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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
DFAX icon
626
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$292K 0.01%
8,932
-184
-2% -$5.87K
EQIX icon
627
Equinix
EQIX
$103B
$292K 0.01%
381
+37
+11% +$29K
SCHM icon
628
Schwab US Mid-Cap ETF
SCHM
$14.6B
$289K 0.01%
9,606
– –
BCI icon
629
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.94B
$287K 0.01%
14,700
– –
FWONK icon
630
Liberty Media Series C
FWONK
$24.6B
$286K 0.01%
2,905
+956
+49% +$93.8K
PFF icon
631
iShares Preferred and Income Securities ETF
PFF
$13.2B
$286K 0.01%
9,235
-448
-5% -$14K
PGF icon
632
Invesco Financial Preferred ETF
PGF
$675M
$283K 0.01%
20,000
– –
JOUT icon
633
Johnson Outdoors
JOUT
$494M
$280K 0.01%
6,601
-7,330
-53% -$303K
SCHP icon
634
Schwab US TIPS ETF
SCHP
$16.3B
$277K 0.01%
10,457
+4,057
+63% +$109K
APH icon
635
Amphenol
APH
$184B
$277K 0.01%
2,048
+393
+24% +$52.6K
CNC icon
636
Centene
CNC
$31.6B
$275K 0.01%
6,688
+6,519
+3,857% +$244K
RELL icon
637
Richardson Electronics
RELL
$269M
$275K 0.01%
25,258
-76,331
-75% -$813K
CDZI icon
638
Cadiz
CDZI
$259M
$274K 0.01%
48,800
– –
OKLO
639
Oklo
OKLO
$7.27B
$273K 0.01%
3,810
-1,675
-31% -$187K
NOBL icon
640
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$273K 0.01%
5,250
– –
HQI icon
641
HireQuest
HQI
$192M
$273K 0.01%
25,959
-410
-2% -$3.61K
FLOT icon
642
iShares Floating Rate Bond ETF
FLOT
$10.2B
$273K 0.01%
5,359
-181
-3% -$9.22K
RGR icon
643
Sturm, Ruger & Co
RGR
$620M
$273K 0.01%
8,348
-9,970
-54% -$369K
HLT icon
644
Hilton Worldwide
HLT
$75.3B
$272K 0.01%
947
+67
+8% +$18.2K
SPE
645
Special Opportunities Fund
SPE
$139M
$271K 0.01%
18,470
-864
-4% -$12.6K
CB icon
646
Chubb
CB
$139B
$271K 0.01%
867
+44
+5% +$12.9K
MICC
647
The Magnum Ice Cream Company N.V.
MICC
$11B
$270K 0.01%
+17,062
New +$268K
COIN icon
648
Coinbase
COIN
$44.1B
$267K 0.01%
1,179
+5
+0.4% +$1.49K
VLO icon
649
Valero Energy
VLO
$90.5B
$266K 0.01%
1,635
+138
+9% +$23.4K
LMBS icon
650
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.35B
$264K 0.01%
5,285
– –
24 25
26
27 28

Similar funds

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.