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Livermore
Livermore
ZHEN

Ancora Advisors, LLC

SEC CIK
0001446114
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
2,454
−52 vs. Q4 2025
Portfolio value
$4.69B
−$151.5M (−3.1%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Ancora Advisors, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
LKQLKQ CorpCOM8,046,484$236.3M5.0%+44,532+0.6%AddedHistory
AAPLApple Inc.Stock533,204$135.3M2.9%−19,720−3.6%ReducedHistory
COLDAmericold Realty TrustCOM11,618,502$133.1M2.8%+89,925+0.8%AddedHistory
AVGOBroadcom Inc.Stock413,811$128.1M2.7%−23,883−5.5%ReducedHistory
Vanguard S&P 500 ETF922908363ETF201,763$120.6M2.6%+120.0%Added–
RBARB Global Inc.COM1,228,190$117.7M2.5%+99,696+8.8%AddedHistory
iShares Tr464287150CORE S&P TTL STK704,573$100.4M2.1%+33,278+5.0%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,790,784$90.6M1.9%−16,193−0.9%Reduced–
MSFTMicrosoft CorpStock239,267$88.6M1.9%+2,723+1.2%AddedHistory
JPMJPMorgan Chase & CoStock280,357$82.5M1.8%−12,635−4.3%ReducedHistory
ABBVAbbVie Inc.Stock317,574$69.1M1.5%−21,356−6.3%ReducedHistory
ETNEaton Corp plcStock182,670$65.3M1.4%−9,157−4.8%ReducedHistory
JNJJohnson & JohnsonStock251,294$61.4M1.3%−25,693−9.3%ReducedHistory
iShares Core S&P 500 ETF464287200ETF87,628$57.2M1.2%−3,822−4.2%Reduced–
EOGEOG Resources IncStock368,034$53.2M1.1%+10,822+3.0%AddedHistory
CVXChevron CorpStock244,451$50.6M1.1%−11,664−4.6%ReducedHistory
HONHoneywell International IncCOM220,271$49.8M1.1%+1,927+0.9%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock1,768,357$48.6M1.0%+1,763,667+37,604.8%AddedHistory
GDGeneral Dynamics CorpStock137,977$47.4M1.0%−10,687−7.2%ReducedHistory
GOOGAlphabet Inc.Stock163,957$47.0M1.0%−6,262−3.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock97,321$46.6M1.0%−1,212−1.2%ReducedHistory
GPREGreen Plains Inc.COM2,734,926$45.0M1.0%+1,016,270+59.1%AddedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL890,446$44.9M1.0%+94,483+11.9%Added–
VanEck Morningstar Wide Moat ETF92189F643ETF391,354$37.8M0.8%+36,186+10.2%Added–
BACBank of America CorpStock775,619$37.8M0.8%−53,830−6.5%ReducedHistory
HDHome Depot, Inc.Stock110,049$36.2M0.8%−5,702−4.9%ReducedHistory
AMZNAmazon Com IncStock172,375$35.9M0.8%+557+0.3%AddedHistory
PGProcter & Gamble CoStock244,627$35.3M0.8%−12,793−5.0%ReducedHistory
NNNextnav Inc.COMMON STOCK2,170,175$34.8M0.7%+223,090+11.5%AddedHistory
RYNRayonier IncCOM1,571,226$32.4M0.7%+1,271,787+424.7%AddedHistory
HLIHoulihan Lokey, Inc.CL A223,357$32.1M0.7%−56,904−20.3%ReducedHistory
MARMarriott International IncStock95,074$31.1M0.7%−7,252−7.1%ReducedHistory
MCDMcDonalds CorpStock98,126$30.5M0.6%−11,246−10.3%ReducedHistory
NVDANVIDIA CorpStock173,934$30.3M0.6%−6,549−3.6%ReducedHistory
