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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
TYL icon
1176
Tyler Technologies
TYL
$12.8B
$20.2K ﹤0.01%
34
– –
GIS icon
1177
General Mills
GIS
$19.4B
$20.2K ﹤0.01%
389
-702
-64% -$38.7K
SNRE
1178
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$20.1K ﹤0.01%
356
– –
SII
1179
Sprott
SII
$2.73B
$20K ﹤0.01%
290
– –
JPEM icon
1180
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$393M
$19.7K ﹤0.01%
350
– –
CURB
1181
Curbline Properties
CURB
$3.48B
$19.6K ﹤0.01%
857
+17
+2% +$391
WVE icon
1182
Wave Life Sciences
WVE
$1.17B
$19.5K ﹤0.01%
3,000
– –
SPMD
1183
DELISTED
SUPERMEDIA INC COMMON STOCK
SPMD
$19.5K ﹤0.01%
+358
New +$19.5K
MIST icon
1184
Milestone Pharmaceuticals
MIST
$148M
$19.4K ﹤0.01%
10,000
– –
MSOS icon
1185
AdvisorShares Pure US Cannabis ETF
MSOS
$882M
$19.3K ﹤0.01%
8,000
– –
VDC icon
1186
Vanguard Consumer Staples ETF
VDC
$7.99B
$19.3K ﹤0.01%
88
– –
INTF icon
1187
iShares International Equity Factor ETF
INTF
$3.68B
$19.3K ﹤0.01%
+563
New +$18.3K
LAZ icon
1188
Lazard
LAZ
$4.34B
$19.2K ﹤0.01%
+400
New +$16.7K
BCV
1189
Bancroft Fund
BCV
$138M
$18.9K ﹤0.01%
1,000
– –
SLF icon
1190
Sun Life Financial
SLF
$45.4B
$18.8K ﹤0.01%
283
+135
+91% +$8.28K
TEX icon
1191
Terex
TEX
$7.6B
$18.7K ﹤0.01%
400
– –
PATK icon
1192
Patrick Industries
PATK
$2.85B
$18.6K ﹤0.01%
202
+27
+15% +$2.3K
OXSQZ
1193
DELISTED
Oxford Square Capital 6.25% Notes due 2026
OXSQZ
$18.6K ﹤0.01%
745
-745
-50% -$18.5K
ETH
1194
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
$18.5K ﹤0.01%
781
-167
-18% -$3.45K
RSPG icon
1195
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$558M
$18.5K ﹤0.01%
248
– –
OWL icon
1196
Blue Owl Capital
OWL
$7.85B
$18.4K ﹤0.01%
959
-8
-0.8% -$148
IVLU icon
1197
iShares MSCI Intl Value Factor ETF
IVLU
$4.5B
$18.3K ﹤0.01%
556
– –
IDVO icon
1198
Amplify International Enhanced Dividend Income ETF
IDVO
$1.36B
$18.1K ﹤0.01%
+527
New +$17K
BG icon
1199
Bunge Global
BG
$20.6B
$18.1K ﹤0.01%
225
– –
AVGO icon
1200
PUT
Broadcom
AVGO
$2T
$17.9K ﹤0.01%
20
– –
46 47
48
49 50

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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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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.