Fund HoldingsAncora Advisors LLC

Total Portfolio Value
$4.48B
Total Bought
$602.17M
Total Sold
$511.90M
Net Transaction
+$90.27M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
LKQ CORP(LKQ)2,796,5035,477,467+2,680,964102,771233,0115.20%+130,240
UNITED STATES STL CORP NEW481,2502,641,762+2,160,51216,358111,6412.49%+95,283
VEEVA SYS INC(VEEV)0201,848+201,848046,7541.04%+46,754
RB GLOBAL INC(RBA)903,3851,040,608+137,22381,494104,3732.33%+22,879
JANUS HENDERSON AAA CLO ETF215,791488,261+272,47010,94324,7600.55%+13,817
ARCBEST CORP COM(ARCB)0204,587+204,587014,4400.32%+14,440
ABBVIE INC(ABBV)0344,028+344,028072,0811.61%+72,081
DISNEY WALT CO(DIS)0149,563+149,563014,7620.33%+14,762
BERKSHIRE HATHAWAY INC DEL0100,019+100,019053,2681.19%+53,268
GIBRALTAR INDS INC(ROCK)0191,688+191,688011,2440.25%+11,244
JOHNSON & JOHNSON(JNJ)0262,034+262,034043,4560.97%+43,456
SMITHFIELD FOODS INC(SFD)0276,870+276,87005,6450.13%+5,645
ISHARES TR07,200+7,200011,6200.26%+11,620
AMERICAN TOWER CORP NEW(AMT)0135,510+135,510029,4870.66%+29,487
CHEVRON CORP NEW(CVX)0246,329+246,329041,2080.92%+41,208
ISHARES TR031,719+31,71906,0450.13%+6,045
BERY 251219C0006750007,039+7,03904,7840.11%+4,784
WEYERHAEUSER CO MTN BE(WY)0904,722+904,722026,4900.59%+26,490
RBA 250620C0009500005,226+5,22604,1200.09%+4,120
ASHLAND INC(ASH)065,620+65,62003,8910.09%+3,891
FORTUNE BRANDS INNOVATIONS I(FBIN)0301,798+301,798018,3730.41%+18,373
VANECK VECTORS MORNINGSTAR WID0299,334+299,334026,3410.59%+26,341
ATLANTA BRAVES HLDGS INC0217,480+217,48008,7010.19%+8,701
INGEVITY CORP COM(NGVT)88,230176,610+88,3803,5956,9920.16%+3,397
MILLROSE PPTYS INC(MRP)0126,714+126,71403,3590.07%+3,359
UGI CORP NEW(UGI)475,430505,490+30,06013,42116,7170.37%+3,295
ISHARES GOLD TRUST(IAU)0103,179+103,17903,2160.07%+3,216
BLACKROCK ETF TRUST II096,628+96,62805,0610.11%+5,061
NEOGEN CORP(NEOG)0340,940+340,94002,9560.07%+2,956
MCDONALDS CORP(MCD)0108,879+108,879034,0100.76%+34,010
INSTEEL INDS INC0109,878+109,87802,8900.06%+2,890
NOMAD FOODS LTD(NOMD)0733,093+733,093014,4050.32%+14,405
MIDDLEBY CORP(MIDD)017,810+17,81002,7070.06%+2,707
KENVUE INC COM786,070806,342+20,27216,78319,3360.43%+2,553
POTLATCHDELTIC CORPORATION333,639346,212+12,57313,09515,6210.35%+2,526
LINDE PLC(LIN)045,142+45,142021,0200.47%+21,020
COMPOSECURE INC COM CL A0222,851+222,85102,4220.05%+2,422
SANDSTORM GOLD LTD0597,250+597,25004,5090.10%+4,509
QUALCOMM INC(QCOM)0121,330+121,330018,6370.42%+18,637
SHERWIN WILLIAMS CO(SHW)021,966+21,96607,6700.17%+7,670
EOG RES INC COM0377,428+377,428048,4011.08%+48,401
ISHARES TR0115,898+115,89806,8310.15%+6,831
BLUE OWL CAPITAL CORPORATION C0255,854+255,85402,3840.05%+2,384
RSTK REGIONAL BRANDS INC COM0388,953+388,95301,9450.04%+1,945
ISHARES TR CORE MSCI EAFE0189,304+189,304014,3210.32%+14,321
SPROTT PHYSICAL GOLD TR(PHYS)0277,878+277,87806,6860.15%+6,686
AMGEN INC(AMGN)036,702+36,702011,4350.26%+11,435
DIAMONDROCK HOSPITALITY CO(DRH)0426,620+426,62003,2940.07%+3,294
UNITEDHEALTH GROUP INC(UNH)0114,433+114,433059,9351.34%+59,935
