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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
RCL icon
1101
Royal Caribbean
RCL
$87.5B
$28.1K ﹤0.01%
90
+4
+5% +$952
VGSH icon
1102
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$27.9K ﹤0.01%
474
+291
+159% +$17K
EWC icon
1103
iShares MSCI Canada ETF
EWC
$6.19B
$27.7K ﹤0.01%
600
– –
FANG icon
1104
Diamondback Energy
FANG
$54B
$27.5K ﹤0.01%
200
+3
+2% +$416
GALT icon
1105
Galectin Therapeutics
GALT
$183M
$27.4K ﹤0.01%
13,000
– –
BRO icon
1106
Brown & Brown
BRO
$23.7B
$27.2K ﹤0.01%
245
+22
+10% +$2.47K
VSS icon
1107
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.6B
$27.1K ﹤0.01%
202
-7
-3% -$864
SNDK
1108
Sandisk
SNDK
$213B
$27.1K ﹤0.01%
598
-10,405
-95% -$398K
EWT icon
1109
iShares MSCI Taiwan ETF
EWT
$10.6B
$27K ﹤0.01%
471
– –
EQR icon
1110
Equity Residential
EQR
$25.3B
$27K ﹤0.01%
400
– –
SUSL icon
1111
iShares ESG MSCI USA Leaders ETF
SUSL
$1.19B
$26.9K ﹤0.01%
248
– –
CNA icon
1112
CNA Financial
CNA
$14.4B
$26.8K ﹤0.01%
575
– –
TBF icon
1113
ProShares Short 20+ Year Treasury ETF
TBF
$104M
$26.6K ﹤0.01%
1,102
– –
IBRX icon
1114
ImmunityBio
IBRX
$7.18B
$26.4K ﹤0.01%
+10,000
New +$26.9K
DFIV icon
1115
Dimensional International Value ETF
DFIV
$21.4B
$26.3K ﹤0.01%
+615
New +$25K
NOK icon
1116
Nokia
NOK
$55.6B
$26.3K ﹤0.01%
5,069
+69
+1% +$356
WDFC icon
1117
WD-40
WDFC
$3.11B
$26.2K ﹤0.01%
115
– –
TTWO icon
1118
Take-Two Interactive
TTWO
$45.1B
$26.2K ﹤0.01%
108
+106
+5,300% +$23.9K
WHF icon
1119
WhiteHorse Finance
WHF
$142M
$26.2K ﹤0.01%
3,000
– –
CET
1120
Central Securities Corp
CET
$1.62B
$26.1K ﹤0.01%
546
– –
MOO icon
1121
VanEck Agribusiness ETF
MOO
$976M
$25.8K ﹤0.01%
350
– –
JPIN icon
1122
JPMorgan Diversified Return International Equity ETF
JPIN
$371M
$25.7K ﹤0.01%
401
– –
STAG icon
1123
STAG Industrial
STAG
$7.33B
$25.7K ﹤0.01%
708
+8
+1% +$277
AOR icon
1124
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.7B
$25.6K ﹤0.01%
416
– –
VCRB icon
1125
Vanguard Core Bond ETF
VCRB
$7.19B
$25.5K ﹤0.01%
+328
New +$25.1K
43 44
45
46 47

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
EI
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VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
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.