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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSA icon
801
Public Storage
PSA
$60.2B
$132K ﹤0.01%
488
-3
-0.6% -$860
PRMB
802
Primo Brands
PRMB
$8.24B
$132K ﹤0.01%
7,020
– –
NEA icon
803
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.36B
$132K ﹤0.01%
11,745
-1,211
-9% -$14.1K
GBDC icon
804
Golub Capital BDC
GBDC
$3.33B
$131K ﹤0.01%
10,373
– –
EOT
805
Eaton Vance National Municipal Opportunities Trust
EOT
$267M
$131K ﹤0.01%
7,670
– –
TYL icon
806
Tyler Technologies
TYL
$12.2B
$131K ﹤0.01%
383
+323
+538% +$120K
APP icon
807
Applovin
APP
$132B
$131K ﹤0.01%
328
-2
-0.6% -$967
MET icon
808
MetLife
MET
$61B
$130K ﹤0.01%
1,838
+283
+18% +$21.2K
DFUS
809
Dimensional US Equity ETF
DFUS
$20.7B
$130K ﹤0.01%
1,832
– –
BUFC icon
810
AB Conservative Buffer ETF
BUFC
$1.04B
$130K ﹤0.01%
3,190
– –
JQUA icon
811
JPMorgan US Quality Factor ETF
JQUA
$8.09B
$130K ﹤0.01%
2,113
+1,855
+719% +$118K
VGK icon
812
Vanguard FTSE Europe ETF
VGK
$30B
$129K ﹤0.01%
1,570
– –
PZA icon
813
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.19B
$129K ﹤0.01%
5,611
-579
-9% -$13.5K
XME icon
814
State Street SPDR S&P Metals & Mining ETF
XME
$4.05B
$128K ﹤0.01%
1,189
+57
+5% +$6.66K
EG icon
815
Everest Group
EG
$15.2B
$128K ﹤0.01%
391
+12
+3% +$3.95K
STX icon
816
Seagate
STX
$193B
$128K ﹤0.01%
326
– –
ARTNA icon
817
Artesian Resources
ARTNA
$356M
$127K ﹤0.01%
4,000
-1,000
-20% -$32.8K
IEO icon
818
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$127K ﹤0.01%
1,020
– –
ABNB icon
819
Airbnb
ABNB
$83.7B
$127K ﹤0.01%
1,005
+598
+147% +$77.8K
LULU icon
820
lululemon athletica
LULU
$13B
$127K ﹤0.01%
827
+227
+38% +$40.7K
CPNG icon
821
Coupang
CPNG
$27.8B
$126K ﹤0.01%
6,700
+6,669
+21,513% +$131K
VV icon
822
Vanguard Large-Cap ETF
VV
$51.9B
$126K ﹤0.01%
422
– –
PNFP icon
823
Pinnacle Financial Partners Inc
PNFP
$15.5B
$124K ﹤0.01%
1,438
+1,291
+878% +$120K
SPG icon
824
Simon Property Group
SPG
$74.5B
$124K ﹤0.01%
663
-7
-1% -$1.33K
FPWR
825
First Trust EIP Power Solutions ETF
FPWR
$28.5M
$123K ﹤0.01%
3,299
– –
31 32
33
34 35

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DCP
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GCM
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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 Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.