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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
MKL icon
301
Markel Group
MKL
$23.3B
$1.87M 0.04%
978
+192
+24% +$376K
IBM icon
302
IBM
IBM
$211B
$1.86M 0.04%
6,608
-43
-0.6% -$11.3K
GSLC icon
303
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$1.84M 0.04%
14,116
– –
UL icon
304
Unilever
UL
$137B
$1.83M 0.04%
27,483
-767
-3% -$52.9K
LLY icon
305
Eli Lilly
LLY
$1.02T
$1.83M 0.04%
2,398
+75
+3% +$55.8K
SCHG icon
306
Schwab US Large-Cap Growth ETF
SCHG
$60B
$1.82M 0.04%
57,111
-2,661
-4% -$81.1K
CLF icon
307
Cleveland-Cliffs
CLF
$6.57B
$1.82M 0.04%
149,309
+18,000
+14% +$189K
TIPT icon
308
Tiptree Inc
TIPT
$662M
$1.79M 0.04%
93,445
+10,289
+12% +$229K
NOMD icon
309
Nomad Foods
NOMD
$1.66B
$1.79M 0.04%
136,064
-117,158
-46% -$1.84M
DBD icon
310
Diebold Nixdorf
DBD
$2.5B
$1.79M 0.04%
31,326
-40,160
-56% -$2.38M
SYK icon
311
Stryker
SYK
$125B
$1.78M 0.04%
4,809
-150
-3% -$58K
ALL icon
312
Allstate
ALL
$68B
$1.77M 0.04%
8,247
-55
-0.7% -$11.1K
MPC icon
313
Marathon Petroleum
MPC
$92.4B
$1.76M 0.04%
9,136
-420
-4% -$73.9K
GS icon
314
Goldman Sachs
GS
$300B
$1.76M 0.04%
2,208
-12
-0.5% -$8.89K
VYM icon
315
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.75M 0.04%
12,441
-219
-2% -$30.1K
QUAL icon
316
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
$1.75M 0.04%
8,998
+905
+11% +$170K
IAU icon
317
iShares Gold Trust
IAU
$62.9B
$1.69M 0.03%
23,185
-128,505
-85% -$8.38M
GLIBA
318
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$943M
$1.69M 0.03%
+44,879
New +$1.59M
AMCR icon
319
Amcor
AMCR
$20.8B
$1.68M 0.03%
41,124
-841,204
-95% -$37.7M
TNL icon
320
Travel + Leisure Co
TNL
$4.66B
$1.68M 0.03%
28,253
-39,230
-58% -$2.36M
FCCO icon
321
First Community Corp
FCCO
$321M
$1.68M 0.03%
59,448
– –
PNC icon
322
PNC Financial Services
PNC
$99.7B
$1.67M 0.03%
8,306
-765
-8% -$151K
TALK icon
323
Talkspace
TALK
$874M
$1.65M 0.03%
596,250
-1,050
-0.2% -$2.72K
TFX icon
324
Teleflex
TFX
$6.05B
$1.64M 0.03%
+13,430
New +$1.63M
FBT icon
325
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$1.64M 0.03%
9,141
-615
-6% -$105K
11 12
13
14 15

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DCP
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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
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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.