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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
KVUE icon
551
Kenvue
KVUE
$37.4B
$448K 0.01%
25,981
-219,459
-89% -$3.59M
GNOV icon
552
FT Vest US Equity Moderate Buffer ETF November
GNOV
$294M
$448K 0.01%
11,281
-1,332
-11% -$51.7K
ASLE icon
553
AerSale
ASLE
$307M
$446K 0.01%
62,729
-76,549
-55% -$537K
CASY icon
554
Casey's General Stores
CASY
$31.6B
$444K 0.01%
804
+78
+11% +$42.9K
JYNT icon
555
The Joint Corp
JYNT
$122M
$444K 0.01%
50,902
-61,919
-55% -$525K
LGCY
556
Legacy Education Inc
LGCY
$148M
$438K 0.01%
+42,960
New +$413K
ALNT icon
557
Allient
ALNT
$1.47B
$433K 0.01%
8,053
-16,953
-68% -$887K
IBDU icon
558
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.02B
$431K 0.01%
18,396
+2,891
+19% +$67.7K
VTWO icon
559
Vanguard Russell 2000 ETF
VTWO
$17.4B
$430K 0.01%
4,322
+487
+13% +$48.4K
SPYM
560
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$428K 0.01%
+5,338
New +$425K
SRBK icon
561
SR Bancorp
SRBK
$143M
$427K 0.01%
+27,100
New +$416K
XLF icon
562
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$426K 0.01%
7,774
+38
+0.5% +$2.02K
IGIB icon
563
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$414K 0.01%
7,689
-222
-3% -$12K
UTZ icon
564
Utz Brands
UTZ
$1.25B
$413K 0.01%
+39,750
New +$429K
FDL icon
565
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.78B
$411K 0.01%
9,265
– –
VRTX icon
566
Vertex Pharmaceuticals
VRTX
$122B
$408K 0.01%
899
+62
+7% +$26.7K
DOW icon
567
Dow Inc
DOW
$20.8B
$408K 0.01%
17,434
+16,559
+1,892% +$381K
SLNG icon
568
Stabilis Solutions
SLNG
$89.3M
$407K 0.01%
89,442
+4,593
+5% +$22K
SCHE icon
569
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$406K 0.01%
12,409
-121
-1% -$4.04K
DFAS icon
570
Dimensional US Small Cap ETF
DFAS
$15.4B
$405K 0.01%
5,813
– –
IGSB icon
571
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$403K 0.01%
7,627
+91
+1% +$4.82K
ICE icon
572
Intercontinental Exchange
ICE
$84.1B
$391K 0.01%
2,412
+202
+9% +$31.6K
TPG icon
573
TPG
TPG
$6.89B
$389K 0.01%
6,100
+100
+2% +$5.9K
BIV icon
574
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$388K 0.01%
4,982
+61
+1% +$4.77K
VTEB icon
575
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$385K 0.01%
7,665
+1,083
+16% +$54.5K
21 22
23
24 25

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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.