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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
+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
(+7.6%)
Cap. Flow
+$6.94M
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CSX Corp
CSX
|
+$59.6M |
| 2 |
SEE
Sealed Air
SEE
|
+$56.5M |
| 3 |
Norfolk Southern
NSC
|
+$42.6M |
| 4 |
Amcor
AMCR
|
+$40.7M |
| 5 |
Meta Platforms (Facebook)
META
|
+$26.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
X
US Steel
X
|
+$112M |
| 2 |
Green Brick Partners
GRBK
|
+$67.2M |
| 3 |
BERY
Berry Global Group, Inc.
BERY
|
+$58.3M |
| 4 |
UnitedHealth
UNH
|
+$32.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Amgen
AMGN
$208B
| $9.92M | 0.21% |
35,529
-1,173
| -3% | -$332K |
|
|
CVGW
102
DELISTED
Calavo Growers
CVGW
| $9.68M | 0.2% |
+364,200
| New | +$9.52M |
|
|
103
UnitedHealth
UNH
$376B
| $9.47M | 0.2% |
30,371
-84,062
| -73% | -$32.1M |
|
104
Avantis US Small Cap Value ETF
AVUV
$30.3B
| $9.47M | 0.2% |
103,959
+715
| +0.7% | +$61.6K |
|
105
iShares Gold Trust
IAU
$62.9B
| $9.46M | 0.2% |
151,690
-5,653
| -4% | -$350K |
|
106
TransDigm Group
TDG
$70.2B
| $9.37M | 0.19% |
6,164
-694
| -10% | -$975K |
|
107
iShares Russell 1000 Growth ETF
IWF
$121B
| $9.23M | 0.19% |
86,980
-252
| -0.3% | -$24.1K |
|
108
Vanguard Real Estate ETF
VNQ
$39.2B
| $9.12M | 0.19% |
102,412
-14,995
| -13% | -$1.32M |
|
109
Alight
ALIT
$447M
| $9.09M | 0.19% |
80,333
+31,130
| +63% | +$3.33M |
|
110
Republic Services
RSG
$64.8B
| $9.07M | 0.19% |
36,790
-1,370
| -4% | -$339K |
|
111
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
| $8.94M | 0.19% |
29,405
-222
| -0.7% | -$62.4K |
|
112
PepsiCo
PEP
$190B
| $8.85M | 0.18% |
67,039
+2,079
| +3% | +$280K |
|
113
Atlanta Braves Holdings Series B
BATRK
$3.26B
| $8.78M | 0.18% |
187,688
-29,792
| -14% | -$1.22M |
|
114
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $8.75M | 0.18% |
105,645
-3,267
| -3% | -$270K |
|
115
Phinia Inc
PHIN
$2.7B
| $8.68M | 0.18% |
195,070
+94,510
| +94% | +$3.99M |
|
116
Howard Hughes
HHH
$3.81B
| $8.57M | 0.18% |
127,023
-26,437
| -17% | -$1.81M |
|
117
ExxonMobil
XOM
$644B
| $8.47M | 0.18% |
78,609
-411
| -0.5% | -$43.9K |
|
118
Air Products & Chemicals
APD
$65.7B
| $8.44M | 0.18% |
29,913
-494
| -2% | -$135K |
|
119
Vistra
VST
$50B
| $8.38M | 0.17% |
43,232
-283
| -0.7% | -$41.9K |
|
120
Cisco
CSCO
$457B
| $8.37M | 0.17% |
120,590
-8,840
| -7% | -$543K |
|
121
Arcosa
ACA
$7.13B
| $8.33M | 0.17% |
96,029
-5,640
| -6% | -$472K |
|
122
Jackson Financial
JXN
$8.53B
| $8.22M | 0.17% |
92,560
+820
| +0.9% | +$66.4K |
|
123
ASML
ASML
$626B
| $8.15M | 0.17% |
10,167
+401
| +4% | +$288K |
|
124
iShares MSCI EAFE Value ETF
EFV
$28.8B
| $8.15M | 0.17% |
128,347
+12,449
| +11% | +$762K |
|
125
MasterBrand
MBC
$1.06B
| $8.12M | 0.17% |
742,763
-21,564
| -3% | -$239K |
|
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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.