AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Est. Return
21.61%
1 Year Est. Return
+21.61%
AUM
$4.8B
AUM Growth
+$345M
(+7.8%)
Holding
2,142
Top Buys
| 1 | +$64.6M | |
| 2 | +$58.9M | |
| 3 | +$46.2M | |
| 4 |
Amcor
AMCR
|
+$40.5M |
| 5 |
Meta Platforms (Facebook)
META
|
+$31.9M |
Top Sells
| 1 | +$112M | |
| 2 | +$58.3M | |
| 3 | +$26.2M | |
| 4 |
RB Global
RBA
|
+$20.2M |
| 5 |
ArcBest
ARCB
|
+$14.4M |
Sector Composition
| 1 | Industrials | 20.17% |
| 2 | Technology | 13.17% |
| 3 | Consumer Discretionary | 12.68% |
| 4 | Financials | 8.69% |
| 5 | Healthcare | 5.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Norfolk Southern
NSC
$64.7B
| $293M | 6.07% |
1,144,140
+180,640
|
|
||
2
LKQ Corp
LKQ
$7.67B
| $204M | 4.23% |
5,516,535
+39,068
|
|
||
3
Broadcom
AVGO
$1.67T
| $134M | 2.78% |
486,962
-44,671
|
|
||
4
Vanguard S&P 500 ETF
VOO
$752B
| $124M | 2.58% |
218,751
-1,756
|
|
||
5
Microsoft
MSFT
$3.8T
| $122M | 2.53% |
244,810
+37
|
|
||
6
Apple
AAPL
$3.67T
| $115M | 2.39% |
560,496
-7,328
|
|
||
|
7
RB Global
RBA
$18.6B
| $90.3M | 1.87% |
850,790
-189,818
|
|
||
8
iShares Core S&P Total US Stock Market ETF
ITOT
$77.3B
| $89.2M | 1.85% |
660,503
+10,078
|
|
||
9
JPMorgan Chase
JPM
$813B
| $88.6M | 1.84% |
305,757
-895
|
|
||
10
JPMorgan Ultra-Short Income ETF
JPST
$34B
| $82.9M | 1.72% |
1,635,175
+8,878
|
|
||
11
Eaton
ETN
$146B
| $70.6M | 1.46% |
197,704
+2,408
|
|
||
12
CSX Corp
CSX
$67.1B
| $66M | 1.37% |
2,022,044
+1,980,319
|
|
||
13
Amazon
AMZN
$2.29T
| $65.5M | 1.36% |
298,364
+130,547
|
|
||
14
AbbVie
ABBV
$401B
| $64.2M | 1.33% |
345,755
+1,727
|
|
||
15
Sealed Air
SEE
$5.02B
| $58.9M | 1.22% |
+1,898,485
|
|
||
16
iShares Core S&P 500 ETF
IVV
$656B
| $54.7M | 1.14% |
88,178
+3,750
|
|
||
17
Houlihan Lokey
HLI
$13.3B
| $50.6M | 1.05% |
281,222
+850
|
|
||
18
Veeva Systems
VEEV
$48B
| $50.2M | 1.04% |
174,428
-27,420
|
|
||
19
Honeywell
HON
$129B
| $50.1M | 1.04% |
214,998
+5,113
|
|
||
20
Berkshire Hathaway Class B
BRK.B
$1.05T
| $47.3M | 0.98% |
97,400
-2,619
|
|
||
|
21
Meta Platforms (Facebook)
META
$1.79T
| $45.6M | 0.95% |
61,784
+43,152
|
|
||
22
EOG Resources
EOG
$58.6B
| $45.5M | 0.94% |
380,147
+2,719
|
|
||
23
Home Depot
HD
$386B
| $43.5M | 0.9% |
118,624
-147
|
|
||
24
General Dynamics
GD
$88.9B
| $41.7M | 0.87% |
143,116
+1,256
|
|
||
|
25
Amcor
AMCR
$18.8B
| $40.5M | 0.84% |
4,411,638
+4,410,638
|
|