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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
RDDT icon
576
Reddit
RDDT
$34.5B
$379K 0.01%
1,650
+1,500
+1,000% +$315K
STE icon
577
Steris
STE
$21.3B
$377K 0.01%
1,488
-1
-0.1% -$251
ETHE
578
Grayscale Ethereum Staking ETF Shares
ETHE
$1.58B
$371K 0.01%
15,240
-863
-5% -$24.5K
XLU icon
579
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$371K 0.01%
8,688
– –
VMC icon
580
Vulcan Materials
VMC
$36.9B
$371K 0.01%
1,300
+62
+5% +$18.2K
D icon
581
Dominion Energy
D
$61.8B
$367K 0.01%
6,270
-946
-13% -$57K
CRVS icon
582
Corvus Pharmaceuticals
CRVS
$1.09B
$367K 0.01%
47,667
+377
+0.8% +$2.97K
INBK icon
583
First Internet Bancorp
INBK
$231M
$365K 0.01%
17,474
-33,234
-66% -$668K
YETI icon
584
Yeti Holdings
YETI
$3.86B
$361K 0.01%
+8,167
New +$314K
THRY icon
585
Thryv Holdings
THRY
$184M
$361K 0.01%
59,623
-60,518
-50% -$479K
SURE icon
586
AdvisorShares Insider Advantage ETF
SURE
$56.6M
$358K 0.01%
2,810
– –
ITRN icon
587
Ituran Location and Control
ITRN
$1.09B
$358K 0.01%
8,318
-10,149
-55% -$398K
IWS icon
588
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$357K 0.01%
2,528
– –
IBDR icon
589
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.43B
$355K 0.01%
14,660
+2,684
+22% +$65.1K
AVDV icon
590
Avantis International Small Cap Value ETF
AVDV
$18.9B
$346K 0.01%
3,685
– –
STEW
591
SRH Total Return Fund
STEW
$1.76B
$343K 0.01%
18,481
– –
FCX icon
592
Freeport-McMoran
FCX
$90.2B
$342K 0.01%
6,740
+744
+12% +$32.2K
BRKR icon
593
Bruker
BRKR
$9.14B
$342K 0.01%
+7,252
New +$306K
MLPX icon
594
Global X MLP & Energy Infrastructure ETF
MLPX
$3.6B
$339K 0.01%
5,606
– –
CRMT icon
595
America's Car Mart
CRMT
$27.9M
$335K 0.01%
13,273
-9,760
-42% -$235K
PLAB icon
596
Photronics
PLAB
$1.76B
$331K 0.01%
10,356
-12,346
-54% -$318K
DFIN icon
597
Donnelley Financial Solutions
DFIN
$1.26B
$331K 0.01%
7,093
-8,466
-54% -$409K
IJK icon
598
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$328K 0.01%
3,385
– –
FENI icon
599
Fidelity Enhanced International ETF
FENI
$10.7B
$326K 0.01%
8,900
+3,700
+71% +$132K
MDLZ icon
600
Mondelez International
MDLZ
$77.9B
$322K 0.01%
5,986
+1,047
+21% +$60.3K
22 23
24
25 26

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DCP
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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
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
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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.