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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
LOAR icon
1251
Loar Holdings
LOAR
$7.07B
$14.5K ﹤0.01%
168
– –
XMHQ icon
1252
Invesco S&P MidCap Quality ETF
XMHQ
$5.63B
$14.5K ﹤0.01%
147
– –
HCA icon
1253
HCA Healthcare
HCA
$86.8B
$14.4K ﹤0.01%
37
+11
+42% +$3.96K
SEB icon
1254
Seaboard Corp
SEB
$4.21B
$14.3K ﹤0.01%
5
– –
FNDC icon
1255
Schwab Fundamental International Small Company Index ETF
FNDC
$3.12B
$14.2K ﹤0.01%
338
-123
-27% -$4.77K
REMX icon
1256
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.08B
$14.2K ﹤0.01%
350
– –
ISTB icon
1257
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$14.2K ﹤0.01%
291
– –
LBTYK icon
1258
Liberty Global Class C
LBTYK
$3.6B
$14.1K ﹤0.01%
1,367
– –
LOUP
1259
Innovator Deepwater Frontier Tech ETF
LOUP
$214M
$14.1K ﹤0.01%
+225
New +$11.6K
CNI icon
1260
Canadian National Railway
CNI
$77B
$14K ﹤0.01%
135
– –
GRMN
1261
Garmin
GRMN
$59.3B
$14K ﹤0.01%
67
+7
+12% +$1.39K
PRM icon
1262
Perimeter Solutions
PRM
$5.44B
$13.9K ﹤0.01%
1,000
– –
SPIB icon
1263
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$13.4K ﹤0.01%
400
– –
LUMN icon
1264
Lumen
LUMN
$6.91B
$13.4K ﹤0.01%
3,060
– –
OMC icon
1265
Omnicom Group
OMC
$22.4B
$13.4K ﹤0.01%
186
+58
+45% +$4.29K
FXB icon
1266
Invesco CurrencyShares British Pound Sterling Trust
FXB
$64.6M
$13.2K ﹤0.01%
100
– –
ADM icon
1267
Archer Daniels Midland
ADM
$38.5B
$13.2K ﹤0.01%
250
-56
-18% -$2.73K
SLVM icon
1268
Sylvamo
SLVM
$1.56B
$13K ﹤0.01%
260
+45
+21% +$2.53K
CMA
1269
DELISTED
Comerica
CMA
$12.8K ﹤0.01%
215
– –
MGK icon
1270
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
$12.8K ﹤0.01%
175
-100
-36% -$6.59K
BSCW icon
1271
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.51B
$12.8K ﹤0.01%
622
– –
FNDE icon
1272
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.82B
$12.7K ﹤0.01%
385
-120
-24% -$3.73K
EWG icon
1273
iShares MSCI Germany ETF
EWG
$1.62B
$12.7K ﹤0.01%
300
– –
ZWS icon
1274
Zurn Elkay Water Solutions
ZWS
$8.82B
$12.7K ﹤0.01%
346
– –
FOF icon
1275
Cohen & Steers Closed End Opportunity Fund
FOF
$379M
$12.6K ﹤0.01%
1,000
– –
49 50
51
52 53

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DCP
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GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
KCM
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EI
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VDI
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MA
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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.