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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDU icon
1226
iShares US Utilities ETF
IDU
$1.33B
$22.9K ﹤0.01%
200
– –
ARTY
1227
iShares Future AI & Tech ETF
ARTY
$4.08B
$22.8K ﹤0.01%
+300
New +$19.9K
BIP icon
1228
Brookfield Infrastructure Partners
BIP
$17.1B
$22.8K ﹤0.01%
625
– –
CXW icon
1229
CoreCivic
CXW
$3.47B
$22.8K ﹤0.01%
750
– –
TAK icon
1230
Takeda Pharmaceutical
TAK
$58.5B
$22.6K ﹤0.01%
1,413
-406
-22% -$6.72K
TEM
1231
Tempus AI
TEM
$11.7B
$22.5K ﹤0.01%
389
-31
-7% -$1.55K
FTC icon
1232
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.33B
$22.5K ﹤0.01%
116
– –
BBAI icon
1233
BigBear.ai
BBAI
$1.4B
$22.4K ﹤0.01%
6,104
– –
EBAY icon
1234
eBay
EBAY
$46.5B
$22.4K ﹤0.01%
200
-381
-66% -$40.7K
FCFS icon
1235
FirstCash
FCFS
$9.78B
$22.3K ﹤0.01%
103
– –
MEDP icon
1236
Medpace
MEDP
$16.5B
$22.2K ﹤0.01%
42
– –
VKTX icon
1237
Viking Therapeutics
VKTX
$3.93B
$22.2K ﹤0.01%
570
+400
+235% +$12.9K
FTGC icon
1238
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.31B
$22.2K ﹤0.01%
821
– –
JPEM icon
1239
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$404M
$22K ﹤0.01%
350
– –
JYNT icon
1240
The Joint Corp
JYNT
$116M
$21.9K ﹤0.01%
2,498
– –
MNST icon
1241
Monster Beverage
MNST
$84.5B
$21.9K ﹤0.01%
456
-878
-66% -$36.9K
IYG icon
1242
iShares US Financial Services ETF
IYG
$2.21B
$21.7K ﹤0.01%
240
– –
SHIM icon
1243
Shimmick
SHIM
$154M
$21.7K ﹤0.01%
+4,750
New +$21K
IXC icon
1244
iShares Global Energy ETF
IXC
$2.9B
$21.6K ﹤0.01%
440
-114
-21% -$6.17K
AROC icon
1245
Archrock
AROC
$5.85B
$21.4K ﹤0.01%
526
-2,000
-79% -$73.6K
INSM icon
1246
Insmed
INSM
$27.3B
$21.3K ﹤0.01%
200
-14
-7% -$1.7K
AVEM icon
1247
Avantis Emerging Markets Equity ETF
AVEM
$28.7B
$21.2K ﹤0.01%
220
– –
MICC
1248
The Magnum Ice Cream Company N.V.
MICC
$11.8B
$21.2K ﹤0.01%
1,219
-569
-32% -$8.86K
TM icon
1249
Toyota
TM
$227B
$21.1K ﹤0.01%
125
-190
-60% -$36K
OGN icon
1250
Organon & Co
OGN
$3.61B
$21K ﹤0.01%
1,549
-2,219
-59% -$26.5K
48 49
50
51 52

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DFO
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KIM
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Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.