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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
(-3%)
Cap. Flow
-$195M
Cap. Flow
% of AUM
-4.01%
Top 10 Holdings %
Top 10 Hldgs %
27.49%
Holding
2,631
New
576
Increased
792
Reduced
409
Closed
111
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Americold
COLD
|
+$141M |
| 2 |
RB Global
RBA
|
+$62.5M |
| 3 |
Klaviyo
KVYO
|
+$37.3M |
| 4 |
LKQ Corp
LKQ
|
+$31M |
| 5 |
Salesforce
CRM
|
+$14.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Norfolk Southern
NSC
|
+$237M |
| 2 |
SEE
Sealed Air
SEE
|
+$133M |
| 3 |
CSX Corp
CSX
|
+$75.6M |
| 4 |
Forward Air
FWRD
|
+$37.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1176
Hayward Holdings
HAYW
$3.19B
| $39.9K | ﹤0.01% |
+2,581
| New | +$40.8K |
|
1177
Alliant Energy
LNT
$19.2B
| $39.9K | ﹤0.01% |
613
+513
| +513% | +$34.4K |
|
1178
Agree Realty
ADC
$9.69B
| $39.8K | ﹤0.01% |
+552
| New | +$40.3K |
|
1179
Church & Dwight Co
CHD
$23.8B
| $39.7K | ﹤0.01% |
473
+397
| +522% | +$33.9K |
|
1180
Cintas
CTAS
$86.6B
| $39.6K | ﹤0.01% |
211
+161
| +322% | +$30.3K |
|
1181
ImmunityBio
IBRX
$7.21B
| $39.6K | ﹤0.01% |
20,000
+10,000
| +100% | +$22.7K |
|
1182
Ingredion
INGR
$6.46B
| $39.6K | ﹤0.01% |
359
+355
| +8,875% | +$40K |
|
1183
Spectrum Brands
SPB
$2.05B
| $39.5K | ﹤0.01% |
+669
| New | +$37.6K |
|
1184
M&T Bank
MTB
$36.5B
| $39.5K | ﹤0.01% |
196
+70
| +56% | +$13.4K |
|
1185
D-Wave Quantum Inc. Common Stock
QBTS
$6.67B
| $39.4K | ﹤0.01% |
1,505
+300
| +25% | +$8.74K |
|
1186
Virtus Reaves Utilities ETF
UTES
$1.36B
| $39.1K | ﹤0.01% |
495
+250
| +102% | +$20.6K |
|
1187
Wendy's
WEN
$1.43B
| $38.9K | ﹤0.01% |
+4,670
| New | +$40.3K |
|
1188
Fomento Económico Mexicano
FMX
$43.6B
| $38.8K | ﹤0.01% |
+384
| New | +$37.3K |
|
1189
Schwab US REIT ETF
SCHH
$11.8B
| $38.7K | ﹤0.01% |
1,851
-3,102
| -63% | -$65.8K |
|
1190
ESAB
ESAB
$5.6B
| $38.4K | ﹤0.01% |
344
+333
| +3,027% | +$38.1K |
|
1191
Hewlett Packard
HPE
$58.9B
| $38.4K | ﹤0.01% |
1,598
-4,464
| -74% | -$105K |
|
1192
ManpowerGroup
MAN
$2.58B
| $38.3K | ﹤0.01% |
+1,289
| New | +$40.3K |
|
1193
Lithia Motors
LAD
$8.08B
| $38.2K | ﹤0.01% |
+115
| New | +$36.5K |
|
1194
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
| $38.2K | ﹤0.01% |
+839
| New | +$38K |
|
1195
Pacer Trendpilot US Mid Cap ETF
PTMC
$395M
| $38.1K | ﹤0.01% |
1,068
| – | – |
|
1196
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
| $37.9K | ﹤0.01% |
530
+67
| +14% | +$5.02K |
|
1197
AdvisorShares Pure US Cannabis ETF
MSOS
$844M
| $37.8K | ﹤0.01% |
8,000
| – | – |
|
1198
Essex Property Trust
ESS
$19B
| $37.7K | ﹤0.01% |
144
+138
| +2,300% | +$35.7K |
|
|
HOLX
1199
DELISTED
Hologic
HOLX
| $37.3K | ﹤0.01% |
501
-249
| -33% | -$18.2K |
|
1200
Insmed
INSM
$22.9B
| $37.2K | ﹤0.01% |
+214
| New | +$39.1K |
|
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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.