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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
326
PUT
Norfolk Southern
NSC
$78.8B
$1.46M 0.03%
+912
New +$271K
SLV icon
327
iShares Silver Trust
SLV
$28.1B
$1.46M 0.03%
21,486
-6,118
-22% -$465K
WELL icon
328
Welltower
WELL
$178B
$1.46M 0.03%
7,379
-245
-3% -$48.4K
RHLD
329
Resolute Holdings Management
RHLD
$1.09B
$1.46M 0.03%
8,987
-12,340
-58% -$2.25M
GDL
330
GDL Fund
GDL
$92M
$1.45M 0.03%
174,626
– –
DHR icon
331
Danaher
DHR
$135B
$1.44M 0.03%
7,618
-73
-0.9% -$15.5K
SCHG icon
332
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$1.44M 0.03%
49,272
-7,898
-14% -$246K
AMCR icon
333
Amcor
AMCR
$20.6B
$1.44M 0.03%
36,101
-1,165
-3% -$51.5K
IT icon
334
Gartner
IT
$9.41B
$1.43M 0.03%
9,051
-151
-2% -$27.8K
TSM icon
335
TSMC
TSM
$2.09T
$1.42M 0.03%
4,211
-131
-3% -$45.1K
EML icon
336
Eastern Company
EML
$146M
$1.41M 0.03%
69,598
+551
+0.8% +$10.4K
HOFT icon
337
Hooker Furnishings Corp
HOFT
$148M
$1.41M 0.03%
+109,225
New +$1.44M
KEY icon
338
KeyCorp
KEY
$24.3B
$1.4M 0.03%
69,635
-37
-0.1% -$775
IWP icon
339
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$1.39M 0.03%
10,881
– –
BBWI icon
340
Bath & Body Works
BBWI
$4.01B
$1.38M 0.03%
73,854
-105,354
-59% -$2.28M
CBOE icon
341
Cboe Global Markets
CBOE
$29.8B
$1.36M 0.03%
4,843
-48
-1% -$13.4K
COR icon
342
Cencora
COR
$60.3B
$1.36M 0.03%
4,329
-29
-0.7% -$10.1K
PANW icon
343
Palo Alto Networks
PANW
$264B
$1.35M 0.03%
8,406
+5,406
+180% +$908K
AIOT
344
PowerFleet Inc
AIOT
$500M
$1.33M 0.03%
432,950
+316,020
+270% +$1.32M
SON icon
345
Sonoco
SON
$5.76B
$1.32M 0.03%
24,351
-5,201
-18% -$268K
DAVE icon
346
Dave Inc
DAVE
$5.12B
$1.31M 0.03%
+7,540
New +$1.46M
NEM icon
347
Newmont
NEM
$98.2B
$1.29M 0.03%
11,919
-131
-1% -$15.1K
SIRI icon
348
SiriusXM
SIRI
$10B
$1.29M 0.03%
55,718
+11,410
+26% +$245K
RWK icon
349
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.3B
$1.28M 0.03%
9,966
-23
-0.2% -$3.04K
CAL icon
350
Caleres
CAL
$396M
$1.28M 0.03%
+121,040
New +$1.44M
12 13
14
15 16

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.