Ancora Advisors LLC holds a diversified book of 2454 stocks worth $4.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Aptiv PLC and trimmed Apple Inc. Their largest long position is LKQ Corp at 5% of the equity book. They also disclosed $5.9M in put options (a bearish bet) and $2.0M in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Ancora Advisors LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | LKQ Corp Com COM | $236.3M | 8.05M | 5.0% | ▲+0.6% Added · +45K sh | |
| 2 | Apple Inc Com COM | $135.3M | 533.2K | 2.9% | ▼−3.6% Reduced · −20K sh | |
| 3 | Americold Realty Trust COM | $133.1M | 11.62M | 2.8% | ▲+0.8% Added · +90K sh | |
| 4 | Broadcom Ltd SHS COM | $128.1M | 413.8K | 2.7% | ▼−5.5% Reduced · −24K sh | |
| 5 | Vanguard S&P 500 ETF INDX FD | $120.6M | 201.8K | 2.6% | ▲~0% Added · +12 sh | |
| 6 | RB Global Inc COM | $117.7M | 1.23M | 2.5% | ▲+8.8% Added · +100K sh | |
| 7 | Ishares TR Core S&P Total U S INDX FD | $100.4M | 704.6K | 2.1% | ▲+5.0% Added · +33K sh | |
| 8 | JP Morgan Ultra Short Income E INDX FD | $90.6M | 1.79M | 1.9% | ▼−0.9% Reduced · −16K sh | |
| 9 | Microsoft Corp COM | $88.6M | 239.3K | 1.9% | ▲+1.1% Added · +3K sh | |
| 10 | JP Morgan Chase & Co COM | $82.5M | 280.4K | 1.8% | ▼−4.3% Reduced · −13K sh | |
| 11 | Abbvie Inc COM | $69.1M | 317.6K | 1.5% | ▼−6.3% Reduced · −21K sh | |
| 12 | Eaton Corp PLC COM | $65.3M | 182.7K | 1.4% | ▼−4.8% Reduced · −9K sh | |
| 13 | Johnson & Johnson COM | $61.4M | 251.3K | 1.3% | ▼−9.3% Reduced · −26K sh | |
| 14 | Ishares TR Core S&P500 ETF INDX FD | $57.2M | 87.6K | 1.2% | ▼−4.2% Reduced · −4K sh | |
| 15 | Eog Res Inc Com COM | $53.2M | 368.0K | 1.1% | ▲+3.0% Added · +11K sh | |
| 16 | Chevron Corp New Com COM | $50.6M | 244.5K | 1.1% | ▼−4.5% Reduced · −12K sh | |
| 17 | Honeywell International Inc COM | $49.8M | 220.3K | 1.1% | ▲+0.9% Added · +2K sh | |
| 18 | Warner Bros Discovery Inc COM | $48.6M | 1.77M | 1.0% | ▲377× Added · +1.8M sh | |
| 19 | General Dynamics Corp COM | $47.4M | 138.0K | 1.0% | ▼−7.2% Reduced · −11K sh | |
| 20 | Alphabet Inc Cap STK CL C COM | $47.0M | 164.0K | 1.0% | ▼−3.7% Reduced · −6K sh | |
| 21 | Berkshire Hathaway Inc Del CL COM | $46.6M | 97.3K | 1.0% | ▼−1.2% Reduced · −1K sh | |
| 22 | Green Plains Inc Com COM | $45.0M | 2.73M | 1.0% | ▲+59% Added · +1.0M sh | |
| 23 | Janus Henderson Aaa Clo ETF INDX FD | $44.9M | 890.4K | 1.0% | ▲+12% Added · +94K sh | |
| 24 | Vaneck Vectors Morningstar Wid INDX FD | $37.8M | 391.4K | 0.8% | ▲+10% Added · +36K sh | |
| 25 | Bank Of America Corporation Co COM | $37.8M | 775.6K | 0.8% | ▼−6.5% Reduced · −54K sh | |
| 26 | Home Depot Inc COM | $36.2M | 110.0K | 0.8% | ▼−4.9% Reduced · −6K sh | |
| 27 | Amazon Com Inc Com COM | $35.9M | 172.4K | 0.8% | ▲+0.3% Added · +557 sh | |
| 28 | Procter & Gamble Co COM | $35.3M | 244.6K | 0.8% | ▼−5.0% Reduced · −13K sh | |
| 29 | Nextnav Inc Common Stock COM | $34.8M | 2.17M | 0.7% | ▲+11% Added · +223K sh | |
| 30 | Rayonier Inc Com COM | $32.4M | 1.57M | 0.7% | ▲+425% Added · +1.3M sh | |
| 31 | Houlihan Lokey Inc COM | $32.1M | 223.4K | 0.7% | ▼−20% Reduced · −57K sh | |
| 32 | Marriott International Inc New COM | $31.1M | 95.1K | 0.7% | ▼−7.1% Reduced · −7K sh | |
| 33 | McDonalds Corp COM | $30.5M | 98.1K | 0.6% | ▼−10% Reduced · −11K sh | |
| 34 | Nvidia Corp Com COM | $30.3M | 173.9K | 0.6% | ▼−3.6% Reduced · −7K sh | |
| 35 | Ishares Gold Trust INDX FD | $30.1M | 643.5K | 0.6% | ▲+4.6% Added · +28K sh | |
| 36 | Vanguard BD Index FD Inc Short INDX FD | $29.9M | 381.9K | 0.6% | ▼−7.6% Reduced · −31K sh | |
| 37 | Ishares TR Core Msci Eafe INDX FD | $29.7M | 328.5K | 0.6% | ▲+23% Added · +61K sh | |
| 38 | Alphabet Inc Cap STK CL A COM | $26.4M | 91.8K | 0.6% | ▼−3.2% Reduced · −3K sh | |
