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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
DFLV icon
1026
Dimensional US Large Cap Value ETF
DFLV
$6.87B
$63.3K ﹤0.01%
1,850
– –
CGMU icon
1027
Capital Group Municipal Income ETF
CGMU
$6.4B
$63K ﹤0.01%
+2,300
New +$63K
ESGD icon
1028
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$62.5K ﹤0.01%
657
– –
NTR icon
1029
Nutrien
NTR
$33.3B
$62.4K ﹤0.01%
1,011
+13
+1% +$765
GRID
1030
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.1B
$62K ﹤0.01%
+405
New +$62.1K
EQT icon
1031
EQT Corp
EQT
$32.3B
$61.4K ﹤0.01%
1,146
+917
+400% +$51.5K
PENN icon
1032
PENN Entertainment
PENN
$2.82B
$61.3K ﹤0.01%
4,155
+1,735
+72% +$27.1K
THG icon
1033
Hanover Insurance
THG
$7.84B
$61.2K ﹤0.01%
+335
New +$60.2K
AEM icon
1034
Agnico Eagle Mines
AEM
$71.9B
$61K ﹤0.01%
360
+25
+7% +$4.2K
KLAC icon
1035
KLA
KLAC
$249B
$61K ﹤0.01%
500
+470
+1,567% +$55.1K
TMDX icon
1036
Transmedics
TMDX
$2.64B
$60.8K ﹤0.01%
500
– –
SRPT icon
1037
Sarepta Therapeutics
SRPT
$1.63B
$60.7K ﹤0.01%
2,819
+1,319
+88% +$27.8K
NSA
1038
DELISTED
National Storage Affiliates Trust
NSA
$60.5K ﹤0.01%
+2,146
New +$63.9K
HGTY icon
1039
Hagerty
HGTY
$1.24B
$60.3K ﹤0.01%
4,483
– –
CACI icon
1040
CACI
CACI
$11.3B
$60.2K ﹤0.01%
113
+13
+13% +$7.35K
JIVE icon
1041
JPMorgan International Value ETF
JIVE
$3.33B
$60K ﹤0.01%
747
+123
+20% +$9.56K
SNA icon
1042
Snap-on
SNA
$21.7B
$59.6K ﹤0.01%
173
+166
+2,371% +$56.8K
BLD
1043
DELISTED
TopBuild
BLD
$59.2K ﹤0.01%
142
– –
AROC icon
1044
Archrock
AROC
$6.19B
$59.2K ﹤0.01%
2,276
+2,142
+1,599% +$53.3K
FHN icon
1045
First Horizon
FHN
$12.3B
$59.2K ﹤0.01%
2,476
+840
+51% +$18.7K
EPS icon
1046
WisdomTree US LargeCap Fund
EPS
$1.58B
$59.2K ﹤0.01%
835
– –
PULS icon
1047
PGIM Ultra Short Bond ETF
PULS
$17.7B
$59.1K ﹤0.01%
1,192
-473
-28% -$23.5K
IEP icon
1048
Icahn Enterprises
IEP
$5.26B
$58.9K ﹤0.01%
+7,800
New +$62.9K
HIW icon
1049
Highwoods Properties
HIW
$3.71B
$58.7K ﹤0.01%
+2,274
New +$64.1K
OGE icon
1050
OGE Energy
OGE
$10.2B
$58.5K ﹤0.01%
+1,371
New +$61.2K
40 41
42
43 44

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.