Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Ancora Dividend Value Equity Fund ANCORA TRUST · 29 lines · as of Jun 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Ancora Dividend Value Equity Fund |
|---|---|
| Broadcom Inc | 6.49 % |
| JPMorgan Chase & Co | 6.38 % |
| AbbVie Inc | 6.05 % |
| Microsoft Corp | 5.84 % |
| Apple Inc | 5.81 % |
| Eaton Corp PLC | 5.68 % |
| Johnson & Johnson | 5.00 % |
| Bank of America Corp | 4.51 % |
| EOG Resources Inc | 4.46 % |
| General Dynamics Corp | 4.33 % |
| Home Depot Inc/The | 3.99 % |
| Procter & Gamble Co/The | 3.32 % |
| Marriott International Inc/MD | 3.03 % |
| Linde PLC | 3.00 % |
| McDonald's Corp | 2.89 % |
| CRH PLC | 2.82 % |
| Stifel Financial Corp | 2.70 % |
| PACCAR Inc | 2.67 % |
| Walt Disney Co/The | 2.35 % |
| Chevron Corp | 2.26 % |
| Gilead Sciences Inc | 2.24 % |
| Houlihan Lokey Inc | 2.19 % |
| Honeywell International Inc | 1.96 % |
| Honeywell Aerospace Inc | 1.93 % |
| Ares Management Corp | 1.79 % |
| Salesforce Inc | 1.50 % |
| QUALCOMM Inc | 1.33 % |
| Wyndham Hotels & Resorts Inc | 1.02 % |
| Mastercard Inc | 1.02 % |
Titelia read 29 lines in these 1 funds.