105 | — | 4,112 shares | $890,125 |
| BX 280121C00160000 | CALL | 09260d907 | CALL | 900 shares | $886,500 |
| NEWLAKE CAPITAL PARTNERS INC C | COM | 651495103 | — | 55,450 shares | $884,982 |
| VANGUARD STAR FDS | INDX FD | 921909768 | — | 10,334 shares | $883,425 |
| OCTAVE INTELLIGENCE PLC | COM | g22845104 | — | 54,080 shares | $881,504 |
| NIKE INC | COM | 654106103 | — | 21,454 shares | $880,683 |
| MOOG INC | COM | 615394202 | — | 2,075 shares | $879,468 |
| AMCOR | COM | g0250x149 | — | 20,199 shares | $875,627 |
| ENVRIRI | COM | 29390k102 | — | 39,880 shares | $875,366 |
| DUKE ENERGY CORP NEW | COM | 26441C204 | — | 6,914 shares | $875,174 |
| API GROUP CORP | COM | 00187Y100 | — | 20,483 shares | $867,455 |
| DELTA AIR LINES INC DEL | COM | 247361702 | — | 9,236 shares | $865,070 |
| T-MOBILE US INC | COM | 872590104 | — | 5,154 shares | $864,480 |
| ANALOG DEVICES INC | COM | 032654105 | — | 2,175 shares | $863,799 |
| INTUIT | CALL | 461202903 | CALL | 375 shares | $862,500 |
| SELECT SECTOR SPDR TR | INDX FD | 81369Y506 | — | 16,119 shares | $856,080 |
| INTUITIVE SURGICAL INC COM NEW | COM | 46120e602 | — | 2,143 shares | $852,200 |
| CORVUS PHARMACEUTICALS INC | COM | 221015100 | — | 56,723 shares | $847,442 |
| ISHARES TR | INDX FD | 464287788 | — | 6,639 shares | $846,520 |
| WISDOMTREE TR US DIVID GROWTH | INDX FD | 97717x669 | — | 8,850 shares | $846,237 |
| ISHARES TR | INDX FD | 464288612 | — | 7,946 shares | $843,031 |
| HAMILTON LANE PRIVATE ASSETS F | LP | 407498203 | — | 40,525 shares | $841,304 |
| ISHARES TR | INDX FD | 464287549 | — | 5,113 shares | $836,412 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 9,107 shares | $834,891 |
| AMETEK INC | COM | 031100100 | — | 3,421 shares | $827,751 |
| SCHWAB STRATEGIC TR | INDX FD | 808524722 | — | 22,916 shares | $826,351 |
| ADVANT-E CORP COM | COM | 00761l305 | — | 10 shares | $825,830 |
| SONOCO PRODS CO | COM | 835495102 | — | 14,515 shares | $817,920 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 4,508 shares | $815,503 |
| ADOBE SYS INC COM | COM | 00724f101 | — | 3,954 shares | $810,649 |
| PFIZER INC | COM | 717081103 | — | 33,615 shares | $809,449 |
| INVESCO BUYBACK ACHIEVERS ETF | INDX FD | 46137v308 | — | 5,627 shares | $797,121 |
| ISHARES TR | INDX FD | 464287721 | — | 3,149 shares | $794,303 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 591 shares | $787,236 |
| DYCOM INDS INC | COM | 267475101 | — | 1,550 shares | $783,664 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 13,564 shares | $781,569 |
| ISHARES CORE DIVIDEND GROWTH | INDX FD | 46434v621 | — | 10,280 shares | $779,109 |
| INFUSYSTEM HLDGS INC COM | COM | 45685k102 | — | 80,661 shares | $778,379 |
| KKR & CO INC | COM | 48251W104 | — | 8,333 shares | $764,803 |
| ISHARES TR | INDX FD | 464288257 | — | 4,845 shares | $760,520 |
