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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
BAB icon
1026
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$39.8K ﹤0.01%
1,500
– –
EFX icon
1027
Equifax
EFX
$20.5B
$39.3K ﹤0.01%
152
+2
+1% +$509
ESML icon
1028
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.86B
$39.3K ﹤0.01%
950
– –
TGLS icon
1029
Tecnoglass Holdings Inc.
TGLS
$2.07B
$38.7K ﹤0.01%
+500
New +$38.8K
UNH icon
1030
PUT
UnitedHealth
UNH
$377B
$38.4K ﹤0.01%
+41
New +$15.7K
DFAC icon
1031
Dimensional US Core Equity 2 ETF
DFAC
$48.5B
$38.4K ﹤0.01%
+1,072
New +$35.8K
MITSY
1032
DELISTED
MITSUI & CO LTD ADR (US)
MITSY
$38.3K ﹤0.01%
+94
New +$38.3K
NRP icon
1033
Natural Resource Partners
NRP
$1.28B
$38.2K ﹤0.01%
400
– –
NZF icon
1034
Nuveen Municipal Credit Income Fund
NZF
$2.39B
$38.1K ﹤0.01%
3,199
– –
ABNB icon
1035
Airbnb
ABNB
$89.4B
$38K ﹤0.01%
287
+104
+57% +$13.2K
VFLO icon
1036
VictoryShares Free Cash Flow ETF
VFLO
$9.09B
$37.1K ﹤0.01%
1,049
+75
+8% +$2.52K
VMO icon
1037
Invesco Municipal Opportunity Trust
VMO
$649M
$36.9K ﹤0.01%
4,025
-138
-3% -$1.27K
OHI icon
1038
Omega Healthcare
OHI
$14.7B
$36.6K ﹤0.01%
1,000
– –
NMRK icon
1039
Newmark Group
NMRK
$2.72B
$36.5K ﹤0.01%
3,000
– –
ZBH icon
1040
Zimmer Biomet
ZBH
$18.8B
$36.4K ﹤0.01%
400
+173
+76% +$16.7K
OBTC
1041
Osprey Bitcoin Trust
OBTC
$36.3K ﹤0.01%
+1,165
New +$36.3K
BSJU icon
1042
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$306M
$36.3K ﹤0.01%
1,394
– –
ETO
1043
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$511M
$36K ﹤0.01%
1,325
– –
SPDW icon
1044
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.5B
$36K ﹤0.01%
+888
New +$34K
PPG icon
1045
PPG Industries
PPG
$25.3B
$35.9K ﹤0.01%
316
-16
-5% -$1.73K
ON icon
1046
ON Semiconductor
ON
$31.3B
$35.9K ﹤0.01%
685
+15
+2% +$652
CBZ icon
1047
CBIZ
CBZ
$2.99B
$35.9K ﹤0.01%
500
– –
KRC icon
1048
Kilroy Realty
KRC
$4.54B
$35.8K ﹤0.01%
1,042
+20
+2% +$652
EWS icon
1049
iShares MSCI Singapore ETF
EWS
$1.05B
$35.5K ﹤0.01%
1,368
– –
NET icon
1050
Cloudflare
NET
$100B
$35.2K ﹤0.01%
180
+100
+125% +$14.5K
40 41
42
43 44

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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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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.