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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
EEM icon
426
iShares MSCI Emerging Markets ETF
EEM
$28.3B
$783K 0.02%
14,316
+535
+4% +$29.1K
FNB icon
427
FNB Corp
FNB
$6.76B
$783K 0.02%
45,800
+19,353
+73% +$316K
VGT icon
428
Vanguard Information Technology ETF
VGT
$137B
$778K 0.02%
8,264
-824
-9% -$78.3K
PWR icon
429
Quanta Services
PWR
$91.4B
$775K 0.02%
1,837
+21
+1% +$9.23K
CHEF icon
430
Chefs' Warehouse
CHEF
$3.84B
$775K 0.02%
12,435
– –
ET icon
431
Energy Transfer Partners
ET
$68.9B
$770K 0.02%
46,695
– –
PPLI
432
People Inc
PPLI
$3.13B
$767K 0.02%
19,615
+15,290
+354% +$535K
MOG.A icon
433
Moog Inc Class A
MOG.A
$13B
$760K 0.02%
3,122
-453
-13% -$99.5K
NOW icon
434
ServiceNow
NOW
$106B
$758K 0.02%
4,946
+506
+11% +$86.8K
COWZ icon
435
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
$754K 0.02%
12,532
-5,054
-29% -$297K
PKW icon
436
Invesco BuyBack Achievers ETF
PKW
$1.7B
$754K 0.02%
5,613
– –
SCHK icon
437
Schwab 1000 Index ETF
SCHK
$5.64B
$752K 0.02%
22,916
– –
BA icon
438
Boeing
BA
$169B
$750K 0.02%
3,454
+662
+24% +$136K
GDXJ icon
439
VanEck Junior Gold Miners ETF
GDXJ
$7.03B
$746K 0.02%
6,556
-424
-6% -$43.8K
LRCX icon
440
Lam Research
LRCX
$356B
$745K 0.02%
4,353
+304
+8% +$47.3K
CL icon
441
Colgate-Palmolive
CL
$74B
$739K 0.02%
9,355
+467
+5% +$36.6K
WWW icon
442
Wolverine World Wide
WWW
$1.56B
$738K 0.02%
40,667
-188,693
-82% -$3.81M
ACIC icon
443
American Coastal Insurance
ACIC
$504M
$738K 0.02%
58,423
-71,484
-55% -$863K
FLEX icon
444
Flex
FLEX
$40.6B
$738K 0.02%
12,210
+631
+5% +$39K
PESI icon
445
Perma-Fix Environmental Services
PESI
$329M
$729K 0.02%
57,927
-92,428
-61% -$1.18M
EMR icon
446
Emerson Electric
EMR
$83.1B
$726K 0.02%
5,472
+223
+4% +$29.6K
GNK icon
447
Genco Shipping & Trading
GNK
$1.1B
$722K 0.01%
39,171
-47,579
-55% -$836K
NEWT icon
448
NewtekOne
NEWT
$419M
$717K 0.01%
63,200
-76,132
-55% -$830K
IYW icon
449
iShares US Technology ETF
IYW
$23.1B
$714K 0.01%
3,573
-22,626
-86% -$4.53M
VXUS icon
450
Vanguard Total International Stock ETF
VXUS
$153B
$713K 0.01%
9,454
-303
-3% -$22.6K
16 17
18
19 20

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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.