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Asset Manager ← All Institutions

Ancora Advisors LLC

Q2 2025 · Filed 2025-08-14
Market Value
$3.1B
+5.4%
Holdings
1,027
+52
New Purchases
142
Added To
294
Closed
38
Reduced
235
Top 10 Concentration
38.6%
Turnover
17.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CSX 2.15% 0.04% +2.11% $66M
NSC 9.54% 7.83% +1.71% $293M
AMZN 2.13% 1.10% +1.04% $65M
MSFT 3.97% 3.15% +0.81% $122M
PBI 0.59% 0.00% +0.59% $18M
CVGW 0.32% 0.00% +0.32% $10M
SHYF 0.25% 0.01% +0.23% $8M
SF 0.67% 0.44% +0.23% $20M
DIS 0.72% 0.51% +0.22% $22M
ECG 0.52% 0.32% +0.20% $16M
ITOT 2.90% 2.72% +0.18% $89M
MIDD 0.26% 0.09% +0.17% $8M
VOO 4.05% 3.89% +0.16% $124M
IVV 1.78% 1.63% +0.15% $55M
NDSN 0.20% 0.05% +0.15% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
X 0.00% 3.83% -3.83% $0
UNH 0.31% 2.06% -1.75% $9M
LKQ 6.65% 8.00% -1.35% $204M
AAPL 3.75% 4.33% -0.58% $115M
BRK-B 1.54% 1.83% -0.29% $47M
CVX 1.17% 1.41% -0.25% $36M
ENOV 0.12% 0.32% -0.20% $4M
JNJ 1.31% 1.49% -0.18% $40M
LAKE 0.02% 0.19% -0.17% $707K
PG 1.15% 1.30% -0.15% $35M
ROCK 0.24% 0.39% -0.15% $7M
SEG 0.05% 0.20% -0.15% $2M
WY 0.76% 0.91% -0.14% $23M
MCD 1.03% 1.17% -0.14% $32M
ASH 0.00% 0.13% -0.13% $15K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 65 $1.0B 32.9%
Large Cap 506 $1.4B 46.8%
Mid Cap 223 $440M 14.3%
Small Cap 143 $139M 4.5%
Micro Cap 90 $44M 1.4%

Portfolio Analytics

Avg Market Cap
$71.8B
Median Market Cap
$13.0B
Avg P/E
31.9
Median P/E
22.7
Avg Dividend Yield
0.04%
Avg Beta
0.94
# Stocks
771
# ETFs / Funds
256

