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Ancora Advisors, LLC

SEC CIK
0001446114
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
2,506
+472 vs. Q3 2025
Portfolio value
$4.84B
−$146.2M (−2.9%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Ancora Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
LKQLKQ CorpCOM8,001,952$241.7M5.0%+1,028,044+14.7%AddedHistory
AVGOBroadcom Inc.Stock437,694$151.5M3.1%−13,866−3.1%ReducedHistory
AAPLApple Inc.Stock552,924$150.3M3.1%+6,649+1.2%AddedHistory
COLDAmericold Realty TrustCOM11,528,577$148.3M3.1%+11,528,577NewHistory
Vanguard S&P 500 ETF922908363ETF201,751$126.5M2.6%−284−0.1%Reduced–
RBARB Global Inc.COM1,128,494$116.1M2.4%+614,983+119.8%AddedHistory
MSFTMicrosoft CorpStock236,544$114.4M2.4%−781−0.3%ReducedHistory
iShares Tr464287150CORE S&P TTL STK671,295$99.8M2.1%+4,098+0.6%Added–
JPMJPMorgan Chase & CoStock292,992$94.4M1.9%−1,409−0.5%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF1,806,977$91.4M1.9%+152,366+9.2%Added–
ABBVAbbVie Inc.Stock338,930$77.4M1.6%−1,422−0.4%ReducedHistory
iShares Core S&P 500 ETF464287200ETF91,450$62.6M1.3%+3,022+3.4%Added–
ETNEaton Corp plcStock191,827$61.1M1.3%+2,252+1.2%AddedHistory
JNJJohnson & JohnsonStock276,987$57.3M1.2%+1,085+0.4%AddedHistory
GOOGAlphabet Inc.Stock170,219$53.4M1.1%−4,075−2.3%ReducedHistory
GDGeneral Dynamics CorpStock148,664$50.0M1.0%+2,787+1.9%AddedHistory
BRK.BBerkshire Hathaway IncStock98,533$49.5M1.0%+1,778+1.8%AddedHistory
HLIHoulihan Lokey, Inc.CL A280,261$48.8M1.0%+3,433+1.2%AddedHistory
BACBank of America CorpStock829,449$45.6M0.9%+4,561+0.6%AddedHistory
KVYOKlaviyo, Inc.COM SER A1,330,755$43.2M0.9%+1,330,755NewHistory
HONHoneywell International IncCOM218,344$42.6M0.9%+3,392+1.6%AddedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL795,963$40.3M0.8%+145,977+22.5%Added–
HDHome Depot, Inc.Stock115,751$39.8M0.8%−885−0.8%ReducedHistory
AMZNAmazon Com IncStock171,818$39.7M0.8%−126,195−42.3%ReducedHistory
CVXChevron CorpStock256,115$39.0M0.8%+1,420+0.6%AddedHistory
EOGEOG Resources IncStock357,212$37.5M0.8%−28,935−7.5%ReducedHistory
PGProcter & Gamble CoStock257,420$36.9M0.8%−6,549−2.5%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF355,168$36.8M0.8%+42,952+13.8%Added–
NVDANVIDIA CorpStock180,483$33.7M0.7%+1,763+1.0%AddedHistory
MCDMcDonalds CorpStock109,372$33.4M0.7%+517+0.5%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF413,303$32.6M0.7%+22,078+5.6%Added–
NNNextnav Inc.COMMON STOCK1,947,085$32.4M0.7%+39,500+2.1%AddedHistory
MARMarriott International IncStock102,326$31.7M0.7%+2,445+2.4%AddedHistory
GOOGLAlphabet Inc.Stock94,896$29.7M0.6%+915+1.0%AddedHistory
VEEVVeeva Systems IncStock131,859$29.4M0.6%−42,575−24.4%ReducedHistory
ACNAccenture plcStock106,863$28.7M0.6%−2,820−2.6%ReducedHistory
IAUMiShares Gold Trust MicroSHS REPSTG UN TR615,209$26.4M0.5%+15,232+2.5%AddedHistory
CRHCRH Public Ltd CoORD211,609$26.4M0.5%+9,512+4.7%AddedHistory
Royal Oak Realty Trust I NC11899N308LP395,785$25.9M0.5%+355,554+883.8%Added–
SFStifel Financial CorpCOM204,067$25.6M0.5%+4,535+2.3%AddedHistory
DISWalt Disney CoStock224,545$25.5M0.5%+6,699+3.1%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF904,076$24.3M0.5%−29,401−3.1%Reduced–
QCOMQualcomm IncStock141,614$24.2M0.5%+7,397+5.5%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF267,774$24.0M0.5%+32,028+13.6%Added–
AMTAmerican Tower CorpREIT132,030$23.2M0.5%−7,916−5.7%ReducedHistory
