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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
R icon
1326
Ryder
R
$9.47B
$14.2K ﹤0.01%
54
-137
-72% -$33.5K
GTLS
1327
DELISTED
Chart Industries
GTLS
$14.2K ﹤0.01%
68
– –
RLGT icon
1328
Radiant Logistics
RLGT
$390M
$14.2K ﹤0.01%
1,500
– –
BRO icon
1329
Brown & Brown
BRO
$22.8B
$14.1K ﹤0.01%
220
-22
-9% -$1.34K
SNA icon
1330
Snap-on
SNA
$19.7B
$14.1K ﹤0.01%
35
-143
-80% -$54.1K
GOLD
1331
Gold.com Inc
GOLD
$1.38B
$14K ﹤0.01%
337
– –
EMB icon
1332
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$14K ﹤0.01%
145
-6
-4% -$575
FOF icon
1333
Cohen & Steers Closed End Opportunity Fund
FOF
$366M
$13.9K ﹤0.01%
1,000
– –
SNDA icon
1334
Sonida Senior Living
SNDA
$1.88B
$13.8K ﹤0.01%
339
-1,822
-84% -$65.3K
RACE icon
1335
Ferrari
RACE
$71.3B
$13.8K ﹤0.01%
37
-2
-5% -$696
ETHA
1336
iShares Ethereum Trust ETF
ETHA
$8.63B
$13.7K ﹤0.01%
1,148
– –
CF icon
1337
CF Industries
CF
$20.3B
$13.5K ﹤0.01%
125
-493
-80% -$58.1K
SPIB icon
1338
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$13.4K ﹤0.01%
400
– –
INFQ
1339
Infleqtion Inc
INFQ
$3.08B
$13.3K ﹤0.01%
+1,000
New +$13.8K
VMI icon
1340
Valmont Industries
VMI
$9.34B
$13.3K ﹤0.01%
23
-278
-92% -$140K
ING icon
1341
ING
ING
$106B
$13.3K ﹤0.01%
423
-57
-12% -$1.69K
EIX icon
1342
Edison International
EIX
$22.8B
$13.3K ﹤0.01%
178
-294
-62% -$21K
SG icon
1343
Sweetgreen
SG
$827M
$13.2K ﹤0.01%
+1,500
New +$11.4K
IGV icon
1344
iShares Expanded Tech-Software Sector ETF
IGV
$13.9B
$13.1K ﹤0.01%
145
+97
+202% +$8.62K
NFRA icon
1345
Northern Trust STOXX Global Broad Infrastructure ETF
NFRA
$3.12B
$13.1K ﹤0.01%
204
– –
WAB icon
1346
Wabtec
WAB
$48B
$12.9K ﹤0.01%
48
-65
-58% -$17.2K
LCID icon
1347
Lucid Motors
LCID
$1.82B
$12.9K ﹤0.01%
1,931
-1
-0.1% -$6
DDM icon
1348
ProShares Ultra Dow30
DDM
$573M
$12.9K ﹤0.01%
196
– –
FXB icon
1349
Invesco CurrencyShares British Pound Sterling Trust
FXB
$65.1M
$12.8K ﹤0.01%
100
– –
GHY
1350
PGIM Global High Yield Fund
GHY
$471M
$12.7K ﹤0.01%
1,050
– –
52 53
54
55 56

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DFO
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Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.