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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
BF.B icon
676
Brown-Forman Class B
BF.B
$12.6B
$235K ﹤0.01%
9,010
-803
-8% -$22.6K
WRD
677
WeRide Inc
WRD
$1.85B
$234K ﹤0.01%
+27,000
New +$251K
PRFZ icon
678
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.77B
$234K ﹤0.01%
5,100
– –
NXP icon
679
Nuveen Select Tax-Free Income Portfolio
NXP
$897M
$233K ﹤0.01%
16,516
-912
-5% -$13.1K
QQQJ icon
680
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.12B
$232K ﹤0.01%
6,300
– –
XLI icon
681
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
$231K ﹤0.01%
1,487
+1
+0.1% +$154
VDIG
682
Vanguard Wellington Dividend Growth Active ETF
VDIG
$27.8M
$228K ﹤0.01%
+3,710
New +$227K
SYLD icon
683
Cambria Shareholder Yield ETF
SYLD
$992M
$226K ﹤0.01%
3,253
-50
-2% -$3.43K
LAKE icon
684
Lakeland Industries
LAKE
$106M
$225K ﹤0.01%
25,406
-25,665
-50% -$360K
NDAQ icon
685
Nasdaq
NDAQ
$52.5B
$224K ﹤0.01%
2,310
+274
+13% +$24.6K
GWRS icon
686
Global Water Resources
GWRS
$211M
$224K ﹤0.01%
+26,500
New +$249K
AMPY icon
687
Amplify Energy
AMPY
$155M
$223K ﹤0.01%
+48,870
New +$243K
APP icon
688
Applovin
APP
$139B
$222K ﹤0.01%
330
+10
+3% +$6.3K
LBRDK icon
689
Liberty Broadband Class C
LBRDK
$4.44B
$222K ﹤0.01%
4,572
+1,796
+65% +$93.4K
IBIT icon
690
iShares Bitcoin Trust
IBIT
$48.2B
$221K ﹤0.01%
4,452
-765
-15% -$43.5K
ES icon
691
Eversource Energy
ES
$28.1B
$219K ﹤0.01%
3,257
+963
+42% +$67.6K
AWK icon
692
American Water Works
AWK
$26.3B
$218K ﹤0.01%
1,671
-454
-21% -$60.7K
ICPI
693
iShares 0-1 Year TIPS Bond ETF
ICPI
$13.1M
$215K ﹤0.01%
+4,307
New +$216K
GWW icon
694
W.W. Grainger
GWW
$66B
$215K ﹤0.01%
213
+13
+7% +$12.6K
DBC icon
695
Invesco DB Commodity Index Tracking Fund
DBC
$1.67B
$213K ﹤0.01%
9,535
-2,076
-18% -$47.2K
FLGT icon
696
Fulgent Genetics
FLGT
$556M
$213K ﹤0.01%
+8,100
New +$210K
MBCN
697
DELISTED
Middlefield Banc Corp
MBCN
$213K ﹤0.01%
6,157
– –
CRSP icon
698
CRISPR Therapeutics
CRSP
$4.6B
$211K ﹤0.01%
4,016
– –
AFL icon
699
Aflac
AFL
$64.4B
$210K ﹤0.01%
1,901
+171
+10% +$18.8K
EEA
700
European Equity Fund
EEA
$74.1M
$209K ﹤0.01%
20,324
– –
26 27
28
29 30

Similar funds

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
EFG International Zurich $4.67B AUM
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.