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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
CZR icon
1101
Caesars Entertainment
CZR
$6.1B
$50.3K ﹤0.01%
2,150
-6,267
-74% -$141K
SMB icon
1102
VanEck Short Muni ETF
SMB
$312M
$50.1K ﹤0.01%
2,880
-300
-9% -$5.21K
JNK icon
1103
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.06B
$50.1K ﹤0.01%
515
– –
RIVN icon
1104
Rivian
RIVN
$23.8B
$50K ﹤0.01%
2,538
– –
FNM
1105
DELISTED
FANNIE MAE
FNM
$49.8K ﹤0.01%
4,645
-750
-14% -$8.05K
TFC icon
1106
Truist Financial
TFC
$64.4B
$49.5K ﹤0.01%
1,006
+313
+45% +$14.4K
QQQE icon
1107
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.33B
$49.1K ﹤0.01%
480
+10
+2% +$1.02K
TNL icon
1108
Travel + Leisure Co
TNL
$4.78B
$48.9K ﹤0.01%
694
-27,559
-98% -$1.81M
TM icon
1109
Toyota
TM
$220B
$48.8K ﹤0.01%
228
+103
+82% +$20.9K
CUZ icon
1110
Cousins Properties
CUZ
$5.26B
$48.4K ﹤0.01%
+1,876
New +$48.8K
ONEQ icon
1111
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$48.4K ﹤0.01%
529
+270
+104% +$24.6K
SPTM icon
1112
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$48.2K ﹤0.01%
584
– –
BHP icon
1113
BHP
BHP
$213B
$48.2K ﹤0.01%
798
+118
+17% +$6.71K
HII icon
1114
Huntington Ingalls Industries
HII
$11.8B
$48K ﹤0.01%
141
+140
+14,000% +$43.4K
BITB icon
1115
Bitwise Bitcoin ETF
BITB
$2.45B
$47.6K ﹤0.01%
1,000
– –
MAA icon
1116
Mid-America Apartment Communities
MAA
$15.8B
$47.5K ﹤0.01%
342
+335
+4,786% +$44.6K
DOL icon
1117
WisdomTree True Developed International Fund
DOL
$814M
$47.4K ﹤0.01%
720
– –
FWONA icon
1118
Liberty Media Series A
FWONA
$23.3B
$47.4K ﹤0.01%
530
– –
LNG icon
1119
Cheniere Energy
LNG
$52.9B
$47.2K ﹤0.01%
243
+68
+39% +$14.3K
SPMD icon
1120
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
$46.7K ﹤0.01%
806
– –
MORN icon
1121
Morningstar
MORN
$7.43B
$46.1K ﹤0.01%
+212
New +$45.9K
CPT icon
1122
Camden Property Trust
CPT
$11.5B
$45.9K ﹤0.01%
417
+403
+2,879% +$41.9K
CRGO icon
1123
Freightos
CRGO
$64.6M
$45.8K ﹤0.01%
20,091
-24,308
-55% -$78.9K
BWXT icon
1124
BWX Technologies
BWXT
$15.5B
$45.8K ﹤0.01%
265
– –
KOMP icon
1125
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.6B
$45.8K ﹤0.01%
766
– –
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
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.