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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJK icon
576
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$341K 0.01%
3,385
– –
LLYVK icon
577
Liberty Live Group Series C
LLYVK
$9.11B
$340K 0.01%
3,613
– –
FMNB icon
578
Farmers National Banc Corp
FMNB
$899M
$338K 0.01%
25,719
+16,008
+165% +$210K
STE icon
579
Steris
STE
$20.9B
$333K 0.01%
1,504
+16
+1% +$3.91K
FENI icon
580
Fidelity Enhanced International ETF
FENI
$10.4B
$331K 0.01%
8,900
– –
EDD
581
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$372M
$331K 0.01%
65,254
+30,000
+85% +$172K
SPYM
582
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$328K 0.01%
4,282
-1,056
-20% -$84.5K
G icon
583
Genpact
G
$5.3B
$326K 0.01%
8,757
-1,666
-16% -$68.6K
LECO icon
584
Lincoln Electric
LECO
$13.8B
$325K 0.01%
1,306
– –
XAR icon
585
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
$322K 0.01%
1,267
+41
+3% +$11.2K
FSTR icon
586
Foster
FSTR
$443M
$319K 0.01%
11,430
-410
-3% -$12.1K
CRWD icon
587
CrowdStrike
CRWD
$187B
$318K 0.01%
3,256
+560
+21% +$59.3K
STEW
588
SRH Total Return Fund
STEW
$1.75B
$316K 0.01%
18,481
– –
SPE
589
Special Opportunities Fund
SPE
$140M
$315K 0.01%
22,887
+4,417
+24% +$64.6K
FOSL icon
590
Fossil Group
FOSL
$239M
$315K 0.01%
73,010
+38,300
+110% +$155K
LNGX
591
Global X U.S. Natural Gas ETF
LNGX
$48.4M
$313K 0.01%
+6,705
New +$272K
VTEB icon
592
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$312K 0.01%
6,261
-1,404
-18% -$70.9K
DFAX icon
593
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$311K 0.01%
9,157
+225
+3% +$7.83K
PKE icon
594
Park Aerospace
PKE
$745M
$311K 0.01%
11,350
-39,300
-78% -$1.01M
MOS icon
595
The Mosaic Company
MOS
$7.09B
$308K 0.01%
12,095
-753
-6% -$20.6K
CARR icon
596
Carrier Global
CARR
$57.2B
$306K 0.01%
5,428
-268
-5% -$15.9K
DLN icon
597
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$304K 0.01%
3,398
– –
WS icon
598
Worthington Steel
WS
$1.8B
$304K 0.01%
+10,000
New +$388K
AZN icon
599
AstraZeneca
AZN
$263B
$303K 0.01%
1,535
-92
-6% -$17.7K
STZ icon
600
Constellation Brands
STZ
$22.2B
$301K 0.01%
2,008
+788
+65% +$122K
22 23
24
25 26

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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RS
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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.