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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
TECB icon
351
iShares US Tech Breakthrough Multisector ETF
TECB
$457M
$1.32M 0.03%
21,625
-496
-2% -$30.5K
ISRG icon
352
Intuitive Surgical
ISRG
$127B
$1.31M 0.03%
2,312
+133
+6% +$70.8K
SLB icon
353
SLB Ltd
SLB
$77.6B
$1.31M 0.03%
34,023
-7,694
-18% -$279K
SON icon
354
Sonoco
SON
$5.8B
$1.29M 0.03%
29,552
+812
+3% +$33.6K
TMO icon
355
Thermo Fisher Scientific
TMO
$210B
$1.28M 0.03%
2,211
+665
+43% +$376K
RWK icon
356
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.31B
$1.26M 0.03%
9,989
-32
-0.3% -$4.01K
HBAN icon
357
Huntington Bancshares
HBAN
$35B
$1.25M 0.03%
72,112
-202
-0.3% -$3.31K
WDC icon
358
Western Digital
WDC
$165B
$1.25M 0.03%
7,252
-10,944
-60% -$1.66M
MRVL icon
359
Marvell Technology
MRVL
$167B
$1.24M 0.03%
14,553
+6,771
+87% +$593K
INSE icon
360
Inspired Entertainment
INSE
$184M
$1.23M 0.03%
131,590
+43,340
+49% +$365K
CBOE icon
361
Cboe Global Markets
CBOE
$29.4B
$1.23M 0.03%
4,891
+137
+3% +$34.1K
HDV
362
iShares Core High Dividend ETF
HDV
$14.6B
$1.22M 0.03%
50,305
-4,960
-9% -$121K
BAM icon
363
Brookfield Asset Management
BAM
$75.7B
$1.22M 0.03%
23,302
+256
+1% +$13.8K
NEM icon
364
Newmont
NEM
$97.8B
$1.2M 0.02%
12,050
+1,627
+16% +$147K
UHAL.B icon
365
U-Haul Holding Co Series N
UHAL.B
$12.5B
$1.18M 0.02%
25,324
+4,485
+22% +$218K
FEX icon
366
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$1.18M 0.02%
9,967
– –
CTVA icon
367
Corteva
CTVA
$59B
$1.17M 0.02%
17,407
-428
-2% -$27.7K
JBBB icon
368
Janus Henderson B-BBB CLO ETF
JBBB
$1.41B
$1.15M 0.02%
24,130
-5,295
-18% -$254K
BDX icon
369
Becton Dickinson
BDX
$44B
$1.13M 0.02%
5,800
+480
+9% +$91.3K
GDX icon
370
VanEck Gold Miners ETF
GDX
$22.9B
$1.12M 0.02%
13,019
-599
-4% -$47.3K
PRF icon
371
Invesco FTSE RAFI US 1000 ETF
PRF
$9.75B
$1.11M 0.02%
23,680
– –
WY icon
372
Weyerhaeuser
WY
$17.5B
$1.11M 0.02%
46,846
-37,681
-45% -$872K
NN icon
373
CALL
NextNav
NN
$1.71B
$1.11M 0.02%
2,486
– –
KKR icon
374
KKR & Co
KKR
$91.4B
$1.11M 0.02%
8,690
+7,704
+781% +$958K
PM icon
375
Philip Morris
PM
$305B
$1.1M 0.02%
6,850
+782
+13% +$121K
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 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.