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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
RHLD
451
Resolute Holdings Management
RHLD
$1.02B
$712K 0.01%
22,337
– –
LAKE icon
452
Lakeland Industries
LAKE
$113M
$707K 0.01%
51,915
-224,773
-81% -$3.76M
SNOW icon
453
Snowflake
SNOW
$102B
$703K 0.01%
3,143
– –
NEAR icon
454
iShares Short Maturity Bond ETF
NEAR
$4.83B
$702K 0.01%
13,740
-1,970
-13% -$100K
EMR icon
455
Emerson Electric
EMR
$83.9B
$700K 0.01%
5,248
+145
+3% +$16.6K
EFA icon
456
iShares MSCI EAFE ETF
EFA
$78B
$695K 0.01%
7,779
+725
+10% +$61.9K
GDX icon
457
VanEck Gold Miners ETF
GDX
$22.6B
$688K 0.01%
13,218
-276
-2% -$13.7K
MRBK icon
458
Meridian
MRBK
$234M
$687K 0.01%
53,270
+19,680
+59% +$260K
SCHK icon
459
Schwab 1000 Index ETF
SCHK
$5.71B
$683K 0.01%
22,916
– –
T icon
460
AT&T
T
$159B
$682K 0.01%
23,582
-275
-1% -$7.58K
RGR icon
461
Sturm, Ruger & Co
RGR
$594M
$671K 0.01%
18,679
– –
NUTX
462
Nutex Health
NUTX
$1.01B
$666K 0.01%
5,346
-12,740
-70% -$1.65M
ADI icon
463
Analog Devices
ADI
$179B
$662K 0.01%
2,782
+99
+4% +$20.6K
SPY icon
464
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$659K 0.01%
1,087
-500
-32% -$286K
MGC icon
465
Vanguard Morningstar Mega Cap ETF
MGC
$9.99B
$657K 0.01%
2,922
-2,482
-46% -$514K
GOLD
466
Gold.com Inc
GOLD
$1.2B
$652K 0.01%
29,408
+17,277
+142% +$383K
LYB icon
467
LyondellBasell Industries
LYB
$20B
$648K 0.01%
11,192
+4,018
+56% +$234K
FWRG icon
468
First Watch Restaurant Group
FWRG
$792M
$645K 0.01%
40,210
-80,800
-67% -$1.36M
WSBC icon
469
WesBanco
WSBC
$3.97B
$642K 0.01%
20,292
– –
DOV icon
470
Dover
DOV
$27.6B
$642K 0.01%
3,501
-2
-0.1% -$348
GLW icon
471
Corning
GLW
$119B
$639K 0.01%
12,157
+2,497
+26% +$117K
BWMN icon
472
Bowman Consulting
BWMN
$470M
$637K 0.01%
22,146
– –
GOGO icon
473
Gogo Inc
GOGO
$565M
$635K 0.01%
43,285
-9,801
-18% -$99.7K
NEM icon
474
Newmont
NEM
$98.7B
$626K 0.01%
10,746
-180
-2% -$9.61K
GBTC icon
475
Grayscale Bitcoin Trust
GBTC
$9.45B
$616K 0.01%
7,260
– –
17 18
19
20 21

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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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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.