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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
SCHA icon
701
Schwab U.S Small- Cap ETF
SCHA
$22.4B
$209K ﹤0.01%
7,336
+2,047
+39% +$57.8K
TROX icon
702
Tronox
TROX
$973M
$209K ﹤0.01%
+50,000
New +$190K
JBL icon
703
Jabil
JBL
$32.6B
$206K ﹤0.01%
904
+799
+761% +$170K
LIT icon
704
Global X Lithium & Battery Tech ETF
LIT
$1.5B
$205K ﹤0.01%
3,155
– –
BSCU icon
705
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
$204K ﹤0.01%
12,064
– –
CCO icon
706
Clear Channel Outdoor Holdings
CCO
$1.23B
$204K ﹤0.01%
92,265
-47,100
-34% -$87.4K
ASYS icon
707
Amtech Systems
ASYS
$269M
$204K ﹤0.01%
16,247
-19,000
-54% -$171K
PPA icon
708
Invesco Aerospace & Defense ETF
PPA
$8.37B
$202K ﹤0.01%
1,290
+33
+3% +$5.09K
SHW icon
709
PUT
Sherwin-Williams
SHW
$80.7B
$200K ﹤0.01%
144
– –
BBUS icon
710
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.75B
$198K ﹤0.01%
1,609
– –
BCHT
711
Birchtech Corp
BCHT
$37.6M
$198K ﹤0.01%
+52,884
New +$198K
HGV icon
712
Hilton Grand Vacations
HGV
$3.98B
$197K ﹤0.01%
4,400
– –
XEL icon
713
Xcel Energy
XEL
$50.4B
$196K ﹤0.01%
2,660
+130
+5% +$10.3K
MSGS icon
714
Madison Square Garden
MSGS
$9.57B
$195K ﹤0.01%
755
+135
+22% +$30.7K
SCMB icon
715
Schwab Municipal Bond ETF
SCMB
$3.98B
$194K ﹤0.01%
+7,543
New +$194K
GEHC icon
716
GE HealthCare
GEHC
$27.8B
$194K ﹤0.01%
2,362
+316
+15% +$24.6K
VMD icon
717
Viemed Healthcare
VMD
$465M
$194K ﹤0.01%
+26,054
New +$179K
ECL icon
718
Ecolab
ECL
$76.4B
$193K ﹤0.01%
737
+33
+5% +$8.79K
SYY icon
719
Sysco
SYY
$40.2B
$193K ﹤0.01%
2,622
+65
+3% +$4.95K
TY icon
720
TRI-Continental Corp
TY
$1.86B
$193K ﹤0.01%
5,900
– –
EDD
721
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$378M
$191K ﹤0.01%
35,254
– –
PHO icon
722
Invesco Water Resources ETF
PHO
$1.98B
$191K ﹤0.01%
2,718
– –
OKE icon
723
Oneok
OKE
$56.4B
$187K ﹤0.01%
2,543
-704
-22% -$49.9K
BNY
724
Bank of New York Mellon
BNY
$107B
$186K ﹤0.01%
1,604
+254
+19% +$28.1K
CMI icon
725
Cummins
CMI
$91.3B
$186K ﹤0.01%
364
+112
+44% +$52.4K
27 28
29
30 31

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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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RS
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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.