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Ancora Advisors, LLC

SEC CIK
0001446114
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
2,031
+182 vs. Q1 2025
Portfolio value
$4.80B
+$316.4M (+7.1%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Ancora Advisors, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NSCNorfolk Southern CorpStock1,144,140$292.9M6.1%+180,640+18.7%AddedHistory
LKQLKQ CorpCOM5,516,535$204.2M4.3%+39,068+0.7%AddedHistory
AVGOBroadcom Inc.Stock486,962$134.2M2.8%−44,671−8.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF218,751$124.3M2.6%−1,756−0.8%Reduced–
MSFTMicrosoft CorpStock244,810$121.8M2.5%+370.0%AddedHistory
AAPLApple Inc.Stock560,496$115.0M2.4%−7,328−1.3%ReducedHistory
RBARB Global Inc.COM850,790$90.3M1.9%−189,818−18.2%ReducedHistory
iShares Tr464287150CORE S&P TTL STK660,503$89.2M1.9%+10,078+1.5%Added–
JPMJPMorgan Chase & CoStock305,757$88.6M1.8%−895−0.3%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF1,635,175$82.9M1.7%+8,878+0.5%Added–
ETNEaton Corp plcStock197,704$70.6M1.5%+2,408+1.2%AddedHistory
CSXCSX CorpStock2,022,044$66.0M1.4%+1,980,319+4,746.1%AddedHistory
AMZNAmazon Com IncStock298,364$65.5M1.4%+130,547+77.8%AddedHistory
ABBVAbbVie Inc.Stock345,755$64.2M1.3%+1,727+0.5%AddedHistory
SEESealed Air CorpCOM1,898,485$58.9M1.2%+1,898,485NewHistory
iShares Core S&P 500 ETF464287200ETF88,178$54.7M1.1%+3,750+4.4%Added–
HLIHoulihan Lokey, Inc.CL A281,222$50.6M1.1%+850+0.3%AddedHistory
VEEVVeeva Systems IncStock174,428$50.2M1.0%−27,420−13.6%ReducedHistory
HONHoneywell International IncCOM214,998$50.1M1.0%+5,113+2.4%AddedHistory
BRK.BBerkshire Hathaway IncStock97,400$47.3M1.0%−2,619−2.6%ReducedHistory
METAMeta Platforms, Inc.Stock61,784$45.6M1.0%+43,152+231.6%AddedHistory
EOGEOG Resources IncStock380,147$45.5M0.9%+2,719+0.7%AddedHistory
HDHome Depot, Inc.Stock118,624$43.5M0.9%−147−0.1%ReducedHistory
GDGeneral Dynamics CorpStock143,116$41.7M0.9%+1,256+0.9%AddedHistory
AMCRAmcor plcORD4,411,638$40.5M0.8%+4,410,638+441,063.8%AddedHistory
JNJJohnson & JohnsonStock263,541$40.3M0.8%+1,507+0.6%AddedHistory
BACBank of America CorpStock820,295$38.8M0.8%+9,475+1.2%AddedHistory
CVXChevron CorpStock250,213$35.8M0.7%+3,884+1.6%AddedHistory
PGProcter & Gamble CoStock220,917$35.2M0.7%−884−0.4%ReducedHistory
ACNAccenture plcStock114,814$34.3M0.7%+8,735+8.2%AddedHistory
FWRDForward Air CorpCOM1,359,043$33.4M0.7%+128,653+10.5%AddedHistory
MCDMcDonalds CorpStock108,059$31.6M0.7%−820−0.8%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF399,764$31.5M0.7%−8,697−2.1%Reduced–
GOOGAlphabet Inc.Stock175,171$31.1M0.6%+10,384+6.3%AddedHistory
AMTAmerican Tower CorpREIT138,873$30.7M0.6%+3,363+2.5%AddedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF318,291$29.9M0.6%+18,957+6.3%Added–
