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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRM icon
276
Iron Mountain
IRM
$34.6B
$2.5M 0.05%
19,766
-1,126
-5% -$138K
ROK icon
277
Rockwell Automation
ROK
$47.7B
$2.49M 0.05%
5,023
-970
-16% -$422K
AVDV icon
278
Avantis International Small Cap Value ETF
AVDV
$20.5B
$2.48M 0.05%
24,106
+13,935
+137% +$1.48M
DFCF icon
279
Dimensional Core Fixed Income ETF
DFCF
$11.5B
$2.45M 0.05%
58,136
-5,690
-9% -$241K
HSY icon
280
Hershey
HSY
$34.8B
$2.45M 0.05%
13,976
-1,931
-12% -$364K
SNDK
281
Sandisk
SNDK
$254B
$2.45M 0.05%
1,078
-211
-16% -$301K
VCSH icon
282
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$2.41M 0.05%
30,449
+179
+0.6% +$14.2K
PLTR icon
283
Palantir
PLTR
$409B
$2.4M 0.05%
20,556
-1,881
-8% -$257K
COO icon
284
Cooper Companies
COO
$13.2B
$2.39M 0.05%
33,390
+33,296
+35,421% +$2.18M
UHAL.B icon
285
U-Haul Holding Co Series N
UHAL.B
$11.1B
$2.39M 0.05%
41,450
+7,776
+23% +$387K
EXPD icon
286
Expeditors International
EXPD
$24.2B
$2.38M 0.05%
14,600
-489
-3% -$75.6K
WM icon
287
Waste Management
WM
$87B
$2.37M 0.05%
10,615
-5
-0% -$1.11K
SCHW
288
Charles Schwab
SCHW
$185B
$2.35M 0.05%
25,476
-372
-1% -$33.9K
SNEX icon
289
StoneX
SNEX
$8.33B
$2.34M 0.05%
29,648
-3,601
-11% -$270K
IAU icon
290
iShares Gold Trust
IAU
$64.6B
$2.32M 0.04%
30,688
-552
-2% -$46.9K
DIA icon
291
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$2.31M 0.04%
4,424
-140
-3% -$69.9K
CTRI icon
292
Centuri Holdings
CTRI
$2.09B
$2.31M 0.04%
76,368
-27,150
-26% -$876K
AMT icon
293
American Tower
AMT
$81.9B
$2.29M 0.04%
14,028
-2,150
-13% -$387K
MPC icon
294
Marathon Petroleum
MPC
$112B
$2.28M 0.04%
8,918
-337
-4% -$82.7K
PNR icon
295
Pentair
PNR
$9.36B
$2.28M 0.04%
29,688
+22,358
+305% +$1.77M
FORR icon
296
Forrester Research
FORR
$232M
$2.27M 0.04%
+269,891
New +$1.76M
IWR icon
297
iShares Russell Mid-Cap ETF
IWR
$56.5B
$2.27M 0.04%
20,551
-1,004
-5% -$106K
GENI icon
298
Genius Sports
GENI
$1.96B
$2.25M 0.04%
370,631
+247,610
+201% +$1.28M
USB icon
299
US Bancorp
USB
$97.4B
$2.23M 0.04%
36,976
-1,635
-4% -$91.6K
CSX icon
300
CSX Corp
CSX
$90.8B
$2.23M 0.04%
46,969
+713
+2% +$32.2K
10 11
12
13 14

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DFO
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KIM
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CFC
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Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.