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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
CHD icon
1201
Church & Dwight Co
CHD
$24.4B
$17.9K ﹤0.01%
186
-3
-2% -$296
STR
1202
DELISTED
Sitio Royalties
STR
$17.8K ﹤0.01%
+970
New +$17.4K
SPOT icon
1203
Spotify
SPOT
$98.3B
$17.6K ﹤0.01%
23
+3
+15% +$1.93K
FTC icon
1204
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.38B
$17.5K ﹤0.01%
116
– –
SMCI icon
1205
Super Micro Computer
SMCI
$20.5B
$17.4K ﹤0.01%
356
– –
EBAY icon
1206
eBay
EBAY
$48.7B
$17.4K ﹤0.01%
234
– –
OMER icon
1207
Omeros
OMER
$937M
$17.4K ﹤0.01%
5,800
– –
NUE icon
1208
Nucor
NUE
$62.4B
$17.2K ﹤0.01%
133
+16
+14% +$1.87K
VVV icon
1209
Valvoline
VVV
$5.01B
$17K ﹤0.01%
450
– –
IQLT icon
1210
iShares MSCI Intl Quality Factor ETF
IQLT
$14B
$16.9K ﹤0.01%
392
– –
LB
1211
LandBridge Co
LB
$2.05B
$16.9K ﹤0.01%
+250
New +$18K
ANSS
1212
DELISTED
Ansys
ANSS
$16.9K ﹤0.01%
48
+2
+4% +$655
TGNA
1213
DELISTED
TEGNA Inc
TGNA
$16.8K ﹤0.01%
1,000
– –
FTRE icon
1214
Fortrea Holdings
FTRE
$1.71B
$16.8K ﹤0.01%
3,391
– –
SPMB icon
1215
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7B
$16.7K ﹤0.01%
754
– –
ULTA icon
1216
Ulta Beauty
ULTA
$23.4B
$16.4K ﹤0.01%
35
– –
HLN icon
1217
Haleon
HLN
$43.1B
$16.3K ﹤0.01%
1,573
+74
+5% +$781
FTA icon
1218
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.41B
$16.3K ﹤0.01%
207
– –
VLUE icon
1219
iShares MSCI USA Value Factor ETF
VLUE
$9.45B
$16.1K ﹤0.01%
142
-3
-2% -$316
BABA icon
1220
Alibaba
BABA
$309B
$16K ﹤0.01%
141
+6
+4% +$710
ESGE icon
1221
iShares ESG Aware MSCI EM ETF
ESGE
$6.77B
$16K ﹤0.01%
408
– –
HACK icon
1222
Amplify Cybersecurity ETF
HACK
$2.87B
$16K ﹤0.01%
185
+100
+118% +$7.79K
TRNS icon
1223
Transcat
TRNS
$860M
$15.9K ﹤0.01%
185
+8
+5% +$654
OGN icon
1224
Organon & Co
OGN
$3.56B
$15.8K ﹤0.01%
1,636
-22,000
-93% -$227K
CXW icon
1225
CoreCivic
CXW
$2.98B
$15.8K ﹤0.01%
750
– –
47 48
49
50 51

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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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MA
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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.