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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
GE icon
351
GE Aerospace
GE
$367B
$1.27M 0.03%
4,483
+173
+4% +$54.4K
VOXR
352
Vox Royalty Corp
VOXR
$301M
$1.26M 0.03%
240,637
-175,376
-42% -$938K
WFC icon
353
Wells Fargo
WFC
$261B
$1.24M 0.03%
15,567
-1,186
-7% -$102K
TPR icon
354
Tapestry
TPR
$28.8B
$1.23M 0.03%
8,722
+244
+3% +$34.6K
OMER icon
355
Omeros
OMER
$709M
$1.21M 0.03%
115,000
+55,750
+94% +$657K
HBAN icon
356
Huntington Bancshares
HBAN
$35.1B
$1.21M 0.03%
77,112
+5,000
+7% +$85.4K
NWSA icon
357
News Corp Class A
NWSA
$14.5B
$1.2M 0.03%
48,240
+44,072
+1,057% +$1.09M
TECB icon
358
iShares US Tech Breakthrough Multisector ETF
TECB
$455M
$1.2M 0.03%
21,627
+2
+0% +$117
RAIL icon
359
FreightCar America
RAIL
$275M
$1.2M 0.03%
149,983
-132,980
-47% -$1.51M
GDX icon
360
VanEck Gold Miners ETF
GDX
$23B
$1.2M 0.03%
13,023
+4
+0% +$394
AMPY icon
361
Amplify Energy
AMPY
$163M
$1.19M 0.03%
190,990
+142,120
+291% +$773K
PED icon
362
PEDEVCO
PED
$159M
$1.19M 0.03%
+74,378
New +$975K
UEC icon
363
Uranium Energy
UEC
$4.71B
$1.18M 0.03%
87,674
+274
+0.3% +$4.23K
ADX icon
364
Adams Diversified Equity Fund
ADX
$3.17B
$1.18M 0.03%
53,896
-4,647
-8% -$107K
FEX icon
365
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$1.18M 0.03%
9,667
-300
-3% -$37.2K
FBTC icon
366
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$1.17M 0.03%
19,904
-35
-0.2% -$2.33K
GNRC icon
367
Generac Holdings
GNRC
$11.9B
$1.16M 0.02%
5,955
– –
DUK icon
368
Duke Energy
DUK
$102B
$1.15M 0.02%
8,792
-179
-2% -$22.4K
MBOT icon
369
Microbot Medical
MBOT
$115M
$1.15M 0.02%
+477,080
New +$1.07M
INSE icon
370
Inspired Entertainment
INSE
$177M
$1.15M 0.02%
161,200
+29,610
+23% +$244K
HAUZ icon
371
Xtrackers International Real Estate ETF
HAUZ
$1.04B
$1.15M 0.02%
50,818
+50,000
+6,112% +$1.21M
SMH icon
372
VanEck Semiconductor ETF
SMH
$67.6B
$1.15M 0.02%
2,992
+8
+0.3% +$3.18K
DMBS icon
373
DoubleLine Mortgage ETF
DMBS
$697M
$1.14M 0.02%
23,000
+5,000
+28% +$249K
TMUS icon
374
T-Mobile US
TMUS
$193B
$1.13M 0.02%
5,386
+1,005
+23% +$206K
WY icon
375
Weyerhaeuser
WY
$17.3B
$1.13M 0.02%
46,264
-582
-1% -$14.6K
13 14
15
16 17

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 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.