NVDANVIDIA CorpStock182,703$28.9M0.6%+6,270+3.6%AddedHistory
NNNextnav Inc.COMMON STOCK1,875,361$28.5M0.6%−362,375−16.2%ReducedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL546,613$27.7M0.6%+58,352+12.0%Added–
MARMarriott International IncStock99,768$27.3M0.6%+1,646+1.7%AddedHistory
GPREGreen Plains Inc.COM4,353,413$26.3M0.5%+16,838+0.4%AddedHistory
WYWeyerhaeuser CoCOM NEW914,134$23.5M0.5%+9,412+1.0%AddedHistory
MAGNMagnera CorpCOM SHS1,927,343$23.3M0.5%+251,768+15.0%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF935,361$22.9M0.5%+83,755+9.8%Added–
KVUEKenvue Inc.Stock1,086,165$22.7M0.5%+279,823+34.7%AddedHistory
DISWalt Disney CoStock179,430$22.3M0.5%+29,867+20.0%AddedHistory
LINLinde PLCStock46,565$21.8M0.5%+1,423+3.2%AddedHistory
QCOMQualcomm IncStock134,654$21.4M0.4%+13,324+11.0%AddedHistory
SFStifel Financial CorpCOM197,212$20.5M0.4%+61,257+45.1%AddedHistory
FBINFortune Brands Innovations, Inc.COM385,000$19.8M0.4%+83,202+27.6%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF83,870$19.0M0.4%−667−0.8%Reduced–
UGIUgi CorpStock522,382$19.0M0.4%+16,892+3.3%AddedHistory
PBIPitney Bowes IncCOM1,670,000$18.2M0.4%+1,670,000NewHistory
CRHCRH Public Ltd CoORD198,364$18.2M0.4%+6,391+3.3%AddedHistory
Simplify Exchange Traded Fun82889N657SHORT TERM TREA821,290$18.1M0.4%00.0%Unchanged–
WHWyndham Hotels & Resorts, Inc.COM217,534$17.7M0.4%+8,617+4.1%AddedHistory
ARESAres Management CorpCL A COM STK101,435$17.6M0.4%+23,240+29.7%AddedHistory
CXTCrane NXT, Co.COM322,393$17.4M0.4%+30,100+10.3%AddedHistory
MAMastercard IncStock30,536$17.2M0.4%+208+0.7%AddedHistory
COSTCostco Wholesale CorpStock17,317$17.1M0.4%−556−3.1%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF204,474$17.1M0.4%+15,170+8.0%Added–
iShares Tr46429B7470-5 YR TIPS ETF165,717$17.1M0.4%−339−0.2%Reduced–
GOOGLAlphabet Inc.Stock94,701$16.7M0.3%+1,072+1.1%AddedHistory
ECGEverus Construction Group, Inc.Stock252,185$16.0M0.3%+2,040+0.8%AddedHistory
RTXRTX CorpStock106,607$15.6M0.3%−2,398−2.2%ReducedHistory
KDKyndryl Holdings, Inc.Stock366,881$15.4M0.3%+850+0.2%AddedHistory
ARMKAramarkCOM360,040$15.1M0.3%+4,250+1.2%AddedHistory
iShares S&P 100 ETF464287101ETF48,090$14.6M0.3%−180.0%Reduced–
CRCrane CoCOMMON STOCK75,530$14.3M0.3%+1,327+1.8%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF68,583$14.0M0.3%+4,649+7.3%Added–
KKellanovaStock175,886$14.0M0.3%−1,256−0.7%ReducedHistory
VVisa Inc.Stock39,298$14.0M0.3%−1,033−2.6%ReducedHistory
PCHPotlatchdeltic CorpCOM360,217$13.8M0.3%+14,005+4.0%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF125,468$13.7M0.3%+3,406+2.8%Added–
ATMUAtmus Filtration Technologies Inc.COM374,045$13.6M0.3%+3,700+1.0%AddedHistory
