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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
ROK icon
251
Rockwell Automation
ROK
$53.4B
$2.5M 0.05%
7,141
-866
-11% -$299K
CTRI icon
252
Centuri Holdings
CTRI
$2.81B
$2.46M 0.05%
116,182
-8,060
-6% -$171K
SJM icon
253
J.M. Smucker
SJM
$12.7B
$2.46M 0.05%
22,610
-7,297
-24% -$792K
SAMG icon
254
Silvercrest Asset Management
SAMG
$79M
$2.45M 0.05%
155,246
-3,128
-2% -$51K
SCHZ icon
255
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$2.43M 0.05%
103,514
+149
+0.1% +$3.46K
VRT icon
256
Vertiv
VRT
$93B
$2.4M 0.05%
15,923
+64
+0.4% +$8.54K
LTPZ icon
257
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$690M
$2.39M 0.05%
44,830
– –
AVNW icon
258
Aviat Networks
AVNW
$265M
$2.38M 0.05%
103,977
-1,858
-2% -$42.7K
COP icon
259
ConocoPhillips
COP
$147B
$2.37M 0.05%
25,037
-177
-0.7% -$16.7K
IT icon
260
Gartner
IT
$10.1B
$2.37M 0.05%
9,000
+473
+6% +$138K
WM icon
261
Waste Management
WM
$90.6B
$2.32M 0.05%
10,501
+126
+1% +$28.4K
SCHW
262
Charles Schwab
SCHW
$183B
$2.31M 0.05%
24,184
-1,479
-6% -$140K
IRM icon
263
Iron Mountain
IRM
$36.4B
$2.29M 0.05%
22,454
-386
-2% -$37.2K
SCHB icon
264
Schwab US Broad Market ETF
SCHB
$43.2B
$2.29M 0.05%
88,914
+939
+1% +$23.2K
TRS icon
265
TriMas Corp
TRS
$1.43B
$2.25M 0.04%
58,220
-20,560
-26% -$730K
TRV icon
266
Travelers Companies
TRV
$78.1B
$2.22M 0.04%
7,940
-34
-0.4% -$9.11K
PNTG icon
267
Pennant Group
PNTG
$1.4B
$2.21M 0.04%
87,578
-525
-0.6% -$12.9K
WDC icon
268
Western Digital
WDC
$188B
$2.18M 0.04%
18,196
-440
-2% -$36K
GENI icon
269
Genius Sports
GENI
$1.85B
$2.18M 0.04%
176,321
+5,575
+3% +$66.7K
AP icon
270
Ampco-Pittsburgh
AP
$163M
$2.18M 0.04%
951,318
-117,213
-11% -$348K
PPLT
271
abrdn Physical Platinum Shares ETF
PPLT
$1.9B
$2.16M 0.04%
151,420
+400
+0.3% +$5.06K
AON icon
272
Aon
AON
$76.5B
$2.15M 0.04%
6,040
-97
-2% -$35.1K
NKE icon
273
Nike
NKE
$61.9B
$2.15M 0.04%
30,827
-8,922
-22% -$665K
COF icon
274
Capital One
COF
$128B
$2.14M 0.04%
10,084
-219
-2% -$47.9K
BAI
275
iShares A.I. Innovation and Tech Active ETF
BAI
$12.7B
$2.14M 0.04%
+62,656
New +$1.98M
9 10
11
12 13

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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
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EI
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VDI
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MA
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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.