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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$59.6M
2
SEE
Sealed Air
SEE
+$56.5M
3
NSC icon
Norfolk Southern
NSC
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

Rank Stock Value
1
X
US Steel
X
+$112M
2
GRBK icon
Green Brick Partners
GRBK
+$67.2M
3
BERY
Berry Global Group, Inc.
BERY
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

Rank Sector Weight
1 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CZR icon
676
Caesars Entertainment
CZR
$6.05B
$219K ﹤0.01%
7,717
+3,294
+74% +$89.5K
SOFI icon
677
SoFi Technologies
SOFI
$23.1B
$218K ﹤0.01%
11,950
+11,250
+1,607% +$148K
AOUT icon
678
American Outdoor Brands
AOUT
$160M
$217K ﹤0.01%
20,778
-40,566
-66% -$464K
BSCU icon
679
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.67B
$215K ﹤0.01%
12,828
– –
SYLD icon
680
Cambria Shareholder Yield ETF
SYLD
$1B
$215K ﹤0.01%
3,302
-780
-19% -$48.6K
CME icon
681
CME Group
CME
$95.5B
$211K ﹤0.01%
767
+57
+8% +$15.5K
O icon
682
Realty Income
O
$59.1B
$209K ﹤0.01%
3,619
+317
+10% +$17.9K
GWW icon
683
W.W. Grainger
GWW
$64.9B
$208K ﹤0.01%
200
-26
-12% -$27K
EEA
684
European Equity Fund
EEA
$75.3M
$208K ﹤0.01%
20,324
+324
+2% +$3.1K
GBDC icon
685
Golub Capital BDC
GBDC
$3.44B
$208K ﹤0.01%
14,165
+3,181
+29% +$46.3K
PRFZ icon
686
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.81B
$207K ﹤0.01%
5,100
– –
AMRZ
687
Amrize Ltd
AMRZ
$28.2B
$207K ﹤0.01%
+4,170
New +$210K
QQQJ icon
688
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.14B
$206K ﹤0.01%
6,444
+500
+8% +$14.9K
PK icon
689
Park Hotels & Resorts
PK
$3.03B
$206K ﹤0.01%
20,100
– –
LDOS icon
690
Leidos
LDOS
$15B
$205K ﹤0.01%
1,297
– –
EPM icon
691
Evolution Petroleum
EPM
$130M
$204K ﹤0.01%
43,370
-61,550
-59% -$279K
FWONK icon
692
Liberty Media Series C
FWONK
$24.5B
$204K ﹤0.01%
1,949
– –
CRSP icon
693
CRISPR Therapeutics
CRSP
$4.86B
$203K ﹤0.01%
4,166
+356
+9% +$13.8K
ITA icon
694
iShares US Aerospace & Defense ETF
ITA
$14.4B
$200K ﹤0.01%
1,062
– –
PFF icon
695
iShares Preferred and Income Securities ETF
PFF
$13.2B
$200K ﹤0.01%
6,522
+11
+0.2% +$331
WSC icon
696
WillScot Mobile Mini Holdings
WSC
$4.66B
$200K ﹤0.01%
7,302
+252
+4% +$6.71K
MAS icon
697
Masco
MAS
$14.6B
$200K ﹤0.01%
3,100
+215
+7% +$13.5K
MELI icon
698
Mercado Libre
MELI
$96.1B
$199K ﹤0.01%
76
+15
+25% +$35K
SH icon
699
ProShares Short S&P500
SH
$913M
$198K ﹤0.01%
+5,000
New +$216K
HES
700
DELISTED
Hess
HES
$198K ﹤0.01%
1,430
-198
-12% -$26.7K
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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EI
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VDI
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Ancora Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Ancora Advisors held 2,163 positions worth $4.82B, up 7.6% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q2 2025 filing shows 317 new, 533 increased, 401 reduced and 113 closed positions. Its largest new stake was Sealed Air: 1,898,485 shares worth $58.9M. The largest sale was US Steel, an estimated $112M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q2 2025 buy was Sealed Air: 1,898,485 shares worth $58.9M.
  • Ancora Advisors added most to CSX Corp in Q2 2025, an estimated $59.6M increase.
  • Ancora Advisors's biggest Q2 2025 reduction was Green Brick Partners, cutting an estimated $67.2M.
  • Ancora Advisors fully exited US Steel in Q2 2025, selling an estimated $112M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.82B portfolio in Q2 2025.
  • Ancora Advisors opened 317 new positions and closed 113 in Q2 2025.
  • Ancora Advisors's portfolio value rose 7.6% quarter-over-quarter to $4.82B.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.