BKNGBooking Holdings Inc.Stock2,332$13.5M0.3%+30+1.3%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF213,539$13.2M0.3%−2,646−1.2%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF68,085$13.1M0.3%−5,511−7.5%Reduced–
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600288,126$12.5M0.3%−24,913−8.0%Reduced–
PPLIPeople IncCOM NEW331,428$12.4M0.3%+19,035+6.1%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF63,306$12.3M0.3%+1,563+2.5%Added–
WMTWalmart Inc.Stock126,136$12.3M0.3%−5,243−4.0%ReducedHistory
NPKINPK International Inc.COM SHS1,443,980$12.3M0.3%+48,430+3.5%AddedHistory
SPYSPDR S&P 500 ETF TrustETF19,633$12.1M0.3%−387−1.9%ReducedHistory
iShares Tr46434V613CORE UNIVRSL USD260,429$12.0M0.3%+11,649+4.7%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT219,417$11.9M0.2%+13,349+6.5%Added–
ELEEFElement Fleet Management Corp.CORP COM475,625$11.9M0.2%−27,652−5.5%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF41,700$11.7M0.2%−518−1.2%Reduced–
iShares Inc46434G764MSCI EMRG CHN180,174$11.4M0.2%+8,104+4.7%Added–
NWENorthWestern Energy Group, Inc.COM NEW219,385$11.3M0.2%−1,940−0.9%ReducedHistory
ANGIAngi Inc.CL A NEW732,295$11.2M0.2%+732,295NewHistory
BXBlackstone Inc.COM72,563$10.9M0.2%+3,477+5.0%AddedHistory
Invesco QQQ Trust Series I46090E103ETF18,998$10.5M0.2%+1,668+9.6%Added–
RYNRayonier IncCOM472,278$10.5M0.2%+99,384+26.7%AddedHistory
Kraneshares Trust500767652MOUNT LUCAS ETF386,976$10.2M0.2%+34,411+9.8%Added–
APGAPi Group CorpCOM STK197,771$10.1M0.2%−3,440−1.7%ReducedHistory
VNTVontier CorpStock273,025$10.1M0.2%+860+0.3%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF107,186$10.1M0.2%+10,322+10.7%Added–
MDUMdu Resources Group IncStock603,055$10.1M0.2%+7,400+1.2%AddedHistory
PCARPaccar IncCOM105,201$10.0M0.2%+11,189+11.9%AddedHistory

Options (20)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Ancora Advisors, LLC in Q2 2025
SecurityClassPutsCalls
iShares Tr464287955PUT$6.95M–
Norfolk Southn Corp655844908CALL–$5.43M
CSX Corp126408903CALL–$2.28M
Amcor PLCG0250X907CALL–$2.18M
Veeva Sys Inc922475908CALL–$1.79M
iShares Tr464287905CALL–$1.09M
RB Global Inc74935Q907CALL–$1.02M
SPDR S&P 500 ETF Tr78462F953PUT$658.9K–
iShares Tr464287952PUT$628.1K–
SPDR S&P 500 ETF Tr78462F903CALL–$395.4K
Nextnav Inc65345N906CALL–$311.7K
Select Sector SPDR Tr81369Y952COMMUNUNICATIONS$246.8K–
ProShares Tr74348A950PUT$167.1K–
Walgreens Boots Alliance Inc931427908CALL–$148.0K
Apple Inc037833950PUT$54.2K–
UnitedHealth Group Inc91324P952PUT$38.4K–
UnitedHealth Group Inc91324P902COM–$34.3K
Broadcom Inc11135F951PUT$17.9K–
Icahn Enterprises LP451100901CALL–$1.77K
Comtech Telecommunications C205826909CALL–$500

Sold out since Q1 2025 (130)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 130 by value last quarter.

