We are live on ! Find out more
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
ZS icon
726
Zscaler
ZS
$23.8B
$186K ﹤0.01%
825
+225
+38% +$63.5K
HEFA icon
727
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$185K ﹤0.01%
4,481
-67,659
-94% -$2.77M
IONS icon
728
Ionis Pharmaceuticals
IONS
$9.25B
$185K ﹤0.01%
2,342
+205
+10% +$15.4K
DTE icon
729
DTE Energy
DTE
$30.6B
$185K ﹤0.01%
1,432
+129
+10% +$17.5K
VG
730
Venture Global Inc
VG
$31.8B
$184K ﹤0.01%
+27,000
New +$225K
MVF
731
DELISTED
BlackRock MuniVest Fund
MVF
$183K ﹤0.01%
26,395
– –
GSK icon
732
GSK
GSK
$104B
$182K ﹤0.01%
3,717
+1,094
+42% +$51K
RBA icon
733
CALL
RB Global
RBA
$21.7B
$182K ﹤0.01%
+1,755
New +$178K
FNDF icon
734
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$182K ﹤0.01%
4,027
+2,252
+127% +$99.7K
ZBRA icon
735
Zebra Technologies
ZBRA
$12.6B
$182K ﹤0.01%
749
-58
-7% -$15.5K
HIG icon
736
Hartford Financial Services
HIG
$38.4B
$181K ﹤0.01%
1,316
+23
+2% +$3.04K
IMMR icon
737
Immersion
IMMR
$256M
$180K ﹤0.01%
26,493
-32,187
-55% -$218K
DLR icon
738
Digital Realty Trust
DLR
$72.4B
$180K ﹤0.01%
1,161
+398
+52% +$65.4K
WMB icon
739
Williams Companies
WMB
$86.6B
$178K ﹤0.01%
2,965
+688
+30% +$41.6K
MPLX icon
740
MPLX
MPLX
$59.2B
$178K ﹤0.01%
3,327
+50
+2% +$2.61K
JCI icon
741
Johnson Controls International
JCI
$87.5B
$177K ﹤0.01%
1,478
+224
+18% +$25.7K
GDV icon
742
Gabelli Dividend & Income Trust
GDV
$2.61B
$176K ﹤0.01%
6,328
– –
ATO icon
743
Atmos Energy
ATO
$29.7B
$174K ﹤0.01%
1,039
+51
+5% +$8.82K
IIF
744
Morgan Stanley India Investment Fund
IIF
$212M
$173K ﹤0.01%
6,937
– –
FFDF
745
DELISTED
FFD FINL CORP
FFDF
$173K ﹤0.01%
4,811
– –
MELI icon
746
Mercado Libre
MELI
$92.3B
$173K ﹤0.01%
86
+10
+13% +$21K
FRDM icon
747
Freedom 100 Emerging Markets ETF
FRDM
$3.25B
$173K ﹤0.01%
3,371
– –
SPAB icon
748
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$173K ﹤0.01%
6,702
+89
+1% +$2.3K
EZM icon
749
WisdomTree US MidCap Fund
EZM
$941M
$171K ﹤0.01%
2,560
– –
LQD icon
750
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.4B
$170K ﹤0.01%
1,546
+43
+3% +$4.78K
28 29
30
31 32

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.