IAUMiShares Gold Trust MicroSHS REPSTG UN TR643,517$30.1M0.6%+28,308+4.6%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF381,909$29.9M0.6%−31,394−7.6%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF328,495$29.7M0.6%+60,721+22.7%Added–
GOOGLAlphabet Inc.Stock91,827$26.4M0.6%−3,069−3.2%ReducedHistory
MAMastercard IncStock46,729$23.3M0.5%+16,736+55.8%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF885,800$22.7M0.5%−18,276−2.0%Reduced–
UNPUnion Pacific CorpStock89,136$21.6M0.5%+59,479+200.6%AddedHistory
LINLinde PLCStock43,196$21.4M0.5%−5,738−11.7%ReducedHistory
Simplify Exchange Traded Fun82889N657SHORT TERM TREA990,249$20.9M0.4%+168,959+20.6%Added–
CRHCRH Public Ltd CoORD192,627$20.2M0.4%−18,982−9.0%ReducedHistory
SFStifel Financial CorpCOM271,103$20.0M0.4%+67,036+32.8%AddedHistory
ACNAccenture plcStock100,734$20.0M0.4%−6,129−5.7%ReducedHistory
DISWalt Disney CoStock205,151$19.8M0.4%−19,394−8.6%ReducedHistory
Invesco Nasdaq 100 ETF46138G649ETF80,695$19.2M0.4%+442+0.6%Added–
iShares Tr46429B7470-5 YR TIPS ETF181,566$18.8M0.4%+735+0.4%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT321,699$18.7M0.4%+36,227+12.7%Added–
AMTMAmentum Holdings, Inc.COM703,119$18.3M0.4%+300,773+74.8%AddedHistory
RTXRTX CorpStock95,027$18.3M0.4%−5,091−5.1%ReducedHistory
GILDGilead Sciences, Inc.Stock130,537$18.2M0.4%+126,263+2,954.2%AddedHistory
APTVAptiv PLCStock255,520$17.7M0.4%+255,520NewHistory
iShares Core S&P Small Cap ETF464287804ETF141,069$17.5M0.4%+3,543+2.6%Added–
COSTCostco Wholesale CorpStock17,446$17.4M0.4%−261−1.5%ReducedHistory
PCARPaccar IncCOM150,379$17.4M0.4%−8,927−5.6%ReducedHistory
VSTSVestis CorpCOM SHS2,188,175$17.2M0.4%−39,655−1.8%ReducedHistory
MIDDMIDDLEBY CorpCOM126,586$16.8M0.4%+31,159+32.7%AddedHistory
CRMSalesforce, Inc.Stock88,024$16.4M0.4%+23,740+36.9%AddedHistory
SHWSherwin Williams CoCOM50,844$16.3M0.3%−180.0%ReducedHistory
QCOMQualcomm IncStock126,067$16.2M0.3%−15,547−11.0%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF236,827$16.0M0.3%−2,433−1.0%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF72,581$15.6M0.3%−1,056−1.4%Reduced–
Vanguard Morningstar Value ETF922908744ETF78,966$15.5M0.3%+38,317+94.3%Added–
CXTCrane NXT, Co.COM378,741$15.4M0.3%+117,550+45.0%AddedHistory
WMTWalmart Inc.Stock123,601$15.4M0.3%−3,672−2.9%ReducedHistory
iShares S&P 100 ETF464287101ETF48,017$15.3M0.3%+2,379+5.2%Added–
UGIUgi CorpStock395,359$14.4M0.3%−6,950−1.7%ReducedHistory
iShares Tr464288877EAFE VALUE ETF191,831$14.3M0.3%+16,202+9.2%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF204,269$14.2M0.3%+16,500+8.8%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF65,433$14.2M0.3%+1,881+3.0%Added–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE120,694$13.9M0.3%+64,599+115.2%Added–
iShares Tr46434V613CORE UNIVRSL USD295,121$13.6M0.3%+33,276+12.7%Added–
WHWyndham Hotels & Resorts, Inc.COM166,211$13.5M0.3%−3,766−2.2%ReducedHistory
SOLSSolstice Advanced Materials Inc.COM SHS175,387$13.4M0.3%−56,932−24.5%ReducedHistory