Positions of Ancora Advisors, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
XUnited States Steel CorpCOM2,641,762$111.6M2.5%History
BERYBerry Global Group, Inc.COM835,128$58.3M1.3%History
ARCBArcbest CorpCOM204,587$14.4M0.3%History
iShares Tr464287955PUT7,200$11.6M0.3%–
Berry Global Group Inc08579W903CALL7,039$4.78M0.1%–
HELEHelen of Troy LtdStock81,650$4.37M0.1%History
RB Global Inc74935Q907CALL5,226$4.12M0.1%–
AIOTPowerfleet, Inc.COM541,815$2.97M0.1%History
SPDR S&P 500 ETF Tr78462F953PUT1,587$2.74M0.1%–
SPBSpectrum Brands Holdings, Inc.COM36,310$2.60M0.1%History
RSTK Regional Brands Inc ComRGBDMERLICOM388,953$1.94M<0.1%–
PHXPHX Minerals Inc.CL A465,427$1.84M<0.1%History
DFSDiscover Financial ServicesCOM10,110$1.73M<0.1%History
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF51,491$1.30M<0.1%–
WOOFPetco Health & Wellness Company, Inc.CL A COM389,060$1.19M<0.1%History
HGBLHeritage Global Inc.COM514,269$1.12M<0.1%History
Norfolk Southn Corp655844908CALL2,141$1.12M<0.1%–
Veeva Sys Inc922475908CALL237$1.04M<0.1%–
ProShares Tr74348A950PUT54$1.01M<0.1%–
MCSMarcus CorpCOM46,948$783.6K<0.1%History
CULPCulp IncCOM143,975$719.9K<0.1%History
ADVAdvantage Solutions Inc.COM CL A469,863$709.5K<0.1%History
Select Sector SPDR Tr81369Y952COMMUNUNICATIONS4,000$669.1K<0.1%–
VREXVarex Imaging CorpCOM55,655$645.6K<0.1%History
iShares Tr464287952PUT1,011$551.0K<0.1%–
RGPResources Connection, Inc.COM66,350$433.9K<0.1%History
iShares U S ETF Tr46431W564COMMODITY CURVE20,473$418.3K<0.1%–
ATEXAnterix Inc.COM10,144$371.3K<0.1%History
CCRDCoreCard CorpCOM17,859$334.1K<0.1%History
ETF Opportunities Trust26923N512SMI 3FOURTEEN FU13,000$326.4K<0.1%–
EXKEndeavour Silver CorpCOM76,306$325.8K<0.1%History
FTKFlotek Industries IncCOM NEW37,640$313.5K<0.1%History
SPDR S&P 500 ETF Tr78462F903CALL18$297.4K<0.1%–
Nextnav Inc65345N906CALL1,548$275.6K<0.1%–
Robinson Alt Yld Premerg SP886364678ETP12,712$258.6K<0.1%–
GOCOGoHealth, Inc.CL A NEW20,869$256.1K<0.1%History
EHTHeHealth, Inc.COM30,475$203.6K<0.1%History
TYGTortoise Energy Infrastructure CorpCOM4,401$189.5K<0.1%History
Kraneshares Tr500767736QUADRTC INT RT10,000$186.8K<0.1%–
CSX Corp126408953PUT1,144$183.1K<0.1%–
QC Hldgs Inc Com74729T101COM579,907$174.0K<0.1%–
GSBDGoldman Sachs BDC, Inc.SHS14,752$171.6K<0.1%History
Pitney Bowes Inc724479900CALL600$160.5K<0.1%–
SGCSuperior Group of Companies, Inc.COM12,170$133.1K<0.1%History
Walgreens Boots Alliance Inc931427908CALL801$129.2K<0.1%–
PCRXPacira BioSciences, Inc.COM4,400$109.3K<0.1%History
Broadcom Inc11135F951PUT20$103.8K<0.1%–
Starz Entertainment Corp535919500CL B NON VTG12,430$98.4K<0.1%–
Fidelity Wise Origin Bitcoin FZZF992502COM1,351$97.2K<0.1%–