GLIBKLiberty Capital CorpSER C GCI GROUP596,111$22.2M0.5%+122,518+25.9%AddedHistory
ARESAres Management CorpCL A COM STK133,428$21.6M0.4%+30,208+29.3%AddedHistory
LINLinde PLCStock48,934$20.9M0.4%+1,423+3.0%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF80,253$20.3M0.4%−7,870−8.9%Reduced–
ATMUAtmus Filtration Technologies Inc.COM375,615$19.5M0.4%−700.0%ReducedHistory
FBINFortune Brands Innovations, Inc.COM373,752$18.7M0.4%+45,383+13.8%AddedHistory
PCHPotlatchdeltic CorpCOM469,257$18.7M0.4%+73,840+18.7%AddedHistory
iShares Tr46429B7470-5 YR TIPS ETF180,831$18.5M0.4%+13,310+7.9%Added–
RTXRTX CorpStock100,118$18.4M0.4%−1,444−1.4%ReducedHistory
RALRalliant CorpStock356,607$18.2M0.4%+47,055+15.2%AddedHistory
Simplify Exchange Traded Fun82889N657SHORT TERM TREA821,290$18.0M0.4%00.0%Unchanged–
PCARPaccar IncCOM159,306$17.4M0.4%+8,285+5.5%AddedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT285,472$17.4M0.4%+46,032+19.2%Added–
MAMastercard IncStock29,993$17.1M0.4%+71+0.2%AddedHistory
ZTSZoetis Inc.Stock136,030$17.1M0.4%+5,202+4.0%AddedHistory
CRMSalesforce, Inc.Stock64,284$17.0M0.4%+57,983+920.2%AddedHistory
GPREGreen Plains Inc.COM1,718,656$16.8M0.3%−139,143−7.5%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF137,526$16.5M0.3%+5,001+3.8%Added–
SHWSherwin Williams CoCOM50,862$16.5M0.3%+15,039+42.0%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF73,637$16.2M0.3%+2,421+3.4%Added–
iShares Core S&P Mid-Cap ETF464287507ETF239,260$15.8M0.3%+17,898+8.1%Added–
iShares S&P 100 ETF464287101ETF45,638$15.7M0.3%−3,621−7.4%Reduced–
COSTCostco Wholesale CorpStock17,707$15.3M0.3%+748+4.4%AddedHistory
UGIUgi CorpStock402,309$15.1M0.3%−117,653−22.6%ReducedHistory
VSTSVestis CorpCOM SHS2,227,830$14.9M0.3%+2,197,830+7,326.1%AddedHistory
AEBIAebi Schmidt Holding AGCOM1,161,612$14.7M0.3%+47,110+4.2%AddedHistory
VVisa Inc.Stock41,194$14.4M0.3%+1,713+4.3%AddedHistory
MIDDMIDDLEBY CorpCOM95,427$14.2M0.3%+66,502+229.9%AddedHistory
WMTWalmart Inc.Stock127,273$14.2M0.3%+4,981+4.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF20,060$13.7M0.3%+528+2.7%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF63,552$13.5M0.3%+60.0%Added–
AMRZAmrize LtdSHS248,180$13.4M0.3%+67,560+37.4%AddedHistory
WHWyndham Hotels & Resorts, Inc.COM169,977$12.8M0.3%−33,880−16.6%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF104,171$12.8M0.3%+9,200+9.7%Added–
FTVFortive CorpStock229,674$12.7M0.3%+163,864+249.0%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF187,769$12.6M0.3%+115,364+159.3%Added–
PHINPhinia Inc.COMMON STOCK201,174$12.6M0.3%+18,274+10.0%AddedHistory
iShares Tr464288877EAFE VALUE ETF175,629$12.5M0.3%+25,656+17.1%Added–
METAMeta Platforms, Inc.Stock18,948$12.5M0.3%−29,566−60.9%ReducedHistory
BKNGBooking Holdings Inc.Stock2,306$12.3M0.3%+88+4.0%AddedHistory
CXTCrane NXT, Co.COM261,191$12.3M0.3%−86,092−24.8%ReducedHistory
iShares Tr46434V613CORE UNIVRSL USD261,845$12.2M0.3%+4,198+1.6%Added–
CCCCCC Intelligent Solutions Holdings Inc.COM1,531,260$12.2M0.3%+1,531,120+1,093,657.1%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF41,878$12.2M0.3%+38+0.1%Added–
CRCrane CoCOMMON STOCK65,358$12.1M0.2%+298+0.5%AddedHistory
AMGNAmgen IncStock36,193$11.8M0.2%+874+2.5%AddedHistory
APGAPi Group CorpCOM STK307,392$11.8M0.2%+10,789+3.6%AddedHistory
ELEEFElement Fleet Management Corp.CORP COM446,196$11.7M0.2%−13,634−3.0%ReducedHistory