XOMExxonMobil Holdings CorpCOM78,534$13.3M0.3%−3,622−4.4%ReducedHistory
ARESAres Management CorpCL A COM STK122,072$13.3M0.3%−11,356−8.5%ReducedHistory
VVisa Inc.Stock43,700$13.2M0.3%+2,506+6.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF20,051$13.0M0.3%−90.0%ReducedHistory
AMRZAmrize LtdSHS230,763$12.9M0.3%−17,417−7.0%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF113,698$12.9M0.3%+9,527+9.1%Added–
ASMLASML Holding NVADR9,728$12.8M0.3%−702−6.7%ReducedHistory
AMGNAmgen IncStock36,123$12.7M0.3%−70−0.2%ReducedHistory
APGAPi Group CorpCOM STK306,887$12.4M0.3%−505−0.2%ReducedHistory
BXBlackstone Inc.COM107,890$12.4M0.3%+33,673+45.4%AddedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR347,932$12.3M0.3%−606−0.2%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF42,005$12.1M0.3%+127+0.3%Added–
American Centy ETF Tr025072877US SML CP VALU108,968$12.0M0.3%−600−0.5%Reduced–
iShares Tr464288588MBS ETF122,724$11.7M0.2%+15,066+14.0%Added–
ATMUAtmus Filtration Technologies Inc.COM203,289$11.5M0.2%−172,326−45.9%ReducedHistory
METAMeta Platforms, Inc.Stock20,120$11.5M0.2%+1,172+6.2%AddedHistory
MRPMillrose Properties, Inc.COM CL A410,189$11.5M0.2%+66,680+19.4%AddedHistory
AMATApplied Materials IncStock33,602$11.5M0.2%−3,709−9.9%ReducedHistory
VEEVVeeva Systems IncStock64,913$11.4M0.2%−66,946−50.8%ReducedHistory
ECGEverus Construction Group, Inc.Stock96,482$11.4M0.2%−28,960−23.1%ReducedHistory
GLIBKLiberty Capital CorpSER C GCI GROUP302,271$11.2M0.2%−293,840−49.3%ReducedHistory
FTVFortive CorpStock202,410$11.2M0.2%−27,264−11.9%ReducedHistory
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600219,170$11.1M0.2%+1,969+0.9%Added–
Dimensional ETF Trust25434V203INTL CORE EQT MK282,423$11.0M0.2%+114,546+68.2%Added–

Options (22)

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 Q1 2026
SecurityClassPutsCalls
iShares Tr464287955PUT$3.72M–
Norfolk Southn Corp655844958PUT$1.46M–
Vestis Corporation29430C902CALL–$873.5K
Select Sector SPDR Tr81369Y955put$254.2K–
Sherwin Williams Co824348956PUT$250.6K–
Union Pac Corp907818908CALL–$231.0K
Americold Rlty Tr03064D908CALL–$218.4K
RB Global Inc74935Q907CALL–$151.8K
Green Plains Inc393222904CALL–$133.5K
Veeva Sys Inc922475908CALL–$121.9K
SPDR Gold Tr78463V907CALL–$107.1K
SPDR Gold Tr78463V957GOLD SHS$83.2K–
Select Sector SPDR Tr81369Y906CALL–$75.5K
Americold Rlty Tr03064D958PUT$59.1K–
Vestis Corporation29430C952PUT$38.0K–
Norfolk Southn Corp655844908CALL–$36.0K
Nextnav Inc65345N956PUT$33.8K–
Warner Bros Discovery Inc934423904CALL–$29.5K
UnitedHealth Group Inc91324P902COM–$24.4K
Occidental Pete Corp674599905CALL–$18.3K
Ibit 260918P000300006438F9514PUT$10.2K–
Tsem 270115P00020000M87915575PUT$1.00K–

Sold out since Q4 2025 (255)

Positions held at the end of Q4 2025 that are gone from this filing.

The largest 100 of 255 by value last quarter.

