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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
SJM icon
276
J.M. Smucker
SJM
$12.6B
$2.27M 0.05%
23,237
+627
+3% +$64.8K
TXN icon
277
Texas Instruments
TXN
$255B
$2.27M 0.05%
13,083
-997
-7% -$171K
SHOP icon
278
Shopify
SHOP
$148B
$2.21M 0.05%
13,729
+416
+3% +$66.8K
DIA icon
279
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.3B
$2.19M 0.05%
4,564
-16
-0.3% -$7.57K
NC icon
280
NACCO Industries
NC
$353M
$2.18M 0.05%
44,515
+30,076
+208% +$1.38M
JEPI icon
281
JPMorgan Equity Premium Income ETF
JEPI
$45.4B
$2.17M 0.04%
37,930
+1,545
+4% +$88.2K
ENR icon
282
Energizer
ENR
$1.44B
$2.17M 0.04%
109,110
-20,781
-16% -$453K
TALK icon
283
Talkspace
TALK
$873M
$2.16M 0.04%
594,750
-1,500
-0.3% -$4.76K
DBD icon
284
Diebold Nixdorf
DBD
$3.09B
$2.13M 0.04%
31,326
– –
SMRT icon
285
SmartRent
SMRT
$183M
$2.12M 0.04%
+1,047,600
New +$1.72M
AON icon
286
Aon
AON
$77.3B
$2.11M 0.04%
5,981
-59
-1% -$20.6K
USB icon
287
US Bancorp
USB
$99.6B
$2.11M 0.04%
39,533
-18
-0% -$885
EBS icon
288
Emergent Biosolutions
EBS
$375M
$2.11M 0.04%
+170,469
New +$1.83M
CAT icon
289
Caterpillar
CAT
$409B
$2.1M 0.04%
3,673
+823
+29% +$457K
MNRO icon
290
Monro
MNRO
$525M
$2.08M 0.04%
103,548
-332,580
-76% -$6.12M
OWL icon
291
Blue Owl Capital
OWL
$6.39B
$2.07M 0.04%
248,052
+247,093
+25,766% +$3.86M
VYM icon
292
Vanguard High Dividend Yield ETF
VYM
$81.1B
$2.07M 0.04%
14,439
+1,998
+16% +$284K
IBM icon
293
IBM
IBM
$202B
$2.07M 0.04%
6,979
+371
+6% +$111K
APO icon
294
Apollo Global Management
APO
$70.7B
$2.03M 0.04%
14,015
+3,327
+31% +$442K
GS icon
295
Goldman Sachs
GS
$313B
$2.02M 0.04%
2,293
+85
+4% +$69.4K
SCHZ icon
296
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$1.99M 0.04%
84,952
-18,562
-18% -$436K
VOXR
297
Vox Royalty Corp
VOXR
$301M
$1.97M 0.04%
416,013
-80,585
-16% -$365K
ORN icon
298
Orion Group Holdings
ORN
$514M
$1.94M 0.04%
195,623
-195,545
-50% -$1.9M
IWR icon
299
iShares Russell Mid-Cap ETF
IWR
$56.8B
$1.93M 0.04%
20,001
+300
+2% +$28.8K
PNC icon
300
PNC Financial Services
PNC
$100B
$1.91M 0.04%
9,144
+838
+10% +$162K
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
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.