Ancora Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Ancora Advisors, LLC

CIK Number: 0001446114

4.82B
Market Value
1,518
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 LKQ LKQ Corporation
32.31
-0.92% 5.48M +95.87% 233.01M 40.07 5.20% Share
2 NSC Norfolk Souther...
273.44
-0.78% 963.5K -4.39% 228.21M 235.86 5.09% Share
3 AAPL Apple Inc.
234.35
-1.48% 567.82K -2.54% 126.13M 52.38 2.81% Share
4 VOO Vanguard S&P 50...
597.87
+0.23% 220.51K -13.65% 113.32M 265.85 2.53% Share
5 X United States S...
54.84
0.00% 2.64M +448.94% 111.64M 40.75 2.49% Share
6 RBA RB Global, Inc.
116.30
+0.61% 1.04M +15.19% 104.37M 74.88 2.33% Share
7 MSFT Microsoft Corpo...
498.41
+0.04% 244.77K +1.12% 91.89M 96.65 2.05% Share
8 AVGO Broadcom Inc.
336.67
-2.6% 531.63K -12.65% 89.01M 33.47 1.99% Share
9 JPST JPMorgan Ultra-...
50.63
-0.03% 1.63M +0.33% 82.34M 50.4 1.84% Share
10 ITOT iShares Core S&...
142.53
+0.16% 650.42K +0.56% 79.36M 78.67 1.77% Share
11 JPM JPMorgan Chase ...
297.80
+1.67% 306.65K -0.5% 75.22M 100.74 1.68% Share
12 ABBV AbbVie Inc.
210.41
+0.30% 344.03K -1.89% 72.08M 102 1.61% Share
13 UNH UnitedHealth Gr...
348.18
+8.72% 114.43K -0.41% 59.93M 306.53 1.34% Share
14 BERY Berry Global Gr...
67.58
-2.93% 835.13K -54.07% 58.3M 57.69 1.30% Share
15 BRK-B Berkshire Hatha...
492.72
-0.21% 100.02K -0.67% 53.27M 221.21 1.19% Share
16 ETN Eaton Corporati...
348.18
-0.37% 195.3K -0.17% 53.09M 89.91 1.18% Share
17 EOG EOG Resources, ...
117.27
-0.32% 377.43K +0.11% 48.4M 103.5 1.08% Share
18 IVV iShares Core S&...
653.63
+0.23% 84.43K +0.64% 47.44M 318.6 1.06% Share
19 VEEV Veeva Systems I...
282.47
-0.11% 201.85K +146.40% 46.75M 215.93 1.04% Share
20 HLI Houlihan Lokey,...
196.66
-0.91% 280.37K -1.2% 45.28M 67.11 1.01% Share
21 HON Honeywell Inter...
214.20
-0.26% 209.88K +0.68% 44.44M 147.23 0.99% Share
22 HD The Home Depot,...
415.33
-1.1% 118.77K -1.38% 43.53M 211.95 0.97% Share
23 JNJ Johnson & Johns...
176.97
-0.65% 262.03K +0.51% 43.46M 134.7 0.97% Share
24 CVX Chevron Corpora...
154.78
+0.51% 246.33K -1.09% 41.21M 120.7 0.92% Share
25 GD General Dynamic...
321.26
-0.45% 141.86K +1.38% 38.67M 231.1 0.86% Share
26 PG The Procter & G...
159.46
+0.28% 221.8K +0.88% 37.8M 95.72 0.84% Share
27 MCD McDonald's Corp...
312.44
-0.12% 108.88K +1.51% 34.01M 177.65 0.76% Share
28 BAC Bank of America...
50.28
+1.67% 810.82K +1.00% 33.84M 29.89 0.76% Share
