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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
RDDT icon
1001
Reddit
RDDT
$29.8B
$45.2K ﹤0.01%
300
– –
SRLN icon
1002
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
$45K ﹤0.01%
+1,082
New +$44.3K
MGY icon
1003
Magnolia Oil & Gas
MGY
$5.96B
$45K ﹤0.01%
2,000
– –
HOMB icon
1004
Home BancShares
HOMB
$6.27B
$44.9K ﹤0.01%
1,576
– –
AYI icon
1005
Acuity Brands
AYI
$10B
$44.8K ﹤0.01%
150
– –
GNMA icon
1006
iShares GNMA Bond ETF
GNMA
$421M
$44K ﹤0.01%
1,000
– –
MSGS icon
1007
Madison Square Garden
MSGS
$9.27B
$43.9K ﹤0.01%
210
– –
SPMD icon
1008
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.5B
$43.8K ﹤0.01%
806
– –
SPTM icon
1009
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.8B
$43.7K ﹤0.01%
584
– –
ARHS icon
1010
Arhaus
ARHS
$1.12B
$43.4K ﹤0.01%
5,000
– –
OKTA icon
1011
Okta
OKTA
$24.6B
$43.2K ﹤0.01%
432
-1
-0.2% -$107
DOL icon
1012
WisdomTree True Developed International Fund
DOL
$832M
$42.9K ﹤0.01%
720
– –
PHM icon
1013
Pultegroup
PHM
$24.6B
$42.6K ﹤0.01%
404
+4
+1% +$403
FDS icon
1014
Factset
FDS
$9.59B
$42.5K ﹤0.01%
95
– –
BHP icon
1015
BHP
BHP
$212B
$42.3K ﹤0.01%
880
-300
-25% -$14.4K
WDAY icon
1016
Workday
WDAY
$40.8B
$42.1K ﹤0.01%
175
+148
+548% +$36.1K
IGF icon
1017
iShares Global Infrastructure ETF
IGF
$10.9B
$41.9K ﹤0.01%
708
– –
VFH icon
1018
Vanguard Financials ETF
VFH
$13.6B
$41.9K ﹤0.01%
329
– –
UAL icon
1019
United Airlines
UAL
$41.7B
$41.2K ﹤0.01%
517
+5
+1% +$368
FNV icon
1020
Franco-Nevada
FNV
$41.4B
$41.1K ﹤0.01%
251
+20
+9% +$3.31K
IR icon
1021
Ingersoll Rand
IR
$34.1B
$41.1K ﹤0.01%
494
-4
-0.8% -$315
IUSV icon
1022
iShares Core S&P US Value ETF
IUSV
$27.3B
$41.1K ﹤0.01%
434
– –
BGC icon
1023
BGC Group
BGC
$5.38B
$40.9K ﹤0.01%
4,000
– –
EVTR icon
1024
Eaton Vance Total Return Bond ETF
EVTR
$5.67B
$40.7K ﹤0.01%
800
– –
COM icon
1025
Direxion Auspice Broad Commodity Strategy ETF
COM
$205M
$40.1K ﹤0.01%
1,450
– –
39 40
41
42 43

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GCM
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CCWM
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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 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.