| MASTERCRAFT BOAT HOLDINGS IN | COM | 57637h103 | — | 29,270 shares | $755,751 |
| MARATHON PETROLEUM CORP | COM | 56585a102 | — | 2,939 shares | $751,414 |
| ASCENT INDUSTRIES CO | COM | 871565107 | — | 49,650 shares | $746,239 |
| EMERSON ELEC CO | COM | 291011104 | — | 5,209 shares | $745,702 |
| VANGUARD WORLD FD | INDX FD | 921910873 | — | 2,721 shares | $744,547 |
| VESTIS CORPORATION COM SHS | COM | 29430c102 | — | 51,203 shares | $743,468 |
| ISHARES TR | INDX FD | 464287101 | — | 2,024 shares | $740,521 |
| KRATOS DEFENSE AND SECURITY SO | COM | 50077b207 | — | 14,844 shares | $740,122 |
| ISHARES TR | INDX FD | 464287465 | — | 7,095 shares | $737,029 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 1,603 shares | $735,455 |
| FIDELITY WISE ORIGIN BITCOIN | INDX FD | 315948109 | — | 14,145 shares | $722,094 |
| HUDBAY MINERALS INC | COM | 443628102 | — | 30,500 shares | $720,105 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 1,436 shares | $719,953 |
| VANGUARD WHITEHALL FDS | INDX FD | 921946794 | — | 7,331 shares | $719,889 |
| GLOBAL X US INFRASTRUCTURE DEV | INDX FD | 37954y673 | — | 12,138 shares | $715,171 |
| ISHARES TR | INDX FD | 464289131 | — | 55,000 shares | $713,900 |
| VANGUARD SPECIALIZED FUNDS | INDX FD | 921908844 | — | 3,002 shares | $710,333 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | — | 4,282 shares | $700,390 |
| MERCK & CO INC | COM | 58933Y105 | — | 5,445 shares | $699,682 |
| VANGUARD INDEX FDS | INDX FD | 922908512 | — | 3,527 shares | $696,935 |
| SERITAGE GROWTH PPTYS | COM | 81752r100 | — | 262,887 shares | $691,393 |
| CROWDSTRIKE HOLDINGS INC | COM | 22788c105 | — | 906 shares | $691,241 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 2,376 shares | $690,442 |
| JANUS DETROIT STR TR B-BBB CLO | INDX FD | 47103u753 | — | 14,410 shares | $682,308 |
| APPLIED INDLTECH INC COM | COM | 03820c105 | — | 2,000 shares | $676,300 |
| INVESCO S&P 500 EQUAL WEIGHT E | INDX FD | 46137v357 | — | 3,175 shares | $675,545 |
| JEFFERIES GROUP INC NEW COM | COM | 47233w109 | — | 13,425 shares | $670,981 |
| VANGUARD INTERMEDIATE TERM COR | INDX FD | 92206c870 | — | 8,100 shares | $669,447 |
| SIRIUSXM HOLDINGS INC | COM | 829933100 | — | 22,516 shares | $665,123 |
| SIRIUSXM HOLDINGS INC | COM | 829933100 | — | 22,500 shares | $664,650 |
| VANGUARD INTL EQUITY INDEX F | INDX FD | 922042775 | — | 7,909 shares | $662,361 |
| MERIDIAN BANK | COM | 58958p104 | — | 32,960 shares | $660,189 |
| VANGUARD INDEX FDS | INDX FD | 922908611 | — | 2,708 shares | $658,017 |
| ISHARES TR 0-1 YEAR TIPS BO | INDX FD | 46438g257 | — | 13,013 shares | $657,756 |
| AIR PRODS & CHEMS INC | COM | 009158106 | — | 2,239 shares | $656,430 |
| MCKESSON CORP | COM | 58155Q103 | — | 860 shares | $649,816 |
| FIDELITY COVINGTON TRUST | INDX FD | 316092840 | — | 10,727 shares | $646,722 |
| ISHARES TR | INDX FD | 464287630 | — | 2,899 shares | $641,369 |