Your funds, side by side
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 · 28 lines · as of Mar 31, 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 |
|---|---|
| JPMorgan Chase & Co | 6.62 % |
| Broadcom Inc | 6.33 % |
| Apple Inc | 5.93 % |
| AbbVie Inc | 5.23 % |
| EOG Resources Inc | 4.96 % |
| Microsoft Corp | 4.89 % |
| Johnson & Johnson | 4.81 % |
| Eaton Corp PLC | 4.77 % |
| General Dynamics Corp | 4.20 % |
| Honeywell International Inc | 3.95 % |
| Bank of America Corp | 3.85 % |
| Home Depot Inc/The | 3.72 % |
| McDonald's Corp. | 3.32 % |
| Procter & Gamble Co/The | 3.27 % |
| Linde PLC | 2.86 % |
| Stifel Financial Corp | 2.86 % |
| Chevron Corp | 2.81 % |
| CRH PLC | 2.77 % |
| Marriott International Inc/MD | 2.68 % |
| PACCAR Inc | 2.56 % |
| Gilead Sciences Inc | 2.47 % |
| Walt Disney Co/The | 2.35 % |
| Houlihan Lokey Inc | 2.34 % |
| Salesforce Inc | 1.79 % |
| Accenture PLC | 1.77 % |
| Ares Management Corp | 1.75 % |
| QUALCOMM Inc | 1.62 % |
| Wyndham Hotels & Resorts Inc | 0.99 % |
1 funds, 28 lines read.