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Ancora Advisors LLC
hedge fundUpdated 28 days agoManaged by Ancora Advisors, Llc • Latest filing Q2 2026
Portfolio value
$5.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
99.5%
Weight of largest holdings
Annualized return
10.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $3.5B |
| Q2 2023 | $3.8B |
| Q3 2023 | $3.8B |
| Q4 2023 | $4.3B |
| Q1 2024 | $4.4B |
| Q2 2024 | $4B |
| Q3 2024 | $4.4B |
| Q4 2024 | $4.5B |
| Q1 2025 | $4.5B |
| Q2 2025 | $4.8B |
| Q3 2025 | $5B |
| Q4 2025 | $4.9B |
| Q1 2026 | $4.7B |
| Q2 2026 | $5.2B |
Top holdings
2,510 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LKQ LKQ CORP | $180.5M | 6.86M | 3.48% | — |
| 2 | C COLD AMERICOLD REALTY TRUST | $163.6M | 10.41M | 3.15% | — |
| 3 | A ASH ASHLAND INC | $128.2M | 1.95M | 2.47% | — |
| 4 | V VGES VANGUARD INDEX FDS | $113.1M | 164.7K | 2.18% | — |
| 5 | A AAPL APPLE INC | $112.2M | 387.7K | 2.16% | — |
| 6 | A AVGO BROADCOM LTD SHS | $94.7M | 250.8K | 1.82% | — |
| 7 | J JPM-PM JP MORGAN ULTRA SHORT INCOME E | $87.1M | 1.72M | 1.68% | — |
| 8 | R RBA RB GLOBAL INC | $86M | 738.4K | 1.66% | — |
| 9 | E ETHA ISHARES TR | $82.1M | 499.8K | 1.58% | — |
| 10 | F FUL FULLER H B CO | $73.3M | 1.26M | 1.41% | — |
| 11 | M MSFT MICROSOFT CORP | $58.3M | 156.3K | 1.12% | — |
| 12 | E ETHA ISHARES TR | $57.9M | 77.3K | 1.11% | — |
| 13 | V VGES VANGUARD INDEX FDS | $54.3M | 79.0K | 1.05% | — |
| 14 | G GOOGN ALPHABET INC | $49M | 138.8K | 0.94% | — |
| 15 | S SHC SOTERA HEALTH CO | $47.1M | 2.65M | 0.91% | — |
| 16 | N NOC JANUS HENDERSON AAA CLO ETF | $47.1M | 932.3K | 0.91% | — |
| 17 | A AVGO BROADCOM LTD SHS | $47M | 124.4K | 0.91% | — |
| 18 | J JPM-PM JP MORGAN CHASE & CO | $46.8M | 142.9K | 0.90% | — |
| 19 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $43.7M | 87.4K | 0.84% | — |
| 20 | G GPRE GREEN PLAINS INC | $41.7M | 2.71M | 0.80% | — |