AMTMAmentum Holdings, Inc.COM402,346$11.7M0.2%+268,472+200.5%AddedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR348,538$11.5M0.2%+2,737+0.8%AddedHistory
BXBlackstone Inc.COM74,217$11.4M0.2%+1,798+2.5%AddedHistory
NPKINPK International Inc.COM SHS958,560$11.4M0.2%−237,320−19.8%ReducedHistory
SOLSSolstice Advanced Materials Inc.COM SHS232,319$11.3M0.2%+232,319NewHistory
American Centy ETF Tr025072877US SML CP VALU109,568$11.2M0.2%−993−0.9%Reduced–
ASMLASML Holding NVADR10,430$11.2M0.2%−129−1.2%ReducedHistory

Options (15)

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 Q4 2025
SecurityClassPutsCalls
iShares Tr464287955PUT$3.90M–
Norfolk Southn Corp655844908CALL–$2.81M
Nextnav Inc65345N906CALL–$1.11M
LKQ Corp501889908CALL–$1.09M
Veeva Sys Inc922475908CALL–$596.1K
Sherwin Williams Co824348956PUT$200.2K–
RB Global Inc74935Q907CALL–$182.1K
SPDR Gold Tr78463V957GOLD SHS$96.9K–
UnitedHealth Group Inc91324P902COM–$28.3K
Invesco QQQ Tr46090E953PUT$4.90K–
SPDR S&P 500 ETF Tr78462F953PUT$4.73K–
SPDR S&P 500 ETF Tr78462F903CALL–$3.37K
Icahn Enterprises LP451100901CALL–$252
Apple Inc037833950PUT$67–
Select Sector SPDR Tr81369Y952COMMUNUNICATIONS$12–

Sold out since Q3 2025 (104)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 104 by value last quarter.

Positions of Ancora Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
FWRDForward Air CorpCOM1,475,055$37.8M0.8%History
KKellanovaStock172,750$14.2M0.3%History
CVGWCalavo Growers IncCOM314,510$8.10M0.2%History
Sandstorm Gold Ltd Com New80013R206Stock418,250$5.24M0.1%–
CNDTCONDUENT IncCOM1,269,440$3.55M0.1%History
PSFEPaysafe LtdSHS196,580$2.54M0.1%History
ULUnilever PLCSPON ADR NEW30,918$1.83M<0.1%History
NCMINational CineMedia, Inc.COM NEW271,273$1.22M<0.1%History
CLWClearwater Paper CorpCOM55,887$1.16M<0.1%History
SPHRSphere Entertainment Co.CL A13,680$849.8K<0.1%History
DHILDiamond Hill Investment Group IncCOM NEW5,690$796.7K<0.1%History
CPPTLCopper Property CTL Pass Through TrustCOM64,105$795.5K<0.1%History
GOGOGogo Inc.COM81,054$696.3K<0.1%History
NNBRNN IncCOM290,770$599.0K<0.1%History
HITHealth In Tech, Inc.CL A121,060$388.6K<0.1%History
FLLFull House Resorts IncCOM107,810$346.1K<0.1%History
CMTCore Molding Technologies IncCOM15,230$313.0K<0.1%History
ELMDElectromed, Inc.Stock11,930$292.9K<0.1%History
GRALGRAIL, Inc.COM4,000$236.5K<0.1%History
NRIMNorthrim Bancorp IncCOM10,316$223.4K<0.1%History
GALTGalectin Therapeutics IncCOM NEW52,380$221.8K<0.1%History
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF6,500$163.7K<0.1%–
IPGInterpublic Group of Companies, Inc.COM3,750$104.7K<0.1%History
ESOAEnergy Services of America CORPCOM6,220$64.4K<0.1%History
Direxion Shs ETF Tr25460E307AUSPCE CMD STG1,450$41.7K<0.1%–
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY1,509$34.8K<0.1%–
iShares Inc464286509MSCI CDA ETF600$30.3K<0.1%–
iShares Core MSCI Europe ETF46434V738ETF400$27.2K<0.1%–
EP.PCKinder Morgan, Inc.Convertible Preferred500$25.0K<0.1%History
SNNRFSunrise Communications AGADS CL A356$20.9K<0.1%History
LFVNLifevantage CorpCOM NEW1,895$18.4K<0.1%History
PBPBPotbelly CorpCOM1,000$17.0K<0.1%History
NFGCNew Found Gold Corp.COM6,300$14.9K<0.1%History
BRSLBrightstar Lottery PLCSHS USD804$13.9K<0.1%History
PAAPlains All American Pipeline LPUNIT LTD PARTN800$13.6K<0.1%History
Global X FDS37954Y889S&P 500 CATHOLIC164$13.3K<0.1%–
AGXArgan IncStock49$13.2K<0.1%History
