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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HGTY icon
976
Hagerty
HGTY
$1.33B
$54K ﹤0.01%
4,483
-232
-5% -$2.57K
CDNS icon
977
Cadence Design Systems
CDNS
$93.9B
$53.9K ﹤0.01%
153
-10
-6% -$3.44K
PHM icon
978
Pultegroup
PHM
$24.9B
$53.4K ﹤0.01%
404
– –
ARHS icon
979
Arhaus
ARHS
$1.19B
$53.1K ﹤0.01%
5,000
– –
NIM icon
980
Nuveen Select Maturities Municipal Fund
NIM
$115M
$52.8K ﹤0.01%
5,706
-12,501
-69% -$115K
DKS icon
981
Dick's Sporting Goods
DKS
$17.8B
$52.3K ﹤0.01%
235
+1
+0.4% +$218
NUW icon
982
Nuveen AMT-Free Municipal Value Fund
NUW
$250M
$52.2K ﹤0.01%
3,682
-9,011
-71% -$124K
GRBK icon
983
Green Brick Partners
GRBK
$3.08B
$52K ﹤0.01%
280,369
-182,400
-39% -$12.5M
FHLC icon
984
Fidelity MSCI Health Care Index ETF
FHLC
$3.34B
$51.7K ﹤0.01%
774
+3
+0.4% +$194
AYI icon
985
Acuity Brands
AYI
$10.5B
$51.7K ﹤0.01%
150
– –
ORI icon
986
Old Republic International
ORI
$10.5B
$51K ﹤0.01%
+1,200
New +$46.3K
HOLX
987
DELISTED
Hologic
HOLX
$50.6K ﹤0.01%
750
– –
FWONA icon
988
Liberty Media Series A
FWONA
$22B
$50.5K ﹤0.01%
530
– –
JNK icon
989
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.92B
$50.5K ﹤0.01%
515
+510
+10,200% +$49.5K
MCO icon
990
Moody's
MCO
$84.2B
$50.2K ﹤0.01%
105
– –
VGMS
991
Vanguard Multi-Sector Income Bond ETF
VGMS
$233M
$50.1K ﹤0.01%
+968
New +$49.7K
UAL icon
992
United Airlines
UAL
$43.2B
$49.9K ﹤0.01%
517
– –
CACI icon
993
CACI
CACI
$11.6B
$49.9K ﹤0.01%
100
– –
BMRN icon
994
BioMarin Pharmaceuticals
BMRN
$11.8B
$49.7K ﹤0.01%
918
– –
BWXT icon
995
BWX Technologies
BWXT
$15.7B
$48.9K ﹤0.01%
+265
New +$42.6K
ACLS icon
996
Axcelis
ACLS
$4.19B
$48.8K ﹤0.01%
500
– –
PRK icon
997
Park National Corp
PRK
$3.71B
$48.8K ﹤0.01%
300
– –
CGDG icon
998
Capital Group Dividend Growers ETF
CGDG
$5.59B
$48.3K ﹤0.01%
+1,394
New +$47.5K
STX icon
999
Seagate
STX
$194B
$47.9K ﹤0.01%
203
– –
MGY icon
1000
Magnolia Oil & Gas
MGY
$5.77B
$47.7K ﹤0.01%
2,000
– –
38 39
40
41 42

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DCP
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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
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 Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.