29 ACN Accenture plc
251.94
-1.42% 106.08K +2.26% 33.1M 207.22 0.74% Share
30 BSV Vanguard Short-...
78.94
-0.1% 408.46K -0.48% 31.97M 77.88 0.71% Share
31 AMZN Amazon.com, Inc...
238.24
+1.02% 167.82K -46.27% 31.93M 142.37 0.71% Share
32 MAGN Magnera Corp.
11.70
-0.76% 1.68M +1.32% 30.43M 18.17 0.68% Share
33 AMT American Tower ...
194.57
+0.48% 135.51K +2.14% 29.49M 211.96 0.66% Share
34 NN NextNav Inc.
16.55
+4.88% 2.24M +10.98% 27.23M 8.92 0.61% Share
35 WY Weyerhaeuser Co...
25.26
-2.66% 904.72K +15.34% 26.49M 29.61 0.59% Share
36 MOAT VanEck Mornings...
98.36
-0.41% 299.33K +22.55% 26.34M 86.14 0.59% Share
37 GOOG Alphabet Inc.
239.94
+2.47% 164.79K +0.34% 25.74M 51.61 0.57% Share
38 JAAA Janus Henderson...
50.68
+0.06% 488.26K +126.27% 24.76M 50.75 0.55% Share
39 FWRD Forward Air Cor...
29.75
+0.30% 1.23M +28.85% 24.72M 21.15 0.55% Share
40 MAR Marriott Intern...
264.00
-1.52% 98.12K +0.37% 23.37M 137.59 0.52% Share
41 GPRE Green Plains In...
10.02
-0.79% 4.34M 0.00% 21.03M 30.46 0.47% Share
42 LIN Linde plc
473.44
-0.25% 45.14K +2.17% 21.02M 396.18 0.47% Share
43 KVUE Kenvue Inc.
18.88
+2.41% 806.34K +2.58% 19.34M 21.02 0.43% Share
44 NVDA NVIDIA Corporat...
170.76
+1.46% 176.43K -0.03% 19.12M 23.7 0.43% Share
45 WH Wyndham Hotels ...
87.33
-0.64% 208.92K -0.5% 18.91M 63.82 0.42% Share
46 SCHX Schwab U.S. Lar...
25.77
+0.23% 851.61K -0.38% 18.8M 10.15 0.42% Share
47 QCOM QUALCOMM Incorp...
158.66
-0.99% 121.33K +13.66% 18.64M 151.72 0.42% Share
48 TUA Simplify Short ...
22.12
-0.49% 821.29K +4.45% 18.04M 21.76 0.40% Share
49 STIP iShares 0-5 Yea...
103.53
-0.06% 166.06K +3.70% 17.18M 99.32 0.38% Share
50 COST Costco Wholesal...
979.25
+0.76% 17.87K -1.54% 16.9M 272.74 0.38% Share
51 CRH CRH plc
110.71
-1.2% 191.97K +2.43% 16.89M 76.98 0.38% Share
52 UGI UGI Corporation
34.22
-0.23% 505.49K +6.32% 16.72M 28.19 0.37% Share
53 MA Mastercard Inco...
583.89
-0.46% 30.33K -0.13% 16.62M 136.98 0.37% Share
54 QQQM Invesco NASDAQ ...
238.97
+0.29% 84.54K -2.42% 16.32M 143.4 0.36% Share
55 PCH PotlatchDeltic ...
41.62
-2.48% 346.21K +3.77% 15.62M 43.79 0.35% Share
56 CXT Crane NXT, Co.
60.72
-1.44% 292.29K -3.62% 15.02M 61.66 0.34% Share
57 DIS The Walt Disney...
117.38
-1.23% 149.56K +180.56% 14.76M 100.2 0.33% Share
58 K Kellanova
79.47
+0.14% 177.14K -33.97% 14.61M 56.86 0.33% Share
59 GOOGL Alphabet Inc.
239.63
