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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMN icon
1226
Eastman Chemical
EMN
$7.8B
$36.6K ﹤0.01%
480
+41
+9% +$2.96K
FR icon
1227
First Industrial Realty Trust
FR
$8.88B
$36.6K ﹤0.01%
632
+129
+26% +$7.67K
KNSL icon
1228
Kinsale Capital Group
KNSL
$7.95B
$36.6K ﹤0.01%
107
-3
-3% -$1.14K
GOVT icon
1229
iShares US Treasury Bond ETF
GOVT
$43.6B
$36.5K ﹤0.01%
1,593
-633
-28% -$14.6K
HSBC icon
1230
HSBC
HSBC
$355B
$36.3K ﹤0.01%
440
+295
+203% +$25K
RWR icon
1231
State Street SPDR Dow Jones REIT ETF
RWR
$1.93B
$36.1K ﹤0.01%
358
– –
RRX icon
1232
Regal Rexnord
RRX
$14.2B
$36.1K ﹤0.01%
193
– –
EWS icon
1233
iShares MSCI Singapore ETF
EWS
$1.01B
$36.1K ﹤0.01%
1,279
– –
BOTZ icon
1234
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$36.1K ﹤0.01%
1,086
+751
+224% +$27.7K
NSC icon
1235
CALL
Norfolk Southern
NSC
$78.8B
$36K ﹤0.01%
20
-905
-98% -$269K
NMAX
1236
Newsmax Inc
NMAX
$969M
$35.8K ﹤0.01%
6,862
– –
SPHQ icon
1237
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$35.6K ﹤0.01%
474
+2
+0.4% +$156
MGK icon
1238
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$35.5K ﹤0.01%
480
+150
+45% +$11.8K
IXN icon
1239
iShares Global Tech ETF
IXN
$8.7B
$35.4K ﹤0.01%
354
– –
BKR icon
1240
Baker Hughes
BKR
$56.8B
$35.3K ﹤0.01%
579
– –
ETO
1241
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$492M
$35.3K ﹤0.01%
1,325
– –
GL icon
1242
Globe Life
GL
$13.5B
$35.2K ﹤0.01%
253
– –
SSD icon
1243
Simpson Manufacturing
SSD
$7.98B
$35.2K ﹤0.01%
205
– –
WTM icon
1244
White Mountains Insurance
WTM
$5.47B
$35.2K ﹤0.01%
16
+2
+14% +$4.28K
ALAB icon
1245
Astera Labs
ALAB
$50B
$35.1K ﹤0.01%
320
+225
+237% +$32K
INSM icon
1246
Insmed
INSM
$23.2B
$35K ﹤0.01%
214
– –
LFUS icon
1247
Littelfuse
LFUS
$10.2B
$35K ﹤0.01%
103
– –
THC icon
1248
Tenet Healthcare
THC
$20.1B
$34.7K ﹤0.01%
184
+96
+109% +$20.2K
REGL icon
1249
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
$34.6K ﹤0.01%
400
– –
EIX icon
1250
Edison International
EIX
$30.7B
$34.5K ﹤0.01%
472
-24
-5% -$1.62K
48 49
50
51 52

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.