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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
IWM icon
326
iShares Russell 2000 ETF
IWM
$79.8B
$1.49M 0.03%
6,065
+83
+1% +$20.4K
TGT icon
327
Target
TGT
$62.1B
$1.49M 0.03%
15,272
+1,984
+15% +$183K
KMI icon
328
Kinder Morgan
KMI
$73.1B
$1.49M 0.03%
54,255
+2,116
+4% +$57.2K
IWP icon
329
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$1.49M 0.03%
10,881
– –
AMD icon
330
Advanced Micro Devices
AMD
$851B
$1.48M 0.03%
6,914
+390
+6% +$87.6K
GDL
331
GDL Fund
GDL
$92M
$1.48M 0.03%
174,626
– –
COR icon
332
Cencora
COR
$60.3B
$1.47M 0.03%
4,358
+97
+2% +$33.1K
SDY icon
333
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$1.47M 0.03%
10,573
+2
+0% +$278
XMMO icon
334
Invesco S&P MidCap Momentum ETF
XMMO
$7.39B
$1.46M 0.03%
10,552
+2,034
+24% +$278K
CLF icon
335
Cleveland-Cliffs
CLF
$6.81B
$1.46M 0.03%
109,725
-39,584
-27% -$500K
SNEX icon
336
StoneX
SNEX
$8.83B
$1.46M 0.03%
34,443
– –
FDX icon
337
FedEx
FDX
$74.5B
$1.45M 0.03%
5,012
-191
-4% -$50.2K
KEY icon
338
KeyCorp
KEY
$24.3B
$1.44M 0.03%
69,672
+696
+1% +$13K
VZ icon
339
Verizon
VZ
$194B
$1.43M 0.03%
35,079
-969
-3% -$39.3K
MO icon
340
Altria Group
MO
$122B
$1.42M 0.03%
24,566
+5,254
+27% +$317K
WELL icon
341
Welltower
WELL
$178B
$1.42M 0.03%
7,624
-316
-4% -$59K
GLW icon
342
Corning
GLW
$126B
$1.4M 0.03%
15,958
-198
-1% -$17.1K
DGRO icon
343
iShares Core Dividend Growth ETF
DGRO
$42.6B
$1.39M 0.03%
19,972
+7,791
+64% +$536K
MLKN icon
344
MillerKnoll
MLKN
$1.5B
$1.38M 0.03%
75,227
-33,620
-31% -$548K
ADX icon
345
Adams Diversified Equity Fund
ADX
$3.17B
$1.37M 0.03%
58,543
-1,601
-3% -$36.7K
EML icon
346
Eastern Company
EML
$146M
$1.36M 0.03%
69,047
– –
JJSF icon
347
J&J Snack Foods
JJSF
$1.43B
$1.35M 0.03%
14,939
+14,910
+51,414% +$1.35M
GE icon
348
GE Aerospace
GE
$367B
$1.33M 0.03%
4,310
+648
+18% +$195K
AEP icon
349
American Electric Power
AEP
$73.7B
$1.32M 0.03%
11,480
+24
+0.2% +$2.83K
TSM icon
350
TSMC
TSM
$2.09T
$1.32M 0.03%
4,342
+914
+27% +$268K
12 13
14
15 16

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.