+2.39% 93.63K +1.57% 14.48M 58.08 0.32% Share
60 ARCB ArcBest Corpora...
71.52
-5.07% 204.59K +1.82K% 14.44M 72.55 0.32% Share
61 RTX RTX Corporation
151.75
-1.6% 109K -9.71% 14.44M 69.1 0.32% Share
62 NOMD Nomad Foods Lim...
14.14
-2.62% 733.09K +5.94% 14.41M 17.84 0.32% Share
63 IAC IAC InterActive...
35.97
-1.43% 312.39K -0.96% 14.35M 48.59 0.32% Share
64 IEFA iShares Core MS...
86.44
-0.35% 189.3K +7.14% 14.32M 64.37 0.32% Share
65 V Visa Inc.
343.99
+0.49% 40.33K +0.17% 14.13M 155.97 0.32% Share
66 ATMU Atmus Filtratio...
45.43
-1.65% 370.35K +2.17% 13.6M 30.63 0.30% Share
67 OEF iShares S&P 100...
323.74
+0.44% 48.11K +4.99% 13.03M 262.7 0.29% Share
68 SF Stifel Financia...
112.58
-0.24% 135.96K +2.94% 12.82M 84.7 0.29% Share
69 NWE Northwestern En...
56.65
+0.30% 221.32K +6.36% 12.81M 51.24 0.29% Share
70 IJR iShares Core S&...
117.93
-0.86% 122.06K -0.56% 12.76M 90.4 0.28% Share
71 RWJ Invesco S&P Sma...
48.03
-0.78% 313.04K -0.76% 12.74M 24.87 0.28% Share
72 VXF Vanguard Extend...
207.93
-0.42% 73.6K -0.02% 12.68M 103.79 0.28% Share
73 IJH iShares Core S&...
65.46
-0.89% 216.19K -1.62% 12.61M 40.31 0.28% Share
74 VIG Vanguard Divide...
212.57
-0.07% 63.93K +7.18% 12.4M 117.24 0.28% Share
75 ARMK Aramark
38.42
+0.26% 355.79K +0.25% 12.28M 28.87 0.27% Share
76 WMT Walmart Inc.
102.30
+0.02% 131.38K +0.23% 11.53M 46.02 0.26% Share
77 VBR Vanguard Small ...
209.01
-0.75% 61.74K -1.3% 11.5M 160 0.26% Share
78 KD Kyndryl Holding...
33.13
-0.02% 366.03K -28.3% 11.49M 16.21 0.26% Share
79 ARES Ares Management...
175.03
-0.69% 78.19K +2.49% 11.46M 137.6 0.26% Share
80 IUSB iShares Core To...
46.71
-0.15% 248.78K -3.33% 11.46M 46.55 0.26% Share
81 AMGN Amgen Inc.
279.97
-0.08% 36.7K -0.49% 11.43M 204.49 0.26% Share
82 HHH Howard Hughes H...
78.06
-1.13% 153.46K -12.87% 11.37M 69.89 0.25% Share
83 CR Crane Company
182.32
-1.14% 74.2K +0.60% 11.37M 89.99 0.25% Share
84 ROCK Gibraltar Indus...
59.08
-2.68% 191.69K +204.43% 11.24M 62.28 0.25% Share
85 SPY SPDR S&P 500 ET...
650.36
+0.24% 20.02K +1.81% 11.2M 274.97 0.25% Share
86 NCMI National CineMe...
4.65
+0.22% 1.89M -0.89% 11.04M 4.83 0.25% Share
87 VO Vanguard Mid Ca...
289.83
-0.05% 42.22K +1.05% 10.92M 178.94 0.24% Share
88 META Meta Platforms,...
765.70
+1.78% 18.63K -72.22% 10.74M 247.14 0.24% Share
89 VNQ Vanguard Real E...
91.69
-0.26% 117.41K -4.06% 10.63M 77.06 0.24% Share
90 BKNG Booking Holding...