Positions of Ancora Advisors, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
PCHPotlatchdeltic CorpCOM469,257$18.7M0.4%History
HNIHni CorpStock216,120$9.09M0.2%History
ROCKGibraltar Industries, Inc.COM119,858$5.93M0.1%History
NGVTIngevity CorpCOM58,789$3.48M0.1%History
TFXTeleflex IncCOM23,810$2.91M0.1%History
VYXNCR Voyix CorpCOM275,396$2.81M0.1%History
EMBCEmbecta Corp.Stock223,240$2.65M0.1%History
TALKTalkspace, Inc.COM594,750$2.16M<0.1%History
OWLBlue Owl Capital Inc.COM CL A248,052$2.07M<0.1%History
APAmpco Pittsburgh CorpCOM354,100$1.89M<0.1%History
LIONLionsgate Studios Corp.COM176,460$1.61M<0.1%History
KKR & Co. Inc.48248M102COM8,657$1.10M<0.1%–
Cecil Bancorp Inc149841306COM687,629$1.09M<0.1%–
CRD.ACrawford & CoCL A84,505$950.7K<0.1%History
GRCGorman Rupp CoCOM19,525$932.3K<0.1%History
RCMTRCM Technologies, Inc.COM NEW44,245$904.6K<0.1%History
NATRNatures Sunshine Products IncCOM41,069$886.3K<0.1%History
WWWWolverine World Wide IncCOM40,667$738.1K<0.1%History
PESIPerma Fix Environmental Services IncCOM NEW57,927$729.3K<0.1%History
GNKGenco Shipping & Trading LtdSHS39,171$721.9K<0.1%History
DSGRDistribution Solutions Group, Inc.COM24,865$681.1K<0.1%History
EGYVaalco Energy IncCOM NEW184,532$671.7K<0.1%History
AXTIAxt IncCOM41,000$670.4K<0.1%History
Hingham Instn SVGS Mass433323102COM2,068$587.2K<0.1%–
BBCPConcrete Pumping Holdings, Inc.COM86,465$580.2K<0.1%History
CORTCorcept Therapeutics IncCOM15,588$542.5K<0.1%History
SBSWSibanye Stillwater LtdSPONSORED ADR37,000$527.3K<0.1%History
HURCHurco Companies IncCOM32,354$499.9K<0.1%History
RMNIRimini Street, Inc.COM128,687$499.3K<0.1%History
MOVMovado Group IncCOM23,550$485.6K<0.1%History
SWBISmith & Wesson Brands, Inc.COM48,493$478.6K<0.1%History
Canada Packers Inc Com135180107COM40,500$475.4K<0.1%–
ASLEAerSale CorpCOM62,729$446.0K<0.1%History
ALNTAllient IncCOM8,053$432.8K<0.1%History
UTZUtz Brands, Inc.COM CL A39,750$412.6K<0.1%History
SLNGStabilis Solutions, Inc.COM89,442$407.0K<0.1%History
INBKFirst Internet BancorpCOM17,474$364.7K<0.1%History
ITRNIturan Location & Control Ltd.SHS8,318$357.8K<0.1%History
BRKRBruker CorpCOM7,252$341.6K<0.1%History
CRMTAmericas Carmart IncCOM13,273$335.3K<0.1%History
PLABPhotronics IncCOM10,356$331.4K<0.1%History
DFINDonnelley Financial Solutions, Inc.COM7,093$331.2K<0.1%History
FORRForrester Research, Inc.COM36,575$297.0K<0.1%History
TNKTeekay Tankers Ltd.CL A5,542$296.1K<0.1%History
JOUTJohnson Outdoors IncCL A6,601$280.2K<0.1%History
RELLRichardson Electronics, Ltd.COM25,258$274.8K<0.1%History
RGRSturm Ruger & Co IncStock8,348$272.6K<0.1%History
KRTKarat Packaging Inc.COM10,967$247.5K<0.1%History
MBCNMiddlefield Banc CorpCOM NEW6,157$212.7K<0.1%History
TROXTronox Holdings plcSHS50,000$208.5K<0.1%History
