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AA

Ancora Advisors Portfolio holdings

AUM $4.7B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+19.05%
3 Year Est. Return
+64.25%
5 Year Est. Return
+78.87%
10 Year Est. Return
+385.89%
AUM
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
226
Norfolk Southern
NSC
$78.8B
$3.03M 0.06%
10,553
-1,720
-14% -$511K
CTRI icon
227
Centuri Holdings
CTRI
$2.79B
$3.02M 0.06%
103,518
-13,130
-11% -$383K
VUG icon
228
Vanguard Growth ETF
VUG
$216B
$2.97M 0.06%
40,860
+66
+0.2% +$5.13K
CLFD icon
229
Clearfield
CLFD
$421M
$2.97M 0.06%
112,037
-31,960
-22% -$974K
J icon
230
Jacobs Solutions
J
$15.9B
$2.97M 0.06%
23,297
-34
-0.1% -$4.62K
TSLA icon
231
Tesla
TSLA
$1.24T
$2.94M 0.06%
7,920
+7
+0.1% +$2.88K
GLW icon
232
Corning
GLW
$126B
$2.94M 0.06%
21,586
+5,628
+35% +$679K
MSI icon
233
Motorola Solutions
MSI
$69.4B
$2.93M 0.06%
6,761
-117
-2% -$50.7K
PSTL
234
Postal Realty Trust
PSTL
$723M
$2.93M 0.06%
157,724
-61,862
-28% -$1.15M
KO icon
235
Coca-Cola
KO
$354B
$2.87M 0.06%
37,709
-1,850
-5% -$140K
SUNB
236
Sunbelt Rentals Holdings
SUNB
$31B
$2.86M 0.06%
+44,000
New +$3.09M
A icon
237
Agilent Technologies
A
$39.1B
$2.82M 0.06%
24,770
+374
+2% +$47.4K
LTPZ icon
238
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$694M
$2.8M 0.06%
54,830
+10,000
+22% +$522K
PFE icon
239
Pfizer
PFE
$140B
$2.8M 0.06%
99,615
-731
-0.7% -$19.5K
AMT icon
240
American Tower
AMT
$77.7B
$2.79M 0.06%
16,178
-115,852
-88% -$20.8M
UBER icon
241
Uber
UBER
$134B
$2.76M 0.06%
38,392
+8,365
+28% +$644K
ENB icon
242
Enbridge
ENB
$124B
$2.76M 0.06%
50,910
-11,874
-19% -$605K
IAU icon
243
iShares Gold Trust
IAU
$63B
$2.75M 0.06%
31,240
+2,691
+9% +$247K
GSLC icon
244
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$2.74M 0.06%
21,866
+450
+2% +$59K
BN icon
245
Brookfield
BN
$102B
$2.72M 0.06%
67,329
+957
+1% +$42.4K
CGCB icon
246
Capital Group Core Bond ETF
CGCB
$5.62B
$2.71M 0.06%
103,133
-15,709
-13% -$417K
WAT icon
247
Waters Corp
WAT
$36.8B
$2.71M 0.06%
9,086
+9,007
+11,401% +$3.08M
CAT icon
248
Caterpillar
CAT
$409B
$2.7M 0.06%
3,805
+132
+4% +$91.4K
DFCF icon
249
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$2.69M 0.06%
63,826
+1,116
+2% +$47.6K
APO icon
250
Apollo Global Management
APO
$70.7B
$2.69M 0.06%
24,111
+10,096
+72% +$1.25M
8 9
10
11 12

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.