Institutional Fund
Ancora Advisors LLC
Cleveland, OHCIK 14461145 filings on record
Portfolio Value
$4.69B
Q1 2026
Holdings
2,454
Reported positions
New Buys
206
Opened this quarter
QoQ Change
-3.1%
from $4.84B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lkq Corp5.0%
- Apple Inc2.9%
- Americold Realty Trust Inc2.8%
- Broadcom Inc2.7%
- Vanguard Index Fds2.6%
- Rb Global Inc2.5%
- Other81.4%
Portfolio Holdings
2,454 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lkq Corp | 8.05M | $236.33M | 5.0% | +44.5K | Added |
| 2 | Apple Inc | 533.2K | $135.32M | 2.9% | −19.7K | Reduced |
| 3 | Americold Realty Trust Inc | 11.62M | $133.15M | 2.8% | +89.9K | Added |
| 4 | Broadcom Inc | 413.8K | $128.08M | 2.7% | −23.9K | Reduced |
| 5 | Vanguard Index Fds | 201.8K | $120.56M | 2.6% | +12 | Added |
| 6 | Rb Global Inc | 1.23M | $117.72M | 2.5% | +99.7K | Added |
| 7 | Ishares Tr | 704.6K | $100.35M | 2.1% | +33.3K | Added |
| 8 | J P Morgan Exchange Traded F | 1.79M | $90.63M | 1.9% | −16.2K | Reduced |
| 9 | Microsoft Corp | 239.3K | $88.57M | 1.9% | +2.7K | Added |
| 10 | Jpmorgan Chase & Co. | 280.4K | $82.47M | 1.8% | −12.6K | Reduced |
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