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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
MRVL icon
501
Marvell Technology
MRVL
$168B
$550K 0.01%
7,108
-30
-0.4% -$1.87K
BSM icon
502
Black Stone Minerals
BSM
$3.18B
$548K 0.01%
41,899
-4,239
-9% -$58.6K
FALN icon
503
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$545K 0.01%
20,086
+743
+4% +$19.6K
DE icon
504
Deere & Co
DE
$160B
$543K 0.01%
1,067
+8
+0.8% +$3.92K
WBD icon
505
Warner Bros
WBD
$65.9B
$542K 0.01%
47,255
-28,571
-38% -$266K
MINT icon
506
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$541K 0.01%
5,382
+2
+0% +$201
TNK icon
507
Teekay Tankers
TNK
$2.75B
$539K 0.01%
12,928
– –
GLDM icon
508
SPDR Gold MiniShares Trust
GLDM
$27.5B
$539K 0.01%
8,219
+31
+0.4% +$2.02K
DON icon
509
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$529K 0.01%
10,545
– –
AXP icon
510
American Express
AXP
$227B
$524K 0.01%
1,642
+30
+2% +$8.44K
CBRE icon
511
CBRE Group
CBRE
$42.5B
$516K 0.01%
3,685
– –
ACWI icon
512
iShares MSCI ACWI ETF
ACWI
$32.5B
$514K 0.01%
4,000
– –
TGT icon
513
Target
TGT
$65.6B
$512K 0.01%
5,188
-3,617
-41% -$347K
MSA icon
514
Mine Safety
MSA
$7.35B
$503K 0.01%
3,000
– –
ITW icon
515
Illinois Tool Works
ITW
$82.6B
$499K 0.01%
2,017
+15
+0.7% +$3.62K
IRTC icon
516
iRhythm Holdings
IRTC
$3.85B
$497K 0.01%
3,230
-770
-19% -$99.5K
ASYS icon
517
Amtech Systems
ASYS
$268M
$493K 0.01%
111,022
– –
VOYA icon
518
Voya Financial
VOYA
$9.01B
$492K 0.01%
6,932
– –
SBLK icon
519
Star Bulk Carriers
SBLK
$3.21B
$486K 0.01%
28,199
– –
IWB icon
520
iShares Russell 1000 ETF
IWB
$48.3B
$485K 0.01%
1,428
+435
+44% +$137K
ET icon
521
Energy Transfer Partners
ET
$70.1B
$484K 0.01%
26,695
+3,160
+13% +$55.1K
MDY icon
522
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$481K 0.01%
849
-13
-2% -$6.98K
BSCQ icon
523
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$475K 0.01%
24,343
– –
IWN icon
524
iShares Russell 2000 Value ETF
IWN
$14.3B
$472K 0.01%
2,993
-5
-0.2% -$745
AB icon
525
AllianceBernstein
AB
$3.43B
$472K 0.01%
11,550
– –
19 20
21
22 23

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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.