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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
PRK icon
1126
Park National Corp
PRK
$3.74B
$45.7K ﹤0.01%
300
– –
FAF icon
1127
First American
FAF
$8.08B
$45.6K ﹤0.01%
+742
New +$46.5K
RLI icon
1128
RLI Corp
RLI
$5.97B
$45.4K ﹤0.01%
+709
New +$44.5K
REYN icon
1129
Reynolds Consumer Products
REYN
$5.44B
$45.4K ﹤0.01%
+1,979
New +$47.7K
WCC
1130
WESCO International
WCC
$16.1B
$45.3K ﹤0.01%
+185
New +$45.4K
DOX icon
1131
Amdocs
DOX
$5.82B
$45.2K ﹤0.01%
+562
New +$45.2K
GIS icon
1132
General Mills
GIS
$20.1B
$44.6K ﹤0.01%
960
+85
+10% +$4.04K
GNMA icon
1133
iShares GNMA Bond ETF
GNMA
$425M
$44.5K ﹤0.01%
1,000
– –
PRI icon
1134
Primerica
PRI
$10B
$44.4K ﹤0.01%
+172
New +$44.9K
LBRDA icon
1135
Liberty Broadband Class A
LBRDA
$4.71B
$44.4K ﹤0.01%
919
-83
-8% -$4.3K
EFAV icon
1136
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.32B
$44K ﹤0.01%
510
-200
-28% -$17.1K
DFIS icon
1137
Dimensional International Small Cap ETF
DFIS
$5.75B
$43.9K ﹤0.01%
1,332
+1,302
+4,340% +$41.5K
HOMB icon
1138
Home BancShares
HOMB
$6.31B
$43.8K ﹤0.01%
1,576
– –
MGY icon
1139
Magnolia Oil & Gas
MGY
$5.55B
$43.8K ﹤0.01%
2,000
– –
ESML icon
1140
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$43.7K ﹤0.01%
950
– –
VSS icon
1141
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$43.3K ﹤0.01%
302
+100
+50% +$14.2K
PAAS icon
1142
Pan American Silver
PAAS
$18.2B
$43.2K ﹤0.01%
834
– –
CALY
1143
Callaway Golf Company
CALY
$3.28B
$43.2K ﹤0.01%
3,700
– –
KNSL icon
1144
Kinsale Capital Group
KNSL
$8.44B
$43K ﹤0.01%
110
-35
-24% -$14.3K
EQR icon
1145
Equity Residential
EQR
$25.5B
$42.9K ﹤0.01%
681
+281
+70% +$17.2K
ORLA
1146
Orla Mining
ORLA
$3.43B
$42.8K ﹤0.01%
3,180
– –
VFH icon
1147
Vanguard Financials ETF
VFH
$13.6B
$42.7K ﹤0.01%
320
-9
-3% -$1.17K
EGP icon
1148
EastGroup Properties
EGP
$11.3B
$42.6K ﹤0.01%
239
+216
+939% +$38.4K
GTES icon
1149
Gates Industrial Corporation Ltd.
GTES
$6.69B
$42.6K ﹤0.01%
+1,982
New +$45.8K
ASH icon
1150
Ashland
ASH
$3.11B
$42.2K ﹤0.01%
720
+420
+140% +$22.2K
44 45
46
47 48

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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
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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.