5571.83
+0.04% 2.3K +1.05% 10.6M 2325.16 0.24% Share
91 RYN Rayonier Inc.
26.20
-1.6% 372.89K +7.27% 10.4M 31 0.23% Share
92 MDU MDU Resources G...
16.05
-0.31% 595.65K -20.15% 10.07M 11.26 0.22% Share
93 DYNF BlackRock U.S. ...
57.80
+0.37% 206.07K -6.47% 10.05M 47.5 0.22% Share
94 MBC MasterBrand, In...
12.79
-4.59% 764.33K -0.66% 9.98M 9.6 0.22% Share
95 PEP PepsiCo, Inc.
143.10
+0.98% 64.96K -2.29% 9.74M 123.76 0.22% Share
96 BX Blackstone Inc.
173.16
-0.08% 69.09K +0.96% 9.66M 51.75 0.22% Share
97 KMLM KFA Mount Lucas...
26.81
-0.33% 352.56K +7.30% 9.62M 29.87 0.21% Share
98 TDG TransDigm Group...
1311.97
+1.45% 6.86K +0.50% 9.49M 635.56 0.21% Share
99 EMXC iShares MSCI Em...
65.01
+0.31% 172.07K -4.98% 9.48M 54.45 0.21% Share
100 XOM Exxon Mobil Cor...
110.67
+0.75% 79.02K +1.60% 9.4M 85.8 0.21% Share
101 ECG Everus Construc...
75.92
+1.15% 250.15K +47.87% 9.28M 56.47 0.21% Share
102 IAU iShares Gold Tr...
68.41
-0.2% 157.34K -2.33% 9.28M 34.01 0.21% Share
103 RSG Republic Servic...
229.05
+0.40% 38.16K +0.09% 9.24M 91.43 0.21% Share
104 ENOV Enovis Corporat...
31.17
-0.72% 241.78K +23.59% 9.24M 47.4 0.21% Share
105 PCAR PACCAR Inc
97.53
-0.73% 94.01K +10.96% 9.15M 103.36 0.20% Share
106 USMV iShares MSCI US...
94.22
+0.16% 96.86K +2.54% 9.07M 68.23 0.20% Share
107 SHY iShares 1-3 Yea...
82.90
-0.08% 108.91K -0.93% 9.01M 81.43 0.20% Share
108 AVUV Avantis U.S. Sm...
99.83
-1% 103.24K +19.26% 9M 93.95 0.20% Share
109 APD Air Products an...
287.21
-0.59% 30.41K +3.40% 8.97M 247.97 0.20% Share
110 VNT Vontier Corpora...
42.59
-1.82% 272.17K +5.80% 8.94M 28.77 0.20% Share
111 BATRK Atlanta Braves ...
42.01
-0.85% 217.48K +62.72% 8.7M 37.41 0.19% Share
112 VTI Vanguard Total ...
320.97
+0.12% 29.63K +1.57% 8.14M 138.83 0.18% Share
113 QQQ Invesco QQQ Tru...
580.48
+0.28% 17.33K +1.36% 8.13M 325.81 0.18% Share
114 NPKI NPK Internation...
10.42
-0.57% 1.4M +18.77% 8.11M 7.13 0.18% Share
115 CSCO Cisco Systems, ...
67.34
+0.69% 129.43K -5.88% 7.99M 38.54 0.18% Share
116 IWF iShares Russell...
453.07
+0.27% 21.81K -5.73% 7.87M 203.2 0.18% Share
117 IVW iShares S&P 500...
117.14
+0.45% 84.49K +12.37% 7.84M 88.94 0.17% Share
118 ACA Arcosa, Inc.
95.55
-1.51% 101.67K -13.23% 7.84M 60.59 0.17% Share
119 PRMB Primo Brands Co...
24.48
-0.26% 220.7K -31.35% 7.83M 30.77 0.17% Share
120 ABT Abbott Laborato...
131.95
