We are live on ! Find out more
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
EOG icon
26
EOG Resources
EOG
$78B
$37.5M 0.77%
357,212
-28,935
-7% -$3.11M
PG icon
27
Procter & Gamble
PG
$343B
$36.9M 0.76%
257,420
-6,549
-2% -$966K
MOAT icon
28
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$36.8M 0.76%
355,168
+42,952
+14% +$4.39M
NVDA icon
29
NVIDIA
NVDA
$5.01T
$33.7M 0.69%
180,483
+1,763
+1% +$328K
MCD icon
30
McDonald's
MCD
$188B
$33.4M 0.69%
109,372
+517
+0.5% +$158K
BSV icon
31
Vanguard Short-Term Bond ETF
BSV
$44.6B
$32.6M 0.67%
413,303
+22,078
+6% +$1.74M
NN icon
32
NextNav
NN
$1.7B
$32.4M 0.67%
1,947,085
+39,500
+2% +$561K
MAR icon
33
Marriott International
MAR
$98.7B
$31.7M 0.65%
102,326
+2,445
+2% +$698K
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$3.91T
$29.7M 0.61%
94,896
+915
+1% +$261K
VEEV icon
35
Veeva Systems
VEEV
$30.3B
$29.4M 0.61%
131,859
-42,575
-24% -$11.3M
ACN icon
36
Accenture
ACN
$89.9B
$28.7M 0.59%
106,863
-2,820
-3% -$716K
IAUM icon
37
iShares Gold Trust Micro
IAUM
$6.36B
$26.4M 0.54%
615,209
+15,232
+3% +$630K
CRH icon
38
CRH
CRH
$66.7B
$26.4M 0.54%
211,609
+9,512
+5% +$1.13M
SF
39
Stifel
SF
$12.3B
$25.6M 0.53%
306,101
+6,803
+2% +$544K
DIS icon
40
Walt Disney
DIS
$165B
$25.5M 0.53%
224,545
+6,699
+3% +$738K
SCHX icon
41
Schwab US Large- Cap ETF
SCHX
$70.9B
$24.3M 0.5%
904,076
-29,401
-3% -$785K
QCOM icon
42
Qualcomm
QCOM
$176B
$24.2M 0.5%
141,614
+7,397
+6% +$1.27M
IEFA icon
43
iShares Core MSCI EAFE ETF
IEFA
$186B
$24M 0.49%
267,774
+32,028
+14% +$2.83M
AMT icon
44
American Tower
AMT
$77.7B
$23.2M 0.48%
132,030
-7,916
-6% -$1.44M
GLIBK
45
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$876M
$22.2M 0.46%
596,111
+122,518
+26% +$4.3M
ARES icon
46
Ares Management
ARES
$28.5B
$21.6M 0.44%
133,428
+30,208
+29% +$4.71M
LIN icon
47
Linde
LIN
$237B
$20.9M 0.43%
48,934
+1,423
+3% +$610K
QQQM icon
48
Invesco NASDAQ 100 ETF
QQQM
$95.1B
$20.3M 0.42%
80,253
-7,870
-9% -$1.99M
ATMU icon
49
Atmus Filtration Technologies
ATMU
$4.37B
$19.5M 0.4%
375,615
-70
-0% -$3.39K
FBIN icon
50
Fortune Brands Innovations
FBIN
$6.12B
$18.7M 0.39%
373,752
+45,383
+14% +$2.28M
1
2
3 4 5

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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.