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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
TLN
376
Talen Energy Corp
TLN
$17.4B
$1.1M 0.02%
2,927
+50
+2% +$19.4K
IWB icon
377
iShares Russell 1000 ETF
IWB
$48.2B
$1.09M 0.02%
2,930
-48
-2% -$17.8K
LKQ icon
378
CALL
LKQ Corp
LKQ
$6.66B
$1.09M 0.02%
6,007
– –
TPR icon
379
Tapestry
TPR
$29.5B
$1.08M 0.02%
8,478
+20
+0.2% +$2.29K
PKE icon
380
Park Aerospace
PKE
$785M
$1.08M 0.02%
50,650
– –
SMH icon
381
VanEck Semiconductor ETF
SMH
$68.1B
$1.07M 0.02%
2,984
-319
-10% -$112K
KTOS icon
382
Kratos Defense & Security Solutions
KTOS
$9.24B
$1.07M 0.02%
14,144
+925
+7% +$75.7K
WRB icon
383
W.R. Berkley
WRB
$27.8B
$1.07M 0.02%
15,271
-154
-1% -$11.3K
SEG
384
Seaport Entertainment Group
SEG
$335M
$1.06M 0.02%
53,491
-32,726
-38% -$733K
GENI icon
385
Genius Sports
GENI
$1.88B
$1.05M 0.02%
95,521
-80,800
-46% -$881K
DUK icon
386
Duke Energy
DUK
$101B
$1.05M 0.02%
8,971
+1,072
+14% +$131K
DFUV icon
387
Dimensional US Marketwide Value ETF
DFUV
$15.5B
$1.04M 0.02%
22,422
-1,400
-6% -$63.5K
UEC icon
388
Uranium Energy
UEC
$4.94B
$1.02M 0.02%
87,400
– –
AVNW icon
389
Aviat Networks
AVNW
$270M
$1.02M 0.02%
47,602
-56,375
-54% -$1.26M
OMER icon
390
Omeros
OMER
$813M
$1.02M 0.02%
59,250
+56,250
+1,875% +$484K
FPX icon
391
First Trust US Equity Opportunities ETF
FPX
$1.53B
$1.01M 0.02%
6,200
– –
ARCC icon
392
Ares Capital
ARCC
$13.6B
$990K 0.02%
48,931
+2,021
+4% +$40.8K
IYF icon
393
iShares US Financials ETF
IYF
$4.7B
$977K 0.02%
7,579
+11
+0.1% +$1.38K
DE icon
394
Deere & Co
DE
$169B
$965K 0.02%
2,073
+397
+24% +$186K
EHAB
395
DELISTED
Enhabit
EHAB
$962K 0.02%
+104,350
New +$904K
MCHP icon
396
Microchip Technology
MCHP
$43.4B
$959K 0.02%
15,052
-2,311
-13% -$143K
SO icon
397
Southern Company
SO
$109B
$958K 0.02%
10,981
+390
+4% +$35.6K
GLDM icon
398
SPDR Gold MiniShares Trust
GLDM
$27.7B
$956K 0.02%
11,204
+950
+9% +$78.1K
SBUX icon
399
Starbucks
SBUX
$119B
$955K 0.02%
11,345
-12,432
-52% -$1.05M
PKG icon
400
Packaging Corp of America
PKG
$22.7B
$951K 0.02%
4,611
-55
-1% -$11.2K
14 15
16
17 18

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.