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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
NNI icon
801
Nelnet
NNI
$4.81B
$137K ﹤0.01%
1,034
– –
SPDW icon
802
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$136K ﹤0.01%
3,070
+1,600
+109% +$69.9K
DFUS
803
Dimensional US Equity ETF
DFUS
$20.6B
$136K ﹤0.01%
1,832
– –
DXCM icon
804
DexCom
DXCM
$28.3B
$136K ﹤0.01%
2,046
+2,000
+4,348% +$129K
WBD icon
805
Warner Bros
WBD
$63.4B
$135K ﹤0.01%
4,690
+1,011
+27% +$23.6K
SMC
806
Summit Midstream
SMC
$412M
$134K ﹤0.01%
5,027
– –
RWO icon
807
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.32B
$133K ﹤0.01%
2,965
– –
HRL icon
808
Hormel Foods
HRL
$14.3B
$133K ﹤0.01%
5,612
-59,281
-91% -$1.38M
VV icon
809
Vanguard Large-Cap ETF
VV
$51.9B
$133K ﹤0.01%
422
+75
+22% +$23.4K
PLD icon
810
Prologis
PLD
$137B
$133K ﹤0.01%
1,038
+517
+99% +$64.4K
EL icon
811
Estee Lauder
EL
$30.1B
$132K ﹤0.01%
1,265
+174
+16% +$16.9K
BUFC icon
812
AB Conservative Buffer ETF
BUFC
$1.04B
$132K ﹤0.01%
3,190
– –
WPM icon
813
Wheaton Precious Metals
WPM
$50.9B
$132K ﹤0.01%
1,119
-96
-8% -$10.3K
IQV icon
814
IQVIA
IQV
$35.6B
$131K ﹤0.01%
583
+62
+12% +$13.5K
AVAV icon
815
AeroVironment
AVAV
$7.81B
$131K ﹤0.01%
543
+250
+85% +$78.6K
GOLF icon
816
Acushnet Holdings
GOLF
$6.08B
$131K ﹤0.01%
1,645
– –
VGK icon
817
Vanguard FTSE Europe ETF
VGK
$30.1B
$131K ﹤0.01%
1,570
-390
-20% -$31.7K
EXPE icon
818
Expedia Group
EXPE
$33.4B
$131K ﹤0.01%
461
+459
+22,950% +$113K
FOSL icon
819
Fossil Group
FOSL
$249M
$131K ﹤0.01%
+34,710
New +$97.9K
NVG icon
820
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
$130K ﹤0.01%
10,245
-950
-8% -$11.9K
EOT
821
Eaton Vance National Municipal Opportunities Trust
EOT
$267M
$130K ﹤0.01%
7,670
-6,830
-47% -$114K
IJS icon
822
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$130K ﹤0.01%
1,140
– –
VIOO icon
823
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.15B
$129K ﹤0.01%
+1,167
New +$130K
FMNB icon
824
Farmers National Banc Corp
FMNB
$909M
$129K ﹤0.01%
9,711
– –
EG icon
825
Everest Group
EG
$15.4B
$129K ﹤0.01%
379
+54
+17% +$17.8K
31 32
33
34 35

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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.