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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
+2.13%
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
$4.85B
AUM Growth
-$152M
Cap. Flow
-$195M
Cap. Flow %
-4.01%
Top 10 Hldgs %
27.49%
Holding
2,631
New
576
Increased
792
Reduced
409
Closed
111

Top Buys

Rank Stock Value
1
COLD icon
Americold
COLD
+$141M
2
RBA icon
RB Global
RBA
+$62.5M
3
KVYO icon
Klaviyo
KVYO
+$37.3M
4
LKQ icon
LKQ Corp
LKQ
+$31M
5
CRM icon
Salesforce
CRM
+$14.4M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$237M
2
SEE
Sealed Air
SEE
+$133M
3
CSX icon
CSX Corp
CSX
+$75.6M
4
FWRD icon
Forward Air
FWRD
+$37.8M
5
AMZN icon
Amazon
AMZN
+$28.9M

Sector Composition

Rank Sector Weight
1 Technology 15.86%
2 Industrials 12.84%
3 Consumer Discretionary 11.02%
4 Financials 9.2%
5 Healthcare 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
J icon
226
Jacobs Solutions
J
$15.9B
$3.09M 0.06%
23,331
-29,145
-56% -$4.27M
HSY icon
227
Hershey
HSY
$35.4B
$3.07M 0.06%
16,866
-1,733
-9% -$317K
ISSC icon
228
Innovative Solutions & Support
ISSC
$342M
$3.06M 0.06%
161,800
-850
-0.5% -$9.68K
BN icon
229
Brookfield
BN
$102B
$3.05M 0.06%
66,372
-446
-0.7% -$20.3K
ENB icon
230
Enbridge
ENB
$124B
$3M 0.06%
62,784
-397
-0.6% -$19K
RGCO icon
231
RGC Resources
RGCO
$229M
$2.96M 0.06%
139,189
– –
CTRI icon
232
Centuri Holdings
CTRI
$2.79B
$2.95M 0.06%
116,648
+466
+0.4% +$10.4K
ANGI icon
233
Angi Inc
ANGI
$224M
$2.91M 0.06%
224,896
-707,190
-76% -$9.11M
TFX icon
234
Teleflex
TFX
$5.85B
$2.91M 0.06%
23,810
+10,380
+77% +$1.26M
FTEC icon
235
Fidelity MSCI Information Technology Index ETF
FTEC
$19.9B
$2.88M 0.06%
12,797
-4,207
-25% -$953K
CTRA
236
DELISTED
Coterra Energy
CTRA
$2.87M 0.06%
109,212
+2,280
+2% +$57.5K
LLY icon
237
Eli Lilly
LLY
$1.07T
$2.85M 0.06%
2,648
+250
+10% +$239K
AGM icon
238
Federal Agricultural Mortgage
AGM
$2.27B
$2.84M 0.06%
16,155
-7,915
-33% -$1.33M
GSLC icon
239
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$2.83M 0.06%
21,416
+7,300
+52% +$957K
CVCO icon
240
Cavco Industries
CVCO
$4.39B
$2.82M 0.06%
4,770
-2,210
-32% -$1.25M
VYX icon
241
NCR Voyix
VYX
$1.06B
$2.81M 0.06%
275,396
-35,897
-12% -$390K
NSC icon
242
CALL
Norfolk Southern
NSC
$78.8B
$2.81M 0.06%
925
-914
-50% -$264K
XLE icon
243
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$2.8M 0.06%
62,736
+1,662
+3% +$74K
PPLT
244
abrdn Physical Platinum Shares ETF
PPLT
$1.81B
$2.8M 0.06%
150,370
-1,050
-0.7% -$16.2K
VRT icon
245
Vertiv
VRT
$112B
$2.78M 0.06%
17,147
+1,224
+8% +$213K
KO icon
246
Coca-Cola
KO
$354B
$2.77M 0.06%
39,559
+879
+2% +$61.3K
ADP icon
247
Automatic Data Processing
ADP
$100B
$2.72M 0.06%
10,572
+107
+1% +$28.5K
DFCF icon
248
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$2.67M 0.06%
62,710
-7,661
-11% -$328K
EMBC icon
249
Embecta
EMBC
$195M
$2.65M 0.05%
223,240
-22,640
-9% -$299K
IIIN icon
250
Insteel Industries
IIIN
$633M
$2.65M 0.05%
83,599
-31,250
-27% -$1.02M
8 9
10
11 12

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DCP
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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
SCB
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EI
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RS
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Ancora Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Ancora Advisors held 2,631 positions worth $4.85B, down 3% from $5.01B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Ancora Advisors withdrew a net $195M in Q4 2025, closing 111 positions and reducing 409 holdings. Its most notable exit was Forward Air, an estimated $37.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Ancora Advisors opened a new position in Americold worth $148M.

  • Ancora Advisors's largest Q4 2025 buy was Americold: 11,528,577 shares worth $148M.
  • Ancora Advisors added most to RB Global in Q4 2025, an estimated $62.5M increase.
  • Ancora Advisors's biggest Q4 2025 reduction was Norfolk Southern, cutting an estimated $237M.
  • Ancora Advisors fully exited Forward Air in Q4 2025, selling an estimated $37.8M.
  • Ancora Advisors's ten largest holdings make up 27% of its $4.85B portfolio in Q4 2025.
  • Ancora Advisors opened 576 new positions and closed 111 in Q4 2025.
  • Ancora Advisors's portfolio value fell 3% quarter-over-quarter to $4.85B.

Based on Ancora Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.