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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFUV icon
401
Dimensional US Marketwide Value ETF
DFUV
$15.5B
$1.06M 0.02%
23,822
-1,977
-8% -$86.1K
CLMB icon
402
Climb Global Solutions
CLMB
$512M
$1.06M 0.02%
31,552
+1,520
+5% +$45.1K
UHAL.B icon
403
U-Haul Holding Co Series N
UHAL.B
$12.4B
$1.06M 0.02%
20,839
+6,551
+46% +$349K
SWBI icon
404
Smith & Wesson
SWBI
$657M
$1.06M 0.02%
107,597
-1,946
-2% -$16.6K
AMD icon
405
Advanced Micro Devices
AMD
$791B
$1.06M 0.02%
6,524
-309
-5% -$49.9K
GRC icon
406
Gorman-Rupp
GRC
$2.2B
$1.04M 0.02%
22,505
– –
GDX icon
407
VanEck Gold Miners ETF
GDX
$23.1B
$1.04M 0.02%
13,618
+400
+3% +$24.1K
FPX icon
408
First Trust US Equity Opportunities ETF
FPX
$1.5B
$1.03M 0.02%
6,200
-1,613
-21% -$246K
PKE icon
409
Park Aerospace
PKE
$770M
$1.03M 0.02%
50,650
– –
GNRC icon
410
Generac Holdings
GNRC
$12B
$1.02M 0.02%
6,082
-75
-1% -$13.1K
PKG icon
411
Packaging Corp of America
PKG
$22.3B
$1.02M 0.02%
4,666
-150
-3% -$30.9K
COWZ icon
412
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$1.01M 0.02%
17,586
-2,688
-13% -$153K
SO icon
413
Southern Company
SO
$107B
$1M 0.02%
10,591
+887
+9% +$82.8K
BDX icon
414
Becton Dickinson
BDX
$46.8B
$996K 0.02%
5,320
+26
+0.5% +$4.83K
RELL icon
415
Richardson Electronics
RELL
$280M
$995K 0.02%
101,589
-1,757
-2% -$17.4K
MOV icon
416
Movado Group
MOV
$856M
$993K 0.02%
52,329
-955
-2% -$16.6K
PM icon
417
Philip Morris
PM
$293B
$984K 0.02%
6,068
-179
-3% -$30.1K
DUK icon
418
Duke Energy
DUK
$96.5B
$978K 0.02%
7,899
-719
-8% -$87.3K
STZ icon
419
Constellation Brands
STZ
$22.4B
$975K 0.02%
7,242
-5,813
-45% -$925K
ISRG icon
420
Intuitive Surgical
ISRG
$133B
$974K 0.02%
2,179
+117
+6% +$56.1K
GVI icon
421
iShares Intermediate Government/Credit Bond ETF
GVI
$3.77B
$963K 0.02%
8,959
-239
-3% -$25.5K
IYF icon
422
iShares US Financials ETF
IYF
$4.58B
$958K 0.02%
7,568
+8
+0.1% +$990
TPR icon
423
Tapestry
TPR
$31.3B
$958K 0.02%
8,458
-234
-3% -$24.5K
ARCC icon
424
Ares Capital
ARCC
$13.8B
$957K 0.02%
46,910
-825
-2% -$18.3K
TSM icon
425
TSMC
TSM
$2.11T
$957K 0.02%
3,428
+276
+9% +$67.5K
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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EI
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VDI
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MA
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Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.