Top Holdings (1,027 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NSC 9.54% 1,144,140 $293M $255.97 $65M +180,640 +18.8%
2 LKQ 6.65% 5,516,535 $204M $37.01 -$29M +39,068 +0.7%
3 VOO 4.05% 218,751 $124M $568.03 $11M -1,756 -0.8%
4 MSFT 3.97% 244,810 $122M $497.41 $30M +37 +0.0%
5 AAPL 3.75% 560,496 $115M $205.17 -$11M -7,328 -1.3%
6 ITOT 2.90% 660,503 $89M $135.04 $10M +10,078 +1.6%
7 CSX 2.15% 2,022,044 $66M $32.63 $65M +1,980,319 +4746.1%
8 AMZN 2.13% 298,364 $65M $219.39 $34M +130,547 +77.8%
9 IVV 1.78% 88,178 $55M $620.90 $7M +3,750 +4.4%
10 HLI 1.65% 281,222 $51M $179.95 $5M +850 +0.3%
11 VEEV 1.64% 174,428 $50M $287.98 $3M -27,420 -13.6%
12 HON 1.63% 214,998 $50M $232.88 $6M +5,113 +2.4%
13 BRK-B 1.54% 97,400 $47M $485.77 -$6M -2,619 -2.6%
14 HD 1.42% 118,624 $43M $366.64 -$36K -147 -0.1%
15 GD 1.36% 143,116 $42M $291.66 $3M +1,256 +0.9%
16 JNJ 1.31% 263,541 $40M $152.75 -$3M +1,507 +0.6%
17 BAC 1.26% 820,295 $39M $47.32 $5M +9,475 +1.2%
18 CVX 1.17% 250,213 $36M $143.19 -$5M +3,884 +1.6%
19 PG 1.15% 220,917 $35M $159.32 -$3M -884 -0.4%
20 MCD 1.03% 108,059 $32M $292.17 -$2M -820 -0.8%
21 BSV 1.02% 399,764 $31M $78.70 -$513K -8,697 -2.1%
22 GOOG 1.01% 175,171 $31M $177.39 $5M +10,384 +6.3%
23 AMT 1.00% 138,873 $31M $221.02 $1M +3,363 +2.5%
24 MAR 0.89% 99,768 $27M $273.21 $4M +1,646 +1.7%
25 GPRE 0.85% 4,353,413 $26M $6.03 $5M +16,838 +0.4%
26 WY 0.76% 914,134 $23M $25.69 -$3M +9,412 +1.0%
27 SCHX 0.74% 935,361 $23M $24.44 $4M +83,755 +9.8%
28 DIS 0.72% 179,430 $22M $124.01 $7M +29,867 +20.0%
29 QCOM 0.70% 134,654 $21M $159.26 $3M +13,324 +11.0%
30 SF 0.67% 197,212 $20M $103.78 $8M +61,257 +45.1%
31 FBHS 0.65% 385,000 $20M $51.48 $1M +83,202 +27.6%
32 UGI 0.62% 522,382 $19M $36.42 $2M +16,892 +3.3%
33 PBI 0.59% 1,670,000 $18M $10.91 +1,670,000 NEW
34 CXT 0.57% 322,393 $17M $53.90 $2M +30,100 +10.3%
35 MA 0.56% 30,536 $17M $561.94 $536K +208 +0.7%
36 COST 0.56% 17,317 $17M $989.96 $239K -556 -3.1%
37 STIP 0.56% 165,717 $17M $102.91 -$128K -339 -0.2%
38 GOOGL 0.54% 94,701 $17M $176.23 $2M +1,072 +1.1%
39 ECG 0.52% 252,185 $16M $63.53 $7M +2,040 +0.8%
40 OEF 0.48% 48,090 $15M $304.35 $2M -18 -0.0%
41 CR 0.47% 75,530 $14M $189.89 $3M +1,327 +1.8%
42 VIG 0.46% 68,583 $14M $204.67 $2M +4,649 +7.3%
43 K 0.46% 175,886 $14M $79.53 -$624K -1,256 -0.7%
44 V 0.45% 39,298 $14M $355.05 -$182K -1,033 -2.6%
45 PCH 0.45% 360,217 $14M $38.37 -$2M +14,005 +4.0%
46 IJR 0.45% 125,468 $14M $109.29 $948K +3,406 +2.8%
47 IJH 0.43% 213,539 $13M $62.02 $629K -2,646 -1.2%
48 VXF 0.43% 68,085 $13M $192.71 $443K -5,511 -7.5%
49 VBR 0.40% 63,306 $12M $195.01 $843K +1,563 +2.5%
50 WMT 0.40% 126,136 $12M $97.78 $800K -5,243 -4.0%
51 NPKI 0.40% 1,443,980 $12M $8.51 $4M +48,430 +3.5%
52 SPY 0.40% 19,633 $12M $617.84 $931K -387 -1.9%
53 EFN.TO 0.39% 475,625 $12M $25.00 $2M -27,652 -5.5%
54 VO 0.38% 41,700 $12M $279.83 $751K -518 -1.2%
