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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
526
Lam Research
LRCX
$369B
$542K 0.01%
4,049
-100
-2% -$10.6K
MINT icon
527
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$542K 0.01%
5,384
+2
+0% +$201
TIP icon
528
iShares TIPS Bond ETF
TIP
$14.5B
$542K 0.01%
4,871
-186
-4% -$20.5K
IJJ icon
529
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.91B
$542K 0.01%
4,175
-452
-10% -$57.9K
IDXX icon
530
Idexx Laboratories
IDXX
$44.8B
$533K 0.01%
835
– –
ITW icon
531
Illinois Tool Works
ITW
$83B
$528K 0.01%
2,025
+8
+0.4% +$2.08K
MGM icon
532
MGM Resorts International
MGM
$11.4B
$525K 0.01%
15,148
-901
-6% -$33.1K
AIT icon
533
Applied Industrial Technologies
AIT
$13B
$522K 0.01%
2,000
– –
PLAB icon
534
Photronics
PLAB
$1.85B
$521K 0.01%
22,702
-407
-2% -$8.7K
HELO icon
535
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.66B
$521K 0.01%
8,013
+537
+7% +$34.3K
VOYA icon
536
Voya Financial
VOYA
$9.07B
$519K 0.01%
6,932
– –
IWN icon
537
iShares Russell 2000 Value ETF
IWN
$14.5B
$517K 0.01%
2,923
-70
-2% -$11.8K
MSA icon
538
Mine Safety
MSA
$7.42B
$516K 0.01%
3,000
– –
CCI icon
539
Crown Castle
CCI
$33.5B
$515K 0.01%
5,336
-2,300
-30% -$233K
MDY icon
540
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$506K 0.01%
850
+1
+0.1% +$587
BSM icon
541
Black Stone Minerals
BSM
$3.2B
$504K 0.01%
38,360
-3,539
-8% -$44.5K
BND icon
542
Vanguard Total Bond Market
BND
$157B
$499K 0.01%
6,706
+1,555
+30% +$115K
SPY icon
543
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$485K 0.01%
28
+10
+56% +$6.41K
GNOV icon
544
FT Vest US Equity Moderate Buffer ETF November
GNOV
$296M
$480K 0.01%
12,613
– –
BSCQ icon
545
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.64B
$476K 0.01%
24,343
– –
CEG icon
546
Constellation Energy
CEG
$97.7B
$475K 0.01%
1,443
+125
+9% +$40.3K
DY icon
547
Dycom Industries
DY
$12.5B
$474K 0.01%
1,625
-75
-4% -$19.7K
GM icon
548
General Motors
GM
$76.9B
$472K 0.01%
7,737
-385
-5% -$21.5K
SMOT icon
549
VanEck Morningstar SMID Moat ETF
SMOT
$335M
$471K 0.01%
13,058
– –
PANW icon
550
Palo Alto Networks
PANW
$283B
$471K 0.01%
2,312
+55
+2% +$10.5K
20 21
22
23 24

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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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MA
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Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.