-0.19% 58.8K +3.48% 7.8M 86.93 0.17% Share
121 JXN Jackson Financi...
96.41
+0.48% 91.74K +29.52% 7.69M 39.36 0.17% Share
122 SHW The Sherwin-Wil...
361.31
-3.71% 21.97K +37.06% 7.67M 218.8 0.17% Share
123 NSRGY Nestlé S.A.
92.28
-1.84% 75.39K +0.94% 7.63M 108.39 0.17% Share
124 MCK McKesson Corpor...
705.58
+1.23% 11.05K -1.73% 7.44M 142.91 0.17% Share
125 APG APi Group Corpo...
34.79
-1.13% 201.21K -1.55% 7.2M 16.22 0.16% Share
126 RSP Invesco S&P 500...
187.73
-0.3% 40.7K +6.72% 7.05M 143.38 0.16% Share
127 NGVT Ingevity Corpor...
58.84
-3.13% 176.61K +100.17% 6.99M 40.07 0.16% Share
128 UNP Union Pacific C...
216.04
-0.56% 29.59K -0.52% 6.99M 136.41 0.16% Share
129 CTSH Cognizant Techn...
70.78
-0.58% 90.54K +0.88% 6.93M 64.5 0.15% Share
130 VB Vanguard Small ...
253.96
-0.76% 31.18K -0.79% 6.91M 172.69 0.15% Share
131 PH Parker-Hannifin...
755.60
-0.6% 11.31K -0.75% 6.87M 213.66 0.15% Share
132 LHX L3Harris Techno...
270.65
-1.18% 32.74K -10.29% 6.85M 203.51 0.15% Share
133 EFV iShares MSCI EA...
67.45
-0.27% 115.9K +27.90% 6.83M 53.75 0.15% Share
134 VTV Vanguard Value ...
182.49
+0.10% 39.22K -1.32% 6.77M 143.66 0.15% Share
135 DTM DT Midstream, I...
105.02
+0.46% 68.97K -24.79% 6.65M 47.55 0.15% Share
136 MBB iShares MBS ETF
95.10
-0.22% 69.91K +11.98% 6.56M 92.31 0.15% Share
137 MMM 3M Company
153.10
-0.58% 44.13K -6.26% 6.48M 111.13 0.14% Share
138 ASML ASML Holding N....
805.13
+1.12% 9.77K +4.59% 6.47M 698.48 0.14% Share
139 IXUS iShares Core MS...
80.99
-0.11% 91.7K 0.00% 6.4M 60.49 0.14% Share
140 VEA Vanguard Develo...
59.37
-0.28% 124.82K -1.57% 6.34M 43.91 0.14% Share
141 BLK BlackRock, Inc.
1107.36
+0.22% 6.62K -1.02% 6.27M 1025.11 0.14% Share
142 J Jacobs Solution...
143.74
-0.71% 51.82K +0.68% 6.26M 132.17 0.14% Share
143 IVE iShares S&P 500...
202.90
+0.02% 31.72K +465.70% 6.05M 182.77 0.13% Share
144 RJF Raymond James F...
165.62
-0.09% 43.42K +10.99% 6.03M 86.09 0.13% Share
145 NEE NextEra Energy,...
70.08
+0.44% 83.39K +0.06% 5.91M 51.12 0.13% Share
146 SEG Seaport Enterta...
24.00
-0.44% 272.7K -36.98% 5.85M 27.63 0.13% Share
147 ALIT Alight, Inc.
3.71
-1.2% 984.06K +26.65% 5.84M 7.81 0.13% Share
148 EPD Enterprise Prod...
31.57
+0.32% 166.64K -1.53% 5.69M 27.26 0.13% Share
149 DGRW WisdomTree U.S....
87.59
+0.11% 70.81K +0.60% 5.66M 51.46 0.13% Share
150 SFD Smithfield Food...
23.33
-0.68% 276.87K +100.00% 5.65M 20.39 0.13% Share