Ancora Advisors Portfolio holdings
Ancora Advisors manages portfolios for individuals, mutual funds and institutions such as pension plans, and its parent, Ancora Holdings Group, pushes for change at the companies it invests in. Ancora Holdings Group, founded in 2003, won two seats on the C.H. Robinson board and ousted the chief executive there, and in 2024 it led an investor group that bought into Norfolk Southern and fought for seats on the railroad's board. Ancora Advisors screens for two kinds of stocks: companies priced well below what their assets would fetch in liquidation or as a going business, and companies trading below the intrinsic value set by its own Normalized Return analysis. Focus Financial Partners, based in New York, bought Ancora Holdings Group in 2021, and Ancora Advisors is a wholly owned indirect subsidiary of Focus.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ashland
ASH
|
+$113M |
| 2 |
H.B. Fuller
FUL
|
+$77.4M |
| 3 |
Sotera Health
SHC
|
+$42.3M |
| 4 |
Amcor
AMCR
|
+$34.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Warner Bros
WBD
|
+$47.7M |
| 2 |
RB Global
RBA
|
+$47.1M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$32.2M |
| 4 |
LKQ Corp
LKQ
|
+$30.6M |
| 5 |
Honeywell
HON
|
+$25.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 28.94% |
| 2 | Industrials | 12.84% |
| 3 | Technology | 12.81% |
| 4 | Consumer Discretionary | 10.53% |
| 5 | Financials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
LKQ Corp
LKQ
$4.97B
| $183M | 3.52% |
6,945,080
-1,101,404
| -14% | -$30.6M |
2019 Q1
29 quarters
|
|
|
2
Vanguard S&P 500 ETF
VOO
$1.03T
| $167M | 3.22% |
243,721
+41,958
| +21% | +$28M |
2015 Q2
44 quarters
|
|
3
Americold
COLD
$4.15B
| $164M | 3.16% |
10,430,165
-1,188,337
| -10% | -$16.3M |
2025 Q4
2 quarters
|
|
4
Apple
AAPL
$4.91T
| $148M | 2.84% |
510,346
-22,858
| -4% | -$6.54M |
2019 Q3
27 quarters
|
|
5
Broadcom
AVGO
$1.56T
| $142M | 2.73% |
375,649
-38,162
| -9% | -$15.3M |
2018 Q2
32 quarters
|
|
|
6
Ashland
ASH
$3.44B
| $128M | 2.47% |
1,945,412
+1,945,112
| +648,371% | +$113M |
2019 Q3
27 quarters
|
|
7
Microsoft
MSFT
$3.85T
| $91.6M | 1.76% |
245,587
+6,320
| +3% | +$2.56M |
2015 Q2
44 quarters
|
|
|
8
RB Global
RBA
$17.4B
| $90.9M | 1.75% |
780,841
-447,349
| -36% | -$47.1M |
2020 Q3
23 quarters
|
|
9
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
| $89.8M | 1.73% |
1,774,918
-15,866
| -0.9% | -$801K |
2017 Q4
34 quarters
|
|
10
JPMorgan Chase
JPM
$907B
| $85.6M | 1.65% |
261,581
-18,776
| -7% | -$5.83M |
2015 Q2
44 quarters
|
|
|
11
iShares Core S&P Total US Stock Market ETF
ITOT
$95.7B
| $82.4M | 1.59% |
501,601
-202,972
| -29% | -$32.2M |
2016 Q4
38 quarters
|
|
12
AbbVie
ABBV
$509B
| $75.6M | 1.46% |
300,556
-17,018
| -5% | -$3.66M |
2015 Q2
44 quarters
|
|
|
13
H.B. Fuller
FUL
$2.78B
| $73.3M | 1.41% |
+1,257,802
| New | +$77.4M |
2026 Q2
0 quarters
|
|
14
Eaton
ETN
$144B
| $72.2M | 1.39% |
169,523
-13,147
| -7% | -$5.3M |
2015 Q2
44 quarters
|
|
15
iShares Core S&P 500 ETF
IVV
$872B
| $64.8M | 1.25% |
86,485
-1,143
| -1% | -$832K |
2015 Q2
44 quarters
|
|
16
Johnson & Johnson
JNJ
$648B
| $58.4M | 1.13% |
229,968
-21,326
| -8% | -$4.97M |
2015 Q2
44 quarters
|
|
17
Alphabet (Google) Class C
GOOG
$3.47T
| $54.8M | 1.06% |
155,007
-8,950
| -5% | -$3.2M |
2015 Q2
44 quarters
|
|
18
Berkshire Hathaway Class B
BRK.B
$1.19T
| $48M | 0.93% |
95,987
-1,334
| -1% | -$641K |
2019 Q3
27 quarters
|
|
|
19
Sotera Health
SHC
$5.12B
| $47.6M | 0.92% |
+2,683,637
| New | +$42.3M |
2026 Q2
0 quarters
|
|
20
Janus Henderson AAA CLO ETF
JAAA
$32.4B
| $47.5M | 0.91% |
939,934
+49,488
| +6% | +$2.5M |
2024 Q2
8 quarters
|
|
21
General Dynamics
GD
$100B
| $47.4M | 0.91% |
133,684
-4,293
| -3% | -$1.47M |
2016 Q4
38 quarters
|
|
22
EOG Resources
EOG
$82.9B
| $44.1M | 0.85% |
340,102
-27,932
| -8% | -$3.8M |
2017 Q2
36 quarters
|
|
23
VanEck Morningstar Wide Moat ETF
MOAT
$12B
| $43.1M | 0.83% |
414,625
+23,271
| +6% | +$2.35M |
2016 Q4
38 quarters
|
|
24
Green Plains
GPRE
$974M
| $41.9M | 0.81% |
2,727,491
-7,435
| -0.3% | -$118K |
2021 Q1
21 quarters
|
|
25
Bank of America
BAC
$346B
| $40.8M | 0.79% |
715,456
-60,163
| -8% | -$3.2M |
2019 Q3
27 quarters
|
|
Similar funds
Ancora Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.
By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 28% a quarter earlier, followed by Industrials and Technology.
- Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
- Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
- Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
- Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
- Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
- Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
- Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.
Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.