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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$59.6M
2
SEE
Sealed Air
SEE
+$56.5M
3
NSC icon
Norfolk Southern
NSC
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

Rank Stock Value
1
X
US Steel
X
+$112M
2
GRBK icon
Green Brick Partners
GRBK
+$67.2M
3
BERY
Berry Global Group, Inc.
BERY
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

Rank Sector Weight
1 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDLZ icon
601
Mondelez International
MDLZ
$79.3B
$329K 0.01%
4,872
+75
+2% +$5K
OKLO
602
Oklo
OKLO
$7.16B
$325K 0.01%
5,810
– –
SSTK icon
603
Shutterstock
SSTK
$212M
$325K 0.01%
17,118
– –
FLL icon
604
Full House Resorts
FLL
$83M
$324K 0.01%
+88,660
New +$297K
DFAX icon
605
Dimensional World ex US Core Equity 2 ETF
DFAX
$12B
$324K 0.01%
11,033
-4,845
-31% -$133K
SHEL icon
606
Shell
SHEL
$253B
$324K 0.01%
4,599
+23
+0.5% +$1.54K
HBM icon
607
Hudbay
HBM
$10.2B
$324K 0.01%
30,500
– –
VMC icon
608
Vulcan Materials
VMC
$35.9B
$323K 0.01%
1,238
-125
-9% -$32.1K
BSCR icon
609
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$322K 0.01%
16,368
– –
NVS icon
610
Novartis
NVS
$292B
$321K 0.01%
2,653
-154
-5% -$17.4K
DGICA icon
611
Donegal Group Class A
DGICA
$739M
$320K 0.01%
15,981
– –
SCHM icon
612
Schwab US Mid-Cap ETF
SCHM
$14.7B
$318K 0.01%
11,343
+1,737
+18% +$45.8K
LECO icon
613
Lincoln Electric
LECO
$14.4B
$315K 0.01%
1,519
– –
TPG icon
614
TPG
TPG
$7.24B
$315K 0.01%
6,000
– –
ZBRA icon
615
Zebra Technologies
ZBRA
$13.9B
$313K 0.01%
1,014
-108
-10% -$29.3K
NN icon
616
CALL
NextNav
NN
$1.89B
$312K 0.01%
611
-937
-61% -$12K
ELMD icon
617
Electromed
ELMD
$346M
$311K 0.01%
14,140
-8,940
-39% -$194K
IJK icon
618
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$309K 0.01%
3,394
– –
BSCT icon
619
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.91B
$306K 0.01%
16,364
– –
BCI icon
620
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.94B
$305K 0.01%
14,700
– –
SLNG icon
621
Stabilis Solutions
SLNG
$82.4M
$305K 0.01%
64,131
+2,740
+4% +$14.2K
VONG icon
622
Vanguard Russell 1000 Growth ETF
VONG
$43.5B
$300K 0.01%
2,751
+1,031
+60% +$101K
ETHE
623
Grayscale Ethereum Staking ETF Shares
ETHE
$1.51B
$300K 0.01%
14,390
+1,252
+10% +$22.8K
LW icon
624
Lamb Weston
LW
$7.28B
$299K 0.01%
5,769
-3,005
-34% -$161K
AWK icon
625
American Water Works
AWK
$26.8B
$296K 0.01%
2,125
– –
23 24
25
26 27

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GCM
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Ancora Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Ancora Advisors held 2,163 positions worth $4.82B, up 7.6% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q2 2025 filing shows 317 new, 533 increased, 401 reduced and 113 closed positions. Its largest new stake was Sealed Air: 1,898,485 shares worth $58.9M. The largest sale was US Steel, an estimated $112M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q2 2025 buy was Sealed Air: 1,898,485 shares worth $58.9M.
  • Ancora Advisors added most to CSX Corp in Q2 2025, an estimated $59.6M increase.
  • Ancora Advisors's biggest Q2 2025 reduction was Green Brick Partners, cutting an estimated $67.2M.
  • Ancora Advisors fully exited US Steel in Q2 2025, selling an estimated $112M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.82B portfolio in Q2 2025.
  • Ancora Advisors opened 317 new positions and closed 113 in Q2 2025.
  • Ancora Advisors's portfolio value rose 7.6% quarter-over-quarter to $4.82B.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.