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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
FRME icon
1001
First Merchants
FRME
$2.74B
$67.1K ﹤0.01%
1,791
– –
AM icon
1002
Antero Midstream
AM
$10.4B
$66.9K ﹤0.01%
3,762
+2,211
+143% +$39.8K
BBIN icon
1003
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.49B
$66.8K ﹤0.01%
924
– –
JCPB icon
1004
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$66.8K ﹤0.01%
1,410
– –
LEN icon
1005
Lennar Class A
LEN
$21B
$66.4K ﹤0.01%
646
+637
+7,078% +$76.9K
DGX icon
1006
Quest Diagnostics
DGX
$25.9B
$66K ﹤0.01%
381
+244
+178% +$44.4K
FAST icon
1007
Fastenal
FAST
$55.1B
$65.9K ﹤0.01%
1,643
+303
+23% +$12.8K
UNM icon
1008
Unum
UNM
$13.9B
$65.7K ﹤0.01%
848
+421
+99% +$32.2K
UAL icon
1009
United Airlines
UAL
$40B
$65.5K ﹤0.01%
586
+69
+13% +$6.97K
MFC icon
1010
Manulife Financial
MFC
$74B
$65K ﹤0.01%
1,793
+850
+90% +$28.9K
STAG icon
1011
STAG Industrial
STAG
$7.79B
$64.9K ﹤0.01%
1,766
+1,051
+147% +$39.9K
RF icon
1012
Regions Financial
RF
$26.5B
$64.9K ﹤0.01%
2,395
+1,970
+464% +$50.3K
AU icon
1013
AngloGold Ashanti
AU
$40.1B
$64.9K ﹤0.01%
761
+261
+52% +$20.4K
SCHJ icon
1014
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
$64.8K ﹤0.01%
2,602
– –
NUV icon
1015
Nuveen Municipal Value Fund
NUV
$1.91B
$64.7K ﹤0.01%
7,140
– –
GROY icon
1016
Gold Royalty Corp
GROY
$600M
$64.6K ﹤0.01%
16,000
-23,000
-59% -$88K
BUG icon
1017
Global X Cybersecurity ETF
BUG
$1.27B
$64.6K ﹤0.01%
2,121
– –
DKS icon
1018
Dick's Sporting Goods
DKS
$18.8B
$64.5K ﹤0.01%
326
+91
+39% +$19.8K
CNA icon
1019
CNA Financial
CNA
$14.9B
$64.3K ﹤0.01%
1,347
+772
+134% +$35.6K
CGDG icon
1020
Capital Group Dividend Growers ETF
CGDG
$5.46B
$63.9K ﹤0.01%
1,794
+400
+29% +$14.1K
FHB icon
1021
First Hawaiian
FHB
$3.4B
$63.9K ﹤0.01%
+2,524
New +$62.7K
SONY icon
1022
Sony
SONY
$133B
$63.7K ﹤0.01%
2,490
+1,915
+333% +$53.8K
FRMI
1023
Fermi Inc
FRMI
$4.09B
$63.7K ﹤0.01%
+7,965
New +$155K
KMB icon
1024
Kimberly-Clark
KMB
$37.7B
$63.6K ﹤0.01%
630
-97
-13% -$10.6K
SRLN icon
1025
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$63.6K ﹤0.01%
1,540
– –
39 40
41
42 43

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.