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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
MZTI
451
The Marzetti Company
MZTI
$2.95B
$705K 0.01%
4,286
+4,260
+16,385% +$711K
CLMB icon
452
Climb Global Solutions
CLMB
$505M
$699K 0.01%
27,192
-4,360
-14% -$127K
AXP icon
453
American Express
AXP
$229B
$698K 0.01%
1,887
+161
+9% +$57.6K
DAL icon
454
Delta Air Lines
DAL
$57B
$691K 0.01%
9,951
+358
+4% +$22.4K
T icon
455
AT&T
T
$167B
$687K 0.01%
27,644
+5,362
+24% +$136K
SNOW icon
456
Snowflake
SNOW
$94.6B
$686K 0.01%
3,127
+29
+0.9% +$7.08K
MGC icon
457
Vanguard Mega Cap 300 Index ETF
MGC
$9.86B
$683K 0.01%
2,721
-201
-7% -$50K
EFA icon
458
iShares MSCI EAFE ETF
EFA
$76.8B
$682K 0.01%
7,097
-897
-11% -$85.1K
DSGR icon
459
Distribution Solutions Group
DSGR
$1.6B
$681K 0.01%
24,865
-39,835
-62% -$1.12M
WSBC icon
460
WesBanco
WSBC
$3.93B
$675K 0.01%
20,292
– –
EGY icon
461
Vaalco Energy
EGY
$552M
$672K 0.01%
184,532
-179,975
-49% -$666K
AXTI icon
462
AXT Inc
AXTI
$3.13B
$670K 0.01%
41,000
+16,000
+64% +$155K
IUSG icon
463
iShares Core S&P US Growth ETF
IUSG
$31.1B
$669K 0.01%
3,982
+128
+3% +$21.4K
GM icon
464
General Motors
GM
$78.7B
$661K 0.01%
8,128
+391
+5% +$27.6K
IGM icon
465
iShares Expanded Tech Sector ETF
IGM
$9.92B
$660K 0.01%
5,113
-1,800
-26% -$233K
AIQ icon
466
Global X Artificial Intelligence & Technology ETF
AIQ
$9.26B
$660K 0.01%
12,983
+1,108
+9% +$56.3K
VYMI icon
467
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$659K 0.01%
7,325
+42
+0.6% +$3.65K
FITB
468
Fifth Third Bancorp
FITB
$51.7B
$644K 0.01%
13,761
+542
+4% +$23.9K
JBND icon
469
JPMorgan Active Bond ETF
JBND
$8.45B
$641K 0.01%
+11,864
New +$644K
FDVV icon
470
Fidelity High Dividend ETF
FDVV
$10.1B
$639K 0.01%
11,275
+1,000
+10% +$56.2K
PAVE icon
471
Global X US Infrastructure Development ETF
PAVE
$14.2B
$637K 0.01%
13,336
+593
+5% +$28.4K
AME icon
472
Ametek
AME
$55.7B
$637K 0.01%
3,101
+2,776
+854% +$540K
KHC icon
473
Kraft Heinz
KHC
$31.1B
$634K 0.01%
26,155
+21,699
+487% +$540K
CBRE icon
474
CBRE Group
CBRE
$42.1B
$633K 0.01%
3,934
+249
+7% +$39.1K
BSX icon
475
Boston Scientific
BSX
$67.6B
$632K 0.01%
6,631
+659
+11% +$64.6K
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
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
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EI
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RS
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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.