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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
FCN icon
651
FTI Consulting
FCN
$4.82B
$237K 0.01%
1,342
-41
-3% -$6.99K
DLR icon
652
Digital Realty Trust
DLR
$73.7B
$237K 0.01%
1,313
+152
+13% +$26K
LIT icon
653
Global X Lithium & Battery Tech ETF
LIT
$1.49B
$235K 0.01%
3,155
– –
PRFZ icon
654
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.75B
$234K 0.01%
5,100
– –
MDU icon
655
MDU Resources
MDU
$4.44B
$233K 0.01%
11,242
-265,067
-96% -$5.43M
UNP icon
656
CALL
Union Pacific
UNP
$183B
$231K ﹤0.01%
+180
New +$44.1K
CDZI icon
657
Cadiz
CDZI
$266M
$229K ﹤0.01%
46,640
-2,160
-4% -$11.8K
QQQJ icon
658
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.11B
$229K ﹤0.01%
6,323
+23
+0.4% +$872
SPMO icon
659
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$228K ﹤0.01%
2,030
+2
+0.1% +$236
AWK icon
660
American Water Works
AWK
$26.3B
$227K ﹤0.01%
1,671
– –
SCHA icon
661
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$225K ﹤0.01%
7,753
+417
+6% +$12.5K
CLVT icon
662
Clarivate
CLVT
$1.3B
$225K ﹤0.01%
+89,030
New +$228K
NXP icon
663
Nuveen Select Tax-Free Income Portfolio
NXP
$900M
$224K ﹤0.01%
15,585
-931
-6% -$13.3K
ZBRA icon
664
Zebra Technologies
ZBRA
$12.4B
$221K ﹤0.01%
1,056
+307
+41% +$72.1K
IONQ icon
665
IonQ
IONQ
$12.3B
$219K ﹤0.01%
7,605
+2,350
+45% +$90.2K
COLD icon
666
CALL
Americold
COLD
$4.09B
$218K ﹤0.01%
+2,355
New +$29.5K
SLDE
667
Slide Insurance Holdings
SLDE
$2.32B
$218K ﹤0.01%
12,100
-108,900
-90% -$1.91M
WMB icon
668
Williams Companies
WMB
$90.5B
$216K ﹤0.01%
2,965
– –
FNDF icon
669
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$215K ﹤0.01%
4,402
+375
+9% +$18.4K
CRWV
670
CoreWeave
CRWV
$39.2B
$215K ﹤0.01%
2,779
+1,474
+113% +$128K
OKLO
671
Oklo
OKLO
$7B
$214K ﹤0.01%
4,310
+500
+13% +$35.9K
PPA icon
672
Invesco Aerospace & Defense ETF
PPA
$8.27B
$214K ﹤0.01%
1,290
– –
CNC icon
673
Centene
CNC
$31.3B
$213K ﹤0.01%
6,496
-192
-3% -$7.87K
MRSH
674
Marsh
MRSH
$86.3B
$212K ﹤0.01%
1,225
-69
-5% -$12.4K
FFDF
675
DELISTED
FFD FINL CORP
FFDF
$212K ﹤0.01%
4,811
– –
25 26
27
28 29

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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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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.