| 39 | Mastercard Inc CL A COM | $23.3M | 46.7K | 0.5% | ▲+56% Added · +17K sh | |
| 40 | Schwab Strategic TR US Large C INDX FD | $22.7M | 885.8K | 0.5% | ▼−2.0% Reduced · −18K sh | |
| 41 | Union Pac Corp Com COM | $21.6M | 89.1K | 0.5% | ▲+201% Added · +59K sh | |
| 42 | Linde PLC COM | $21.4M | 43.2K | 0.5% | ▼−12% Reduced · −6K sh | |
| 43 | Sim ST Treas Fut Strat ETF INDX FD | $20.9M | 990.2K | 0.4% | ▲+21% Added · +169K sh | |
| 44 | CRH PLC COM | $20.2M | 192.6K | 0.4% | ▼−9.0% Reduced · −19K sh | |
| 45 | Stifel Finl Corp Com COM | $20.0M | 271.1K | 0.4% | ▲+33% Added · +67K sh | |
| 46 | Accenture PLC COM | $20.0M | 100.7K | 0.4% | ▼−5.7% Reduced · −6K sh | |
| 47 | Walt Disney Co COM | $19.8M | 205.2K | 0.4% | ▼−8.6% Reduced · −19K sh | |
| 48 | Invesco Nasdaq 100 ETF INDX FD | $19.2M | 80.7K | 0.4% | ▲+0.6% Added · +442 sh | |
| 49 | Ishares TR BRC 0-5 Yr Tip INDX FD | $18.8M | 181.6K | 0.4% | ▲+0.4% Added · +735 sh | |
| 50 | BlackRock US Equity Factor Rot INDX FD | $18.7M | 321.7K | 0.4% | ▲+13% Added · +36K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | IWM 270115P00240000 | $3.7M | 2K |
| PUT · bearish | NSC 270319P00175000 | $1.5M | 912 |
| CALL · bullish | VSTS 260821C00007500 | $873K | 6K |
| PUT · bearish | XLF 260717P00050000 | $254K | 1K |
| PUT · bearish | SHW JAN 15 2027 $280 PUT | $251K | 144 |
| CALL · bullish | UNP 270115C00270000 | $231K | 180 |
| CALL · bullish | AMERICOLD REALTY TRUST INCCOLD | $218K | 2K |
| CALL · bullish | RBA 260618C00125000 | $152K | 591 |
| CALL · bullish | GPRE 270115C00015000 | $133K | 305 |
| CALL · bullish | VEEV 270115C00250000 | $122K | 137 |
| CALL · bullish | GLD 260417C00410000 | $107K | 40 |
| PUT · bearish | GLD PUT 380.000 09182026 | $83K | 60 |
| CALL · bullish | XLU 261218C00045000 | $76K | 200 |
| PUT · bearish | AMERICOLD REALTY TRUST INCCOLD | $59K | 479 |
| PUT · bearish | VSTS 260821P00005000 | $38K | 900 |
| CALL · bullish | NSC 270319C00310000 | $36K | 20 |
| PUT · bearish | NN 270115P00012000 | $34K | 111 |
| CALL · bullish | WARNER BROS DISCOVERY INCWBD | $29K | 12K |
| CALL · bullish | UNITEDHEALTH GROUP INCUNH | $24K | 75 |
| CALL · bullish | OXY 270115C00050000 | $18K | 10 |
| PUT · bearish | IBIT 260918P00030000 | $10K | 50 |
| PUT · bearish | TSEM 270115P00020000 | $1K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 2,923 | $4.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 3,008 | $4.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 2,568 | $5.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 2,583 | $4.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 2,379 | $4.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 2,407 | $4.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 2,369 | $4.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 2,427 | $4.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 2,393 | $4.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 2,348 | $4.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 2,383 | $3.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 2,421 | $3.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 2,571 | $3.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 2,819 | $3.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 3,027 | $3.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 3,128 | $3.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 3,146 | $4.1B | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 3,047 | $4.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 2,304 | $3.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Nov 12, 2021 | 2,595 | $3.8B | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | Nov 12, 2021 | 2,420 | $3.6B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.