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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
VRP icon
751
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$170K ﹤0.01%
7,000
+1,500
+27% +$36.8K
SPYV icon
752
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$170K ﹤0.01%
2,995
-24
-0.8% -$1.35K
STZ icon
753
Constellation Brands
STZ
$22.2B
$168K ﹤0.01%
1,220
-6,022
-83% -$826K
NVR icon
754
NVR
NVR
$16.9B
$168K ﹤0.01%
23
+2
+10% +$15K
IBN icon
755
ICICI Bank
IBN
$107B
$167K ﹤0.01%
5,594
+94
+2% +$2.88K
CI icon
756
Cigna
CI
$77B
$166K ﹤0.01%
602
+177
+42% +$49.6K
RY icon
757
Royal Bank of Canada
RY
$291B
$166K ﹤0.01%
972
+66
+7% +$10.1K
BSCQ icon
758
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$164K ﹤0.01%
8,374
-15,969
-66% -$313K
KHYB icon
759
KraneShares Asia Pacific High Income Bond ETF
KHYB
$15.7M
$163K ﹤0.01%
6,671
– –
O icon
760
Realty Income
O
$61.1B
$162K ﹤0.01%
2,881
-162
-5% -$9.38K
VLTO icon
761
Veralto
VLTO
$23.2B
$162K ﹤0.01%
1,620
+610
+60% +$61.7K
SNV
762
DELISTED
Synovus
SNV
$161K ﹤0.01%
3,213
+465
+17% +$22.4K
RYZ
763
Ryerson Holding Corp
RYZ
$1.59B
$159K ﹤0.01%
+6,331
New +$146K
CCK icon
764
Crown Holdings
CCK
$12.9B
$159K ﹤0.01%
1,546
+396
+34% +$38.6K
XLRE icon
765
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
$159K ﹤0.01%
3,930
– –
F icon
766
Ford
F
$58.5B
$158K ﹤0.01%
12,061
+4,287
+55% +$55.3K
ARTNA icon
767
Artesian Resources
ARTNA
$355M
$158K ﹤0.01%
+5,000
New +$161K
MLCI
768
Mount Logan Capital Inc
MLCI
$36.6M
$158K ﹤0.01%
19,102
-29,890
-61% -$233K
LLYVA icon
769
Liberty Live Group Series A
LLYVA
$9.09B
$156K ﹤0.01%
1,918
+1,023
+114% +$85.2K
FTI icon
770
TechnipFMC
FTI
$29.9B
$154K ﹤0.01%
3,467
+1,267
+58% +$53.5K
AL
771
DELISTED
Air Lease Corp
AL
$154K ﹤0.01%
2,400
– –
TDY icon
772
Teledyne Technologies
TDY
$30.2B
$154K ﹤0.01%
301
+102
+51% +$53.7K
CHDN icon
773
Churchill Downs
CHDN
$6.15B
$153K ﹤0.01%
1,349
+221
+20% +$22.9K
HOOD icon
774
Robinhood
HOOD
$85.9B
$153K ﹤0.01%
+1,351
New +$176K
IYJ icon
775
iShares US Industrials ETF
IYJ
$2B
$153K ﹤0.01%
1,031
– –
29 30
31
32 33

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DCP
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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
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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.