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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
JHG
1051
DELISTED
Janus Henderson
JHG
$58.5K ﹤0.01%
+1,230
New +$54.4K
FTRE icon
1052
Fortrea Holdings
FTRE
$1.96B
$58.5K ﹤0.01%
3,391
– –
RCL icon
1053
Royal Caribbean
RCL
$86.5B
$58.4K ﹤0.01%
209
+119
+132% +$33.6K
CALM icon
1054
Cal-Maine
CALM
$4.42B
$58.3K ﹤0.01%
733
– –
PTLC icon
1055
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
$58.2K ﹤0.01%
1,048
– –
FHLC icon
1056
Fidelity MSCI Health Care Index ETF
FHLC
$3.37B
$57.6K ﹤0.01%
776
+2
+0.3% +$144
CAG icon
1057
Conagra Brands
CAG
$7.38B
$57.5K ﹤0.01%
3,324
+1,024
+45% +$18.2K
SEIC icon
1058
SEI Investments
SEIC
$12.4B
$57.4K ﹤0.01%
+700
New +$57.5K
IDA icon
1059
Idacorp
IDA
$8.24B
$57.3K ﹤0.01%
+453
New +$58.9K
LOVE icon
1060
LoveSac
LOVE
$248M
$57.1K ﹤0.01%
3,869
-4,765
-55% -$67.3K
IDEV icon
1061
iShares Core MSCI International Developed Markets ETF
IDEV
$31.3B
$56.9K ﹤0.01%
689
+307
+80% +$24.9K
TFSL icon
1062
TFS Financial
TFSL
$5.18B
$56.7K ﹤0.01%
4,239
+3,539
+506% +$48.5K
FNV icon
1063
Franco-Nevada
FNV
$40.6B
$56.4K ﹤0.01%
272
+21
+8% +$4.26K
SCHV
1064
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$56.2K ﹤0.01%
1,899
-870
-31% -$25.4K
AGO icon
1065
Assured Guaranty
AGO
$3.79B
$56.1K ﹤0.01%
+624
New +$53.8K
ARHS icon
1066
Arhaus
ARHS
$1.12B
$56K ﹤0.01%
5,000
– –
BOND icon
1067
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.42B
$56K ﹤0.01%
602
– –
SAP icon
1068
SAP
SAP
$209B
$55.6K ﹤0.01%
229
+206
+896% +$52.5K
HDB icon
1069
HDFC Bank
HDB
$121B
$55.5K ﹤0.01%
1,520
+1,474
+3,204% +$53K
EPP icon
1070
iShares MSCI Pacific ex Japan ETF
EPP
$2.22B
$55.5K ﹤0.01%
1,100
– –
ROBO icon
1071
ROBO Global Robotics & Automation Index ETF
ROBO
$1.91B
$55.5K ﹤0.01%
801
+201
+34% +$13.7K
DFAC icon
1072
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$55.5K ﹤0.01%
1,401
– –
ABNB icon
1073
Airbnb
ABNB
$90.9B
$55.3K ﹤0.01%
407
+98
+32% +$12.2K
MITSY
1074
DELISTED
MITSUI & CO LTD ADR (US)
MITSY
$55.1K ﹤0.01%
94
– –
EBMT icon
1075
Eagle Bancorp Montana
EBMT
$188M
$54.7K ﹤0.01%
2,750
– –
41 42
43
44 45

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.