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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
DASTY
1201
DELISTED
DASSAULT SYSTEMES SA ADR
DASTY
$37.2K ﹤0.01%
+1,333
New +$37.2K
BFAM icon
1202
Bright Horizons
BFAM
$4.22B
$37.2K ﹤0.01%
+367
New +$37K
IXN icon
1203
iShares Global Tech ETF
IXN
$8.14B
$37.2K ﹤0.01%
354
– –
AN icon
1204
AutoNation
AN
$7.25B
$37.2K ﹤0.01%
+180
New +$37.4K
WHR icon
1205
Whirlpool
WHR
$2.51B
$37.1K ﹤0.01%
514
+214
+71% +$15.8K
AVIV icon
1206
Avantis International Large Cap Value ETF
AVIV
$1.98B
$37K ﹤0.01%
+520
New +$35.9K
WPC icon
1207
W.P. Carey
WPC
$16.9B
$36.8K ﹤0.01%
572
+4
+0.7% +$266
ARW icon
1208
Arrow Electronics
ARW
$10.7B
$36.6K ﹤0.01%
+332
New +$37.7K
R icon
1209
Ryder
R
$10.2B
$36.6K ﹤0.01%
+191
New +$34.3K
GWX icon
1210
State Street SPDR S&P International Small Cap ETF
GWX
$855M
$36.2K ﹤0.01%
886
– –
FNDB icon
1211
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.43B
$35.9K ﹤0.01%
1,350
– –
WMS icon
1212
Advanced Drainage Systems
WMS
$11.1B
$35.8K ﹤0.01%
+247
New +$35.8K
BGC icon
1213
BGC Group
BGC
$5.77B
$35.7K ﹤0.01%
4,000
– –
NFG icon
1214
National Fuel Gas
NFG
$7.72B
$35.5K ﹤0.01%
444
+359
+422% +$29.6K
SPHQ icon
1215
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$35.4K ﹤0.01%
472
+1
+0.2% +$74
CF icon
1216
CF Industries
CF
$18.7B
$35.4K ﹤0.01%
+458
New +$37.6K
GL icon
1217
Globe Life
GL
$13.8B
$35.4K ﹤0.01%
253
+237
+1,481% +$32.1K
CYBR
1218
DELISTED
CyberArk
CYBR
$35.2K ﹤0.01%
79
– –
EWS icon
1219
iShares MSCI Singapore ETF
EWS
$1.04B
$35.2K ﹤0.01%
1,279
– –
RWR icon
1220
State Street SPDR Dow Jones REIT ETF
RWR
$1.91B
$35.2K ﹤0.01%
358
– –
RIO icon
1221
Rio Tinto
RIO
$149B
$35.1K ﹤0.01%
+438
New +$31.5K
TTC icon
1222
Toro Company
TTC
$9.11B
$35K ﹤0.01%
+445
New +$32.9K
BIL icon
1223
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$35K ﹤0.01%
383
+55
+17% +$5.04K
GRMN
1224
Garmin
GRMN
$48.8B
$34.9K ﹤0.01%
172
+105
+157% +$22.8K
EBAY icon
1225
eBay
EBAY
$51.7B
$34.8K ﹤0.01%
399
+165
+71% +$14.3K
47 48
49
50 51

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.