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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$59.6M
2
SEE
Sealed Air
SEE
+$56.5M
3
NSC icon
Norfolk Southern
NSC
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

Rank Stock Value
1
X
US Steel
X
+$112M
2
GRBK icon
Green Brick Partners
GRBK
+$67.2M
3
BERY
Berry Global Group, Inc.
BERY
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

Rank Sector Weight
1 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JYNT icon
351
The Joint Corp
JYNT
$118M
$1.33M 0.03%
114,849
– –
HURC icon
352
Hurco Companies Inc
HURC
$135M
$1.32M 0.03%
70,058
– –
IWM icon
353
iShares Russell 2000 ETF
IWM
$79.8B
$1.31M 0.03%
6,049
-142
-2% -$28.6K
BAM icon
354
Brookfield Asset Management
BAM
$77.3B
$1.29M 0.03%
23,418
-406
-2% -$21.8K
SON icon
355
Sonoco
SON
$5.57B
$1.28M 0.03%
29,278
-4,199
-13% -$188K
COR icon
356
Cencora
COR
$60.6B
$1.26M 0.03%
4,197
+6
+0.1% +$1.73K
MOS icon
357
The Mosaic Company
MOS
$7.03B
$1.25M 0.03%
34,363
-5,893
-15% -$189K
MCHP icon
358
Microchip Technology
MCHP
$40.3B
$1.25M 0.03%
17,757
+76
+0.4% +$4.18K
AEP icon
359
American Electric Power
AEP
$69.6B
$1.24M 0.03%
11,942
+65
+0.5% +$6.76K
FDX icon
360
FedEx
FDX
$72.7B
$1.24M 0.03%
5,448
-71
-1% -$15.5K
WELL icon
361
Welltower
WELL
$169B
$1.22M 0.03%
7,940
+42
+0.5% +$6.28K
TECB icon
362
iShares US Tech Breakthrough Multisector ETF
TECB
$463M
$1.21M 0.03%
21,182
+3
+0% +$155
HBAN icon
363
Huntington Bancshares
HBAN
$34.4B
$1.21M 0.03%
72,314
+3,208
+5% +$48.4K
KEY icon
364
KeyCorp
KEY
$24.2B
$1.2M 0.02%
68,976
-351
-0.5% -$5.44K
WDC icon
365
Western Digital
WDC
$188B
$1.19M 0.02%
18,636
+4,826
+35% +$230K
CORT icon
366
Corcept Therapeutics
CORT
$12.4B
$1.19M 0.02%
16,188
– –
BBCP icon
367
Concrete Pumping Holdings
BBCP
$490M
$1.18M 0.02%
192,191
+30,721
+19% +$195K
RWK icon
368
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.31B
$1.18M 0.02%
10,088
-1,121
-10% -$123K
GNK icon
369
Genco Shipping & Trading
GNK
$1.11B
$1.16M 0.02%
88,380
– –
HIFS icon
370
Hingham Institution for Saving
HIFS
$627M
$1.15M 0.02%
4,633
-1,295
-22% -$313K
CBOE icon
371
Cboe Global Markets
CBOE
$32.5B
$1.14M 0.02%
4,879
– –
PM icon
372
Philip Morris
PM
$297B
$1.14M 0.02%
6,247
-18
-0.3% -$3.09K
FPX icon
373
First Trust US Equity Opportunities ETF
FPX
$1.47B
$1.13M 0.02%
7,813
– –
ISRG icon
374
Intuitive Surgical
ISRG
$127B
$1.12M 0.02%
2,062
+1
+0% +$523
COWZ icon
375
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$1.12M 0.02%
20,274
+837
+4% +$44.3K
13 14
15
16 17

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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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Ancora Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Ancora Advisors held 2,163 positions worth $4.82B, up 7.6% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q2 2025 filing shows 317 new, 533 increased, 401 reduced and 113 closed positions. Its largest new stake was Sealed Air: 1,898,485 shares worth $58.9M. The largest sale was US Steel, an estimated $112M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q2 2025 buy was Sealed Air: 1,898,485 shares worth $58.9M.
  • Ancora Advisors added most to CSX Corp in Q2 2025, an estimated $59.6M increase.
  • Ancora Advisors's biggest Q2 2025 reduction was Green Brick Partners, cutting an estimated $67.2M.
  • Ancora Advisors fully exited US Steel in Q2 2025, selling an estimated $112M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.82B portfolio in Q2 2025.
  • Ancora Advisors opened 317 new positions and closed 113 in Q2 2025.
  • Ancora Advisors's portfolio value rose 7.6% quarter-over-quarter to $4.82B.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.