VXXBarclays Bank PLCIPATH S&P 500 SH1,855$95.5K<0.1%History
LPGDorian LPG Ltd.SHS USD4,200$93.8K<0.1%History
XPEVXpeng Inc.ADS4,000$82.9K<0.1%History
ABEVAmbev S.A.SPONSORED ADR28,000$65.2K<0.1%History
RKLBRocket Lab CorpCOM3,500$62.6K<0.1%History
Union Pac Corp907818958PUT147$62.5K<0.1%–
INMDInMode Ltd.SHS3,400$60.3K<0.1%History
AQSTAquestive Therapeutics, Inc.COM20,000$58.0K<0.1%History
AMPYAmplify Energy Corp.COM15,000$56.1K<0.1%History
SHENShenandoah Telecommunications CoCOM3,975$50.0K<0.1%History
Apple Inc037833950PUT21$41.8K<0.1%–
CRGYCrescent Energy CoCL A COM3,287$37.0K<0.1%History
LAMRLamar Advertising CoREIT300$34.1K<0.1%History
CRBUCaribou Biosciences, Inc.COM34,000$31.0K<0.1%History
GGGGraco IncCOM318$26.6K<0.1%History
HNRGHallador Energy CoStock2,110$25.9K<0.1%History
MSMMSC Industrial Direct Co IncCL A300$23.3K<0.1%History
PGYPagaya Technologies Ltd.CL A NEW2,150$22.5K<0.1%History
FOLDAmicus Therapeutics, Inc.COM2,694$22.0K<0.1%History
First Tr Exchange Traded FD33738R118NASD TECH DIV275$20.2K<0.1%–
PUBMPubMatic, Inc.COM CL A2,000$18.3K<0.1%History
BBWIBath & Body Works, Inc.COM250$18.0K<0.1%History
Comtech Telecommunications C205826909CALL200$17.0K<0.1%–
INTTIntest CorpCOM2,380$16.6K<0.1%History
Wonderfi Technologies Inc Com New97818W107Stock113,000$15.3K<0.1%–
USIOUsio, Inc.COM10,000$14.6K<0.1%History
iShares Tr46435U861CORE DIVID ETF299$14.5K<0.1%–
Select Sector SPDR Tr81369Y906CALL100$13.5K<0.1%–
iShares Tr46434V381FUTU EXPO TE ETF219$12.6K<0.1%–
CRKComstock Resources IncCOM500$10.2K<0.1%History
EVBNEvans Bancorp IncCOM NEW251$9.78K<0.1%History
Kohls Corp500255954PUT350$9.28K<0.1%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF75$8.28K<0.1%–
RILYBRC Group Holdings, Inc.COM2,000$7.74K<0.1%History
Victory Market Neutral Income Fund I92647P654Com860$7.49K<0.1%–
Xtrackers International Real Estate ETF233051846ETF364$7.40K<0.1%–
JBS SA466110103ADR488$7.00K<0.1%–
WisdomTree Tr97717W281EMG MKTS SMCAP143$6.91K<0.1%–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF220$6.47K<0.1%–
SPDR Series Trust78464A656ST STR TIPS ETF230$6.07K<0.1%–
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF301$6.04K<0.1%–
BECNQxo Building Products, Inc.COM42$5.20K<0.1%History
EQCEQC Liquidating TrustCOM SH BEN INT2,250$3.62K<0.1%History
SQMChemical & Mining Co of Chile IncSPON ADR SER B70$2.78K<0.1%History
Icahn Enterprises LP451100901CALL101$2.52K<0.1%–
Nestle SAH57312649COM21$2.12K<0.1%–
Schwab International Small-Cap Equity ETF808524888ETF58$2.08K<0.1%–
U.S. Global Jets ETF26922A842ETF100$2.08K<0.1%–
ENPHEnphase Energy, Inc.Stock30$1.86K<0.1%History
SPDR Ser Tr78464A532S&P TRANSN ETF20$1.48K<0.1%–
LODEComstock Inc.COM SHS500$1.22K<0.1%History