We are live on ! Find out more
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
AMCR icon
276
CALL
Amcor
AMCR
$20.8B
$2.18M 0.05%
+1,264
New +$58.3K
CRM icon
277
Salesforce
CRM
$151B
$2.17M 0.05%
7,963
+978
+14% +$261K
PLTR icon
278
Palantir
PLTR
$295B
$2.16M 0.04%
15,846
-4,437
-22% -$520K
JEPI icon
279
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$2.14M 0.04%
37,715
-1,934
-5% -$107K
MRK icon
280
Merck
MRK
$322B
$2.14M 0.04%
27,077
-1,727
-6% -$137K
TRV icon
281
Travelers Companies
TRV
$78.1B
$2.13M 0.04%
7,974
+64
+0.8% +$16.9K
STZ icon
282
Constellation Brands
STZ
$22.2B
$2.12M 0.04%
13,055
+1,985
+18% +$356K
MLKN icon
283
MillerKnoll
MLKN
$1.53B
$2.11M 0.04%
108,713
+167
+0.2% +$2.85K
SCHB icon
284
Schwab US Broad Market ETF
SCHB
$43.2B
$2.1M 0.04%
87,975
+620
+0.7% +$13.7K
VRT icon
285
Vertiv
VRT
$93B
$2.04M 0.04%
15,859
+13,525
+579% +$1.32M
CRD.A icon
286
Crawford & Co Class A
CRD.A
$532M
$2.01M 0.04%
189,517
-29,732
-14% -$316K
DIA icon
287
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$1.99M 0.04%
4,524
– –
DLTR icon
288
Dollar Tree
DLTR
$24.4B
$1.99M 0.04%
20,090
– –
SYK icon
289
Stryker
SYK
$125B
$1.96M 0.04%
4,959
– –
TIPT icon
290
Tiptree Inc
TIPT
$662M
$1.96M 0.04%
83,156
– –
IBM icon
291
IBM
IBM
$211B
$1.96M 0.04%
6,651
-149
-2% -$38.4K
UL icon
292
Unilever
UL
$137B
$1.94M 0.04%
28,250
-458
-2% -$32.1K
PESI icon
293
Perma-Fix Environmental Services
PESI
$352M
$1.9M 0.04%
180,789
+22,944
+15% +$211K
IWR icon
294
iShares Russell Mid-Cap ETF
IWR
$56B
$1.86M 0.04%
20,231
-610
-3% -$52.7K
PPLT
295
abrdn Physical Platinum Shares ETF
PPLT
$1.88B
$1.86M 0.04%
151,020
+2,320
+2% +$22.7K
BGSF icon
296
BGSF Inc
BGSF
$59.5M
$1.83M 0.04%
287,275
+97,194
+51% +$392K
LLY icon
297
Eli Lilly
LLY
$1.02T
$1.81M 0.04%
2,323
+57
+3% +$44.3K
EXPD icon
298
Expeditors International
EXPD
$22B
$1.81M 0.04%
15,830
-145
-0.9% -$16.2K
USB icon
299
US Bancorp
USB
$98.2B
$1.8M 0.04%
39,812
-249
-0.6% -$10.5K
VEEV icon
300
CALL
Veeva Systems
VEEV
$33.1B
$1.79M 0.04%
237
– –
10 11
12
13 14

Similar funds

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
EI
EFG International Zurich $4.67B AUM
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.