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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
FNF icon
976
Fidelity National Financial
FNF
$13.9B
$51.4K ﹤0.01%
917
– –
DGRS icon
977
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$412M
$50.8K ﹤0.01%
1,091
– –
IEF icon
978
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$50.6K ﹤0.01%
528
-2
-0.4% -$189
BMRN icon
979
BioMarin Pharmaceuticals
BMRN
$11.6B
$50.5K ﹤0.01%
918
-75
-8% -$4.42K
USO icon
980
United States Oil Fund
USO
$1.91B
$50.4K ﹤0.01%
+690
New +$48.2K
CDNS icon
981
Cadence Design Systems
CDNS
$92.6B
$50.4K ﹤0.01%
163
+62
+61% +$18K
DBB icon
982
Invesco DB Base Metals Fund
DBB
$312M
$50.4K ﹤0.01%
2,600
+2,537
+4,027% +$46.8K
FWONA icon
983
Liberty Media Series A
FWONA
$22.4B
$50.3K ﹤0.01%
530
– –
PRK icon
984
Park National Corp
PRK
$3.75B
$50.2K ﹤0.01%
300
– –
RIVN icon
985
Rivian
RIVN
$22.2B
$50K ﹤0.01%
3,638
-2,462
-40% -$33.4K
UNG icon
986
United States Natural Gas Fund
UNG
$473M
$49.7K ﹤0.01%
+3,250
New +$56.1K
SIL icon
987
Global X Silver Miners ETF NEW
SIL
$4.07B
$49.5K ﹤0.01%
1,029
+100
+11% +$4.27K
FHLC icon
988
Fidelity MSCI Health Care Index ETF
FHLC
$3.28B
$49.3K ﹤0.01%
771
+2
+0.3% +$127
HOLX
989
DELISTED
Hologic
HOLX
$48.9K ﹤0.01%
750
– –
AEM icon
990
Agnico Eagle Mines
AEM
$74.6B
$48.8K ﹤0.01%
410
-780
-66% -$90.5K
FNDX icon
991
Schwab Fundamental US Large Company Index ETF
FNDX
$27B
$48.2K ﹤0.01%
1,966
-4,636
-70% -$108K
CACI icon
992
CACI
CACI
$11.3B
$47.7K ﹤0.01%
100
– –
HGTY icon
993
Hagerty
HGTY
$1.18B
$47.7K ﹤0.01%
4,715
– –
CAG icon
994
Conagra Brands
CAG
$7.14B
$47.4K ﹤0.01%
2,315
+15
+0.7% +$351
TTD icon
995
Trade Desk
TTD
$8.6B
$47.3K ﹤0.01%
656
-185
-22% -$11.8K
WPC icon
996
W.P. Carey
WPC
$16.6B
$46.8K ﹤0.01%
750
+4
+0.5% +$246
DKS icon
997
Dick's Sporting Goods
DKS
$18B
$46.4K ﹤0.01%
234
+6
+3% +$1.11K
QQQE icon
998
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.35B
$46.1K ﹤0.01%
469
– –
BLD
999
DELISTED
TopBuild
BLD
$46K ﹤0.01%
142
– –
EBMT icon
1000
Eagle Bancorp Montana
EBMT
$188M
$45.8K ﹤0.01%
2,750
– –
38 39
40
41 42

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GCM
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CCWM
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GCL
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KCM
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VDI
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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.