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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
AB icon
601
AllianceBernstein
AB
$3.54B
$321K 0.01%
8,350
+1,000
+14% +$39.6K
NXST icon
602
Nexstar Media Group
NXST
$5.67B
$321K 0.01%
1,582
+29
+2% +$5.66K
FSTR icon
603
Foster
FSTR
$443M
$319K 0.01%
11,840
-3,320
-22% -$89.6K
KR icon
604
Kroger
KR
$35.5B
$317K 0.01%
5,071
+2,100
+71% +$137K
CRWD icon
605
CrowdStrike
CRWD
$183B
$316K 0.01%
2,696
+548
+26% +$69.8K
LECO icon
606
Lincoln Electric
LECO
$14.1B
$313K 0.01%
1,306
-85
-6% -$20.1K
OSPN icon
607
OneSpan
OSPN
$562M
$312K 0.01%
24,333
-450
-2% -$6.1K
NVS icon
608
Novartis
NVS
$297B
$312K 0.01%
2,261
+305
+16% +$39.9K
IBB icon
609
iShares Biotechnology ETF
IBB
$9.44B
$311K 0.01%
1,840
-147
-7% -$23.9K
MOS icon
610
The Mosaic Company
MOS
$7.1B
$310K 0.01%
12,848
-6,415
-33% -$173K
HAP icon
611
VanEck Natural Resources ETF
HAP
$301M
$309K 0.01%
5,141
– –
BSCT icon
612
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
$305K 0.01%
16,215
+531
+3% +$10K
CARR icon
613
Carrier Global
CARR
$57.6B
$301K 0.01%
5,696
+305
+6% +$17K
LLYVK icon
614
Liberty Live Group Series C
LLYVK
$9.41B
$300K 0.01%
3,613
– –
DLN icon
615
WisdomTree US LargeCap Dividend Fund
DLN
$6.25B
$299K 0.01%
3,398
+62
+2% +$5.42K
AZN icon
616
AstraZeneca
AZN
$263B
$299K 0.01%
1,627
+1,010
+164% +$177K
OBDC icon
617
Blue Owl Capital
OBDC
$5.42B
$299K 0.01%
24,052
– –
ACGL icon
618
Arch Capital
ACGL
$36.3B
$298K 0.01%
3,106
-109
-3% -$9.97K
DGICA icon
619
Donegal Group Class A
DGICA
$701M
$298K 0.01%
14,900
– –
FORR icon
620
Forrester Research
FORR
$185M
$297K 0.01%
36,575
-43,804
-54% -$344K
TNK icon
621
Teekay Tankers
TNK
$2.63B
$296K 0.01%
5,542
-7,148
-56% -$401K
XAR icon
622
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.11B
$296K 0.01%
1,226
– –
SLGN icon
623
Silgan Holdings
SLGN
$4.92B
$293K 0.01%
7,264
-3,560
-33% -$144K
C icon
624
Citigroup
C
$223B
$293K 0.01%
2,511
+443
+21% +$46K
CCI icon
625
Crown Castle
CCI
$32.4B
$293K 0.01%
3,295
-2,041
-38% -$188K
23 24
25
26 27

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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.