Alps ETF Tr00162Q346SMITH CORE PLUS500$13.1K<0.1%–
GRABGrab Holdings LtdCLASS A ORD2,000$12.0K<0.1%History
LENZLENZ Therapeutics, Inc.COM250$11.6K<0.1%History
BBBLACKBERRY LtdCOM2,000$9.76K<0.1%History
iShares U S ETF Tr46431W606IT RT HDG HGYL89$7.72K<0.1%–
State Street SPDR S&P Regional Banking ETF78464A698ETF100$6.33K<0.1%–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF100$5.75K<0.1%–
Ea Series Trust02072L516ALPHA ARCHITECT58$5.19K<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF55$4.98K<0.1%–
OCOwens CorningStock34$4.81K<0.1%History
Above Food Ingredients Inc.00373V118*W EXP 06/28/20219,968$4.79K<0.1%–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF54$4.79K<0.1%–
iShares Tr464289875CORE 40 MODE ETF96$4.57K<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF160$3.99K<0.1%–
London STK Exchange Group Unsponsored ADR54211N101ADR127$3.68K<0.1%–
ELTPElite Pharmaceuticals IncCommon Stock5,182$3.32K<0.1%History
VanEck ETF Trust92189H409HIGH YLD MUNIETF65$3.31K<0.1%–
QUREuniQure N.V.SHS51$2.98K<0.1%History
CODICompass Diversified HoldingsSH BEN INT400$2.65K<0.1%History
Botanix Pharmaceuticals Ltd ComQ1698B128Common Stock25,000$2.65K<0.1%–
FLUTFlutter Entertainment plcCOM9$2.34K<0.1%History
VPGVishay Precision Group, Inc.COM70$2.24K<0.1%History
RNGERange Impact, Inc.COM10,560$2.24K<0.1%History
Teco Energy Inc Com872375100Stock1,001$2.18K<0.1%–
BEPCBrookfield Renewable CorpCL A SUB VTG60$2.06K<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A50$1.94K<0.1%History
Exchange Traded Concepts Tru301505889EMQQ EME MAR ETF40$1.86K<0.1%–
Aris Water Solutions, Inc.04041L106CLASS A COM62$1.53K<0.1%–
H & Q Life Sciences Invs404053100ETF92$1.43K<0.1%–
LACLithium Americas Corp.COM NEW250$1.43K<0.1%History
HQHabrdn Healthcare InvestorsSH BEN INT75$1.38K<0.1%History
TERTeradyne, IncStock10$1.38K<0.1%History
EPREpr PropertiesCOM SH BEN INT19$1.10K<0.1%History
SAICScience Applications International CorpCOM10$994<0.1%History
PGPPIMCO Global StocksPLUS & Income FundCOM112$958<0.1%History
RMCOWRoyalty Management Holding Corp*W EXP 05/28/20216,000$808<0.1%History
OPTXWSyntec Optics Holdings, Inc.*W EXP 11/07/2027,826$682<0.1%History
PAGPPlains GP Holdings LPLTD PARTNR INT A34$620<0.1%History
DBX ETF Tr233051879XTRACK HRVST CSI16$528<0.1%–
CRSRCorsair Gaming, Inc.COM50$446<0.1%History
FSLRFirst Solar, Inc.Stock2$441<0.1%History
TRMBTrimble Inc.COM5$408<0.1%History
VSEEWVsee Health, Inc.*W EXP 99/99/99919,700$333<0.1%History
ROLRollins IncCOM5$294<0.1%History
CPAYCorpay, Inc.COM SHS1$288<0.1%History
MGTEWMarblegate Capital CorpWT2,500$237<0.1%History
OCGNOcugen, Inc.COM140$228<0.1%History
DSDrive Shack Inc.COM2,000$187<0.1%History
Direct Selling Acquisitin Co25460L111*W EXP 09/30/20213,850$138<0.1%–
Cohen & Steers Infrastructur19248A117RIGHT 10/16/2025700$55<0.1%–
BTCSBTCS Inc.COM NEW10$48<0.1%History
ONONOn Holding AGStock1$42<0.1%History
AMCAMC Entertainment Holdings, Inc.CL A NEW10$29<0.1%History
SSentinelOne, Inc.CL A1$18<0.1%History
WKHSWorkhorse Group Inc.COM NEW8$9<0.1%History
John Wood Group PL OrdfG9745T118COM24$8<0.1%–
Mountain Vy MD Inc F62430M101FGC700$7<0.1%–
WKSPWorksport LtdCOM NEW1$3<0.1%History
SPWRSunPower Inc.COM1$2<0.1%History
Spirit MTA REIT848ESC018Common Stock90,000$00.0%–
Xpac Acquisition CorpG9831X122*W EXP 99/99/99912,558$00.0%–
Eve Mobility Acquisition CorG3218G117*W EXP 12/31/2026,000$00.0%–
Buckeye St Bank118239102COM667$00.0%–