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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
PCH
51
DELISTED
PotlatchDeltic
PCH
$18.7M 0.38%
469,257
+73,840
+19% +$2.99M
STIP icon
52
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$18.5M 0.38%
180,831
+13,310
+8% +$1.37M
RTX icon
53
RTX Corp
RTX
$287B
$18.4M 0.38%
100,118
-1,444
-1% -$251K
RAL
54
Ralliant Corp
RAL
$7.77B
$18.2M 0.37%
356,607
+47,055
+15% +$2.21M
TUA icon
55
Simplify Short Term Treasury Futures Strategy ETF
TUA
$712M
$18M 0.37%
821,290
– –
PCAR icon
56
PACCAR
PCAR
$69.6B
$17.4M 0.36%
159,306
+8,285
+5% +$849K
DYNF icon
57
BlackRock US Equity Factor Rotation ETF
DYNF
$38.1B
$17.4M 0.36%
285,472
+46,032
+19% +$2.77M
MA icon
58
Mastercard
MA
$477B
$17.1M 0.35%
29,993
+71
+0.2% +$39.7K
ZTS icon
59
Zoetis
ZTS
$31.6B
$17.1M 0.35%
136,030
+5,202
+4% +$679K
CRM icon
60
Salesforce
CRM
$134B
$17M 0.35%
64,284
+57,983
+920% +$14.4M
GPRE icon
61
Green Plains
GPRE
$1.19B
$16.8M 0.35%
1,718,656
-139,143
-7% -$1.4M
IJR icon
62
iShares Core S&P Small-Cap ETF
IJR
$109B
$16.5M 0.34%
137,526
+5,001
+4% +$598K
SHW icon
63
Sherwin-Williams
SHW
$78.3B
$16.5M 0.34%
50,862
+15,039
+42% +$5.03M
VIG icon
64
Vanguard Dividend Appreciation ETF
VIG
$111B
$16.2M 0.33%
73,637
+2,421
+3% +$529K
IJH icon
65
iShares Core S&P Mid-Cap ETF
IJH
$123B
$15.8M 0.33%
239,260
+17,898
+8% +$1.17M
OEF icon
66
iShares S&P 100 ETF
OEF
$19.8B
$15.7M 0.32%
45,638
-3,621
-7% -$1.23M
COST icon
67
Costco
COST
$415B
$15.3M 0.31%
17,707
+748
+4% +$678K
UGI icon
68
UGI
UGI
$8B
$15.1M 0.31%
402,309
-117,653
-23% -$4.17M
VSTS icon
69
Vestis
VSTS
$2.06B
$14.9M 0.31%
2,227,830
+2,197,830
+7,326% +$12.8M
AEBI
70
Aebi Schmidt Holding AG
AEBI
$1.01B
$14.7M 0.3%
1,161,612
+47,110
+4% +$562K
V icon
71
Visa
V
$677B
$14.4M 0.3%
41,194
+1,713
+4% +$584K
MIDD icon
72
Middleby
MIDD
$6.05B
$14.2M 0.29%
95,427
+66,502
+230% +$8.73M
WMT icon
73
Walmart Inc
WMT
$871B
$14.2M 0.29%
127,273
+4,981
+4% +$535K
SPY icon
74
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$13.7M 0.28%
20,060
+528
+3% +$357K
VBR icon
75
Vanguard Small-Cap Value ETF
VBR
$37.1B
$13.5M 0.28%
63,552
+6
+0% +$1.26K
1 2
3
4 5

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.