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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
MSI icon
251
Motorola Solutions
MSI
$69.4B
$2.64M 0.05%
6,878
-7
-0.1% -$2.81K
CCJ icon
252
Cameco
CCJ
$38.3B
$2.59M 0.05%
28,310
+3,221
+13% +$290K
INFU icon
253
InfuSystem Holdings
INFU
$184M
$2.59M 0.05%
288,291
+85,960
+42% +$823K
XLK icon
254
State Street Technology Select Sector SPDR ETF
XLK
$115B
$2.56M 0.05%
17,760
-70
-0.4% -$10.1K
MU icon
255
Micron Technology
MU
$1.04T
$2.55M 0.05%
8,949
+846
+10% +$194K
ROK icon
256
Rockwell Automation
ROK
$51.4B
$2.55M 0.05%
6,547
-594
-8% -$223K
SCHW
257
Charles Schwab
SCHW
$177B
$2.52M 0.05%
25,215
+1,031
+4% +$97.8K
VCSH icon
258
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$2.52M 0.05%
31,550
-152
-0.5% -$12.1K
AJG icon
259
Arthur J. Gallagher & Co
AJG
$63.7B
$2.51M 0.05%
9,701
-217
-2% -$57.4K
PFE icon
260
Pfizer
PFE
$140B
$2.5M 0.05%
100,346
-1,776
-2% -$44.8K
PNTG icon
261
Pennant Group
PNTG
$1.43B
$2.46M 0.05%
87,564
-14
-0% -$372
UBER icon
262
Uber
UBER
$134B
$2.45M 0.05%
30,027
+1,238
+4% +$111K
MRK icon
263
Merck
MRK
$324B
$2.39M 0.05%
22,684
-908
-4% -$85.2K
SCHB icon
264
Schwab US Broad Market ETF
SCHB
$42.8B
$2.38M 0.05%
90,729
+1,815
+2% +$47.2K
MEC icon
265
Mayville Engineering Co
MEC
$772M
$2.36M 0.05%
126,030
-102,270
-45% -$1.67M
SLDE
266
Slide Insurance Holdings
SLDE
$2.32B
$2.36M 0.05%
+121,000
New +$2.02M
GEV icon
267
GE Vernova
GEV
$270B
$2.35M 0.05%
3,591
+298
+9% +$182K
MKL icon
268
Markel Group
MKL
$25B
$2.34M 0.05%
1,090
+112
+11% +$227K
TRV icon
269
Travelers Companies
TRV
$80.8B
$2.33M 0.05%
8,038
+98
+1% +$27.6K
COF icon
270
Capital One
COF
$124B
$2.33M 0.05%
9,620
-464
-5% -$103K
IT icon
271
Gartner
IT
$9.41B
$2.32M 0.05%
9,202
+202
+2% +$48.6K
LTPZ icon
272
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$694M
$2.32M 0.05%
44,830
– –
WM icon
273
Waste Management
WM
$95.9B
$2.32M 0.05%
10,553
+52
+0.5% +$11.1K
IAU icon
274
iShares Gold Trust
IAU
$63B
$2.32M 0.05%
28,549
+5,364
+23% +$419K
EXPD icon
275
Expeditors International
EXPD
$22.9B
$2.3M 0.05%
15,429
-261
-2% -$35.5K
9 10
11
12 13

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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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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.