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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
RYAM icon
676
Rayonier Advanced Materials
RYAM
$565M
$212K ﹤0.01%
19,112
– –
XEL icon
677
Xcel Energy
XEL
$51B
$211K ﹤0.01%
2,660
– –
LNG icon
678
Cheniere Energy
LNG
$56.5B
$211K ﹤0.01%
743
+500
+206% +$115K
ES icon
679
Eversource Energy
ES
$28.2B
$211K ﹤0.01%
3,039
-218
-7% -$15.4K
CCO icon
680
Clear Channel Outdoor Holdings
CCO
$1.23B
$210K ﹤0.01%
88,765
-3,500
-4% -$7.92K
ECL icon
681
Ecolab
ECL
$75.6B
$209K ﹤0.01%
786
+49
+7% +$13.8K
HIG icon
682
Hartford Financial Services
HIG
$38.5B
$209K ﹤0.01%
1,543
+227
+17% +$31K
AFL icon
683
Aflac
AFL
$63.9B
$209K ﹤0.01%
1,901
– –
ALYA
684
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
$208K ﹤0.01%
204,503
– –
GABC icon
685
German American Bancorp
GABC
$1.82B
$207K ﹤0.01%
+4,960
New +$205K
OTIS icon
686
Otis Worldwide
OTIS
$27.4B
$205K ﹤0.01%
2,663
-360
-12% -$31.5K
CMI icon
687
Cummins
CMI
$91.7B
$204K ﹤0.01%
380
+16
+4% +$9.05K
TWLO icon
688
Twilio
TWLO
$29.1B
$202K ﹤0.01%
1,604
+904
+129% +$111K
LDOS icon
689
Leidos
LDOS
$14.1B
$202K ﹤0.01%
1,297
-16
-1% -$2.87K
BSCU icon
690
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.63B
$202K ﹤0.01%
12,064
– –
SIVR icon
691
abrdn Physical Silver Shares ETF
SIVR
$4.04B
$201K ﹤0.01%
2,812
+1,175
+72% +$93.8K
EEA
692
European Equity Fund
EEA
$73.9M
$201K ﹤0.01%
20,324
– –
JCI icon
693
Johnson Controls International
JCI
$87.5B
$200K ﹤0.01%
1,531
+53
+4% +$6.85K
ATO icon
694
Atmos Energy
ATO
$29.9B
$200K ﹤0.01%
1,083
+44
+4% +$7.78K
BNY
695
Bank of New York Mellon
BNY
$108B
$197K ﹤0.01%
1,659
+55
+3% +$6.54K
LLYVA icon
696
Liberty Live Group Series A
LLYVA
$8.8B
$194K ﹤0.01%
2,122
+204
+11% +$17.9K
BP icon
697
BP
BP
$113B
$193K ﹤0.01%
4,103
+1
+0% +$39
FRDM icon
698
Freedom 100 Emerging Markets ETF
FRDM
$3.23B
$193K ﹤0.01%
3,528
+157
+5% +$8.99K
CRSP icon
699
CRISPR Therapeutics
CRSP
$4.58B
$191K ﹤0.01%
4,016
– –
MPLX icon
700
MPLX
MPLX
$59.5B
$190K ﹤0.01%
3,327
– –
26 27
28
29 30

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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.