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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
CTRA
251
DELISTED
Coterra Energy
CTRA
$2.54M 0.05%
100,140
+113
+0.1% +$2.87K
ZIMV
252
DELISTED
ZimVie
ZIMV
$2.52M 0.05%
269,799
+509
+0.2% +$4.65K
SAMG icon
253
Silvercrest Asset Management
SAMG
$79M
$2.51M 0.05%
158,374
-1,396
-0.9% -$21.1K
RAIL icon
254
FreightCar America
RAIL
$261M
$2.51M 0.05%
291,391
+68,843
+31% +$479K
SCHZ icon
255
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$2.4M 0.05%
103,365
+1,624
+2% +$37.3K
WM icon
256
Waste Management
WM
$90.6B
$2.37M 0.05%
10,375
+130
+1% +$30.2K
XLK icon
257
State Street Technology Select Sector SPDR ETF
XLK
$115B
$2.37M 0.05%
18,732
+146
+0.8% +$16.2K
RAL
258
Ralliant Corp
RAL
$7.23B
$2.37M 0.05%
+48,854
New +$2.41M
SBUX icon
259
Starbucks
SBUX
$120B
$2.35M 0.05%
25,671
-1,456
-5% -$126K
LTPZ icon
260
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$690M
$2.35M 0.05%
44,830
+2,530
+6% +$131K
IRM icon
261
Iron Mountain
IRM
$36.4B
$2.34M 0.05%
22,840
+100
+0.4% +$9.43K
SCHW
262
Charles Schwab
SCHW
$183B
$2.34M 0.05%
25,663
-2,211
-8% -$185K
TSLA icon
263
Tesla
TSLA
$1.23T
$2.32M 0.05%
7,311
+266
+4% +$80.1K
CLW icon
264
Clearwater Paper
CLW
$339M
$2.31M 0.05%
84,834
+54,413
+179% +$1.47M
CMDB
265
Costamare Bulkers Holdings
CMDB
$474M
$2.29M 0.05%
+263,983
New +$2.63M
CMCSA icon
266
Comcast
CMCSA
$85B
$2.29M 0.05%
64,099
-2,612
-4% -$90.4K
PSLV icon
267
Sprott Physical Silver Trust
PSLV
$12B
$2.29M 0.05%
186,807
+2,634
+1% +$29.8K
CSX icon
268
CALL
CSX Corp
CSX
$93.4B
$2.28M 0.05%
+20,025
New +$603K
COP icon
269
ConocoPhillips
COP
$147B
$2.26M 0.05%
25,214
+268
+1% +$24.1K
TRS icon
270
TriMas Corp
TRS
$1.43B
$2.25M 0.05%
78,780
+63,780
+425% +$1.56M
PRG icon
271
PROG Holdings
PRG
$1.75B
$2.25M 0.05%
+76,560
New +$2.13M
UPS icon
272
United Parcel Service
UPS
$88.6B
$2.21M 0.05%
21,857
+7,313
+50% +$719K
HRL icon
273
Hormel Foods
HRL
$13.8B
$2.2M 0.05%
72,783
-1,260
-2% -$38K
COF icon
274
Capital One
COF
$128B
$2.19M 0.05%
10,303
+10,229
+13,823% +$1.91M
AON icon
275
Aon
AON
$76.5B
$2.19M 0.05%
6,137
+117
+2% +$42.4K
9 10
11
12 13

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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.