1y return+11.9%S&P 500 +20.9%
3y return+33.6%S&P 500 +68.5%
5y return+29.5%S&P 500 +74.5%
10y return+132.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $233 against $357 in the S&P 500.2
Ancora Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LKQLkq Corp | $182.9M | 3.5% | −13.7% |
| VOOVanguard Index Fds | $167.4M | 3.2% | +20.8% |
| COLDAmericold Realty Trust | $164.0M | 3.2% | −10.2% |
| AAPLApple Inc | $147.7M | 2.9% | −4.3% |
| AVGOBroadcom Ltd Shs | $141.9M | 2.7% | −9.2% |
| ASHAshland Inc | $128.2M | 2.5% | +648370.7% |
| MSFTMicrosoft Corp | $91.6M | 1.8% | +2.6% |
| RBARb Global Inc | $90.9M | 1.8% | −36.4% |
| JPSTJp Morgan Ultra Short Income E | $89.8M | 1.7% | |
| JPMJp Morgan Chase & Co | $85.6M | 1.7% | −6.7% |
| ITOTIshares Tr | $82.4M | 1.6% | −28.8% |
| ABBVAbbvie Inc | $75.6M | 1.5% | −5.4% |
| FULFuller H B Co | $73.3M | 1.4% | New |
| Eaton Corp PLCCUSIP G29183103 | $72.2M | 1.4% | −7.2% |
| IVVIshares Tr | $64.8M | 1.3% | −1.3% |
| JNJJohnson & Johnson | $58.4M | 1.1% | −8.5% |
| GOOGAlphabet Inc | $54.8M | 1.1% | −5.5% |
| BRK/BBerkshire Hathaway Inc Del | $48.0M | 0.9% | −1.4% |
| SHCSotera Health Co | $47.6M | 0.9% | New |
| JAAAJanus Henderson Aaa Clo Etf | $47.5M | 0.9% | +5.6% |
| GDGeneral Dynamics Corp | $47.4M | 0.9% | −3.1% |
| EOGEog Res Inc Com | $44.1M | 0.9% | −7.6% |
| MOATVaneck Vectors Morningstar Wid | $43.1M | 0.8% | +5.9% |
| GPREGreen Plains Inc | $41.9M | 0.8% | |
| BACBank America Corp | $40.8M | 0.8% | −7.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp Com | June 30, 2020 | +2006.7% | $35.0M |
| AVGOBroadcom Ltd Shs | June 30, 2020 | +1096.9% | $141.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $31.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $54.8M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $72.2M |
| MARMarriott Intl Inc New | June 30, 2020 | +332.3% | $34.1M |
| JPMJp Morgan Chase & Co | June 30, 2020 | +248.0% | $85.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $147.7M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $48.0M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $75.6M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $49.8M
- Dupont De Nemours IncCUSIP 26614N102 was $8.4M
- IIINInsteel Industries Inc Com was $3.9M
- PWPPerella Weinberg Partners was $3.8M
- CTRACoterra Energy Inc Com was $1.8M
- ORNOrion Marine Group Inc was $1.7M
- CALCaleres Inc Com was $1.3M
- AMPYAmplify Energy Corp was $1.2M
- PEDPedevco Corp was $1.2M
- MBOTMicrobot Med Inc Com was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.1% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +0.5% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +5.0% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +8.3% | +5.4% |
| June 30, 2024 | −2.2% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −13.9% | −16.5% |
| March 31, 2022 | −4.1% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | −3.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ancora Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1446114&type=13F-HR&dateb=&owner=include&count=40CIK 1446114
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1446114/000144611426000012/Filed August 14, 2026 · accession 0001446114-26-000012