LAKELAND INDS INC149,493276,688+127,1953,8205,6200.13%+1,800
GENERAL DYNAMICS CORP(GD)0141,860+141,860038,6680.86%+38,668
NORTHWESTERN ENERGY GROUP IN(NWE)208,090221,325+13,23511,12412,8080.29%+1,684
FIRST TR EXCHANGE TRADED FD NY09,779+9,77901,6640.04%+1,664
REPUBLIC SVCS INC(RSG)038,160+38,16009,2410.21%+9,241
FIRST WATCH RESTAURANT GROUP0121,010+121,01002,0150.04%+2,015
NESTLE S A SPONSORED ADR075,388+75,38807,6270.17%+7,627
JACKSON FINL INC CL A091,740+91,74007,6860.17%+7,686
SPY 250430P005750001,0251,587+5621,2542,7360.06%+1,483
SYNCHRONOSS TECHNO INC COM0146,871+146,87101,5990.04%+1,599
VISA INC(V)40,26440,331+6712,72514,1340.32%+1,409
ABBOTT LABS058,799+58,79907,8000.17%+7,800
SIM ST TREAS FUT STRAT ETF786,290821,290+35,00016,68518,0440.40%+1,359
CONSTELLATION BRANDS INC(STZ)011,070+11,07002,0320.05%+2,032
JP MORGAN CHASE & CO(JPM)308,196306,652-1,54473,87875,2221.68%+1,344
ZIMVIE INC112,160269,290+157,1301,5652,9080.06%+1,344
RAYONIER INC(RYN)0372,894+372,894010,3960.23%+10,396
ISHARES GOLD TR(IAU)0157,343+157,34309,2770.21%+9,277
UBER TECHNOLOGIES INC(UBER)021,624+21,62401,5750.04%+1,575
AMENTUM HOLDINGS INC068,770+68,77001,2520.03%+1,252
HELEN OF TROY LT52,39981,650+29,2513,1354,3670.10%+1,232
PETCO HEALTH AND WELLNESS COMP0389,060+389,06001,1870.03%+1,187
SPDR PORTFOLIO LONG TERM TREAS0155,538+155,53804,2400.09%+4,240
ISHARES TR
0-5 YR TIPS ETF
160,136166,056+5,92016,11017,1820.38%+1,072
MARRIOTT VACATIONS WORLDWIDE(VAC)016,490+16,49001,0590.02%+1,059
VOX RTY CORP0696,879+696,87902,0350.05%+2,035
CORCEPT THERAPEUTICS INC(CORT)16,18816,18808161,8490.04%+1,033
EXXON MOBIL CORP079,020+79,02009,3980.21%+9,398
MCKESSON CORP(MCK)011,049+11,04907,4360.17%+7,436
AUTOMATIC DATA PROCESSING IN011,057+11,05703,3780.08%+3,378
UNITED PARCEL SERVICE INC(UPS)014,544+14,54401,6000.04%+1,600
VANGUARD TOTAL INTL BOND ETF087,926+87,92604,2930.10%+4,293
PROCTER AND GAMBLE CO(PG)0221,801+221,801037,7990.84%+37,799
PENTAIR LTD SHS035,540+35,54003,1090.07%+3,109
JANUS DETROIT STR TR B-BBB CLO029,133+29,13301,4180.03%+1,418
TRANSDIGM GROUP INC(TDG)06,858+6,85809,4870.21%+9,487
ISHARES TR069,905+69,90506,5560.15%+6,556
PROGRESSIVE CORP(PGR)018,378+18,37805,2010.12%+5,201
DOLLAR TREE INC(DLTR)9,15020,090+10,9406861,5080.03%+822
NORFOLK SOUTHN CORP02,141+2,14101,1200.02%+1,120
ENERGY SERVICES OF AMERICA085,640+85,64008090.02%+809
IAC INTERACTIVECORP NEW COM NE315,422312,393-3,02913,60714,3510.32%+744
VANGUARD SPECIALIZED FUNDS063,934+63,934012,4030.28%+12,403
RESOLUTE HLDGS MGMT INC COM022,337+22,33707000.02%+700
JP MORGAN ULTRA SHORT INCOME E1,620,9441,626,297+5,35381,64782,3391.84%+692
PAPA JOHNS INTL INC64,92081,675+16,7552,6663,3550.07%+689
ISHARES TR
MSCI USA MIN ETF
096,864+96,86409,0720.20%+9,072
SPDR GOLD TR(GLD)014,252+14,25204,1070.09%+4,107
PURSUIT ATTRACTIONS AND HOSPIT90,039127,106+37,0673,8284,4980.10%+671
TALKSPACE INC0525,690+525,69001,3460.03%+1,346
ISHARES TR053,228+53,22805,2650.12%+5,265
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