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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
OTIS icon
651
Otis Worldwide
OTIS
$27.9B
$264K 0.01%
3,023
+420
+16% +$37.6K
ULBI icon
652
Ultralife
ULBI
$90.1M
$264K 0.01%
46,149
-59,172
-56% -$365K
VONE icon
653
Vanguard Russell 1000 ETF
VONE
$8.19B
$261K 0.01%
845
– –
AFRM icon
654
Affirm
AFRM
$24.5B
$261K 0.01%
3,500
-1
-0% -$72
XLV icon
655
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$254K 0.01%
1,639
-35
-2% -$5.24K
DIVO icon
656
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.48B
$252K 0.01%
5,652
+103
+2% +$4.63K
BSCX icon
657
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.02B
$251K 0.01%
+11,700
New +$252K
CME icon
658
CME Group
CME
$92.3B
$251K 0.01%
919
+125
+16% +$34K
BSCW icon
659
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.48B
$251K 0.01%
+12,000
New +$251K
CFG icon
660
Citizens Financial Group
CFG
$30.1B
$250K 0.01%
4,275
+1,066
+33% +$57.3K
ALYA
661
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
$249K 0.01%
204,503
-5,000
-2% -$6.09K
IIGD icon
662
Invesco Investment Grade Defensive ETF
IIGD
$26.7M
$248K 0.01%
10,000
– –
IFF icon
663
International Flavors & Fragrances
IFF
$19.5B
$248K 0.01%
3,674
-1,113
-23% -$72.1K
KRT icon
664
Karat Packaging
KRT
$818M
$248K 0.01%
10,967
-14,460
-57% -$335K
TXT icon
665
Textron
TXT
$16.7B
$243K 0.01%
2,791
+687
+33% +$57.5K
TKR icon
666
Timken Company
TKR
$9.81B
$242K 0.01%
2,879
+879
+44% +$69.9K
SPMO icon
667
Invesco S&P 500 Momentum ETF
SPMO
$20.9B
$242K 0.01%
2,028
+70
+4% +$8.39K
LW icon
668
Lamb Weston
LW
$7.3B
$242K 0.01%
5,773
-9,763
-63% -$575K
MRSH
669
Marsh
MRSH
$87.5B
$240K ﹤0.01%
1,294
+320
+33% +$59.8K
FNDX icon
670
Schwab Fundamental US Large Company Index ETF
FNDX
$26.6B
$240K ﹤0.01%
8,815
+7,102
+415% +$190K
ITA icon
671
iShares US Aerospace & Defense ETF
ITA
$14.4B
$239K ﹤0.01%
1,112
+50
+5% +$10.5K
AWI icon
672
Armstrong World Industries
AWI
$7.05B
$238K ﹤0.01%
1,244
+385
+45% +$73.5K
LDOS icon
673
Leidos
LDOS
$14.5B
$237K ﹤0.01%
1,313
+16
+1% +$3.03K
FCN icon
674
FTI Consulting
FCN
$4.88B
$236K ﹤0.01%
1,383
+285
+26% +$47K
IONQ icon
675
IonQ
IONQ
$13.4B
$236K ﹤0.01%
5,255
+1,025
+24% +$57.4K
25 26
27
28 29

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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
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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.