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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
AMRZ
76
Amrize Ltd
AMRZ
$27.3B
$13.4M 0.28%
248,180
+67,560
+37% +$3.45M
WH icon
77
Wyndham Hotels & Resorts
WH
$5.46B
$12.8M 0.26%
169,977
-33,880
-17% -$2.55M
IVW icon
78
iShares S&P 500 Growth ETF
IVW
$72.5B
$12.8M 0.26%
104,171
+9,200
+10% +$1.13M
FTV icon
79
Fortive
FTV
$19B
$12.7M 0.26%
229,674
+163,864
+249% +$8.5M
IEMG icon
80
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$12.6M 0.26%
187,769
+115,364
+159% +$7.74M
PHIN icon
81
Phinia Inc
PHIN
$2.9B
$12.6M 0.26%
201,174
+18,274
+10% +$1.01M
EFV icon
82
iShares MSCI EAFE Value ETF
EFV
$27.6B
$12.5M 0.26%
175,629
+25,656
+17% +$1.78M
META icon
83
Meta Platforms (Facebook)
META
$1.51T
$12.5M 0.26%
18,948
-29,566
-61% -$19.7M
BKNG icon
84
Booking.com
BKNG
$138B
$12.3M 0.25%
57,650
+2,200
+4% +$453K
CXT icon
85
Crane NXT
CXT
$3.04B
$12.3M 0.25%
261,191
-86,092
-25% -$5.09M
IUSB icon
86
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$12.2M 0.25%
261,845
+4,198
+2% +$196K
CCC
87
CCC Intelligent Solutions
CCC
$3.42B
$12.2M 0.25%
1,531,260
+1,531,120
+1,093,657% +$12.5M
VO icon
88
Vanguard Mid-Cap ETF
VO
$106B
$12.2M 0.25%
167,512
+152
+0.1% +$11.1K
CR icon
89
Crane Co
CR
$13.1B
$12.1M 0.25%
65,358
+298
+0.5% +$55.3K
AMGN icon
90
Amgen
AMGN
$203B
$11.8M 0.24%
36,193
+874
+2% +$277K
APG icon
91
APi Group
APG
$17.1B
$11.8M 0.24%
307,392
+10,789
+4% +$399K
AMTM
92
Amentum Holdings
AMTM
$5.51B
$11.7M 0.24%
402,346
+268,472
+201% +$6.86M
PHYS icon
93
Sprott Physical Gold
PHYS
$14.6B
$11.5M 0.24%
348,538
+2,737
+0.8% +$86.6K
BX icon
94
Blackstone
BX
$104B
$11.4M 0.24%
74,217
+1,798
+2% +$273K
NPKI
95
NPK International
NPKI
$1.21B
$11.4M 0.24%
958,560
-237,320
-20% -$2.9M
SOLS
96
Solstice Advanced Materials
SOLS
$9.62B
$11.3M 0.23%
+232,319
New +$10.9M
AVUV icon
97
Avantis US Small Cap Value ETF
AVUV
$29.7B
$11.2M 0.23%
109,568
-993
-0.9% -$99.3K
ASML icon
98
ASML
ASML
$675B
$11.2M 0.23%
10,430
-129
-1% -$135K
ECG
99
Everus Construction Group
ECG
$6.63B
$10.7M 0.22%
125,442
-72,743
-37% -$6.51M
USMV icon
100
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$10.6M 0.22%
112,734
+2,152
+2% +$203K
2 3
4
5 6

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DCP
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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
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EI
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RS
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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.