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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
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.36T
$42.4M 0.85%
174,294
-877
-0.5% -$184K
PG icon
27
Procter & Gamble
PG
$336B
$40.6M 0.81%
263,969
+43,052
+19% +$6.72M
CVX icon
28
Chevron
CVX
$392B
$39.6M 0.79%
254,695
+4,482
+2% +$694K
FWRD icon
29
Forward Air
FWRD
$444M
$37.8M 0.76%
1,475,055
+116,012
+9% +$3.34M
META icon
30
Meta Platforms (Facebook)
META
$1.42T
$35.6M 0.71%
48,514
-13,270
-21% -$9.88M
NVDA icon
31
NVIDIA
NVDA
$4.86T
$33.3M 0.67%
178,720
-3,983
-2% -$694K
MCD icon
32
McDonald's
MCD
$192B
$33.1M 0.66%
108,855
+796
+0.7% +$242K
JAAA icon
33
Janus Henderson AAA CLO ETF
JAAA
$29B
$33M 0.66%
649,986
+103,373
+19% +$5.24M
MOAT icon
34
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$30.9M 0.62%
312,216
-6,075
-2% -$593K
BSV icon
35
Vanguard Short-Term Bond ETF
BSV
$44.7B
$30.9M 0.62%
391,225
-8,539
-2% -$671K
NN icon
36
NextNav
NN
$1.79B
$27.3M 0.54%
1,907,585
+32,224
+2% +$509K
ACN icon
37
Accenture
ACN
$102B
$27M 0.54%
109,683
-5,131
-4% -$1.34M
AMT icon
38
American Tower
AMT
$80.8B
$26.9M 0.54%
139,946
+1,073
+0.8% +$224K
MAR icon
39
Marriott International
MAR
$98.3B
$26M 0.52%
99,881
+113
+0.1% +$30.3K
DIS icon
40
Walt Disney
DIS
$167B
$24.9M 0.5%
217,846
+38,416
+21% +$4.52M
SCHX icon
41
Schwab US Large- Cap ETF
SCHX
$71.8B
$24.6M 0.49%
933,477
-1,884
-0.2% -$47.8K
CRH icon
42
CRH
CRH
$63.2B
$24.2M 0.48%
202,097
+3,733
+2% +$394K
CXT icon
43
Crane NXT
CXT
$2.99B
$23.3M 0.47%
347,283
+24,890
+8% +$1.48M
IAUM icon
44
iShares Gold Trust Micro
IAUM
$6.35B
$23.1M 0.46%
599,977
+467,111
+352% +$16.1M
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.36T
$22.8M 0.46%
93,981
-720
-0.8% -$151K
SF
46
Stifel
SF
$12.6B
$22.6M 0.45%
299,298
+3,480
+1% +$261K
LIN icon
47
Linde
LIN
$221B
$22.6M 0.45%
47,511
+946
+2% +$448K
QCOM icon
48
Qualcomm
QCOM
$155B
$22.3M 0.45%
134,217
-437
-0.3% -$69.3K
QQQM icon
49
Invesco NASDAQ 100 ETF
QQQM
$96.7B
$21.8M 0.44%
88,123
+4,253
+5% +$1M
IEFA icon
50
iShares Core MSCI EAFE ETF
IEFA
$190B
$20.6M 0.41%
235,746
+31,272
+15% +$2.66M
1
2
3 4 5

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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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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.