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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDC icon
326
Western Digital
WDC
$172B
$1.77M 0.03%
2,772
-10
-0.4% -$4.86K
BJRI icon
327
BJ's Restaurants
BJRI
$1.3B
$1.76M 0.03%
28,960
+16,970
+142% +$742K
HDSN
328
Hudson Technologies
HDSN
$225M
$1.74M 0.03%
+303,380
New +$1.73M
PPLT
329
abrdn Physical Platinum Shares ETF
PPLT
$2.22B
$1.74M 0.03%
123,190
-2,510
-2% -$43.6K
CHEF icon
330
Chefs' Warehouse
CHEF
$4.44B
$1.72M 0.03%
17,917
– –
GE icon
331
GE Aerospace
GE
$347B
$1.72M 0.03%
4,595
+112
+2% +$35.1K
COF icon
332
Capital One
COF
$131B
$1.71M 0.03%
8,525
-594
-7% -$114K
SCHG icon
333
Schwab US Large-Cap Growth ETF
SCHG
$62.4B
$1.7M 0.03%
50,232
+960
+2% +$31.8K
APO icon
334
CALL
Apollo Global Management
APO
$77.8B
$1.69M 0.03%
+1,250
New +$157K
LRCX icon
335
Lam Research
LRCX
$401B
$1.68M 0.03%
3,878
-475
-11% -$144K
SPOT icon
336
CALL
Spotify
SPOT
$109B
$1.67M 0.03%
+325
New +$155K
EQT icon
337
EQT Corp
EQT
$34.5B
$1.67M 0.03%
31,341
+16,569
+112% +$930K
ARES icon
338
CALL
Ares Management
ARES
$31.3B
$1.66M 0.03%
+1,250
New +$150K
AIOT
339
PowerFleet Inc
AIOT
$397M
$1.64M 0.03%
428,790
-4,160
-1% -$14.6K
CLFD icon
340
Clearfield
CLFD
$393M
$1.64M 0.03%
41,192
-70,845
-63% -$2.6M
GNRC icon
341
Generac Holdings
GNRC
$11.2B
$1.64M 0.03%
5,592
-363
-6% -$90.9K
SDY icon
342
State Street SPDR S&P Dividend ETF
SDY
$21.6B
$1.62M 0.03%
10,622
+13
+0.1% +$1.94K
SCHD icon
343
Schwab US Dividend Equity ETF
SCHD
$111B
$1.62M 0.03%
50,960
-1,570
-3% -$49.8K
KMI icon
344
Kinder Morgan
KMI
$71.2B
$1.61M 0.03%
50,399
-3,163
-6% -$102K
IWM icon
345
iShares Russell 2000 ETF
IWM
$80.1B
$1.61M 0.03%
5,351
-674
-11% -$189K
OMER icon
346
Omeros
OMER
$1.38B
$1.6M 0.03%
168,750
+53,750
+47% +$640K
KEY icon
347
KeyCorp
KEY
$23.3B
$1.6M 0.03%
69,339
-296
-0.4% -$6.45K
WELL icon
348
Welltower
WELL
$171B
$1.59M 0.03%
7,005
-374
-5% -$79.1K
UL icon
349
Unilever
UL
$137B
$1.58M 0.03%
26,358
-2,100
-7% -$121K
SCHZ icon
350
Schwab US Aggregate Bond ETF
SCHZ
$10.7B
$1.54M 0.03%
66,385
-17,154
-21% -$397K
12 13
14
15 16

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DFO
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KIM
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Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.