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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
WSC icon
776
WillScot Mobile Mini Holdings
WSC
$4.85B
$153K ﹤0.01%
8,104
+1,102
+16% +$22.2K
SOXX icon
777
iShares Semiconductor ETF
SOXX
$42.7B
$151K ﹤0.01%
501
– –
NEA icon
778
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.35B
$151K ﹤0.01%
12,956
-1,185
-8% -$13.6K
HCKT icon
779
Hackett Group
HCKT
$255M
$151K ﹤0.01%
7,674
-9,319
-55% -$177K
FREL icon
780
Fidelity MSCI Real Estate Index ETF
FREL
$1.52B
$151K ﹤0.01%
5,597
– –
EEMV icon
781
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$150K ﹤0.01%
2,348
+15
+0.6% +$968
CHRW icon
782
C.H. Robinson
CHRW
$20.6B
$149K ﹤0.01%
929
+139
+18% +$20.5K
FNDE icon
783
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.56B
$149K ﹤0.01%
4,131
+3,746
+973% +$137K
DSI icon
784
iShares MSCI KLD 400 Social ETF
DSI
$5.15B
$148K ﹤0.01%
1,150
– –
TURF
785
T. Rowe Price Natural Resource ETF
TURF
$297M
$148K ﹤0.01%
+5,086
New +$143K
IEX icon
786
IDEX
IEX
$16.6B
$147K ﹤0.01%
828
+334
+68% +$57.1K
ANET icon
787
Arista Networks
ANET
$215B
$147K ﹤0.01%
1,122
-106
-9% -$14.6K
KNX icon
788
Knight Transportation
KNX
$11.5B
$147K ﹤0.01%
+2,810
New +$132K
MS icon
789
Morgan Stanley
MS
$337B
$147K ﹤0.01%
827
+455
+122% +$75.9K
SCCO icon
790
Southern Copper
SCCO
$141B
$147K ﹤0.01%
1,041
+3
+0.3% +$397
IGF icon
791
iShares Global Infrastructure ETF
IGF
$10.9B
$145K ﹤0.01%
2,358
+1,650
+233% +$102K
SPGI icon
792
S&P Global
SPGI
$130B
$144K ﹤0.01%
275
+102
+59% +$50.5K
PZA icon
793
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
$144K ﹤0.01%
6,190
-568
-8% -$13.2K
URI icon
794
United Rentals
URI
$70.2B
$143K ﹤0.01%
176
+62
+54% +$53.8K
BP icon
795
BP
BP
$109B
$142K ﹤0.01%
4,102
+223
+6% +$7.82K
DVY icon
796
iShares Select Dividend ETF
DVY
$23.8B
$142K ﹤0.01%
1,009
– –
GPC icon
797
Genuine Parts
GPC
$17.6B
$142K ﹤0.01%
1,153
-336
-23% -$43.5K
GBDC icon
798
Golub Capital BDC
GBDC
$3.36B
$141K ﹤0.01%
10,373
-285
-3% -$3.95K
XLP icon
799
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$139K ﹤0.01%
1,790
-71
-4% -$5.54K
IWO icon
800
iShares Russell 2000 Growth ETF
IWO
$14.4B
$138K ﹤0.01%
426
– –
30 31
32
33 34

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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
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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.