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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
FBT icon
301
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
$1.89M 0.04%
9,141
– –
AP icon
302
Ampco-Pittsburgh
AP
$167M
$1.89M 0.04%
354,100
-597,218
-63% -$1.65M
SCHG icon
303
Schwab US Large-Cap Growth ETF
SCHG
$58.6B
$1.86M 0.04%
57,170
+59
+0.1% +$1.92K
VAC icon
304
Marriott Vacations Worldwide
VAC
$3.24B
$1.85M 0.04%
32,105
+9,555
+42% +$565K
IRM icon
305
Iron Mountain
IRM
$38.2B
$1.83M 0.04%
22,048
-406
-2% -$38K
UL icon
306
Unilever
UL
$131B
$1.81M 0.04%
27,675
+192
+0.7% +$12.9K
QUAL icon
307
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$1.8M 0.04%
9,052
+54
+0.6% +$10.6K
SLV icon
308
iShares Silver Trust
SLV
$28.1B
$1.78M 0.04%
27,604
+409
+2% +$20.5K
FCCO icon
309
First Community Corp
FCCO
$316M
$1.76M 0.04%
59,448
– –
DHR icon
310
Danaher
DHR
$135B
$1.76M 0.04%
7,691
+389
+5% +$85.5K
CSX icon
311
CSX Corp
CSX
$98.6B
$1.74M 0.04%
48,134
-2,111,904
-98% -$75.6M
NKE icon
312
Nike
NKE
$61.9B
$1.74M 0.04%
27,281
-3,546
-12% -$231K
ALL icon
313
Allstate
ALL
$66.9B
$1.73M 0.04%
8,320
+73
+0.9% +$14.9K
CMCSA icon
314
Comcast
CMCSA
$79.1B
$1.71M 0.04%
57,306
-4,814
-8% -$137K
SYK icon
315
Stryker
SYK
$127B
$1.71M 0.04%
4,870
+61
+1% +$22.2K
LION icon
316
Lionsgate Studios
LION
$3.88B
$1.61M 0.03%
176,460
-290,810
-62% -$2.07M
LMT icon
317
Lockheed Martin
LMT
$134B
$1.58M 0.03%
3,267
+658
+25% +$315K
WFC icon
318
Wells Fargo
WFC
$261B
$1.56M 0.03%
16,753
+683
+4% +$59.3K
AMCR icon
319
Amcor
AMCR
$20.6B
$1.55M 0.03%
37,266
-3,858
-9% -$159K
TRS icon
320
TriMas Corp
TRS
$1.43B
$1.54M 0.03%
43,418
-14,802
-25% -$517K
BMY icon
321
Bristol-Myers Squibb
BMY
$127B
$1.53M 0.03%
28,425
+1,026
+4% +$49.4K
GLIBA
322
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$891M
$1.52M 0.03%
41,281
-3,598
-8% -$126K
FBTC icon
323
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$1.52M 0.03%
19,939
+237
+1% +$20.7K
NFLX icon
324
Netflix
NFLX
$292B
$1.52M 0.03%
16,180
+2,940
+22% +$317K
MPC icon
325
Marathon Petroleum
MPC
$90.3B
$1.51M 0.03%
9,306
+170
+2% +$31.8K
11 12
13
14 15

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.