ASYSAmtech Systems IncCOM PAR $0.01N16,247$203.9K<0.1%History
MVFBlackRock Munivest Fund, Inc.COM26,395$182.9K<0.1%History
IMMRImmersion CorpCOM26,493$180.2K<0.1%History
CRAWACrawford United CorpCOM2,000$162.4K<0.1%History
SNVSynovus Financial CorpCOM NEW3,213$160.8K<0.1%History
MLCIMount Logan Capital Inc.COM19,102$157.6K<0.1%History
HCKTHackett Group, Inc.COM7,674$150.6K<0.1%History
T Rowe Price Exchange-Traded87283Q404PRICE DIV GRWT2,453$110.3K<0.1%–
SRIStoneridge IncCOM18,299$106.0K<0.1%History
SSTKShutterstock, Inc.COM5,512$105.3K<0.1%History
ZEUSOlympic Steel IncCOM2,370$101.4K<0.1%History
BGSFBGSF, Inc.COM20,644$95.6K<0.1%History
USOUnited States Oil Fund, LPUNITS1,380$95.4K<0.1%History
HTZHertz Global Holdings, IncCOM NEW17,790$91.4K<0.1%History
CGCarlyle Group Inc.COM1,533$90.6K<0.1%History
ARXAccelerant HoldingsCL A5,300$86.7K<0.1%History
Schwab Intermediate-Term US Treasury ETF808524854ETF3,404$85.4K<0.1%–
UNGUnited States Natural Gas Fund, LPETF6,850$84.0K<0.1%History
Morgan Stanley Pathway FDS61769L858LARGE CAP EQTY1,438$78.2K<0.1%–
SPDR Index Shs FDS78463X509ST PORT MARK ETF1,617$75.7K<0.1%–
Simplify Exchange Traded Fun82889N376DOWNSIDE INTERES1,980$71.9K<0.1%–
BF.ABrown Forman CorpCL A2,659$70.0K<0.1%History
EPMEvolution Petroleum CorpCOM19,385$68.6K<0.1%History
GROYGold Royalty Corp.COMMON SHARES16,000$64.6K<0.1%History
Capital Group Dividend Growe14021L109SHS ETF1,794$63.9K<0.1%–
Dimensional ETF Trust25434V666US LARG VALU ETF1,850$63.3K<0.1%–
CNL Healthcare Pptys Inc Com12612C108COM8,374$57.8K<0.1%–
LOVELovesac CoCOM3,869$57.1K<0.1%History
QGENQiagen N.V.COMMON STOCK1,209$54.4K<0.1%History
RLIRli CorpCOM709$45.4K<0.1%History
DOXAmdocs LtdSHS562$45.2K<0.1%History
BMRNBiomarin Pharmaceutical IncCOM702$41.7K<0.1%History
HAYWHayward Holdings, Inc.COM2,581$39.9K<0.1%History
WENWendy's CoStock4,670$38.9K<0.1%History
LADLithia Motors IncCOM115$38.2K<0.1%History
Dassault Sys S A Sponsored ADR237545108COM1,333$37.2K<0.1%–
ANAutonation, Inc.COM180$37.2K<0.1%History
Cyberark Software LtdM2682V108SHS79$35.2K<0.1%–
CMAComerica IncCOM389$33.8K<0.1%History
Schwab Strategic Tr808524631HIGH YIELD BD ET1,266$33.4K<0.1%–
INGMIngram Micro Holding CorpCOM1,449$30.9K<0.1%History
OMFOneMain Holdings, Inc.COM457$30.9K<0.1%History
VXXBarclays Bank PLCIPATH S&P 500 SH1,000$26.5K<0.1%History
Series Portfolios Tr81752T536ADAPTIV SELECT600$25.7K<0.1%–
CYATYContemporary Amperex Technology Co., LimitedCOM1,577$25.4K<0.1%History
CIVICivitas Resources, Inc.EQUITY US CM922$25.0K<0.1%History
GPKGraphic Packaging Holding CoCOM1,650$24.8K<0.1%History
RITMRithm Capital Corp.REIT2,244$24.5K<0.1%History
SHCSotera Health CoCOM1,343$23.7K<0.1%History
Invesco Exch Traded FD Tr II46138E511PFD ETF2,104$23.6K<0.1%–