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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
+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
Cap. Flow
-$195M
Cap. Flow %
-4.01%
Top 10 Hldgs %
27.49%
Holding
2,631
New
576
Increased
792
Reduced
409
Closed
111

Top Buys

Rank Stock Value
1
COLD icon
Americold
COLD
+$141M
2
RBA icon
RB Global
RBA
+$62.5M
3
KVYO icon
Klaviyo
KVYO
+$37.3M
4
LKQ icon
LKQ Corp
LKQ
+$31M
5
CRM icon
Salesforce
CRM
+$14.4M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$237M
2
SEE
Sealed Air
SEE
+$133M
3
CSX icon
CSX Corp
CSX
+$75.6M
4
FWRD icon
Forward Air
FWRD
+$37.8M
5
AMZN icon
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
MTG icon
1251
MGIC Investment
MTG
$6.34B
$32.8K ﹤0.01%
1,122
+958
+584% +$26.9K
IWY icon
1252
iShares Russell Top 200 Growth ETF
IWY
$15.7B
$32.7K ﹤0.01%
118
– –
SPSB icon
1253
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$32.6K ﹤0.01%
1,080
– –
GSEW icon
1254
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.89B
$32.5K ﹤0.01%
382
+1
+0.3% +$85
XSLV icon
1255
Invesco S&P SmallCap Low Volatility ETF
XSLV
$248M
$32.5K ﹤0.01%
+700
New +$32.3K
NVST icon
1256
Envista
NVST
$4.34B
$32.3K ﹤0.01%
+1,490
New +$30.6K
BALL icon
1257
Ball Corp
BALL
$17.2B
$32.2K ﹤0.01%
608
+502
+474% +$24.7K
SNDR icon
1258
Schneider National
SNDR
$6.44B
$32.1K ﹤0.01%
+1,210
New +$28.6K
LSTR icon
1259
Landstar System
LSTR
$6.5B
$32K ﹤0.01%
+223
New +$29.7K
EIPI
1260
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
$32K ﹤0.01%
1,612
+30
+2% +$595
ADSK icon
1261
Autodesk
ADSK
$47.7B
$32K ﹤0.01%
108
+47
+77% +$14.2K
ALC icon
1262
Alcon
ALC
$32.8B
$31.9K ﹤0.01%
405
+295
+268% +$22.7K
HBB icon
1263
Hamilton Beach Brands
HBB
$300M
$31.7K ﹤0.01%
+1,928
New +$29.2K
ELS icon
1264
Equity Lifestyle Properties
ELS
$12.6B
$31.6K ﹤0.01%
522
+490
+1,531% +$30.3K
PB icon
1265
Prosperity Bancshares
PB
$8.69B
$31.5K ﹤0.01%
+456
New +$30.8K
BPOP icon
1266
Popular Inc
BPOP
$10.9B
$31.5K ﹤0.01%
+253
New +$29.9K
TRU icon
1267
TransUnion
TRU
$14.9B
$31.3K ﹤0.01%
+365
New +$30K
CHRD icon
1268
Chord Energy
CHRD
$7.42B
$31.2K ﹤0.01%
337
+312
+1,248% +$28.9K
FBCG icon
1269
Fidelity Blue Chip Growth ETF
FBCG
$6.75B
$31.1K ﹤0.01%
568
– –
FNCL icon
1270
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
$31.1K ﹤0.01%
+400
New +$30.2K
AEE icon
1271
Ameren
AEE
$31B
$31.1K ﹤0.01%
311
+307
+7,675% +$31.5K
BIRK icon
1272
Birkenstock
BIRK
$7.64B
$31K ﹤0.01%
759
+509
+204% +$21.6K
IEI icon
1273
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$31K ﹤0.01%
260
– –
INGM
1274
Ingram Micro Holding
INGM
$6.72B
$30.9K ﹤0.01%
+1,449
New +$31.4K
OMF icon
1275
OneMain Financial
OMF
$7.08B
$30.9K ﹤0.01%
+457
New +$27.8K
49 50
51
52 53

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
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
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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.