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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
NNN icon
1076
NNN REIT
NNN
$9.37B
$54.5K ﹤0.01%
1,376
+1,259
+1,076% +$51.6K
WWD icon
1077
Woodward
WWD
$24.5B
$54.4K ﹤0.01%
+180
New +$49.5K
QGEN icon
1078
Qiagen
QGEN
$8.72B
$54.4K ﹤0.01%
+1,209
New +$55.9K
FRI icon
1079
First Trust S&P REIT Index Fund
FRI
$194M
$54.1K ﹤0.01%
1,983
+24
+1% +$666
DGRS icon
1080
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$411M
$54.1K ﹤0.01%
1,091
– –
BYD icon
1081
Boyd Gaming
BYD
$6.78B
$53.4K ﹤0.01%
+626
New +$51.6K
GRBK icon
1082
Green Brick Partners
GRBK
$3.18B
$53.3K ﹤0.01%
280,369
– –
NIM icon
1083
Nuveen Select Maturities Municipal Fund
NIM
$116M
$53.1K ﹤0.01%
5,706
– –
FNDC icon
1084
Schwab Fundamental International Small Company Index ETF
FNDC
$3.02B
$53.1K ﹤0.01%
1,192
+854
+253% +$38K
NMAX
1085
Newsmax Inc
NMAX
$1.03B
$53K ﹤0.01%
6,862
– –
NUW icon
1086
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
$52.7K ﹤0.01%
3,682
– –
HCA icon
1087
HCA Healthcare
HCA
$92.8B
$52.5K ﹤0.01%
112
+75
+203% +$34.8K
IR icon
1088
Ingersoll Rand
IR
$33.9B
$52.4K ﹤0.01%
661
+167
+34% +$13.2K
NMRK icon
1089
Newmark Group
NMRK
$2.88B
$52K ﹤0.01%
3,000
– –
RHI icon
1090
Robert Half
RHI
$4.04B
$51.8K ﹤0.01%
+1,909
New +$54.5K
HLN icon
1091
Haleon
HLN
$45.2B
$51.7K ﹤0.01%
5,116
+4,318
+541% +$41K
TTWO icon
1092
Take-Two Interactive
TTWO
$46B
$51.7K ﹤0.01%
202
+94
+87% +$23.4K
FLO icon
1093
Flowers Foods
FLO
$1.6B
$51.6K ﹤0.01%
+4,741
New +$55K
GOVT icon
1094
iShares US Treasury Bond ETF
GOVT
$43.9B
$51.3K ﹤0.01%
2,226
-229
-9% -$5.3K
WVE icon
1095
Wave Life Sciences
WVE
$1.13B
$51K ﹤0.01%
3,000
– –
BOH icon
1096
Bank of Hawaii
BOH
$3.17B
$50.9K ﹤0.01%
+745
New +$49.1K
SI
1097
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$50.8K ﹤0.01%
363
+198
+120% +$27.7K
STT icon
1098
State Street
STT
$50.2B
$50.7K ﹤0.01%
+393
New +$47.1K
ITM icon
1099
VanEck Intermediate Muni ETF
ITM
$2.15B
$50.6K ﹤0.01%
1,073
-90
-8% -$4.23K
ST icon
1100
Sensata Technologies
ST
$6.8B
$50.4K ﹤0.01%
+1,514
New +$48.4K
42 43
44
45 46

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DCP
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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
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VDI
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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.