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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
VOXR
276
Vox Royalty Corp
VOXR
$300M
$2.14M 0.04%
496,598
-11,080
-2% -$38K
DIA icon
277
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.1B
$2.12M 0.04%
4,580
+56
+1% +$25.2K
CCJ icon
278
Cameco
CCJ
$37.6B
$2.1M 0.04%
25,089
+6,746
+37% +$523K
INFU icon
279
InfuSystem Holdings
INFU
$184M
$2.1M 0.04%
+202,331
New +$1.68M
WY icon
280
Weyerhaeuser
WY
$18B
$2.1M 0.04%
84,527
-829,607
-91% -$21.2M
JEPI icon
281
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
$2.08M 0.04%
36,385
-1,330
-4% -$75.5K
DHI icon
282
D.R. Horton
DHI
$40B
$2.05M 0.04%
12,105
+4,455
+58% +$701K
ISSC icon
283
Innovative Solutions & Support
ISSC
$327M
$2.03M 0.04%
+162,650
New +$2.27M
GEV icon
284
GE Vernova
GEV
$264B
$2.02M 0.04%
3,293
+246
+8% +$149K
SBUX icon
285
Starbucks
SBUX
$120B
$2.01M 0.04%
23,777
-1,894
-7% -$170K
BGSF icon
286
BGSF Inc
BGSF
$59.5M
$2M 0.04%
282,095
-5,180
-2% -$33.6K
ENOV icon
287
Enovis
ENOV
$1.68B
$1.99M 0.04%
65,684
-49,097
-43% -$1.49M
CRD.A icon
288
Crawford & Co Class A
CRD.A
$532M
$1.99M 0.04%
186,166
-3,351
-2% -$35.3K
MRK icon
289
Merck
MRK
$322B
$1.98M 0.04%
23,592
-3,485
-13% -$287K
SHOP icon
290
Shopify
SHOP
$152B
$1.98M 0.04%
13,313
+805
+6% +$109K
SEG
291
Seaport Entertainment Group
SEG
$336M
$1.98M 0.04%
86,217
-288
-0.3% -$6.77K
FBTC icon
292
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$1.97M 0.04%
19,702
+1,705
+9% +$170K
CMCSA icon
293
Comcast
CMCSA
$85B
$1.95M 0.04%
62,120
-1,979
-3% -$66.3K
DSGR icon
294
Distribution Solutions Group
DSGR
$1.6B
$1.95M 0.04%
64,700
+28,550
+79% +$871K
MLKN icon
295
MillerKnoll
MLKN
$1.53B
$1.93M 0.04%
108,847
+134
+0.1% +$2.71K
EXPD icon
296
Expeditors International
EXPD
$22B
$1.92M 0.04%
15,690
-140
-0.9% -$16.6K
USB icon
297
US Bancorp
USB
$98.2B
$1.91M 0.04%
39,551
-261
-0.7% -$12.3K
IMXI icon
298
International Money Express
IMXI
$357M
$1.91M 0.04%
136,532
-22,320
-14% -$277K
IWR icon
299
iShares Russell Mid-Cap ETF
IWR
$56B
$1.9M 0.04%
19,701
-530
-3% -$50.2K
VEEV icon
300
CALL
Veeva Systems
VEEV
$33.1B
$1.88M 0.04%
237
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10 11
12
13 14

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DCP
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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
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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.