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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITA icon
676
iShares US Aerospace & Defense ETF
ITA
$14.7B
$222K ﹤0.01%
1,062
– –
GALT icon
677
Galectin Therapeutics
GALT
$196M
$222K ﹤0.01%
52,380
+39,380
+303% +$148K
EEA
678
European Equity Fund
EEA
$76.1M
$220K ﹤0.01%
20,324
– –
CCO icon
679
Clear Channel Outdoor Holdings
CCO
$1.24B
$220K ﹤0.01%
139,365
-9,000
-6% -$11.2K
MAS icon
680
Masco
MAS
$15.2B
$218K ﹤0.01%
3,100
– –
CME icon
681
CME Group
CME
$94.4B
$215K ﹤0.01%
794
+27
+4% +$7.35K
CRWV
682
CoreWeave
CRWV
$50.1B
$212K ﹤0.01%
+1,550
New +$183K
SYY icon
683
Sysco
SYY
$39.6B
$211K ﹤0.01%
2,557
– –
C icon
684
Citigroup
C
$230B
$210K ﹤0.01%
2,068
-838
-29% -$79.5K
GPC icon
685
Genuine Parts
GPC
$18.3B
$206K ﹤0.01%
1,489
+200
+16% +$26.8K
EPM icon
686
Evolution Petroleum
EPM
$127M
$205K ﹤0.01%
42,610
-760
-2% -$3.79K
APH icon
687
Amphenol
APH
$211B
$205K ﹤0.01%
1,655
– –
XEL icon
688
Xcel Energy
XEL
$48.6B
$204K ﹤0.01%
2,530
– –
BSCU icon
689
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.67B
$204K ﹤0.01%
12,064
-764
-6% -$12.9K
FWONK icon
690
Liberty Media Series C
FWONK
$24.2B
$204K ﹤0.01%
1,949
– –
TY icon
691
TRI-Continental Corp
TY
$1.9B
$201K ﹤0.01%
5,900
– –
KR icon
692
Kroger
KR
$35.4B
$200K ﹤0.01%
2,971
-440
-13% -$30.6K
MRSH
693
Marsh
MRSH
$91.4B
$196K ﹤0.01%
974
-89
-8% -$18.3K
PHO icon
694
Invesco Water Resources ETF
PHO
$2.08B
$196K ﹤0.01%
2,718
-1,107
-29% -$79.3K
PPA icon
695
Invesco Aerospace & Defense ETF
PPA
$8.69B
$195K ﹤0.01%
1,257
+233
+23% +$34.3K
BBUS icon
696
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.18B
$194K ﹤0.01%
1,609
– –
AFL icon
697
Aflac
AFL
$63.7B
$193K ﹤0.01%
1,730
-499
-22% -$52.4K
ECL icon
698
Ecolab
ECL
$79.7B
$193K ﹤0.01%
704
+6
+0.9% +$1.63K
GWW icon
699
W.W. Grainger
GWW
$61.4B
$191K ﹤0.01%
200
– –
EDD
700
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$380M
$190K ﹤0.01%
35,254
– –
26 27
28
29 30

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DCP
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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
EI
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VDI
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MA
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Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.