Ancora Advisors LLC

Q2 2025 13F-HR Holdings

Location
Cleveland, OH
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
2,051
Total value ($000)
$4,821,308
Net value change ($000)
+339,843 (7.6%)
New positions
313
Sold out positions
110
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/15/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CSX 64,751 5272.9%
NSC 64,661 28.3%
SEE 58,910 NEW
AVGO 45,220 50.8%
AMCR 40,533 405330.0%
META 34,863 324.6%
AMZN 33,529 105.0%
FWRD 33,351 NEW
MSFT 29,886 32.5%
PBI 18,220 NEW
Top Reduces (Value $000, Stocks/ETFs)
X -111,641 -100.0%
BERRY GLOBAL GROUP, INC. -58,300 -100.0%
UNH -50,460 -84.2%
LKQ -28,844 -12.4%
FWRD -24,719 -100.0%
ARCB -14,440 -100.0%
RBA -14,028 -13.4%
AAPL -11,134 -8.8%
NOMD -10,103 -70.1%
ABBV -7,902 -11.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 23,456 (0.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type