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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GFF icon
1301
Griffon
GFF
$4.16B
$29.7K ﹤0.01%
409
+1
+0.2% +$81
CDE icon
1302
Coeur Mining
CDE
$15.6B
$29.6K ﹤0.01%
1,579
– –
TT icon
1303
Trane Technologies
TT
$106B
$29.6K ﹤0.01%
71
-3
-4% -$1.27K
MOO icon
1304
VanEck Agribusiness ETF
MOO
$989M
$29.6K ﹤0.01%
350
– –
FG icon
1305
F&G Annuities & Life
FG
$3.93B
$29.5K ﹤0.01%
1,167
-275,310
-100% -$7.17M
TOST icon
1306
Toast
TOST
$16.8B
$29.5K ﹤0.01%
1,114
+600
+117% +$17.9K
WBD icon
1307
CALL
Warner Bros
WBD
$64.6B
$29.5K ﹤0.01%
+12,148
New +$340K
IYK icon
1308
iShares US Consumer Staples ETF
IYK
$1.39B
$29.4K ﹤0.01%
420
– –
EEFT icon
1309
Euronet Worldwide
EEFT
$3.02B
$29.3K ﹤0.01%
441
+64
+17% +$4.58K
EWT icon
1310
iShares MSCI Taiwan ETF
EWT
$10B
$29.2K ﹤0.01%
412
– –
OLN icon
1311
Olin
OLN
$2.64B
$29K ﹤0.01%
974
– –
FTAI icon
1312
FTAI Aviation
FTAI
$22.2B
$28.9K ﹤0.01%
+118
New +$31.2K
PMTS icon
1313
CPI Card Group
PMTS
$224M
$28.8K ﹤0.01%
1,988
-40,402
-95% -$546K
SPMD
1314
DELISTED
SUPERMEDIA INC COMMON STOCK
SPMD
$28.8K ﹤0.01%
486
– –
CBSH icon
1315
Commerce Bancshares
CBSH
$8.5B
$28.7K ﹤0.01%
584
– –
ODFL icon
1316
Old Dominion Freight Line
ODFL
$48.5B
$28.7K ﹤0.01%
147
+26
+21% +$4.85K
ADM icon
1317
Archer Daniels Midland
ADM
$41.4B
$28.7K ﹤0.01%
395
– –
CRL icon
1318
Charles River Laboratories
CRL
$10.9B
$28.6K ﹤0.01%
166
+12
+8% +$2.23K
JPIN icon
1319
JPMorgan Diversified Return International Equity ETF
JPIN
$361M
$28.5K ﹤0.01%
400
– –
FBCG icon
1320
Fidelity Blue Chip Growth ETF
FBCG
$6.76B
$28.5K ﹤0.01%
568
– –
MSOS icon
1321
AdvisorShares Pure US Cannabis ETF
MSOS
$864M
$28.4K ﹤0.01%
8,000
– –
REG icon
1322
Regency Centers
REG
$15B
$28.3K ﹤0.01%
374
– –
VGSH icon
1323
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$28.3K ﹤0.01%
483
+2
+0.4% +$117
E icon
1324
ENI
E
$76B
$28.2K ﹤0.01%
499
+322
+182% +$14.4K
WAB icon
1325
Wabtec
WAB
$51.1B
$28.2K ﹤0.01%
113
+6
+6% +$1.45K
51 52
53
54 55

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DCP
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GCM
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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
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EI
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RS
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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.