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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$59.6M
2
SEE
Sealed Air
SEE
+$56.5M
3
NSC icon
Norfolk Southern
NSC
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

Rank Stock Value
1
X
US Steel
X
+$112M
2
GRBK icon
Green Brick Partners
GRBK
+$67.2M
3
BERY
Berry Global Group, Inc.
BERY
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

Rank Sector Weight
1 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
901
Arista Networks
ANET
$233B
$74.5K ﹤0.01%
728
+24
+3% +$2.08K
XME icon
902
State Street SPDR S&P Metals & Mining ETF
XME
$3.94B
$74.3K ﹤0.01%
1,105
– –
WTV icon
903
WisdomTree US Value Fund
WTV
$3.33B
$73.4K ﹤0.01%
850
– –
XLY icon
904
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$73.2K ﹤0.01%
674
– –
SPSM icon
905
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.3B
$72.9K ﹤0.01%
1,712
+497
+41% +$20K
USFD icon
906
US Foods
USFD
$21.9B
$72.4K ﹤0.01%
940
+40
+4% +$2.85K
GRBK icon
907
Green Brick Partners
GRBK
$3.09B
$72.1K ﹤0.01%
462,769
-1,133,500
-71% -$67.2M
FXC icon
908
Invesco CurrencyShares Canadian Dollar Trust
FXC
$69.5M
$71.8K ﹤0.01%
1,000
-1,000
-50% -$70.6K
HUBB icon
909
Hubbell
HUBB
$25.2B
$71.5K ﹤0.01%
175
-1
-0.6% -$371
LLYVA icon
910
Liberty Live Group Series A
LLYVA
$9.12B
$71.1K ﹤0.01%
895
– –
FNDF icon
911
Schwab Fundamental International Large Company Index ETF
FNDF
$25B
$71K ﹤0.01%
1,775
-273
-13% -$10.3K
TSCO icon
912
Tractor Supply
TSCO
$16.8B
$71K ﹤0.01%
1,345
– –
CW icon
913
Curtiss-Wright
CW
$27.6B
$70.8K ﹤0.01%
145
+7
+5% +$2.76K
NUV icon
914
Nuveen Municipal Value Fund
NUV
$1.91B
$70.3K ﹤0.01%
8,093
-71
-0.9% -$610
IQV icon
915
IQVIA
IQV
$38.4B
$69.7K ﹤0.01%
442
-725
-62% -$109K
DTD icon
916
WisdomTree US Total Dividend Fund
DTD
$1.67B
$68.7K ﹤0.01%
864
– –
FRME icon
917
First Merchants
FRME
$2.71B
$68.6K ﹤0.01%
1,791
– –
ICVT icon
918
iShares Convertible Bond ETF
ICVT
$7.32B
$68.3K ﹤0.01%
758
-6
-0.8% -$514
CABO icon
919
Cable One
CABO
$254M
$67.9K ﹤0.01%
500
-325
-39% -$61K
CRD.B icon
920
Crawford & Co Class B
CRD.B
$506M
$67.9K ﹤0.01%
6,500
– –
SPYG icon
921
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53B
$67.6K ﹤0.01%
709
– –
TMDX icon
922
Transmedics
TMDX
$2.82B
$67K ﹤0.01%
500
– –
MBSD icon
923
FlexShares Disciplined Duration MBS Index Fund
MBSD
$88.6M
$66.9K ﹤0.01%
3,230
+2,000
+163% +$41K
GGZ
924
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$125M
$66.6K ﹤0.01%
5,000
– –
JCPB icon
925
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$66.4K ﹤0.01%
1,410
+860
+156% +$39.9K
35 36
37
38 39

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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
EI
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VDI
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MA
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Ancora Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Ancora Advisors held 2,163 positions worth $4.82B, up 7.6% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q2 2025 filing shows 317 new, 533 increased, 401 reduced and 113 closed positions. Its largest new stake was Sealed Air: 1,898,485 shares worth $58.9M. The largest sale was US Steel, an estimated $112M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q2 2025 buy was Sealed Air: 1,898,485 shares worth $58.9M.
  • Ancora Advisors added most to CSX Corp in Q2 2025, an estimated $59.6M increase.
  • Ancora Advisors's biggest Q2 2025 reduction was Green Brick Partners, cutting an estimated $67.2M.
  • Ancora Advisors fully exited US Steel in Q2 2025, selling an estimated $112M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.82B portfolio in Q2 2025.
  • Ancora Advisors opened 317 new positions and closed 113 in Q2 2025.
  • Ancora Advisors's portfolio value rose 7.6% quarter-over-quarter to $4.82B.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.