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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 | |
|---|---|---|---|---|---|---|
1276
Charles River Laboratories
CRL
$11.3B
| $30.7K | ﹤0.01% |
154
+97
| +170% | +$17.6K |
|
1277
Dimensional International Value ETF
DFIV
$20.8B
| $30.7K | ﹤0.01% |
615
| – | – |
|
1278
DaVita
DVA
$15.3B
| $30.7K | ﹤0.01% |
270
+269
| +26,900% | +$32.7K |
|
1279
Alibaba
BABA
$277B
| $30.6K | ﹤0.01% |
209
+106
| +103% | +$17.3K |
|
1280
Commerce Bancshares
CBSH
$8.58B
| $30.6K | ﹤0.01% |
+584
| New | +$30.5K |
|
|
ZOM
1281
DELISTED
Zomedica Corp.
ZOM
| $30.5K | ﹤0.01% |
300,000
-520,418
| -63% | -$53K |
|
1282
Universal Health Services
UHS
$9.83B
| $30.5K | ﹤0.01% |
+140
| New | +$30.9K |
|
|
FRE
1283
DELISTED
FREDDIE MAC D/B/A VOTING
FRE
| $30.4K | ﹤0.01% |
3,000
-750
| -20% | -$7.61K |
|
1284
Federal Realty Investment Trust
FRT
$11B
| $30.3K | ﹤0.01% |
+301
| New | +$29.6K |
|
1285
Keurig Dr Pepper
KDP
$43B
| $30.3K | ﹤0.01% |
1,081
+1,072
| +11,911% | +$29.4K |
|
1286
Xylem
XYL
$30B
| $30.2K | ﹤0.01% |
222
+218
| +5,450% | +$31.4K |
|
1287
iShares ESG MSCI USA Leaders ETF
SUSL
$1.11B
| $30.1K | ﹤0.01% |
248
| – | – |
|
1288
Griffon
GFF
$4.33B
| $30.1K | ﹤0.01% |
408
+1
| +0.2% | +$74 |
|
1289
Choice Hotels
CHH
$5.17B
| $30K | ﹤0.01% |
+315
| New | +$30K |
|
1290
Waters Corp
WAT
$37B
| $30K | ﹤0.01% |
79
+65
| +464% | +$23.9K |
|
1291
Kontoor Brands
KTB
$4.8B
| $30K | ﹤0.01% |
491
| – | – |
|
1292
Paychex
PAYX
$42.4B
| $30K | ﹤0.01% |
267
+191
| +251% | +$22.4K |
|
1293
Lear
LEA
$7.41B
| $29.9K | ﹤0.01% |
+261
| New | +$27.9K |
|
1294
Southwest Airlines
LUV
$21.9B
| $29.8K | ﹤0.01% |
722
+240
| +50% | +$8.38K |
|
1295
Edison International
EIX
$31.3B
| $29.8K | ﹤0.01% |
496
+313
| +171% | +$18K |
|
1296
Essential Utilities
WTRG
$11.7B
| $29.8K | ﹤0.01% |
+776
| New | +$30.5K |
|
1297
Zions Bancorporation
ZION
$10.1B
| $29.7K | ﹤0.01% |
+507
| New | +$27.6K |
|
1298
East-West Bancorp
EWBC
$17.9B
| $29.7K | ﹤0.01% |
264
+109
| +70% | +$11.6K |
|
|
SARO
1299
StandardAero Inc
SARO
$9.93B
| $29.7K | ﹤0.01% |
+1,034
| New | +$28.2K |
|
1300
Principal Financial Group
PFG
$24.1B
| $29.5K | ﹤0.01% |
334
+210
| +169% | +$17.7K |
|
Similar funds
DCP
GCM
CCWM
GCL
KCM
SCB
EI
RS
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.