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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
LNC icon
976
Lincoln National
LNC
$8.14B
$73.4K ﹤0.01%
1,648
+584
+55% +$24.3K
DTD icon
977
WisdomTree US Total Dividend Fund
DTD
$1.66B
$73.3K ﹤0.01%
864
– –
IFRA icon
978
iShares US Infrastructure ETF
IFRA
$4.57B
$72.2K ﹤0.01%
1,373
-83
-6% -$4.39K
ROOT icon
979
Root
ROOT
$956M
$72.2K ﹤0.01%
1,000
+500
+100% +$39.8K
GPN icon
980
Global Payments
GPN
$23.7B
$72.1K ﹤0.01%
932
– –
RFIX
981
Simplify Bond Bull ETF
RFIX
$50.2M
$71.9K ﹤0.01%
1,980
– –
DPZ icon
982
Domino's
DPZ
$11.7B
$71.4K ﹤0.01%
+171
New +$71.3K
SEE
983
DELISTED
Sealed Air
SEE
$71.3K ﹤0.01%
1,720
-3,435,692
-100% -$133M
USFD icon
984
US Foods
USFD
$22.4B
$70.8K ﹤0.01%
940
– –
IUSV icon
985
iShares Core S&P US Value ETF
IUSV
$27.5B
$70.7K ﹤0.01%
689
+255
+59% +$25.9K
BSCR icon
986
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$70.4K ﹤0.01%
3,568
-12,800
-78% -$253K
ICVT icon
987
iShares Convertible Bond ETF
ICVT
$7.1B
$70.3K ﹤0.01%
714
-40
-5% -$4.02K
BF.A icon
988
Brown-Forman Class A
BF.A
$13.4B
$70K ﹤0.01%
+2,659
New +$74.2K
CRD.B icon
989
Crawford & Co Class B
CRD.B
$513M
$69.7K ﹤0.01%
6,500
– –
KRC icon
990
Kilroy Realty
KRC
$4.46B
$69.6K ﹤0.01%
1,862
+804
+76% +$32.9K
MSM icon
991
MSC Industrial Direct
MSM
$6.97B
$69.6K ﹤0.01%
+827
New +$71.7K
IJT icon
992
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
$69.5K ﹤0.01%
492
– –
AOS icon
993
A.O. Smith
AOS
$8.78B
$69.1K ﹤0.01%
1,033
+951
+1,160% +$64.3K
PHM icon
994
Pultegroup
PHM
$25.4B
$68.8K ﹤0.01%
587
+183
+45% +$22.4K
DWM icon
995
WisdomTree International Equity Fund
DWM
$670M
$68.8K ﹤0.01%
1,000
– –
EPM icon
996
Evolution Petroleum
EPM
$130M
$68.6K ﹤0.01%
19,385
-23,225
-55% -$98K
CNX icon
997
CNX Resources
CNX
$4.81B
$68.6K ﹤0.01%
1,865
– –
FUN icon
998
Cedar Fair
FUN
$1.86B
$68.3K ﹤0.01%
4,452
-2,069
-32% -$37.4K
XLG icon
999
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$68.3K ﹤0.01%
1,152
+1
+0.1% +$59
EFX icon
1000
Equifax
EFX
$22.1B
$67.6K ﹤0.01%
312
+160
+105% +$35K
38 39
40
41 42

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.