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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
ACLS icon
1051
Axcelis
ACLS
$4.21B
$34.8K ﹤0.01%
500
– –
BSJP
1052
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$34.8K ﹤0.01%
1,509
– –
KOMP icon
1053
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.75B
$34.8K ﹤0.01%
640
+357
+126% +$17.4K
FHN icon
1054
First Horizon
FHN
$12.4B
$34.7K ﹤0.01%
1,636
– –
LNC icon
1055
Lincoln National
LNC
$8.93B
$34.6K ﹤0.01%
1,000
– –
RWR icon
1056
State Street SPDR Dow Jones REIT ETF
RWR
$1.96B
$34.5K ﹤0.01%
358
– –
CLVT icon
1057
Clarivate
CLVT
$1.22B
$34.4K ﹤0.01%
+8,000
New +$32.2K
UNH icon
1058
CALL
UnitedHealth
UNH
$371B
$34.3K ﹤0.01%
+41
New +$15.7K
SI
1059
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$34.2K ﹤0.01%
265
+65
+33% +$8.38K
AVB icon
1060
AvalonBay Communities
AVB
$26.7B
$33.9K ﹤0.01%
167
+8
+5% +$1.64K
ROST icon
1061
Ross Stores
ROST
$81.1B
$33.8K ﹤0.01%
265
+2
+0.8% +$278
ODFL icon
1062
Old Dominion Freight Line
ODFL
$44.8B
$33.4K ﹤0.01%
206
-2
-1% -$319
ES icon
1063
Eversource Energy
ES
$27B
$33K ﹤0.01%
519
+482
+1,303% +$29.7K
IXN icon
1064
iShares Global Tech ETF
IXN
$8.7B
$32.7K ﹤0.01%
354
– –
LNG icon
1065
Cheniere Energy
LNG
$53.7B
$32.6K ﹤0.01%
134
– –
REGL icon
1066
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.8B
$32.6K ﹤0.01%
400
– –
SPSB icon
1067
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.6B
$32.6K ﹤0.01%
1,080
– –
CSGP icon
1068
CoStar Group
CSGP
$12B
$32.6K ﹤0.01%
405
– –
SW
1069
Smurfit Westrock
SW
$25.1B
$32.5K ﹤0.01%
754
– –
KTB icon
1070
Kontoor Brands
KTB
$4.73B
$32.4K ﹤0.01%
491
+31
+7% +$2K
FNDB icon
1071
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.45B
$32.4K ﹤0.01%
1,350
– –
CYBR
1072
DELISTED
CyberArk
CYBR
$32.1K ﹤0.01%
79
+4
+5% +$1.46K
SCS
1073
DELISTED
Steelcase
SCS
$31.9K ﹤0.01%
3,060
-53,740
-95% -$553K
ORLA
1074
DELISTED
Orla Mining
ORLA
$31.9K ﹤0.01%
3,180
– –
DOW icon
1075
Dow Inc
DOW
$21.4B
$31.7K ﹤0.01%
1,196
+132
+12% +$3.84K
41 42
43
44 45

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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.