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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
MRBK icon
401
Meridian
MRBK
$236M
$986K 0.02%
51,990
-1,790
-3% -$34K
PKG icon
402
Packaging Corp of America
PKG
$22.7B
$979K 0.02%
4,611
– –
VOE icon
403
Vanguard Mid-Cap Value ETF
VOE
$23.7B
$946K 0.02%
5,133
-90
-2% -$16.8K
EQT icon
404
EQT Corp
EQT
$33.2B
$940K 0.02%
14,772
+13,626
+1,189% +$798K
MCHP icon
405
Microchip Technology
MCHP
$42.8B
$938K 0.02%
14,519
-533
-4% -$38.3K
KTOS icon
406
Kratos Defense & Security Solutions
KTOS
$8.88B
$930K 0.02%
13,194
-950
-7% -$91.1K
LRCX icon
407
Lam Research
LRCX
$382B
$930K 0.02%
4,353
– –
SPLV icon
408
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$922K 0.02%
12,608
+1
+0% +$74
BDX icon
409
Becton Dickinson
BDX
$43.1B
$921K 0.02%
5,861
+61
+1% +$11.2K
EEM icon
410
iShares MSCI Emerging Markets ETF
EEM
$28B
$919K 0.02%
16,191
+1,875
+13% +$110K
BUFR icon
411
FT Vest Fund of Buffer ETFs
BUFR
$10B
$918K 0.02%
27,189
+189
+0.7% +$6.49K
ADI icon
412
Analog Devices
ADI
$181B
$916K 0.02%
2,880
-70
-2% -$22.3K
VGT icon
413
Vanguard Information Technology ETF
VGT
$139B
$916K 0.02%
10,504
+2,240
+27% +$206K
MOG.A icon
414
Moog Inc Class A
MOG.A
$13B
$914K 0.02%
3,122
– –
GVI icon
415
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
$904K 0.02%
8,477
– –
GLSI icon
416
Greenwich LifeSciences
GLSI
$191M
$901K 0.02%
+37,500
New +$978K
BA icon
417
Boeing
BA
$165B
$889K 0.02%
4,465
+1,011
+29% +$230K
KKR icon
418
KKR & Co
KKR
$89.2B
$888K 0.02%
9,600
+910
+10% +$95.9K
VSTS icon
419
CALL
Vestis
VSTS
$2.06B
$873K 0.02%
+6,159
New +$45K
SPGI icon
420
S&P Global
SPGI
$126B
$853K 0.02%
2,004
+1,729
+629% +$803K
OKE icon
421
Oneok
OKE
$58.7B
$848K 0.02%
9,377
+6,834
+269% +$563K
ARCC icon
422
Ares Capital
ARCC
$13.5B
$846K 0.02%
46,965
-1,966
-4% -$38.1K
IYF icon
423
iShares US Financials ETF
IYF
$4.39B
$846K 0.02%
7,191
-388
-5% -$48.2K
CLF icon
424
Cleveland-Cliffs
CLF
$6.81B
$839K 0.02%
99,304
-10,421
-9% -$119K
AOUT icon
425
American Outdoor Brands
AOUT
$162M
$830K 0.02%
88,816
+20,438
+30% +$181K
15 16
17
18 19

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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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.