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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
DHS icon
926
WisdomTree US High Dividend Fund
DHS
$1.59B
$85.4K ﹤0.01%
839
+3
+0.4% +$302
SCHR
927
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$85.4K ﹤0.01%
+3,404
New +$85.7K
EPC icon
928
Edgewell Personal Care
EPC
$1.31B
$85.3K ﹤0.01%
+5,000
New +$92.5K
SPSM icon
929
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$84.9K ﹤0.01%
1,812
– –
VMI icon
930
Valmont Industries
VMI
$9.3B
$84.9K ﹤0.01%
+211
New +$85.9K
COMT icon
931
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.17B
$84.5K ﹤0.01%
3,396
-917
-21% -$24.3K
BR icon
932
Broadridge
BR
$18.4B
$84.4K ﹤0.01%
378
+377
+37,700% +$86K
VRSK icon
933
Verisk Analytics
VRSK
$28.1B
$84.2K ﹤0.01%
376
+105
+39% +$23.7K
UNG icon
934
United States Natural Gas Fund
UNG
$448M
$84K ﹤0.01%
6,850
– –
Z icon
935
Zillow
Z
$7.66B
$83.4K ﹤0.01%
+1,223
New +$88.6K
FVD icon
936
First Trust Value Line Dividend Fund
FVD
$8.47B
$83.3K ﹤0.01%
1,807
-200
-10% -$9.18K
CP icon
937
Canadian Pacific Kansas City
CP
$81.3B
$83.2K ﹤0.01%
1,130
+120
+12% +$8.83K
XLB icon
938
State Street Materials Select Sector SPDR ETF
XLB
$8.85B
$82.5K ﹤0.01%
1,820
– –
OXY icon
939
Occidental Petroleum
OXY
$53.6B
$82.3K ﹤0.01%
2,002
+367
+22% +$15.3K
HUBB icon
940
Hubbell
HUBB
$25.7B
$82.2K ﹤0.01%
185
+10
+6% +$4.38K
PK icon
941
Park Hotels & Resorts
PK
$3.03B
$82K ﹤0.01%
7,842
-8,309
-51% -$89K
INFY icon
942
Infosys
INFY
$49.7B
$82K ﹤0.01%
4,600
– –
GGG icon
943
Graco
GGG
$13.3B
$81.9K ﹤0.01%
+999
New +$82.2K
CAH icon
944
Cardinal Health
CAH
$54.2B
$81.4K ﹤0.01%
396
+30
+8% +$5.65K
ABB
945
DELISTED
ABB Ltd
ABB
$81.1K ﹤0.01%
1,096
+61
+6% +$4.51K
REGN icon
946
Regeneron Pharmaceuticals
REGN
$72.1B
$81K ﹤0.01%
105
+45
+75% +$30.6K
UAA icon
947
Under Armour
UAA
$3.04B
$80.6K ﹤0.01%
16,220
+16,034
+8,620% +$74.2K
FTNT icon
948
Fortinet
FTNT
$111B
$80.5K ﹤0.01%
1,013
-332
-25% -$27.5K
CW icon
949
Curtiss-Wright
CW
$26.8B
$79.9K ﹤0.01%
145
– –
FNF icon
950
Fidelity National Financial
FNF
$14.4B
$79.9K ﹤0.01%
1,464
+547
+60% +$31.1K
36 37
38
39 40

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.