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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWOB icon
901
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
$75.6K ﹤0.01%
1,130
-53
-4% -$3.5K
ICVT icon
902
iShares Convertible Bond ETF
ICVT
$7.42B
$75.4K ﹤0.01%
754
-4
-0.5% -$376
HUBB icon
903
Hubbell
HUBB
$26.4B
$75.3K ﹤0.01%
175
– –
CP icon
904
Canadian Pacific Kansas City
CP
$79.2B
$75.2K ﹤0.01%
1,010
-200
-17% -$15.3K
INFY icon
905
Infosys
INFY
$50.4B
$74.8K ﹤0.01%
4,600
– –
BUG icon
906
Global X Cybersecurity ETF
BUG
$1.47B
$74.6K ﹤0.01%
2,121
– –
ABB
907
DELISTED
ABB Ltd
ABB
$74.5K ﹤0.01%
1,035
-300
-22% -$21.6K
VONV icon
908
Vanguard Russell 1000 Value ETF
VONV
$21.1B
$74.4K ﹤0.01%
833
-386
-32% -$33.7K
SPYG icon
909
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.8B
$74.1K ﹤0.01%
709
– –
SIL icon
910
Global X Silver Miners ETF NEW
SIL
$4.44B
$73.7K ﹤0.01%
1,029
– –
DTD icon
911
WisdomTree US Total Dividend Fund
DTD
$1.69B
$72.6K ﹤0.01%
864
– –
ALSN icon
912
Allison Transmission
ALSN
$10.2B
$72.5K ﹤0.01%
855
+2
+0.2% +$178
GGZ
913
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$127M
$72.3K ﹤0.01%
5,000
– –
LULU icon
914
lululemon athletica
LULU
$14.1B
$72.1K ﹤0.01%
405
-661
-62% -$132K
USFD icon
915
US Foods
USFD
$21.9B
$72K ﹤0.01%
940
– –
GRNY
916
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.45B
$71.9K ﹤0.01%
+2,879
New +$68.1K
WBD icon
917
Warner Bros
WBD
$64.3B
$71.9K ﹤0.01%
3,679
-43,576
-92% -$594K
COHR icon
918
Coherent
COHR
$64.4B
$71.8K ﹤0.01%
667
– –
PRM icon
919
Perimeter Solutions
PRM
$5.46B
$71.4K ﹤0.01%
3,190
+2,190
+219% +$41.5K
IJT icon
920
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.51B
$69.6K ﹤0.01%
492
– –
LH icon
921
Labcorp
LH
$25.4B
$69.5K ﹤0.01%
242
– –
CALM icon
922
Cal-Maine
CALM
$4B
$69K ﹤0.01%
+733
New +$78.3K
VRSK icon
923
Verisk Analytics
VRSK
$25.1B
$68.2K ﹤0.01%
271
– –
MKC icon
924
McCormick & Company Non-Voting
MKC
$14B
$67.9K ﹤0.01%
1,015
+4
+0.4% +$280
FRME icon
925
First Merchants
FRME
$2.73B
$67.5K ﹤0.01%
1,791
– –
35 36
37
38 39

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DCP
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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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MA
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Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.