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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
DTE icon
726
DTE Energy
DTE
$29.5B
$173K ﹤0.01%
1,303
– –
CRVS icon
727
Corvus Pharmaceuticals
CRVS
$1.12B
$172K ﹤0.01%
43,107
+5,238
+14% +$19.1K
XEL icon
728
Xcel Energy
XEL
$48.5B
$172K ﹤0.01%
2,530
– –
VSTS icon
729
Vestis
VSTS
$1.89B
$172K ﹤0.01%
+30,000
New +$211K
ZEUS
730
DELISTED
Olympic Steel
ZEUS
$171K ﹤0.01%
+5,248
New +$164K
TFLO icon
731
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$171K ﹤0.01%
3,368
-40
-1% -$2.02K
FMNB icon
732
Farmers National Banc Corp
FMNB
$946M
$170K ﹤0.01%
12,336
– –
FFDF
733
DELISTED
FFD FINL CORP
FFDF
$168K ﹤0.01%
4,811
– –
SPYM
734
State Street SPDR Portfolio S&P 500 ETF
SPYM
$164B
$168K ﹤0.01%
2,316
+995
+75% +$66.9K
SPAB icon
735
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.74B
$168K ﹤0.01%
6,547
-178
-3% -$4.5K
SIJ icon
736
PUT
ProShares UltraShort Industrials
SIJ
$5.68M
$167K ﹤0.01%
10
-4
-29% -$122
MZTI
737
The Marzetti Company
MZTI
$3.04B
$166K ﹤0.01%
959
+26
+3% +$4.49K
VGK icon
738
Vanguard FTSE Europe ETF
VGK
$30.8B
$165K ﹤0.01%
2,134
+59
+3% +$4.35K
NIM icon
739
Nuveen Select Maturities Municipal Fund
NIM
$115M
$165K ﹤0.01%
18,207
– –
GDV icon
740
Gabelli Dividend & Income Trust
GDV
$2.62B
$165K ﹤0.01%
6,328
-500
-7% -$12K
CFG icon
741
Citizens Financial Group
CFG
$30.7B
$164K ﹤0.01%
3,669
+1,409
+62% +$55.5K
HIG icon
742
Hartford Financial Services
HIG
$39.2B
$164K ﹤0.01%
1,293
+10
+0.8% +$1.24K
APH icon
743
Amphenol
APH
$201B
$163K ﹤0.01%
1,655
+50
+3% +$4.09K
XLRE icon
744
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.63B
$163K ﹤0.01%
3,930
-160
-4% -$6.57K
FCX icon
745
Freeport-McMoran
FCX
$91.5B
$160K ﹤0.01%
3,700
+593
+19% +$22.5K
KHYB icon
746
KraneShares Asia Pacific High Income Bond ETF
KHYB
$15.7M
$160K ﹤0.01%
6,671
– –
EZM icon
747
WisdomTree US MidCap Fund
EZM
$950M
$158K ﹤0.01%
2,560
– –
SPYV icon
748
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$158K ﹤0.01%
3,019
-2
-0.1% -$100
NEA icon
749
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.37B
$158K ﹤0.01%
14,465
-495
-3% -$5.37K
GPC icon
750
Genuine Parts
GPC
$17.7B
$156K ﹤0.01%
1,289
-104
-7% -$12.5K
28 29
30
31 32

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DCP
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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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MA
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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.