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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWBC icon
1226
East-West Bancorp
EWBC
$18.3B
$16.5K ﹤0.01%
155
– –
GRMN
1227
Garmin
GRMN
$59.3B
$16.5K ﹤0.01%
67
– –
MNST icon
1228
Monster Beverage
MNST
$92.1B
$16.4K ﹤0.01%
243
-3
-1% -$187
ZWS icon
1229
Zurn Elkay Water Solutions
ZWS
$8.82B
$16.3K ﹤0.01%
346
– –
NUKZ icon
1230
Range Nuclear Renaissance Index ETF
NUKZ
$794M
$16.3K ﹤0.01%
250
+200
+400% +$12K
OWL icon
1231
Blue Owl Capital
OWL
$7.82B
$16.2K ﹤0.01%
959
– –
ESGE icon
1232
iShares ESG Aware MSCI EM ETF
ESGE
$6.77B
$16.2K ﹤0.01%
373
-35
-9% -$1.43K
VVV icon
1233
Valvoline
VVV
$5.01B
$16.2K ﹤0.01%
450
– –
CAVA icon
1234
CAVA Group
CAVA
$7.39B
$16.1K ﹤0.01%
266
– –
LBTYK icon
1235
Liberty Global Class C
LBTYK
$3.6B
$16.1K ﹤0.01%
1,367
– –
HACK icon
1236
Amplify Cybersecurity ETF
HACK
$2.87B
$16.1K ﹤0.01%
185
– –
FNDA icon
1237
Schwab Fundamental US Small Company Index ETF
FNDA
$9.4B
$16K ﹤0.01%
514
+1
+0.2% +$30
TD icon
1238
Toronto Dominion Bank
TD
$197B
$16K ﹤0.01%
200
– –
HCA icon
1239
HCA Healthcare
HCA
$86.8B
$16K ﹤0.01%
37
– –
TPYP icon
1240
Tortoise North American Pipeline ETF
TPYP
$864M
$15.9K ﹤0.01%
437
– –
QTEC icon
1241
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.88B
$15.8K ﹤0.01%
69
– –
APA icon
1242
APA Corp
APA
$12.7B
$15.8K ﹤0.01%
+650
New +$13.7K
BRBR icon
1243
BellRing Brands
BRBR
$1.48B
$15.8K ﹤0.01%
434
– –
MIG icon
1244
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$19.4M
$15.7K ﹤0.01%
721
– –
XMHQ icon
1245
Invesco S&P MidCap Quality ETF
XMHQ
$5.63B
$15.4K ﹤0.01%
147
– –
LUV icon
1246
Southwest Airlines
LUV
$23.8B
$15.4K ﹤0.01%
482
+30
+7% +$981
JCPI icon
1247
JPMorgan Inflation Managed Bond ETF
JCPI
$868M
$15.4K ﹤0.01%
+315
New +$15.3K
UUUU icon
1248
Energy Fuels
UUUU
$3.21B
$15.3K ﹤0.01%
1,000
– –
DRIV icon
1249
Global X Autonomous & Electric Vehicles ETF
DRIV
$430M
$15.3K ﹤0.01%
541
+2
+0.4% +$51
PEG icon
1250
Public Service Enterprise Group
PEG
$38B
$15.3K ﹤0.01%
183
– –
48 49
50
51 52

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DCP
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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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MA
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Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.