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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVCO icon
476
Cavco Industries
CVCO
$4.39B
$616K 0.01%
1,271
-3,499
-73% -$1.99M
IGM icon
477
iShares Expanded Tech Sector ETF
IGM
$9.94B
$606K 0.01%
5,113
– –
SCZ icon
478
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$602K 0.01%
7,677
– –
MCFT icon
479
MasterCraft Boat Holdings
MCFT
$588M
$600K 0.01%
+29,270
New +$634K
GM icon
480
General Motors
GM
$74.7B
$594K 0.01%
7,979
-149
-2% -$11.8K
SMPL icon
481
Simply Good Foods
SMPL
$904M
$593K 0.01%
+41,300
New +$712K
CASY icon
482
Casey's General Stores
CASY
$31.9B
$593K 0.01%
814
+10
+1% +$6.51K
SRG
483
Seritage Growth Properties
SRG
$130M
$582K 0.01%
206,999
+33,750
+19% +$105K
JEF icon
484
Jefferies Financial Group
JEF
$12.9B
$582K 0.01%
14,094
+84
+0.6% +$4.36K
SHEL icon
485
Shell
SHEL
$245B
$578K 0.01%
6,219
-192
-3% -$15.5K
MEC icon
486
Mayville Engineering Co
MEC
$772M
$577K 0.01%
32,133
-93,897
-75% -$1.81M
AXP icon
487
American Express
AXP
$223B
$571K 0.01%
1,887
– –
VHT icon
488
Vanguard Health Care ETF
VHT
$18.2B
$570K 0.01%
2,093
+404
+24% +$115K
IWN icon
489
iShares Russell 2000 Value ETF
IWN
$14.4B
$554K 0.01%
2,923
– –
IJJ icon
490
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$553K 0.01%
4,175
– –
IUSG icon
491
iShares Core S&P US Growth ETF
IUSG
$31.1B
$551K 0.01%
3,553
-429
-11% -$70.6K
DY icon
492
Dycom Industries
DY
$12.9B
$551K 0.01%
1,625
– –
ESGU icon
493
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$546K 0.01%
3,863
-134
-3% -$19.8K
GENI icon
494
Genius Sports
GENI
$1.73B
$545K 0.01%
123,021
+27,500
+29% +$196K
DON icon
495
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$539K 0.01%
10,251
– –
NWBI icon
496
Northwest Bancshares
NWBI
$2.25B
$537K 0.01%
42,345
-1,920
-4% -$24.2K
MINT icon
497
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$537K 0.01%
5,339
+2
+0% +$201
CBRE icon
498
CBRE Group
CBRE
$40.8B
$537K 0.01%
3,961
+27
+0.7% +$4.1K
TGT icon
499
Target
TGT
$62.1B
$536K 0.01%
4,422
-10,850
-71% -$1.22M
AIT icon
500
Applied Industrial Technologies
AIT
$12.8B
$531K 0.01%
2,000
– –
18 19
20
21 22

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.