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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
+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
SLB icon
301
SLB Ltd
SLB
$73.6B
$1.78M 0.04%
52,809
+10,188
+24% +$353K
GENI icon
302
Genius Sports
GENI
$1.85B
$1.78M 0.04%
170,746
-33,806
-17% -$338K
EMBC icon
303
Embecta
EMBC
$216M
$1.76M 0.04%
182,090
-145,186
-44% -$1.63M
SCHG icon
304
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$1.75M 0.04%
59,772
+4,177
+8% +$110K
GSLC icon
305
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$1.71M 0.04%
14,116
+423
+3% +$47.6K
NFLX icon
306
Netflix
NFLX
$299B
$1.71M 0.04%
12,730
+260
+2% +$29.4K
FBTC icon
307
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$1.69M 0.04%
17,997
+2,116
+13% +$182K
PNC icon
308
PNC Financial Services
PNC
$99.7B
$1.69M 0.04%
9,071
+102
+1% +$17.3K
VYM icon
309
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.69M 0.04%
12,660
-6
-0% -$760
JMST icon
310
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$1.67M 0.03%
32,837
-1,044
-3% -$53K
ALL icon
311
Allstate
ALL
$68B
$1.67M 0.03%
8,302
-100
-1% -$20K
ALNT icon
312
Allient
ALNT
$1.49B
$1.66M 0.03%
45,740
-22,623
-33% -$629K
TALK icon
313
Talkspace
TALK
$874M
$1.66M 0.03%
597,300
+71,610
+14% +$211K
VAC icon
314
Marriott Vacations Worldwide
VAC
$3.35B
$1.63M 0.03%
22,550
+6,060
+37% +$382K
SMG icon
315
ScottsMiracle-Gro
SMG
$3.82B
$1.63M 0.03%
+24,670
New +$1.43M
IEMG icon
316
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$1.62M 0.03%
27,016
-177
-0.7% -$9.88K
SEG
317
Seaport Entertainment Group
SEG
$336M
$1.61M 0.03%
86,505
-186,196
-68% -$3.57M
GEV icon
318
GE Vernova
GEV
$264B
$1.61M 0.03%
3,047
+79
+3% +$32.9K
VOXR
319
Vox Royalty Corp
VOXR
$300M
$1.6M 0.03%
507,678
-189,201
-27% -$623K
IMXI icon
320
International Money Express
IMXI
$357M
$1.6M 0.03%
158,852
+13,234
+9% +$151K
NEWT icon
321
NewtekOne
NEWT
$428M
$1.6M 0.03%
141,821
– –
MPC icon
322
Marathon Petroleum
MPC
$92.4B
$1.59M 0.03%
9,556
-313
-3% -$46.9K
EML icon
323
Eastern Company
EML
$143M
$1.58M 0.03%
69,047
– –
FBT icon
324
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$1.57M 0.03%
9,756
-23
-0.2% -$3.66K
GS icon
325
Goldman Sachs
GS
$300B
$1.57M 0.03%
2,220
+14
+0.6% +$8.11K
11 12
13
14 15

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DCP
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GCM
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CCWM
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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 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.