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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
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 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHEF icon
426
Chefs' Warehouse
CHEF
$4.71B
$841K 0.02%
13,185
– –
DHIL
427
DELISTED
Diamond Hill
DHIL
$840K 0.02%
5,783
– –
MU icon
428
Micron Technology
MU
$930B
$835K 0.02%
6,777
+498
+8% +$46.5K
FBND icon
429
Fidelity Total Bond ETF
FBND
$26.9B
$829K 0.02%
18,112
-552
-3% -$25K
GRC icon
430
Gorman-Rupp
GRC
$2.14B
$826K 0.02%
22,505
– –
CL icon
431
Colgate-Palmolive
CL
$73.1B
$816K 0.02%
8,975
-20
-0.2% -$1.83K
MOV icon
432
Movado Group
MOV
$849M
$813K 0.02%
53,284
– –
FORR icon
433
Forrester Research
FORR
$223M
$810K 0.02%
81,825
+56,675
+225% +$564K
SCHD icon
434
Schwab US Dividend Equity ETF
SCHD
$104B
$809K 0.02%
30,515
+1,259
+4% +$32.9K
APO icon
435
Apollo Global Management
APO
$72.4B
$807K 0.02%
5,689
+5,379
+1,735% +$713K
CLMB icon
436
Climb Global Solutions
CLMB
$500M
$803K 0.02%
30,032
-9,160
-23% -$242K
VGT icon
437
Vanguard Information Technology ETF
VGT
$139B
$796K 0.02%
9,600
+432
+5% +$31.4K
DG icon
438
Dollar General
DG
$28B
$787K 0.02%
6,881
-377
-5% -$37.4K
CCI icon
439
Crown Castle
CCI
$33.3B
$784K 0.02%
7,636
-1,142
-13% -$116K
LXFR icon
440
Luxfer Holdings
LXFR
$456M
$779K 0.02%
63,917
-19,340
-23% -$217K
UHAL.B icon
441
U-Haul Holding Co Series N
UHAL.B
$12.2B
$777K 0.02%
14,288
-625
-4% -$34.9K
JEF icon
442
Jefferies Financial Group
JEF
$12.6B
$775K 0.02%
14,175
-500
-3% -$24.8K
MKTX icon
443
MarketAxess Holdings
MKTX
$5.71B
$772K 0.02%
3,455
+400
+13% +$87.9K
TPR icon
444
Tapestry
TPR
$30.8B
$763K 0.02%
8,692
– –
ULBI icon
445
Ultralife
ULBI
$86.4M
$761K 0.02%
+84,759
New +$502K
PKE icon
446
Park Aerospace
PKE
$737M
$748K 0.02%
50,650
– –
MOG.A icon
447
Moog Inc Class A
MOG.A
$12.4B
$732K 0.02%
4,045
– –
KRT icon
448
Karat Packaging
KRT
$803M
$725K 0.02%
25,749
-199
-0.8% -$5.54K
INSE icon
449
Inspired Entertainment
INSE
$184M
$721K 0.02%
88,250
+3,280
+4% +$25.4K
TSM icon
450
TSMC
TSM
$2.1T
$714K 0.01%
3,152
-112
-3% -$20.7K
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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EI
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VDI
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MA
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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 Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • 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.