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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
226
Vanguard Morningstar Growth ETF
VUG
$220B
$3.14M 0.06%
39,282
-132
-0.3% -$10.1K
RGCO icon
227
RGC Resources
RGCO
$223M
$3.12M 0.06%
139,189
-28,345
-17% -$621K
AJG icon
228
Arthur J. Gallagher & Co
AJG
$64.1B
$3.07M 0.06%
9,918
-97
-1% -$29.2K
ADP icon
229
Automatic Data Processing
ADP
$106B
$3.07M 0.06%
10,465
-545
-5% -$164K
BN icon
230
Brookfield
BN
$104B
$3.05M 0.06%
66,818
-1,425
-2% -$63.1K
A icon
231
Agilent Technologies
A
$39.1B
$3.04M 0.06%
23,699
-1,245
-5% -$150K
PZZA icon
232
Papa John's
PZZA
$984M
$3.02M 0.06%
62,814
-6,000
-9% -$278K
TSLA icon
233
Tesla
TSLA
$1.23T
$3.02M 0.06%
6,780
-531
-7% -$184K
DFCF icon
234
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$3.01M 0.06%
70,371
-2,483
-3% -$105K
PSLV icon
235
Sprott Physical Silver Trust
PSLV
$12B
$2.99M 0.06%
190,184
+3,377
+2% +$45.2K
UPS icon
236
United Parcel Service
UPS
$88.6B
$2.88M 0.06%
34,522
+12,665
+58% +$1.15M
HEFA icon
237
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
$2.86M 0.06%
72,140
-26,343
-27% -$1.02M
UBER icon
238
Uber
UBER
$143B
$2.82M 0.06%
28,789
+185
+0.6% +$17.3K
PLTR icon
239
Palantir
PLTR
$295B
$2.81M 0.06%
15,417
-429
-3% -$69.5K
TTAM
240
Titan America SA
TTAM
$2.85B
$2.8M 0.06%
187,520
-26,610
-12% -$393K
XLE icon
241
State Street Energy Select Sector SPDR ETF
XLE
$39B
$2.73M 0.05%
61,074
+714
+1% +$31.3K
PFE icon
242
Pfizer
PFE
$143B
$2.6M 0.05%
102,122
-7,703
-7% -$190K
TXN icon
243
Texas Instruments
TXN
$252B
$2.59M 0.05%
14,080
-2,108
-13% -$412K
STRZ
244
Starz Entertainment Corp
STRZ
$437M
$2.58M 0.05%
175,325
+148,230
+547% +$2.15M
KO icon
245
Coca-Cola
KO
$377B
$2.57M 0.05%
38,680
-418
-1% -$28.8K
RCMT icon
246
RCM Technologies
RCMT
$201M
$2.56M 0.05%
96,297
-45,588
-32% -$1.17M
PSFE icon
247
Paysafe
PSFE
$414M
$2.54M 0.05%
196,580
+164,210
+507% +$2.2M
VCSH icon
248
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$2.53M 0.05%
31,702
-2,710
-8% -$216K
CTRA
249
DELISTED
Coterra Energy
CTRA
$2.53M 0.05%
106,932
+6,792
+7% +$164K
XLK icon
250
State Street Technology Select Sector SPDR ETF
XLK
$115B
$2.51M 0.05%
17,830
-902
-5% -$119K
8 9
10
11 12

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.