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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
T icon
426
AT&T
T
$165B
$828K 0.02%
28,560
+916
+3% +$24.5K
MKTX icon
427
MarketAxess Holdings
MKTX
$4.15B
$825K 0.02%
5,001
+662
+15% +$116K
KVYO icon
428
Klaviyo
KVYO
$4.91B
$823K 0.02%
42,300
-1,288,455
-97% -$27.6M
SNDK
429
Sandisk
SNDK
$213B
$819K 0.02%
1,289
-1,199
-48% -$677K
PKW icon
430
Invesco BuyBack Achievers ETF
PKW
$1.69B
$815K 0.02%
6,213
+600
+11% +$81.4K
BCHT
431
Birchtech Corp
BCHT
$36.8M
$815K 0.02%
428,686
+375,802
+711% +$821K
VXUS icon
432
Vanguard Total International Stock ETF
VXUS
$153B
$809K 0.02%
10,494
+1,040
+11% +$82.6K
EFA icon
433
iShares MSCI EAFE ETF
EFA
$76.4B
$807K 0.02%
8,310
+1,213
+17% +$121K
CL icon
434
Colgate-Palmolive
CL
$72.6B
$806K 0.02%
9,456
+101
+1% +$9K
SRBK icon
435
SR Bancorp
SRBK
$142M
$803K 0.02%
47,550
+20,450
+75% +$344K
CRVS icon
436
Corvus Pharmaceuticals
CRVS
$1.1B
$801K 0.02%
54,768
+7,101
+15% +$113K
FLEX icon
437
Flex
FLEX
$43.4B
$799K 0.02%
12,210
– –
AME icon
438
Ametek
AME
$55.5B
$794K 0.02%
3,706
+605
+20% +$134K
JBBB icon
439
Janus Henderson B-BBB CLO ETF
JBBB
$1.4B
$794K 0.02%
17,032
-7,098
-29% -$337K
GDXJ icon
440
VanEck Junior Gold Miners ETF
GDXJ
$7.06B
$787K 0.02%
6,558
+2
+0% +$261
COWZ icon
441
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$787K 0.02%
12,582
+50
+0.4% +$3.14K
PPLI
442
People Inc
PPLI
$3.1B
$780K 0.02%
19,475
-140
-0.7% -$5.31K
EMLP icon
443
First Trust North American Energy Infrastructure Fund
EMLP
$4.18B
$766K 0.02%
17,543
+1,205
+7% +$50.2K
FNB icon
444
FNB Corp
FNB
$6.78B
$766K 0.02%
45,800
– –
ICOP icon
445
iShares Copper and Metals Mining ETF
ICOP
$430M
$764K 0.02%
+16,057
New +$810K
DOV icon
446
Dover
DOV
$27.2B
$753K 0.02%
3,610
-1,200
-25% -$257K
WDC icon
447
Western Digital
WDC
$179B
$753K 0.02%
2,782
-4,470
-62% -$1.17M
INFU icon
448
InfuSystem Holdings
INFU
$184M
$745K 0.02%
80,661
-207,630
-72% -$1.81M
AMP icon
449
Ameriprise Financial
AMP
$46.8B
$733K 0.02%
1,650
+4
+0.2% +$1.93K
ET icon
450
Energy Transfer Partners
ET
$70.1B
$729K 0.02%
37,752
-8,943
-19% -$164K
16 17
18
19 20

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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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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.