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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+8.88%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$4.82B
AUM Growth
+$340M
Cap. Flow
+$8.94M
Cap. Flow %
0.19%
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 Miscellaneous 23.98%
2 Industrials 20.33%
3 Technology 13.14%
4 Consumer Discretionary 12.62%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
401
Intuit
INTU
$85B
$977K 0.02%
1,240
+1
+0.1% +$677
DFIN icon
402
Donnelley Financial Solutions
DFIN
$1.2B
$976K 0.02%
15,837
– –
AMD icon
403
Advanced Micro Devices
AMD
$872B
$970K 0.02%
6,833
+97
+1% +$10.6K
SMH icon
404
VanEck Semiconductor ETF
SMH
$69.2B
$958K 0.02%
3,434
+38
+1% +$8.81K
NOW icon
405
ServiceNow
NOW
$145B
$952K 0.02%
4,630
+25
+0.5% +$4.72K
SWBI icon
406
Smith & Wesson
SWBI
$596M
$951K 0.02%
109,543
– –
GE icon
407
GE Aerospace
GE
$329B
$944K 0.02%
3,669
+257
+8% +$56.4K
MO icon
408
Altria Group
MO
$116B
$928K 0.02%
15,828
-254
-2% -$14.9K
SNCR
409
DELISTED
Synchronoss Technologies
SNCR
$921K 0.02%
134,380
-12,491
-9% -$104K
IYF icon
410
iShares US Financials ETF
IYF
$4.26B
$915K 0.02%
7,560
+8
+0.1% +$902
SIRI icon
411
SiriusXM
SIRI
$9.54B
$913K 0.02%
39,764
-19,581
-33% -$421K
BDX icon
412
Becton Dickinson
BDX
$49.7B
$912K 0.02%
5,294
-642
-11% -$118K
PKG icon
413
Packaging Corp of America
PKG
$20.7B
$908K 0.02%
4,816
-99
-2% -$18.7K
SO icon
414
Southern Company
SO
$99B
$891K 0.02%
9,704
+203
+2% +$18.2K
DMBS icon
415
DoubleLine Mortgage ETF
DMBS
$697M
$883K 0.02%
18,000
– –
GNRC icon
416
Generac Holdings
GNRC
$12.3B
$882K 0.02%
6,157
-128
-2% -$15.6K
HCKT icon
417
Hackett Group
HCKT
$272M
$878K 0.02%
34,554
– –
FIS icon
418
Fidelity National Information Services
FIS
$18.9B
$877K 0.02%
10,773
-765
-7% -$59.5K
VOE icon
419
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.7B
$864K 0.02%
5,253
-303
-5% -$48K
SLV icon
420
iShares Silver Trust
SLV
$32B
$863K 0.02%
26,292
+2,746
+12% +$84K
AMP icon
421
Ameriprise Financial
AMP
$48.2B
$862K 0.02%
1,615
+12
+0.7% +$5.93K
BUFR icon
422
FT Vest Fund of Buffer ETFs
BUFR
$10.6B
$859K 0.02%
27,000
– –
PKW icon
423
Invesco BuyBack Achievers ETF
PKW
$1.75B
$857K 0.02%
6,932
+200
+3% +$22.9K
CMG icon
424
Chipotle Mexican Grill
CMG
$43B
$853K 0.02%
15,200
-740
-5% -$37.6K
MTBA icon
425
Simplify MBS ETF
MTBA
$1.4B
$852K 0.02%
17,000
– –
15 16
17
18 19

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LNWTC
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DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
CG
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KIM
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CFC
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CCM
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SB
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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 Miscellaneous at 24% of assets, down from 24% a quarter earlier, followed by Industrials and Technology.

  • 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.