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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
ADSK icon
1226
Autodesk
ADSK
$50.1B
$15.8K ﹤0.01%
51
+21
+70% +$5.96K
RBLX icon
1227
Roblox
RBLX
$26.4B
$15.8K ﹤0.01%
150
-60
-29% -$4.71K
PODD icon
1228
Insulet
PODD
$11.6B
$15.7K ﹤0.01%
+50
New +$14.4K
EWBC icon
1229
East-West Bancorp
EWBC
$18.3B
$15.7K ﹤0.01%
155
– –
SFM icon
1230
Sprouts Farmers Market
SFM
$8.03B
$15.6K ﹤0.01%
+95
New +$15.5K
TPYP icon
1231
Tortoise North American Pipeline ETF
TPYP
$864M
$15.6K ﹤0.01%
+437
New +$15.3K
AXS icon
1232
AXIS Capital
AXS
$7.57B
$15.6K ﹤0.01%
150
– –
MIG icon
1233
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$19.4M
$15.5K ﹤0.01%
721
+580
+411% +$12.3K
MNST icon
1234
Monster Beverage
MNST
$92.1B
$15.4K ﹤0.01%
246
+3
+1% +$183
PEG icon
1235
Public Service Enterprise Group
PEG
$38B
$15.4K ﹤0.01%
183
– –
TEL icon
1236
TE Connectivity
TEL
$62.9B
$15.4K ﹤0.01%
91
-369
-80% -$56K
NICE icon
1237
Nice
NICE
$6.05B
$15.2K ﹤0.01%
90
-75
-45% -$12.1K
ASH icon
1238
Ashland
ASH
$3.31B
$15.1K ﹤0.01%
300
-65,320
-100% -$3.32M
AVEM icon
1239
Avantis Emerging Markets Equity ETF
AVEM
$26.4B
$15.1K ﹤0.01%
+220
New +$13.9K
MLPA icon
1240
Global X MLP ETF
MLPA
$2.28B
$15.1K ﹤0.01%
300
– –
BAH icon
1241
Booz Allen Hamilton
BAH
$8.85B
$15K ﹤0.01%
144
-108
-43% -$12.1K
IFN
1242
Aberdeen India Fund
IFN
$506M
$14.9K ﹤0.01%
900
-200
-18% -$3.18K
FNDA icon
1243
Schwab Fundamental US Small Company Index ETF
FNDA
$9.4B
$14.7K ﹤0.01%
513
-2,565
-83% -$69.6K
TD icon
1244
Toronto Dominion Bank
TD
$197B
$14.7K ﹤0.01%
+200
New +$13.1K
QTEC icon
1245
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.88B
$14.7K ﹤0.01%
69
– –
CVR icon
1246
Chicago Rivet & Machine Co
CVR
$9.67M
$14.7K ﹤0.01%
1,200
– –
LUV icon
1247
Southwest Airlines
LUV
$23.8B
$14.7K ﹤0.01%
452
+415
+1,122% +$12.5K
GRX
1248
Gabelli Healthcare & Wellness Trust
GRX
$143M
$14.6K ﹤0.01%
1,550
-2,600
-63% -$24.8K
GT icon
1249
Goodyear
GT
$2.07B
$14.5K ﹤0.01%
1,400
– –
CTLP
1250
DELISTED
Cantaloupe
CTLP
$14.5K ﹤0.01%
1,320
– –
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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EI
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VDI
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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.