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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
451
Schwab US Dividend Equity ETF
SCHD
$104B
$790K 0.02%
28,925
-1,590
-5% -$43.4K
GLDM icon
452
SPDR Gold MiniShares Trust
GLDM
$27.5B
$784K 0.02%
10,254
+2,035
+25% +$139K
DE icon
453
Deere & Co
DE
$163B
$766K 0.02%
1,676
+609
+57% +$300K
GBTC icon
454
Grayscale Bitcoin Trust
GBTC
$9.59B
$760K 0.02%
8,471
+1,211
+17% +$109K
LAKE icon
455
Lakeland Industries
LAKE
$117M
$756K 0.02%
51,071
-844
-2% -$12.3K
PWR icon
456
Quanta Services
PWR
$102B
$753K 0.02%
1,816
+265
+17% +$103K
TMO icon
457
Thermo Fisher Scientific
TMO
$213B
$750K 0.02%
1,546
+126
+9% +$58.6K
GOLD
458
Gold.com Inc
GOLD
$1.22B
$748K 0.01%
28,895
-513
-2% -$12.1K
EFA icon
459
iShares MSCI EAFE ETF
EFA
$78.4B
$746K 0.01%
7,994
+215
+3% +$19.5K
PKW icon
460
Invesco BuyBack Achievers ETF
PKW
$1.74B
$744K 0.01%
5,613
-1,319
-19% -$169K
MOG.A icon
461
Moog Inc Class A
MOG.A
$12.5B
$742K 0.01%
3,575
-470
-12% -$90.8K
SCHK icon
462
Schwab 1000 Index ETF
SCHK
$5.8B
$736K 0.01%
22,916
– –
EEM icon
463
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$736K 0.01%
13,781
+1,371
+11% +$68.8K
CHEF icon
464
Chefs' Warehouse
CHEF
$4.54B
$725K 0.01%
12,435
-750
-6% -$47.8K
ULBI icon
465
Ultralife
ULBI
$87.4M
$718K 0.01%
105,321
+20,562
+24% +$156K
VXUS icon
466
Vanguard Total International Stock ETF
VXUS
$156B
$717K 0.01%
9,757
+1,213
+14% +$86.1K
MGC icon
467
Vanguard Morningstar Mega Cap ETF
MGC
$10.1B
$713K 0.01%
2,922
– –
CL icon
468
Colgate-Palmolive
CL
$71.9B
$710K 0.01%
8,888
-87
-1% -$7.42K
NEAR icon
469
iShares Short Maturity Bond ETF
NEAR
$4.84B
$705K 0.01%
13,740
– –
SNOW icon
470
Snowflake
SNOW
$107B
$699K 0.01%
3,098
-45
-1% -$9.66K
GOGO icon
471
Gogo Inc
GOGO
$606M
$696K 0.01%
81,054
+37,769
+87% +$479K
ADI icon
472
Analog Devices
ADI
$176B
$696K 0.01%
2,832
+50
+2% +$12K
DEO icon
473
Diageo
DEO
$49.2B
$695K 0.01%
7,283
-3,054
-30% -$321K
DG icon
474
Dollar General
DG
$28.2B
$692K 0.01%
6,698
-183
-3% -$20.1K
GDXJ icon
475
VanEck Junior Gold Miners ETF
GDXJ
$7.09B
$691K 0.01%
6,980
+1,250
+22% +$96.1K
17 18
19
20 21

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DCP
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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
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 Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.