We are live on
!
Find out more
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
(-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 | |
|---|---|---|---|---|---|---|
1301
Perrigo
PRGO
$1.4B
| $29.4K | ﹤0.01% |
+2,110
| New | +$35.2K |
|
1302
Cognex
CGNX
$10.2B
| $29.3K | ﹤0.01% |
814
+727
| +836% | +$29.4K |
|
|
CNH
1303
CNH Industrial
CNH
$13.7B
| $29.3K | ﹤0.01% |
+3,176
| New | +$31.7K |
|
1304
American Financial Group
AFG
$12B
| $29.3K | ﹤0.01% |
+214
| New | +$29.4K |
|
1305
Diamondback Energy
FANG
$55.1B
| $29.2K | ﹤0.01% |
194
+76
| +64% | +$11.2K |
|
1306
Global X Silver Miners ETF NEW
SIL
$4.09B
| $29.1K | ﹤0.01% |
349
-680
| -66% | -$50.2K |
|
1307
Assurant
AIZ
$13.7B
| $29.1K | ﹤0.01% |
+121
| New | +$27K |
|
1308
White Mountains Insurance
WTM
$5.43B
| $29.1K | ﹤0.01% |
+14
| New | +$27.4K |
|
1309
Bunge Global
BG
$22.8B
| $29K | ﹤0.01% |
326
+101
| +45% | +$9.31K |
|
1310
GXO Logistics
GXO
$6.13B
| $29K | ﹤0.01% |
+550
| New | +$28.9K |
|
1311
Teck Resources
TECK
$29.3B
| $28.9K | ﹤0.01% |
604
+104
| +21% | +$4.5K |
|
1312
Edwards Lifesciences
EW
$47.8B
| $28.9K | ﹤0.01% |
339
+291
| +606% | +$23.9K |
|
1313
First Industrial Realty Trust
FR
$8.81B
| $28.8K | ﹤0.01% |
+503
| New | +$28.1K |
|
1314
Trane Technologies
TT
$107B
| $28.8K | ﹤0.01% |
74
+66
| +825% | +$27.3K |
|
1315
British American Tobacco
BTI
$131B
| $28.7K | ﹤0.01% |
+507
| New | +$27.7K |
|
1316
Euronet Worldwide
EEFT
$3.01B
| $28.7K | ﹤0.01% |
+377
| New | +$29.4K |
|
|
SII
1317
Sprott
SII
$2.7B
| $28.4K | ﹤0.01% |
290
| – | – |
|
1318
Public Service Enterprise Group
PEG
$39.5B
| $28.3K | ﹤0.01% |
353
+170
| +93% | +$13.9K |
|
1319
CALL
UnitedHealth
UNH
$379B
| $28.3K | ﹤0.01% |
75
-28
| -27% | -$9.49K |
|
1320
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| $28.3K | ﹤0.01% |
481
+4
| +0.8% | +$235 |
|
1321
Healthpeak Properties
DOC
$15.5B
| $28.2K | ﹤0.01% |
1,753
+1,330
| +314% | +$23.4K |
|
1322
CoStar Group
CSGP
$11.9B
| $28.2K | ﹤0.01% |
419
+14
| +3% | +$992 |
|
1323
Amplify Blockchain Technology ETF
BLOK
$1.1B
| $28.2K | ﹤0.01% |
495
| – | – |
|
1324
Coeur Mining
CDE
$15.8B
| $28.2K | ﹤0.01% |
1,579
| – | – |
|
|
SPMD
1325
DELISTED
SUPERMEDIA INC COMMON STOCK
SPMD
| $28.1K | ﹤0.01% |
486
| – | – |
|
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.