Ancora Advisors LLC
CIK 1446114 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- LKQ4.99%
- AVGO3.13%
- AAPL3.10%
- COLD3.06%
- VOO2.61%
- RBA2.40%
- MSFT2.36%
- ITOT2.06%
- JPM1.95%
- JPST1.89%
Share classes counted separately27.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RBAWeight increased · +1.29 pp1.11% → 2.40%Shares +614.98K (+119.76%)
- LKQWeight increased · +0.72 pp4.27% → 4.99%Shares +1.03M (+14.74%)
- AMZNWeight decreased · -0.49 pp1.31% → 0.82%Shares -126.19K (-42.35%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LKQLKQ CORP View history and evidence | $241.66M | 4.99% | 8.00M shares | 4.27% → 4.99%+0.72 pp +1.03M (+14.74%) | Added | ↗▾ |
| 02 | AVGOBROADCOM INC View history and evidence | $151.49M | 3.13% | 437.69K shares | 2.99% → 3.13%+0.14 pp -13.87K (-3.07%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $150.32M | 3.10% | 552.92K shares | 2.79% → 3.10%+0.31 pp +6.65K (+1.22%) | Added | ↗▾ |
| 04 | COLDAMERICOLD REALTY TRUST INC View history and evidence | $148.26M | 3.06% | 11.53M shares | Prior unavailable +11.53M | New | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFINDX FD View history and evidence | $126.52M | 2.61% | 201.75K shares | 2.48% → 2.61%+0.13 pp -284 (-0.14%) | Reduced | ↗▾ |
| 06 | RBARB GLOBAL INC View history and evidence | $116.09M | 2.40% | 1.13M shares | 1.11% → 2.40%+1.29 pp +614.98K (+119.76%) | Added | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $114.40M | 2.36% | 236.54K shares | 2.46% → 2.36%-0.10 pp -781 (-0.33%) | Reduced | ↗▾ |
| 08 | ITOTISHARES CORE S&P TOTAL U.S.INDX FD View history and evidence | $99.81M | 2.06% | 671.29K shares | 1.95% → 2.06%+0.11 pp +4.10K (+0.61%) | Added | ↗▾ |
| 09 | JPMJPMORGAN CHASE & CO View history and evidence | $94.41M | 1.95% | 292.99K shares | 1.86% → 1.95%+0.09 pp -1.41K (-0.48%) | Reduced | ↗▾ |
| 10 | JPSTJPMORGAN ULTRA-SHORT INCOMEINDX FD View history and evidence | $91.41M | 1.89% | 1.81M shares | 1.68% → 1.89%+0.21 pp +152.37K (+9.21%) | Added | ↗▾ |
Options overlay 18
$10.02M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
EFAISHARES MSCI EAFE ETFPUT View history and evidence | Put | 2.40K | $3.90M | +100 (+4.35%) | ▾ |
NSCNORFOLK SOUTHERN CORPCALL View history and evidence | Call | 925 | $2.81M | -914 (-49.70%) | ▾ |
NNNEXTNAV INCCALL View history and evidence | Call | 2.49K | $1.11M | 0 (0.00%) | ▾ |
3 / 18 options · preview only
Exited positions 112
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FWRD FORWARD AIR CORP | Non-derivative | -1,475,055 | -$37.82M | SEC filing ↗ | SEC filing ↗ |
| KEL KELLANOVA | Non-derivative | -172,750 | -$14.17M | SEC filing ↗ | SEC filing ↗ |
| 128246105 CALAVO GROWERS INC | Non-derivative | -314,510 | -$8.10M | SEC filing ↗ | SEC filing ↗ |
3 / 112 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1446114 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4854435402
}Research all 2,524 reported holdings.
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