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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
FNDA icon
826
Schwab Fundamental US Small Company Index ETF
FNDA
$9.2B
$129K ﹤0.01%
4,079
+3,565
+694% +$111K
MFSI
827
MFS Active International ETF
MFSI
$1.15B
$128K ﹤0.01%
+4,200
New +$125K
ALSN icon
828
Allison Transmission
ALSN
$10.1B
$127K ﹤0.01%
1,302
+447
+52% +$39.2K
PSA icon
829
Public Storage
PSA
$60.5B
$127K ﹤0.01%
491
+58
+13% +$16.2K
SDOG icon
830
ALPS Sector Dividend Dogs ETF
SDOG
$1.42B
$127K ﹤0.01%
2,093
– –
LULU icon
831
lululemon athletica
LULU
$13.4B
$125K ﹤0.01%
600
+195
+48% +$35.3K
EWJ icon
832
iShares MSCI Japan ETF
EWJ
$21.7B
$125K ﹤0.01%
1,542
+831
+117% +$68.3K
COHR icon
833
Coherent
COHR
$53.1B
$124K ﹤0.01%
672
+5
+0.7% +$748
SPG icon
834
Simon Property Group
SPG
$75.1B
$124K ﹤0.01%
670
+542
+423% +$98.5K
AIG icon
835
American International
AIG
$42B
$124K ﹤0.01%
1,445
+245
+20% +$19.6K
IMKTA icon
836
Ingles Markets
IMKTA
$1.67B
$123K ﹤0.01%
1,800
– –
MET icon
837
MetLife
MET
$61.2B
$123K ﹤0.01%
1,555
+202
+15% +$16K
PNW icon
838
Pinnacle West Capital
PNW
$12.8B
$121K ﹤0.01%
1,369
+419
+44% +$37.5K
NVO
839
Novo Nordisk
NVO
$220B
$121K ﹤0.01%
2,381
-556
-19% -$28.4K
XLY icon
840
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$120K ﹤0.01%
1,004
-40
-4% -$4.74K
WEAT icon
841
Teucrium Wheat Fund
WEAT
$293M
$120K ﹤0.01%
6,000
– –
DBB icon
842
Invesco DB Base Metals Fund
DBB
$308M
$119K ﹤0.01%
5,200
– –
XME icon
843
State Street SPDR S&P Metals & Mining ETF
XME
$3.96B
$117K ﹤0.01%
1,132
+27
+2% +$2.67K
CII icon
844
BlackRock Enhanced Captial and Income Fund
CII
$984M
$117K ﹤0.01%
5,000
– –
VWOB icon
845
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.16B
$116K ﹤0.01%
1,720
+590
+52% +$39.8K
USA icon
846
Liberty All-Star Equity Fund
USA
$1.76B
$116K ﹤0.01%
18,437
– –
PRMB
847
Primo Brands
PRMB
$8.29B
$115K ﹤0.01%
7,020
– –
VGMS
848
Vanguard Multi-Sector Income Bond ETF
VGMS
$233M
$114K ﹤0.01%
2,212
+1,244
+129% +$64.3K
JFLX
849
JPMorgan Flexible Debt ETF
JFLX
$1.42B
$114K ﹤0.01%
2,261
– –
RYAM icon
850
Rayonier Advanced Materials
RYAM
$573M
$113K ﹤0.01%
19,112
– –
32 33
34
35 36

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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.