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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
CRD.A icon
401
Crawford & Co Class A
CRD.A
$546M
$951K 0.02%
84,505
-101,661
-55% -$1.12M
MRBK icon
402
Meridian
MRBK
$238M
$945K 0.02%
53,780
– –
DOV icon
403
Dover
DOV
$27.5B
$939K 0.02%
4,810
+1,309
+37% +$238K
GRC icon
404
Gorman-Rupp
GRC
$2.07B
$932K 0.02%
19,525
-2,980
-13% -$139K
VOE icon
405
Vanguard Mid-Cap Value ETF
VOE
$23.8B
$926K 0.02%
5,223
+1
+0% +$175
BUFR icon
406
FT Vest Fund of Buffer ETFs
BUFR
$10B
$925K 0.02%
27,000
– –
GVI icon
407
iShares Intermediate Government/Credit Bond ETF
GVI
$3.77B
$910K 0.02%
8,477
-482
-5% -$51.8K
DG icon
408
Dollar General
DG
$27.3B
$905K 0.02%
6,814
+116
+2% +$12.9K
RCMT icon
409
RCM Technologies
RCMT
$197M
$905K 0.02%
44,245
-52,052
-54% -$1.12M
SPLV icon
410
Invesco S&P 500 Low Volatility ETF
SPLV
$7.25B
$900K 0.02%
12,607
+1
+0% +$72
DMBS icon
411
DoubleLine Mortgage ETF
DMBS
$701M
$894K 0.02%
18,000
– –
TMUS icon
412
T-Mobile US
TMUS
$197B
$890K 0.02%
4,381
+1,980
+82% +$420K
NATR icon
413
Nature's Sunshine
NATR
$368M
$886K 0.02%
41,069
-61,020
-60% -$1.12M
SIRI icon
414
SiriusXM
SIRI
$10.5B
$886K 0.02%
44,308
-16,756
-27% -$360K
INTU icon
415
Intuit
INTU
$84.2B
$876K 0.02%
1,323
+83
+7% +$54.8K
SAMG icon
416
Silvercrest Asset Management
SAMG
$78.8M
$870K 0.02%
57,258
-97,988
-63% -$1.42M
JEF icon
417
Jefferies Financial Group
JEF
$12.9B
$868K 0.02%
14,010
-165
-1% -$9.46K
MTBA icon
418
Simplify MBS ETF
MTBA
$1.53B
$857K 0.02%
17,000
– –
GNRC icon
419
Generac Holdings
GNRC
$11.6B
$812K 0.02%
5,955
-127
-2% -$20.5K
AMP icon
420
Ameriprise Financial
AMP
$47.7B
$807K 0.02%
1,646
+31
+2% +$14.7K
ADI icon
421
Analog Devices
ADI
$179B
$800K 0.02%
2,950
+118
+4% +$29.6K
ACNT icon
422
Ascent Industries
ACNT
$136M
$795K 0.02%
+49,080
New +$675K
SCHD icon
423
Schwab US Dividend Equity ETF
SCHD
$103B
$793K 0.02%
28,901
-24
-0.1% -$653
MKTX icon
424
MarketAxess Holdings
MKTX
$4.18B
$786K 0.02%
4,339
+817
+23% +$139K
ACWI icon
425
iShares MSCI ACWI ETF
ACWI
$32.4B
$785K 0.02%
5,550
+800
+17% +$112K
15 16
17
18 19

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.