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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
JNJ icon
26
Johnson & Johnson
JNJ
$618B
$40.3M 0.84%
263,541
+1,507
+0.6% +$232K
BAC icon
27
Bank of America
BAC
$435B
$38.8M 0.81%
820,295
+9,475
+1% +$399K
CVX icon
28
Chevron
CVX
$392B
$35.8M 0.74%
250,213
+3,884
+2% +$548K
PG icon
29
Procter & Gamble
PG
$336B
$35.2M 0.73%
220,917
-884
-0.4% -$144K
ACN icon
30
Accenture
ACN
$102B
$34.3M 0.71%
114,814
+8,735
+8% +$2.66M
FWRD icon
31
Forward Air
FWRD
$444M
$33.4M 0.69%
1,359,043
+128,653
+10% +$2.29M
MCD icon
32
McDonald's
MCD
$192B
$31.6M 0.65%
108,059
-820
-0.8% -$253K
BSV icon
33
Vanguard Short-Term Bond ETF
BSV
$44.7B
$31.5M 0.65%
399,764
-8,697
-2% -$680K
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.36T
$31.1M 0.64%
175,171
+10,384
+6% +$1.72M
AMT icon
35
American Tower
AMT
$80.8B
$30.7M 0.64%
138,873
+3,363
+2% +$726K
MOAT icon
36
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$29.9M 0.62%
318,291
+18,957
+6% +$1.66M
NVDA icon
37
NVIDIA
NVDA
$4.86T
$28.9M 0.6%
182,703
+6,270
+4% +$789K
NN icon
38
NextNav
NN
$1.79B
$28.5M 0.59%
1,875,361
-362,375
-16% -$4.65M
JAAA icon
39
Janus Henderson AAA CLO ETF
JAAA
$29B
$27.7M 0.58%
546,613
+58,352
+12% +$2.95M
MAR icon
40
Marriott International
MAR
$98.3B
$27.3M 0.57%
99,768
+1,646
+2% +$413K
GPRE icon
41
Green Plains
GPRE
$1.18B
$26.3M 0.54%
4,353,413
+16,838
+0.4% +$74.2K
WY icon
42
Weyerhaeuser
WY
$18B
$23.5M 0.49%
914,134
+9,412
+1% +$246K
MAGN
43
Magnera Corp
MAGN
$472M
$23.3M 0.48%
1,927,343
+251,768
+15% +$3.46M
SCHX icon
44
Schwab US Large- Cap ETF
SCHX
$71.8B
$22.9M 0.47%
935,361
+83,755
+10% +$1.89M
KVUE icon
45
Kenvue
KVUE
$36.9B
$22.7M 0.47%
1,086,165
+279,823
+35% +$6.36M
DIS icon
46
Walt Disney
DIS
$167B
$22.3M 0.46%
179,430
+29,867
+20% +$3.1M
LIN icon
47
Linde
LIN
$221B
$21.8M 0.45%
46,565
+1,423
+3% +$650K
QCOM icon
48
Qualcomm
QCOM
$155B
$21.4M 0.44%
134,654
+13,324
+11% +$1.96M
SF
49
Stifel
SF
$12.6B
$20.5M 0.42%
295,818
+91,885
+45% +$5.64M
FBIN icon
50
Fortune Brands Innovations
FBIN
$5.88B
$19.8M 0.41%
385,000
+83,202
+28% +$4.35M
1
2
3 4 5

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GCM
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CCWM
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GCL
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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.