Ancora Advisors Portfolio holdings
Ancora Advisors manages portfolios for individuals, mutual funds and institutions such as pension plans, and its parent, Ancora Holdings Group, pushes for change at the companies it invests in. Ancora Holdings Group, founded in 2003, won two seats on the C.H. Robinson board and ousted the chief executive there, and in 2024 it led an investor group that bought into Norfolk Southern and fought for seats on the railroad's board. Ancora Advisors screens for two kinds of stocks: companies priced well below what their assets would fetch in liquidation or as a going business, and companies trading below the intrinsic value set by its own Normalized Return analysis. Focus Financial Partners, based in New York, bought Ancora Holdings Group in 2021, and Ancora Advisors is a wholly owned indirect subsidiary of Focus.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ashland
ASH
|
+$113M |
| 2 |
H.B. Fuller
FUL
|
+$77.4M |
| 3 |
Sotera Health
SHC
|
+$42.3M |
| 4 |
Amcor
AMCR
|
+$34.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Warner Bros
WBD
|
+$47.7M |
| 2 |
RB Global
RBA
|
+$47.1M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$32.2M |
| 4 |
LKQ Corp
LKQ
|
+$30.6M |
| 5 |
Honeywell
HON
|
+$25.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 28.94% |
| 2 | Industrials | 12.84% |
| 3 | Technology | 12.81% |
| 4 | Consumer Discretionary | 10.53% |
| 5 | Financials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Amazon
AMZN
$2.81T
| $40M | 0.77% |
167,856
-4,519
| -3% | -$1.13M |
2019 Q3
27 quarters
|
|
|
27
Amcor
AMCR
$21.2B
| $39.5M | 0.76% |
910,503
+874,402
| +2,422% | +$34.7M |
2021 Q4
18 quarters
|
|
28
Chevron
CVX
$415B
| $38.5M | 0.74% |
232,266
-12,185
| -5% | -$2.27M |
2015 Q2
44 quarters
|
|
29
Home Depot
HD
$349B
| $36.1M | 0.7% |
102,289
-7,760
| -7% | -$2.52M |
2015 Q2
44 quarters
|
|
30
NVIDIA
NVDA
$4.39T
| $35M | 0.67% |
174,716
+782
| +0.4% | +$161K |
2019 Q4
26 quarters
|
|
31
Marriott International
MAR
$107B
| $34.1M | 0.66% |
92,037
-3,037
| -3% | -$1.12M |
2020 Q1
25 quarters
|
|
32
iShares Core MSCI EAFE ETF
IEFA
$187B
| $33.3M | 0.64% |
345,301
+16,806
| +5% | +$1.61M |
2015 Q2
44 quarters
|
|
33
Procter & Gamble
PG
$387B
| $32.4M | 0.62% |
221,092
-23,535
| -10% | -$3.43M |
2015 Q2
44 quarters
|
|
34
Invesco NASDAQ 100 ETF
QQQM
$100B
| $32.4M | 0.62% |
106,778
+26,083
| +32% | +$7.39M |
2021 Q4
18 quarters
|
|
35
Rayonier
RYN
$6.48B
| $31.6M | 0.61% |
1,484,459
-86,767
| -6% | -$1.82M |
2019 Q4
26 quarters
|
|
36
Alphabet (Google) Class A
GOOGL
$3.47T
| $31.6M | 0.61% |
88,308
-3,519
| -4% | -$1.27M |
2015 Q4
42 quarters
|
|
37
Vestis
VSTS
$1.87B
| $30.4M | 0.59% |
2,093,530
-94,645
| -4% | -$1.06M |
2025 Q2
4 quarters
|
|
38
Vanguard Short-Term Bond ETF
BSV
$45.8B
| $29.6M | 0.57% |
379,608
-2,301
| -0.6% | -$180K |
2015 Q2
44 quarters
|
|
39
Houlihan Lokey
HLI
$10.2B
| $28.8M | 0.55% |
214,346
-9,011
| -4% | -$1.33M |
2020 Q1
25 quarters
|
|
40
Middleby
MIDD
$5.89B
| $26.8M | 0.52% |
155,785
+29,199
| +23% | +$4.4M |
2025 Q1
5 quarters
|
|
41
Mastercard
MA
$571B
| $25.8M | 0.5% |
50,276
+3,547
| +8% | +$1.77M |
2016 Q2
40 quarters
|
|
42
BlackRock US Equity Factor Rotation ETF
DYNF
$40.3B
| $25.7M | 0.5% |
378,208
+56,509
| +18% | +$3.68M |
2024 Q1
9 quarters
|
|
43
McDonald's
MCD
$197B
| $24.9M | 0.48% |
92,225
-5,901
| -6% | -$1.69M |
2015 Q2
44 quarters
|
|
44
Schwab US Large- Cap ETF
SCHX
$71.3B
| $24.8M | 0.48% |
842,583
-43,217
| -5% | -$1.23M |
2016 Q4
38 quarters
|
|
|
45
Honeywell
HON
$68.4B
| $23.7M | 0.46% |
105,739
-114,532
| -52% | -$25.6M |
2015 Q2
44 quarters
|
|
|
HONA
46
Honeywell Aerospace
HONA
$47.4B
| $23.3M | 0.45% |
+105,618
| New | +$23.3M |
2026 Q2
0 quarters
|
|
47
PROG Holdings
PRG
$1.52B
| $22.3M | 0.43% |
478,176
+110,436
| +30% | +$3.85M |
2025 Q2
4 quarters
|
|
48
iShares Core S&P Small-Cap ETF
IJR
$103B
| $21.9M | 0.42% |
147,673
+6,604
| +5% | +$906K |
2016 Q4
38 quarters
|
|
49
Linde
LIN
$239B
| $20.5M | 0.39% |
39,414
-3,782
| -9% | -$1.92M |
2019 Q4
26 quarters
|
|
50
Simplify Short Term Treasury Futures Strategy ETF
TUA
$495M
| $20.4M | 0.39% |
996,922
+6,673
| +0.7% | +$139K |
2023 Q1
13 quarters
|
|
Similar funds
Ancora Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.
By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 28% a quarter earlier, followed by Industrials and Technology.
- Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
- Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
- Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
- Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
- Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
- Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
- Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.
Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.