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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$59.6M
2
SEE
Sealed Air
SEE
+$56.5M
3
NSC icon
Norfolk Southern
NSC
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

Rank Stock Value
1
X
US Steel
X
+$112M
2
GRBK icon
Green Brick Partners
GRBK
+$67.2M
3
BERY
Berry Global Group, Inc.
BERY
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

Rank Sector Weight
1 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CEF icon
226
Sprott Physical Gold and Silver Trust
CEF
$7.4B
$3.08M 0.06%
102,410
-12,500
-11% -$365K
DFCF icon
227
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$3.08M 0.06%
72,854
-3,983
-5% -$166K
CTO
228
CTO Realty Growth
CTO
$824M
$3.05M 0.06%
176,770
-77,943
-31% -$1.41M
A icon
229
Agilent Technologies
A
$39.1B
$2.94M 0.06%
24,944
+5,881
+31% +$652K
ENB icon
230
Enbridge
ENB
$119B
$2.94M 0.06%
64,950
-1,249
-2% -$56.6K
SJM icon
231
J.M. Smucker
SJM
$12.7B
$2.94M 0.06%
29,907
-854
-3% -$93.9K
VUG icon
232
Vanguard Morningstar Growth ETF
VUG
$220B
$2.88M 0.06%
39,414
+1,044
+3% +$68.7K
VVX icon
233
V2X
VVX
$2.83B
$2.87M 0.06%
59,078
-4,330
-7% -$206K
DFAU icon
234
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$2.86M 0.06%
67,445
-5,373
-7% -$211K
NOC icon
235
Northrop Grumman
NOC
$77.1B
$2.84M 0.06%
5,685
+31
+0.5% +$15.2K
NKE icon
236
Nike
NKE
$61.9B
$2.82M 0.06%
39,749
-20,978
-35% -$1.26M
BN icon
237
Brookfield
BN
$104B
$2.81M 0.06%
68,243
-313
-0.5% -$11.6K
MSI icon
238
Motorola Solutions
MSI
$72.3B
$2.81M 0.06%
6,672
+1
+0% +$418
FTV icon
239
Fortive
FTV
$17.9B
$2.8M 0.06%
53,700
+47,074
+710% +$2.47M
CTRI icon
240
Centuri Holdings
CTRI
$2.81B
$2.79M 0.06%
124,242
+32,582
+36% +$637K
KO icon
241
Coca-Cola
KO
$377B
$2.77M 0.06%
39,098
+80
+0.2% +$5.7K
CNDT icon
242
Conduent
CNDT
$244M
$2.75M 0.06%
+1,042,399
New +$2.45M
VCSH icon
243
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$2.74M 0.06%
34,412
-1,380
-4% -$109K
TTAM
244
Titan America SA
TTAM
$2.85B
$2.67M 0.06%
+214,130
New +$2.84M
UBER icon
245
Uber
UBER
$143B
$2.67M 0.06%
28,604
+6,980
+32% +$575K
PFE icon
246
Pfizer
PFE
$143B
$2.66M 0.06%
109,825
-29,276
-21% -$683K
ROK icon
247
Rockwell Automation
ROK
$53.4B
$2.66M 0.06%
8,007
+366
+5% +$104K
PNTG icon
248
Pennant Group
PNTG
$1.4B
$2.63M 0.05%
88,103
+35
+0% +$960
XLE icon
249
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$2.56M 0.05%
60,360
+86
+0.1% +$3.58K
AVNW icon
250
Aviat Networks
AVNW
$265M
$2.55M 0.05%
105,835
+8,830
+9% +$178K
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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EI
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VDI
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Ancora Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Ancora Advisors held 2,163 positions worth $4.82B, up 7.6% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q2 2025 filing shows 317 new, 533 increased, 401 reduced and 113 closed positions. Its largest new stake was Sealed Air: 1,898,485 shares worth $58.9M. The largest sale was US Steel, an estimated $112M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q2 2025 buy was Sealed Air: 1,898,485 shares worth $58.9M.
  • Ancora Advisors added most to CSX Corp in Q2 2025, an estimated $59.6M increase.
  • Ancora Advisors's biggest Q2 2025 reduction was Green Brick Partners, cutting an estimated $67.2M.
  • Ancora Advisors fully exited US Steel in Q2 2025, selling an estimated $112M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.82B portfolio in Q2 2025.
  • Ancora Advisors opened 317 new positions and closed 113 in Q2 2025.
  • Ancora Advisors's portfolio value rose 7.6% quarter-over-quarter to $4.82B.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.