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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
FIS icon
501
Fidelity National Information Services
FIS
$22.3B
$546K 0.01%
8,221
-2,045
-20% -$135K
FALN icon
502
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$544K 0.01%
19,933
– –
CORT icon
503
Corcept Therapeutics
CORT
$9.78B
$542K 0.01%
15,588
– –
VOYA icon
504
Voya Financial
VOYA
$8.98B
$540K 0.01%
7,256
+324
+5% +$23.6K
MINT icon
505
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$536K 0.01%
5,337
-47
-0.9% -$4.72K
CMG icon
506
Chipotle Mexican Grill
CMG
$42.6B
$532K 0.01%
14,371
-1,789
-11% -$64.7K
NWBI icon
507
Northwest Bancshares
NWBI
$2.25B
$531K 0.01%
44,265
– –
LXFR icon
508
Luxfer Holdings
LXFR
$462M
$531K 0.01%
39,217
-5,840
-13% -$76K
IWN icon
509
iShares Russell 2000 Value ETF
IWN
$14.4B
$530K 0.01%
2,923
– –
DON icon
510
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$529K 0.01%
10,251
-350
-3% -$18K
AOUT icon
511
American Outdoor Brands
AOUT
$158M
$529K 0.01%
+68,378
New +$507K
INTC icon
512
Intel
INTC
$462B
$528K 0.01%
14,312
+3,644
+34% +$138K
SBSW icon
513
Sibanye-Stillwater
SBSW
$6.05B
$527K 0.01%
+37,000
New +$448K
TIP icon
514
iShares TIPS Bond ETF
TIP
$14.5B
$527K 0.01%
4,793
-78
-2% -$8.65K
GILD icon
515
Gilead Sciences
GILD
$162B
$525K 0.01%
4,274
+1,418
+50% +$172K
BSCS icon
516
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
$524K 0.01%
25,423
-2,100
-8% -$43.2K
TIPT icon
517
Tiptree Inc
TIPT
$678M
$522K 0.01%
28,547
-64,898
-69% -$1.18M
ITW icon
518
Illinois Tool Works
ITW
$81.9B
$520K 0.01%
2,113
+88
+4% +$21.9K
AIT icon
519
Applied Industrial Technologies
AIT
$12.9B
$514K 0.01%
2,000
– –
BWMN icon
520
Bowman Consulting
BWMN
$459M
$513K 0.01%
15,546
– –
ORLY icon
521
O'Reilly Automotive
ORLY
$75.1B
$508K 0.01%
5,574
+345
+7% +$33.7K
HURC icon
522
Hurco Companies Inc
HURC
$133M
$500K 0.01%
32,354
-36,556
-53% -$606K
RMNI icon
523
Rimini Street
RMNI
$432M
$499K 0.01%
128,687
-132,911
-51% -$551K
NEAR icon
524
iShares Short Maturity Bond ETF
NEAR
$4.82B
$499K 0.01%
9,766
-3,974
-29% -$203K
BND icon
525
Vanguard Total Bond Market
BND
$158B
$498K 0.01%
6,726
+20
+0.3% +$1.49K
19 20
21
22 23

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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.