55 NWE 0.37% 219,385 $11M $51.30 -$2M -1,940 -0.9%
56 RYN 0.34% 472,278 $10M $22.18 $79K +99,384 +26.6%
57 KMLM 0.33% 386,976 $10M $26.37 $588K +34,411 +9.8%
58 APG 0.33% 197,771 $10M $51.05 $3M -3,440 -1.7%
59 VNT 0.33% 273,025 $10M $36.90 $1M +860 +0.3%
60 USMV 0.33% 107,186 $10M $93.87 $989K +10,322 +10.7%
61 MDU 0.33% 603,055 $10M $16.67 -$20K +7,400 +1.2%
62 PCAR 0.33% 105,201 $10M $95.06 $846K +11,189 +11.9%
63 IVW 0.33% 90,651 $10M $110.10 $2M +6,159 +7.3%
64 AMGN 0.32% 35,529 $10M $279.21 -$2M -1,173 -3.2%
65 CVGW 0.32% 364,200 $10M $26.59 +364,200 NEW
66 UNH 0.31% 30,371 $9M $311.97 -$50M -84,062 -73.5%
67 AVUV 0.31% 103,959 $9M $91.10 $471K +715 +0.7%
68 IAU 0.31% 151,690 $9M $62.36 $182K -5,653 -3.6%
69 TDG 0.31% 6,164 $9M $1,520.71 -$113K -694 -10.1%
70 IWF 0.30% 21,745 $9M $424.58 $1M -63 -0.3%
71 VNQ 0.30% 102,412 $9M $89.06 -$2M -14,995 -12.8%
72 RSG 0.30% 36,790 $9M $246.61 -$168K -1,370 -3.6%
73 VTI 0.29% 29,405 $9M $303.93 $794K -222 -0.8%
74 PEP 0.29% 67,039 $9M $132.04 -$888K +2,079 +3.2%
75 SHY 0.29% 105,645 $9M $82.86 -$257K -3,267 -3.0%
76 XOM 0.28% 78,609 $8M $107.80 -$924K -411 -0.5%
77 APD 0.27% 29,913 $8M $282.06 -$530K -494 -1.6%
78 ACA 0.27% 96,029 $8M $86.71 $486K -5,640 -5.5%
79 ASML 0.27% 10,167 $8M $801.40 $2M +401 +4.1%
80 EFV 0.27% 128,347 $8M $63.48 $1M +12,449 +10.7%
81 MIDD 0.26% 55,880 $8M $144.00 $5M +38,070 +213.8%
82 PH 0.26% 11,249 $8M $698.46 $984K -58 -0.5%
83 MCK 0.25% 10,676 $8M $732.76 $387K -373 -3.4%
84 LHX 0.25% 31,066 $8M $250.84 $939K -1,679 -5.1%
85 ABT 0.25% 56,636 $8M $136.01 -$97K -2,163 -3.7%
86 PHYS 0.25% 303,396 $8M $25.35 $1M +25,518 +9.2%
87 SHYF 0.25% 609,964 $8M $12.54 $7M +556,590 +1042.8%
88 ORCL 0.24% 34,224 $7M $218.63 $3M +282 +0.8%
89 SHW 0.24% 21,681 $7M $343.36 -$226K -285 -1.3%
90 VB 0.24% 30,837 $7M $236.98 $393K -344 -1.1%
91 ROCK 0.24% 123,248 $7M $59.00 -$4M -68,440 -35.7%
92 MBB 0.23% 75,934 $7M $93.89 $574K +6,029 +8.6%
93 CTSH 0.23% 91,347 $7M $78.03 $201K +805 +0.9%
94 VEA 0.23% 123,783 $7M $57.01 $713K -1,033 -0.8%
95 VTV 0.23% 39,265 $7M $176.74 $166K +49 +0.1%
96 IVE 0.22% 35,032 $7M $195.42 $801K +3,313 +10.4%
97 UNP 0.22% 29,491 $7M $230.08 -$204K -94 -0.3%
98 RJF 0.22% 43,622 $7M $153.37 $658K +199 +0.5%
99 NSRGY 0.22% 66,564 $7M $99.32 -$1M -8,824 -11.7%
100 AMAT 0.21% 34,680 $6M $183.07 $3M +11,528 +49.8%

New Positions

SymbolValue% Port
PBI $18M 0.59%
CVGW $10M 0.32%
CNDT $3M 0.09%
RAL $2M 0.08%
SMG $2M 0.05%
ULBI $761K 0.02%
PLAB $435K 0.01%
NNBR $351K 0.01%
FLL $324K 0.01%
ZEUS $171K 0.01%
SPWH $121K —%
SOXX $120K —%
POST $109K —%
FDVV $103K —%
MIO $82K —%

Sold Out Positions

SymbolValue% Port
SHV —%
CRK —%
DVN —%
SQM —%
MSM —%
LVS —%
GGG —%
CF —%
CLX —%
MCS —%
LEG —%
TFX —%
CRBU —%
JBHT —%
LAMR —%
View SEC EDGAR Filings for Ancora Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms