We are live on ! Find out more
AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOOD icon
826
Robinhood
HOOD
$105B
$120K ﹤0.01%
1,192
-410
-26% -$34.3K
RS icon
827
Reliance Steel & Aluminium
RS
$20.3B
$119K ﹤0.01%
319
– –
CHKP icon
828
Check Point Software Technologies
CHKP
$13.6B
$119K ﹤0.01%
905
-122
-12% -$15.9K
XME icon
829
State Street SPDR S&P Metals & Mining ETF
XME
$4.92B
$118K ﹤0.01%
1,107
-82
-7% -$9.63K
XLY icon
830
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.1B
$118K ﹤0.01%
1,004
– –
EG icon
831
Everest Group
EG
$14.2B
$116K ﹤0.01%
325
-66
-17% -$22.6K
CI icon
832
Cigna
CI
$72.9B
$115K ﹤0.01%
418
-228
-35% -$64.4K
MANU icon
833
Manchester United
MANU
$3.57B
$115K ﹤0.01%
5,000
– –
GBDC icon
834
Golub Capital BDC
GBDC
$3.32B
$115K ﹤0.01%
8,892
-1,481
-14% -$19.3K
JFLX
835
JPMorgan Flexible Debt ETF
JFLX
$1.54B
$114K ﹤0.01%
2,261
– –
PRM icon
836
Perimeter Solutions
PRM
$5.25B
$114K ﹤0.01%
3,190
– –
PSA icon
837
Public Storage
PSA
$55.5B
$112K ﹤0.01%
353
-135
-28% -$41.3K
IPKW icon
838
Invesco International BuyBack Achievers ETF
IPKW
$572M
$111K ﹤0.01%
1,969
– –
VEEV icon
839
CALL
Veeva Systems
VEEV
$42.9B
$111K ﹤0.01%
137
– –
MP icon
840
MP Materials
MP
$9.86B
$111K ﹤0.01%
1,974
-96
-5% -$5.84K
MELI icon
841
Mercado Libre
MELI
$97.7B
$110K ﹤0.01%
65
-34
-34% -$58.1K
SIGI icon
842
Selective Insurance
SIGI
$5.41B
$110K ﹤0.01%
1,135
– –
GRID
843
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$109K ﹤0.01%
570
+106
+23% +$19.9K
KHC icon
844
Kraft Heinz
KHC
$29.5B
$109K ﹤0.01%
4,604
-1,683
-27% -$38.8K
PLD icon
845
Prologis
PLD
$132B
$109K ﹤0.01%
802
-241
-23% -$34.2K
USA icon
846
Liberty All-Star Equity Fund
USA
$1.83B
$109K ﹤0.01%
18,681
-389
-2% -$2.24K
CDW icon
847
CDW
CDW
$18.1B
$108K ﹤0.01%
771
-59
-7% -$7.41K
CDNS icon
848
Cadence Design Systems
CDNS
$78.2B
$108K ﹤0.01%
287
+50
+21% +$17.5K
NVG icon
849
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.59B
$108K ﹤0.01%
8,424
-863
-9% -$10.9K
TEL icon
850
TE Connectivity
TEL
$59.3B
$105K ﹤0.01%
520
+104
+25% +$22.2K
32 33
34
35 36

Similar funds

SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return
SB
SIG Brokerage New York $5.15B AUM 78.53% 1-Year Est. Return

Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.