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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
PSA icon
801
Public Storage
PSA
$60.9B
$124K ﹤0.01%
424
+11
+3% +$3.26K
GSK icon
802
GSK
GSK
$103B
$124K ﹤0.01%
3,223
+57
+2% +$2.18K
PDX
803
PIMCO Dynamic Income Strategy Fund
PDX
$955M
$123K ﹤0.01%
5,000
– –
BNY
804
Bank of New York Mellon
BNY
$106B
$123K ﹤0.01%
1,350
– –
RVSB icon
805
Riverview Bancorp
RVSB
$108M
$123K ﹤0.01%
22,338
– –
KHC icon
806
Kraft Heinz
KHC
$31.3B
$123K ﹤0.01%
4,750
-12
-0.3% -$333
WMB icon
807
Williams Companies
WMB
$86.1B
$122K ﹤0.01%
1,943
– –
PII icon
808
Polaris
PII
$4.02B
$122K ﹤0.01%
3,000
-3,000
-50% -$113K
IWO icon
809
iShares Russell 2000 Growth ETF
IWO
$14.6B
$122K ﹤0.01%
426
– –
KNF icon
810
Knife River
KNF
$4.47B
$121K ﹤0.01%
1,484
– –
SPWH icon
811
Sportsman's Warehouse
SPWH
$44.9M
$121K ﹤0.01%
+35,000
New +$78.4K
SOXX icon
812
iShares Semiconductor ETF
SOXX
$45.5B
$120K ﹤0.01%
+501
New +$100K
SPMO icon
813
Invesco S&P 500 Momentum ETF
SPMO
$21.3B
$119K ﹤0.01%
+1,062
New +$106K
RY icon
814
Royal Bank of Canada
RY
$292B
$119K ﹤0.01%
906
– –
CHX
815
DELISTED
ChampionX
CHX
$119K ﹤0.01%
4,780
– –
CCK icon
816
Crown Holdings
CCK
$13B
$118K ﹤0.01%
1,150
– –
GOLF icon
817
Acushnet Holdings
GOLF
$5.98B
$116K ﹤0.01%
1,593
– –
ARM icon
818
Arm
ARM
$255B
$116K ﹤0.01%
717
-2
-0.3% -$248
MANU icon
819
Manchester United
MANU
$3.9B
$116K ﹤0.01%
6,500
– –
BP icon
820
BP
BP
$114B
$115K ﹤0.01%
3,848
+150
+4% +$4.4K
CHRW icon
821
C.H. Robinson
CHRW
$17.3B
$115K ﹤0.01%
1,200
-102
-8% -$9.56K
RPM icon
822
RPM International
RPM
$14.2B
$115K ﹤0.01%
1,048
– –
CHDN icon
823
Churchill Downs
CHDN
$5.82B
$114K ﹤0.01%
1,128
-204
-15% -$20K
FUN icon
824
Cedar Fair
FUN
$1.8B
$112K ﹤0.01%
3,670
+1,513
+70% +$50.7K
FE icon
825
FirstEnergy
FE
$28B
$111K ﹤0.01%
2,769
+150
+6% +$6.19K
31 32
33
34 35

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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.