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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VMC icon
551
Vulcan Materials
VMC
$33.5B
$422K 0.01%
1,430
+94
+7% +$26.9K
MSA icon
552
Mine Safety
MSA
$7.28B
$419K 0.01%
2,400
– –
VONG icon
553
Vanguard Russell 1000 Growth ETF
VONG
$46B
$419K 0.01%
3,275
– –
SURE icon
554
AdvisorShares Insider Advantage ETF
SURE
$56.6M
$419K 0.01%
2,810
– –
DVN icon
555
Devon Energy
DVN
$53.2B
$418K 0.01%
10,126
+9,737
+2,503% +$451K
IWS icon
556
iShares Russell Mid-Cap Value ETF
IWS
$15.5B
$416K 0.01%
2,528
– –
VTWO icon
557
Vanguard Russell 2000 ETF
VTWO
$17.3B
$414K 0.01%
3,413
-1,294
-27% -$147K
SCHE icon
558
Schwab Emerging Markets Equity ETF
SCHE
$13.1B
$405K 0.01%
11,157
-1,187
-10% -$42.4K
BIV icon
559
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$404K 0.01%
5,263
+50
+1% +$3.84K
SNPS icon
560
Synopsys
SNPS
$75.1B
$403K 0.01%
902
-75
-8% -$35.3K
FDL icon
561
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.05B
$399K 0.01%
8,195
-1,070
-12% -$53.4K
IJK icon
562
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$398K 0.01%
3,385
– –
D icon
563
Dominion Energy
D
$58.2B
$396K 0.01%
5,805
-465
-7% -$30.2K
CVS icon
564
CVS Health
CVS
$123B
$396K 0.01%
3,825
-1,852
-33% -$165K
IONQ icon
565
IonQ
IONQ
$16.4B
$394K 0.01%
7,405
-200
-3% -$10.1K
FRMI
566
Fermi Inc
FRMI
$3.66B
$394K 0.01%
42,975
+22,448
+109% +$142K
SMPL icon
567
Simply Good Foods
SMPL
$952M
$392K 0.01%
29,500
-11,800
-29% -$146K
ANET icon
568
Arista Networks
ANET
$246B
$391K 0.01%
2,304
+1,160
+101% +$182K
IRTC icon
569
iRhythm Holdings
IRTC
$4.03B
$384K 0.01%
3,230
– –
EDD
570
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$387M
$384K 0.01%
65,254
– –
CWCO icon
571
Consolidated Water Co
CWCO
$459M
$383K 0.01%
+12,980
New +$407K
XLF icon
572
State Street Financial Select Sector SPDR ETF
XLF
$54.3B
$383K 0.01%
7,138
-640
-8% -$33.3K
LLYVK icon
573
Liberty Live Group Series C
LLYVK
$8.99B
$382K 0.01%
3,613
– –
CNC icon
574
Centene
CNC
$31.9B
$380K 0.01%
5,920
-576
-9% -$30.8K
KMLM icon
575
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$428M
$379K 0.01%
13,789
-4,360
-24% -$125K
21 22
23
24 25

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Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.