We are live on ! Find out more
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
RVSB icon
851
Riverview Bancorp
RVSB
$108M
$112K ﹤0.01%
22,338
– –
CDW icon
852
CDW
CDW
$17.6B
$111K ﹤0.01%
813
+42
+5% +$6.19K
SIVR icon
853
abrdn Physical Silver Shares ETF
SIVR
$4.06B
$111K ﹤0.01%
+1,637
New +$86K
MTUM icon
854
iShares MSCI USA Momentum Factor ETF
MTUM
$25.2B
$110K ﹤0.01%
441
+179
+68% +$44.9K
TDVG icon
855
T. Rowe Price Dividend Growth ETF
TDVG
$1.42B
$110K ﹤0.01%
+2,453
New +$109K
IPKW icon
856
Invesco International BuyBack Achievers ETF
IPKW
$540M
$109K ﹤0.01%
1,969
– –
FPWR
857
First Trust EIP Power Solutions ETF
FPWR
$28M
$109K ﹤0.01%
3,299
– –
RPM icon
858
RPM International
RPM
$13.8B
$109K ﹤0.01%
1,048
– –
NWSA icon
859
News Corp Class A
NWSA
$14.8B
$109K ﹤0.01%
4,168
+3,368
+421% +$88.4K
SRI icon
860
Stoneridge
SRI
$210M
$106K ﹤0.01%
+18,299
New +$115K
LBTYA icon
861
Liberty Global Class A
LBTYA
$3.35B
$105K ﹤0.01%
9,458
+8,758
+1,251% +$96.9K
SSTK icon
862
Shutterstock
SSTK
$216M
$105K ﹤0.01%
5,512
-9,599
-64% -$205K
KNF icon
863
Knife River
KNF
$4.46B
$104K ﹤0.01%
1,484
– –
VE
864
DELISTED
VEOLIA ENVIRONNEMENT
VE
$104K ﹤0.01%
+6,000
New +$104K
ORI icon
865
Old Republic International
ORI
$10.5B
$104K ﹤0.01%
2,279
+1,079
+90% +$46.8K
TFLO icon
866
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$104K ﹤0.01%
2,052
-316
-13% -$16K
LH icon
867
Labcorp
LH
$24.7B
$103K ﹤0.01%
412
+170
+70% +$45.1K
VBK icon
868
Vanguard Small-Cap Growth ETF
VBK
$23.3B
$103K ﹤0.01%
342
-50
-13% -$15.1K
DFEV icon
869
Dimensional Emerging Markets Value ETF
DFEV
$1.95B
$103K ﹤0.01%
3,051
– –
TRGP icon
870
Targa Resources
TRGP
$57.4B
$101K ﹤0.01%
550
+12
+2% +$2.02K
ZEUS
871
DELISTED
Olympic Steel
ZEUS
$101K ﹤0.01%
2,370
-2,786
-54% -$99.4K
CELH icon
872
Celsius Holdings
CELH
$7.36B
$101K ﹤0.01%
2,199
+2,000
+1,005% +$101K
NU icon
873
Nu Holdings
NU
$70.2B
$100K ﹤0.01%
5,998
+286
+5% +$4.6K
PRU icon
874
Prudential Financial
PRU
$42.3B
$100K ﹤0.01%
889
+94
+12% +$10.1K
MUB icon
875
iShares National Muni Bond ETF
MUB
$45.2B
$99.9K ﹤0.01%
933
+79
+9% +$8.46K
33 34
35
36 37

Similar funds

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.