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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
WTFC icon
1151
Wintrust Financial
WTFC
$10.9B
$42.2K ﹤0.01%
302
+207
+218% +$27.5K
ON icon
1152
ON Semiconductor
ON
$33.3B
$42K ﹤0.01%
775
+90
+13% +$4.62K
WTW icon
1153
Willis Towers Watson
WTW
$29.6B
$41.7K ﹤0.01%
127
+91
+253% +$29.8K
BMRN icon
1154
BioMarin Pharmaceuticals
BMRN
$12B
$41.7K ﹤0.01%
702
-216
-24% -$11.8K
SUN icon
1155
Sunoco
SUN
$14.1B
$41.7K ﹤0.01%
796
– –
TEL icon
1156
TE Connectivity
TEL
$61.7B
$41.4K ﹤0.01%
182
+91
+100% +$21K
BWA icon
1157
BorgWarner
BWA
$12.9B
$41.3K ﹤0.01%
917
+829
+942% +$36.3K
EVTR icon
1158
Eaton Vance Total Return Bond ETF
EVTR
$5.66B
$41.2K ﹤0.01%
800
– –
APA icon
1159
APA Corp
APA
$12.1B
$41.1K ﹤0.01%
1,681
+1,031
+159% +$24.9K
AVT icon
1160
Avnet
AVT
$7.07B
$41K ﹤0.01%
852
+806
+1,752% +$39.6K
UDR icon
1161
UDR
UDR
$12.7B
$40.9K ﹤0.01%
+1,116
New +$39.7K
LOPE icon
1162
Grand Canyon Education
LOPE
$4B
$40.9K ﹤0.01%
246
+221
+884% +$40K
BAB icon
1163
Invesco Taxable Municipal Bond ETF
BAB
$1.03B
$40.8K ﹤0.01%
1,500
– –
ULTA icon
1164
Ulta Beauty
ULTA
$21.6B
$40.5K ﹤0.01%
67
+32
+91% +$17.6K
SW
1165
Smurfit Westrock
SW
$27B
$40.5K ﹤0.01%
1,047
+593
+131% +$22.6K
MTD icon
1166
Mettler-Toledo International
MTD
$27.9B
$40.4K ﹤0.01%
29
+9
+45% +$12.6K
BBVA icon
1167
Banco Bilbao Vizcaya Argentaria
BBVA
$147B
$40.3K ﹤0.01%
1,727
+1,584
+1,108% +$33.1K
MNST icon
1168
Monster Beverage
MNST
$95.4B
$40.3K ﹤0.01%
525
+282
+116% +$20.2K
OVV icon
1169
Ovintiv
OVV
$16.3B
$40.2K ﹤0.01%
+1,027
New +$39.8K
NZF icon
1170
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$40.2K ﹤0.01%
3,199
– –
ETO
1171
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$498M
$40.2K ﹤0.01%
1,325
– –
TAP icon
1172
Molson Coors Class B
TAP
$7.92B
$40.2K ﹤0.01%
+861
New +$39.7K
ACLS icon
1173
Axcelis
ACLS
$3.62B
$40.2K ﹤0.01%
500
– –
OKTA icon
1174
Okta
OKTA
$23.6B
$39.9K ﹤0.01%
462
+30
+7% +$2.62K
DFAE icon
1175
Dimensional Emerging Core Equity Market ETF
DFAE
$9.13B
$39.9K ﹤0.01%
1,226
– –
45 46
47
48 49

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.