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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
DNUT icon
951
Krispy Kreme
DNUT
$528M
$58.2K ﹤0.01%
20,000
– –
NTR icon
952
Nutrien
NTR
$31.7B
$58.1K ﹤0.01%
998
– –
WEC icon
953
WEC Energy
WEC
$35.6B
$57.7K ﹤0.01%
554
+200
+56% +$21.3K
TOKE
954
DELISTED
Cambria Cannabis ETF
TOKE
$57.6K ﹤0.01%
12,849
– –
DELL icon
955
Dell
DELL
$277B
$57.5K ﹤0.01%
469
+173
+58% +$17.7K
DFLV icon
956
Dimensional US Large Cap Value ETF
DFLV
$6.81B
$57.4K ﹤0.01%
1,850
– –
MGPI icon
957
MGP Ingredients
MGPI
$370M
$57K ﹤0.01%
1,901
– –
YUM icon
958
Yum! Brands
YUM
$40.6B
$56.9K ﹤0.01%
384
– –
UPST icon
959
Upstart Holdings
UPST
$2.82B
$56.6K ﹤0.01%
875
-600
-41% -$29.4K
DXCM icon
960
DexCom
DXCM
$32.9B
$56.4K ﹤0.01%
646
+624
+2,836% +$48.9K
TSQ icon
961
Townsquare Media
TSQ
$109M
$55.8K ﹤0.01%
7,053
-7,947
-53% -$56.2K
BOND icon
962
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.43B
$55.5K ﹤0.01%
+602
New +$54.8K
FAST icon
963
Fastenal
FAST
$55.2B
$55.1K ﹤0.01%
1,312
+440
+50% +$17.9K
PLD icon
964
Prologis
PLD
$135B
$54.8K ﹤0.01%
521
+17
+3% +$1.78K
XBI icon
965
State Street SPDR S&P Biotech ETF
XBI
$9.62B
$54.5K ﹤0.01%
657
– –
EPP icon
966
iShares MSCI Pacific ex Japan ETF
EPP
$2.22B
$54.3K ﹤0.01%
1,100
– –
AAPL icon
967
PUT
Apple
AAPL
$4.43T
$54.2K ﹤0.01%
21
– –
ITM icon
968
VanEck Intermediate Muni ETF
ITM
$2.14B
$54.1K ﹤0.01%
1,190
-41
-3% -$1.85K
EPS icon
969
WisdomTree US LargeCap Fund
EPS
$1.62B
$53.4K ﹤0.01%
835
– –
EWJ icon
970
iShares MSCI Japan ETF
EWJ
$22B
$53.3K ﹤0.01%
711
– –
MCO icon
971
Moody's
MCO
$83.7B
$52.8K ﹤0.01%
105
-1
-0.9% -$463
FRI icon
972
First Trust S&P REIT Index Fund
FRI
$198M
$52.7K ﹤0.01%
1,947
+14
+0.7% +$376
JACK icon
973
Jack in the Box
JACK
$324M
$52.4K ﹤0.01%
3,000
-11,000
-79% -$247K
FBCG
974
Fidelity Blue Chip Growth ETF
FBCG
$7.06B
$52.3K ﹤0.01%
+1,085
New +$46.3K
FNM
975
DELISTED
FANNIE MAE
FNM
$51.6K ﹤0.01%
5,413
+18
+0.3% +$172
37 38
39
40 41

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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 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.