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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
FLQM icon
901
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.61B
$93.2K ﹤0.01%
1,656
– –
FE icon
902
FirstEnergy
FE
$29B
$92.9K ﹤0.01%
2,075
+306
+17% +$14.1K
ELV icon
903
Elevance Health
ELV
$81.7B
$92.5K ﹤0.01%
264
+132
+100% +$44.6K
GIB icon
904
CGI
GIB
$15B
$92.3K ﹤0.01%
1,000
– –
SMBS
905
Schwab Mortgage-Backed Securities ETF
SMBS
$6.49B
$92.2K ﹤0.01%
+3,592
New +$92.5K
RS icon
906
Reliance Steel & Aluminium
RS
$21.1B
$92.2K ﹤0.01%
319
– –
HTZ icon
907
Hertz
HTZ
$609M
$91.4K ﹤0.01%
17,790
-2,560
-13% -$14K
TLT icon
908
iShares 20+ Year Treasury Bond ETF
TLT
$43B
$91.3K ﹤0.01%
1,047
-100
-9% -$8.94K
IEO icon
909
iShares US Oil & Gas Exploration & Production ETF
IEO
$558M
$91K ﹤0.01%
1,020
-125
-11% -$11.4K
CG icon
910
Carlyle Group
CG
$16.6B
$90.6K ﹤0.01%
+1,533
New +$87.1K
IBDV icon
911
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
$90.6K ﹤0.01%
4,104
– –
AXS icon
912
AXIS Capital
AXS
$8.77B
$90.3K ﹤0.01%
843
+693
+462% +$68.8K
STX icon
913
Seagate
STX
$165B
$89.8K ﹤0.01%
326
+123
+61% +$31.9K
AYI icon
914
Acuity Brands
AYI
$10.2B
$89.7K ﹤0.01%
249
+99
+66% +$35.8K
ED icon
915
Consolidated Edison
ED
$42.2B
$88.4K ﹤0.01%
890
+87
+11% +$8.63K
MBSD icon
916
FlexShares Disciplined Duration MBS Index Fund
MBSD
$88.9M
$87.9K ﹤0.01%
4,230
+1,000
+31% +$20.9K
PRM icon
917
Perimeter Solutions
PRM
$5.66B
$87.8K ﹤0.01%
3,190
– –
MKC icon
918
McCormick & Company Non-Voting
MKC
$13.9B
$87.5K ﹤0.01%
1,285
+270
+27% +$17.9K
VGIT icon
919
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$87.5K ﹤0.01%
1,459
+1,061
+267% +$63.8K
GRNY
920
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.26B
$87K ﹤0.01%
3,515
+636
+22% +$16K
ARX
921
Accelerant Holdings
ARX
$3.24B
$86.7K ﹤0.01%
+5,300
New +$74.6K
MCO icon
922
Moody's
MCO
$83.8B
$86.5K ﹤0.01%
169
+64
+61% +$31.2K
INDA icon
923
iShares MSCI India ETF
INDA
$6.82B
$86.5K ﹤0.01%
1,600
– –
RDVY icon
924
First Trust Rising Dividend Achievers ETF
RDVY
$24.6B
$86.4K ﹤0.01%
1,244
+1
+0.1% +$68
PYPL icon
925
PayPal
PYPL
$51.2B
$86.4K ﹤0.01%
1,479
-220
-13% -$14.3K
35 36
37
38 39

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.