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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
VGM icon
1276
Invesco Trust Investment Grade Municipals
VGM
$554M
$12.6K ﹤0.01%
1,327
-46
-3% -$441
DRIV icon
1277
Global X Autonomous & Electric Vehicles ETF
DRIV
$432M
$12.6K ﹤0.01%
539
+214
+66% +$4.6K
HPQ icon
1278
HP
HPQ
$26.3B
$12.4K ﹤0.01%
509
+135
+36% +$3.44K
HSIC icon
1279
Henry Schein
HSIC
$10.2B
$12.4K ﹤0.01%
170
– –
SONY icon
1280
Sony
SONY
$132B
$12.4K ﹤0.01%
475
+175
+58% +$4.38K
UVE icon
1281
Universal Insurance Holdings
UVE
$1.23B
$12.2K ﹤0.01%
441
– –
MARA icon
1282
Marathon Digital Holdings
MARA
$4.48B
$11.8K ﹤0.01%
753
– –
NLR icon
1283
VanEck Uranium + Nuclear Energy ETF
NLR
$4.07B
$11.8K ﹤0.01%
106
– –
WTFC icon
1284
Wintrust Financial
WTFC
$11B
$11.8K ﹤0.01%
+95
New +$10.9K
VIS icon
1285
Vanguard Industrials ETF
VIS
$8.44B
$11.8K ﹤0.01%
42
– –
ILCB icon
1286
iShares Morningstar US Equity ETF
ILCB
$1.32B
$11.7K ﹤0.01%
136
– –
MT icon
1287
ArcelorMittal
MT
$56.7B
$11.6K ﹤0.01%
368
– –
WSM icon
1288
Williams-Sonoma
WSM
$29.4B
$11.4K ﹤0.01%
70
+2
+3% +$314
TXRH icon
1289
Texas Roadhouse
TXRH
$13.7B
$11.4K ﹤0.01%
+61
New +$10.9K
OSK icon
1290
Oshkosh
OSK
$9.67B
$11.4K ﹤0.01%
+100
New +$9.71K
GTLS
1291
DELISTED
Chart Industries
GTLS
$11.2K ﹤0.01%
68
– –
RRX icon
1292
Regal Rexnord
RRX
$14.7B
$11.2K ﹤0.01%
77
– –
RSPT icon
1293
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.88B
$11.1K ﹤0.01%
273
+61
+29% +$2.21K
CTAS icon
1294
Cintas
CTAS
$81.7B
$11.1K ﹤0.01%
50
– –
PAYX icon
1295
Paychex
PAYX
$42.1B
$11.1K ﹤0.01%
76
– –
WTW icon
1296
Willis Towers Watson
WTW
$31.5B
$11K ﹤0.01%
36
-540
-94% -$167K
USCI icon
1297
US Commodity Index
USCI
$359M
$11K ﹤0.01%
150
– –
MUSA icon
1298
Murphy USA
MUSA
$10.9B
$11K ﹤0.01%
27
– –
BOTZ icon
1299
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.46B
$10.9K ﹤0.01%
335
– –
EXP icon
1300
Eagle Materials
EXP
$6.62B
$10.9K ﹤0.01%
54
– –
50 51
52
53 54

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GCM
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CCWM
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GCL
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KCM
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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.