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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
ZM icon
526
Zoom
ZM
$26.7B
$498K 0.01%
5,771
+4,475
+345% +$377K
VCIT icon
527
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$498K 0.01%
5,941
+2,830
+91% +$238K
VPU
528
Vanguard Utilities ETF
VPU
$8.72B
$493K 0.01%
2,662
-567
-18% -$109K
BSM icon
529
Black Stone Minerals
BSM
$3.17B
$490K 0.01%
36,870
-1,490
-4% -$20.1K
G icon
530
Genpact
G
$5.45B
$488K 0.01%
10,423
+198
+2% +$8.56K
VHT icon
531
Vanguard Health Care ETF
VHT
$18.3B
$486K 0.01%
1,689
+7
+0.4% +$1.96K
MOV icon
532
Movado Group
MOV
$835M
$486K 0.01%
23,550
-28,779
-55% -$561K
CINF icon
533
Cincinnati Financial
CINF
$28.5B
$483K 0.01%
2,960
-975
-25% -$158K
GBTC icon
534
Grayscale Bitcoin Trust
GBTC
$9.75B
$482K 0.01%
7,051
-1,420
-17% -$111K
MSA icon
535
Mine Safety
MSA
$6.78B
$480K 0.01%
3,000
– –
SWBI icon
536
Smith & Wesson
SWBI
$666M
$479K 0.01%
48,493
-59,104
-55% -$570K
MDY icon
537
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$477K 0.01%
790
-60
-7% -$35.9K
IBDS icon
538
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$476K 0.01%
19,599
+2,677
+16% +$65K
BTC
539
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$475K 0.01%
12,252
+4,990
+69% +$221K
MGM icon
540
MGM Resorts International
MGM
$11.8B
$474K 0.01%
12,984
-2,164
-14% -$73.4K
IWC icon
541
iShares Micro-Cap ETF
IWC
$1.45B
$474K 0.01%
3,003
– –
SMOT icon
542
VanEck Morningstar SMID Moat ETF
SMOT
$333M
$473K 0.01%
13,058
– –
BJRI icon
543
BJ's Restaurants
BJRI
$1.45B
$472K 0.01%
+11,990
New +$426K
SHEL icon
544
Shell
SHEL
$239B
$471K 0.01%
6,411
+526
+9% +$38.7K
OPBK icon
545
OP Bancorp
OPBK
$232M
$467K 0.01%
33,084
– –
SNPS icon
546
Synopsys
SNPS
$74.5B
$461K 0.01%
980
+71
+8% +$31.5K
IYH icon
547
iShares US Healthcare ETF
IYH
$3.38B
$460K 0.01%
7,071
-3,250
-31% -$205K
IBDT icon
548
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.05B
$458K 0.01%
17,996
+2,558
+17% +$65.2K
GOLD
549
Gold.com Inc
GOLD
$1.19B
$455K 0.01%
13,351
-15,544
-54% -$444K
CVS icon
550
CVS Health
CVS
$137B
$454K 0.01%
5,716
+486
+9% +$38.3K
20 21
22
23 24

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GCM
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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
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EI
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RS
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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.