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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
YUM icon
951
Yum! Brands
YUM
$41.3B
$79.9K ﹤0.01%
528
+144
+38% +$21.3K
MANU icon
952
Manchester United
MANU
$4.01B
$79.6K ﹤0.01%
5,000
-1,000
-17% -$16.1K
ARM icon
953
Arm
ARM
$263B
$79.4K ﹤0.01%
726
+9
+1% +$1.31K
WTV icon
954
WisdomTree US Value Fund
WTV
$3.25B
$79.3K ﹤0.01%
850
– –
TOKE
955
DELISTED
Cambria Cannabis ETF
TOKE
$79.2K ﹤0.01%
12,849
– –
PAG icon
956
Penske Automotive Group
PAG
$14.4B
$79.1K ﹤0.01%
500
– –
AMLP icon
957
Alerian MLP ETF
AMLP
$12.8B
$79K ﹤0.01%
1,681
+24
+1% +$1.12K
WEC icon
958
WEC Energy
WEC
$37.4B
$79K ﹤0.01%
749
+195
+35% +$21.6K
DCI icon
959
Donaldson
DCI
$11.1B
$78.9K ﹤0.01%
890
+818
+1,136% +$71K
SOLV icon
960
Solventum
SOLV
$14.9B
$78.6K ﹤0.01%
992
-116
-10% -$8.88K
CDNS icon
961
Cadence Design Systems
CDNS
$95.4B
$78.6K ﹤0.01%
251
+98
+64% +$32K
OHI icon
962
Omega Healthcare
OHI
$15.4B
$78.4K ﹤0.01%
1,768
+768
+77% +$33.1K
MSLC
963
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.95B
$78.2K ﹤0.01%
+1,438
New +$78.7K
HUM icon
964
Humana
HUM
$46.5B
$77.1K ﹤0.01%
301
+55
+22% +$14.4K
MSTR icon
965
Strategy Inc
MSTR
$35.5B
$77K ﹤0.01%
507
+147
+41% +$33.8K
NAD icon
966
Nuveen Quality Municipal Income Fund
NAD
$2.73B
$76.6K ﹤0.01%
6,376
-465
-7% -$5.56K
EXR icon
967
Extra Space Storage
EXR
$32.1B
$76.4K ﹤0.01%
587
+567
+2,835% +$77.3K
HLIT icon
968
Harmonic Inc
HLIT
$1.2B
$76.2K ﹤0.01%
7,709
– –
IEF icon
969
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$75.8K ﹤0.01%
788
– –
XOP icon
970
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
$75.8K ﹤0.01%
600
– –
SPEM icon
971
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$75.7K ﹤0.01%
1,617
+1,175
+266% +$55.3K
SPYG icon
972
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.6B
$75.7K ﹤0.01%
709
– –
GGZ
973
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$122M
$75K ﹤0.01%
5,000
– –
ZBH icon
974
Zimmer Biomet
ZBH
$18.5B
$74.1K ﹤0.01%
825
+385
+88% +$36.5K
VONV icon
975
Vanguard Russell 1000 Value ETF
VONV
$20.7B
$73.8K ﹤0.01%
800
-33
-4% -$2.99K
37 38
39
40 41

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.