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
RGTI icon
876
Rigetti Computing
RGTI
$4.87B
$99.9K ﹤0.01%
4,511
+3,250
+258% +$106K
TWLO icon
877
Twilio
TWLO
$29.3B
$99.6K ﹤0.01%
700
+100
+17% +$12.4K
MSBI icon
878
Midland States Bancorp
MSBI
$704M
$97.8K ﹤0.01%
4,619
-10,297
-69% -$182K
ROST icon
879
Ross Stores
ROST
$80.3B
$97.6K ﹤0.01%
542
+277
+105% +$46.2K
SCHI icon
880
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$97.6K ﹤0.01%
+4,250
New +$98K
GLD icon
881
PUT
SPDR Gold Trust
GLD
$131B
$96.9K ﹤0.01%
60
+50
+500% +$19.1K
XSD icon
882
State Street SPDR S&P Semiconductor ETF
XSD
$2.6B
$96.5K ﹤0.01%
300
– –
FOXA icon
883
Fox Class A
FOXA
$24.2B
$96.5K ﹤0.01%
1,320
+1,243
+1,614% +$81.2K
CWEN.A
884
DELISTED
Clearway Energy Class A
CWEN.A
$96.4K ﹤0.01%
+3,069
New +$96K
XLC icon
885
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$96.3K ﹤0.01%
818
-43
-5% -$4.95K
JPUS
886
JPMorgan Diversified Return US Equity ETF
JPUS
$464M
$96.1K ﹤0.01%
775
– –
DELL icon
887
Dell
DELL
$245B
$95.9K ﹤0.01%
762
+206
+37% +$29K
BGSF icon
888
BGSF Inc
BGSF
$55.7M
$95.6K ﹤0.01%
20,644
-261,451
-93% -$1.06M
VPL icon
889
Vanguard FTSE Pacific ETF
VPL
$7.89B
$95.6K ﹤0.01%
1,057
– –
SUSB icon
890
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$95.5K ﹤0.01%
3,783
– –
USO icon
891
United States Oil Fund
USO
$2.06B
$95.4K ﹤0.01%
1,380
– –
JMTG
892
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.72B
$95.2K ﹤0.01%
1,864
– –
XBI icon
893
State Street SPDR S&P Biotech ETF
XBI
$10B
$95.1K ﹤0.01%
780
+123
+19% +$14.1K
SIGI icon
894
Selective Insurance
SIGI
$5.58B
$95K ﹤0.01%
1,135
+750
+195% +$60.2K
BGR icon
895
BlackRock Energy and Resources Trust
BGR
$410M
$94.8K ﹤0.01%
7,000
– –
ASUR icon
896
Asure Software
ASUR
$227M
$94.2K ﹤0.01%
10,000
– –
PDX
897
PIMCO Dynamic Income Strategy Fund
PDX
$949M
$93.9K ﹤0.01%
5,000
– –
FMB icon
898
First Trust Managed Municipal ETF
FMB
$2.04B
$93.6K ﹤0.01%
1,831
– –
CRWV
899
CoreWeave
CRWV
$36.1B
$93.5K ﹤0.01%
1,305
-245
-16% -$24.8K
TSCO icon
900
Tractor Supply
TSCO
$16.8B
$93.4K ﹤0.01%
1,868
+523
+39% +$28.2K
34 35
36
37 38

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
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 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.