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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
+2.13%
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
$4.85B
AUM Growth
-$152M
(-3%)
Cap. Flow
-$195M
Cap. Flow
% of AUM
-4.01%
Top 10 Holdings %
Top 10 Hldgs %
27.49%
Holding
2,631
New
576
Increased
792
Reduced
409
Closed
111
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Americold
COLD
|
+$141M |
| 2 |
RB Global
RBA
|
+$62.5M |
| 3 |
Klaviyo
KVYO
|
+$37.3M |
| 4 |
LKQ Corp
LKQ
|
+$31M |
| 5 |
Salesforce
CRM
|
+$14.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Norfolk Southern
NSC
|
+$237M |
| 2 |
SEE
Sealed Air
SEE
|
+$133M |
| 3 |
CSX Corp
CSX
|
+$75.6M |
| 4 |
Forward Air
FWRD
|
+$37.8M |
| 5 |
Amazon
AMZN
|
+$28.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.86% |
| 2 | Industrials | 12.84% |
| 3 | Consumer Discretionary | 11.02% |
| 4 | Financials | 9.2% |
| 5 | Healthcare | 5.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1226
Invesco Municipal Opportunity Trust
VMO
$651M
| $34.7K | ﹤0.01% |
3,629
-306
| -8% | -$2.95K |
|
1227
WEX
WEX
$6.23B
| $34.7K | ﹤0.01% |
+233
| New | +$35.1K |
|
1228
Nokia
NOK
$48.9B
| $34.4K | ﹤0.01% |
5,322
+253
| +5% | +$1.57K |
|
1229
Kemper
KMPR
$1.82B
| $34.4K | ﹤0.01% |
+849
| New | +$36.4K |
|
1230
Affiliated Managers Group
AMG
$9.55B
| $34.3K | ﹤0.01% |
+119
| New | +$30.8K |
|
1231
Axalta
AXTA
$7.58B
| $34.2K | ﹤0.01% |
+1,060
| New | +$31.1K |
|
1232
Element Solutions
ESI
$8.64B
| $34.1K | ﹤0.01% |
+1,366
| New | +$35.5K |
|
1233
BOK Financial
BOKF
$8.63B
| $34.1K | ﹤0.01% |
+288
| New | +$32.3K |
|
1234
Cullen/Frost Bankers
CFR
$10.4B
| $34.1K | ﹤0.01% |
+269
| New | +$33.7K |
|
1235
Brown & Brown
BRO
$24.9B
| $34K | ﹤0.01% |
427
+185
| +76% | +$15.4K |
|
1236
AutoZone
AZO
$51.2B
| $33.9K | ﹤0.01% |
10
+9
| +900% | +$34K |
|
|
CMA
1237
DELISTED
Comerica
CMA
| $33.8K | ﹤0.01% |
389
+174
| +81% | +$14K |
|
1238
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.79B
| $33.7K | ﹤0.01% |
400
| – | – |
|
|
SPPP
1239
Sprott Physical Platinum and Palladium Trust
SPPP
$564M
| $33.7K | ﹤0.01% |
2,000
| – | – |
|
1240
NXP Semiconductors
NXPI
$66.4B
| $33.6K | ﹤0.01% |
155
+10
| +7% | +$2.14K |
|
1241
NiSource
NI
$22.3B
| $33.6K | ﹤0.01% |
+804
| New | +$34.3K |
|
1242
Hexcel
HXL
$8.26B
| $33.5K | ﹤0.01% |
+453
| New | +$32K |
|
1243
Schwab High Yield Bond ETF
SCYB
$2.72B
| $33.4K | ﹤0.01% |
+1,266
| New | +$33.5K |
|
1244
Evergy
EVRG
$20.1B
| $33.4K | ﹤0.01% |
+461
| New | +$35K |
|
1245
Loews
L
$24.7B
| $33.2K | ﹤0.01% |
+315
| New | +$32.5K |
|
1246
Simpson Manufacturing
SSD
$8.46B
| $33.1K | ﹤0.01% |
205
+197
| +2,463% | +$33.3K |
|
1247
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
| $33.1K | ﹤0.01% |
1,281
| – | – |
|
1248
Post Holdings
POST
$4.34B
| $33K | ﹤0.01% |
+333
| New | +$34.5K |
|
1249
AGCO
AGCO
$8.89B
| $32.9K | ﹤0.01% |
+315
| New | +$33.5K |
|
|
OBTC
1250
Osprey Bitcoin Trust
OBTC
| $32.8K | ﹤0.01% |
1,165
| – | – |
|
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Ancora Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Ancora Advisors held 2,631 positions worth $4.85B, down 3% from $5.01B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Ancora Advisors withdrew a net $195M in Q4 2025, closing 111 positions and reducing 409 holdings. Its most notable exit was Forward Air, an estimated $37.8M position sold in full.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Industrials and Consumer Discretionary.
Against the trend, Ancora Advisors opened a new position in Americold worth $148M.
- Ancora Advisors's largest Q4 2025 buy was Americold: 11,528,577 shares worth $148M.
- Ancora Advisors added most to RB Global in Q4 2025, an estimated $62.5M increase.
- Ancora Advisors's biggest Q4 2025 reduction was Norfolk Southern, cutting an estimated $237M.
- Ancora Advisors fully exited Forward Air in Q4 2025, selling an estimated $37.8M.
- Ancora Advisors's ten largest holdings make up 27% of its $4.85B portfolio in Q4 2025.
- Ancora Advisors opened 576 new positions and closed 111 in Q4 2025.
- Ancora Advisors's portfolio value fell 3% quarter-over-quarter to $4.85B.
Based on Ancora Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.