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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
+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
MAS icon
476
Masco
MAS
$16.3B
$627K 0.01%
9,881
+6,781
+219% +$440K
PMTS icon
477
CPI Card Group
PMTS
$234M
$622K 0.01%
42,390
-31,862
-43% -$480K
AIOT
478
PowerFleet Inc
AIOT
$517M
$622K 0.01%
+116,930
New +$598K
VEU icon
479
Vanguard FTSE All-World ex-US ETF
VEU
$66B
$620K 0.01%
8,427
-68
-0.8% -$4.95K
EMLP icon
480
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
$619K 0.01%
16,338
+5
+0% +$191
HBM icon
481
Hudbay
HBM
$9.97B
$605K 0.01%
30,500
– –
VEEV icon
482
CALL
Veeva Systems
VEEV
$31.6B
$596K 0.01%
237
– –
ESGU icon
483
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$595K 0.01%
3,997
-26
-0.6% -$3.84K
SCZ icon
484
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$595K 0.01%
7,677
+2,132
+38% +$163K
SNDK
485
Sandisk
SNDK
$191B
$591K 0.01%
2,488
-1,653
-40% -$331K
HIFS icon
486
Hingham Institution for Saving
HIFS
$612M
$587K 0.01%
2,068
-2,483
-55% -$709K
IDXX icon
487
Idexx Laboratories
IDXX
$43.7B
$583K 0.01%
862
+27
+3% +$18.4K
CHKP icon
488
Check Point Software Technologies
CHKP
$13.6B
$583K 0.01%
3,142
+15
+0.5% +$2.9K
BBCP icon
489
Concrete Pumping Holdings
BBCP
$521M
$580K 0.01%
86,465
-102,353
-54% -$673K
HELO icon
490
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.55B
$580K 0.01%
8,726
+713
+9% +$46.8K
IRTC icon
491
iRhythm Holdings
IRTC
$3.72B
$573K 0.01%
3,230
– –
KMLM icon
492
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$381M
$567K 0.01%
21,864
-230,462
-91% -$6.15M
DEO icon
493
Diageo
DEO
$47.5B
$567K 0.01%
6,571
-712
-10% -$65.6K
SRG
494
Seritage Growth Properties
SRG
$133M
$563K 0.01%
173,249
+29,284
+20% +$111K
CEG icon
495
Constellation Energy
CEG
$96B
$560K 0.01%
1,584
+141
+10% +$51.2K
IMXI icon
496
International Money Express
IMXI
$386M
$558K 0.01%
36,343
-100,189
-73% -$1.5M
PANW icon
497
Palo Alto Networks
PANW
$259B
$553K 0.01%
3,000
+688
+30% +$139K
IJJ icon
498
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$549K 0.01%
4,175
– –
DY icon
499
Dycom Industries
DY
$12.7B
$549K 0.01%
1,625
– –
VONG icon
500
Vanguard Russell 1000 Growth ETF
VONG
$42.4B
$547K 0.01%
4,494
+1,787
+66% +$218K
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 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.