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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
EIX icon
1326
Edison International
EIX
$27.5B
$9.44K ﹤0.01%
183
+26
+17% +$1.43K
CNC icon
1327
Centene
CNC
$31.5B
$9.39K ﹤0.01%
+173
New +$10.1K
KMX icon
1328
CarMax
KMX
$8.29B
$9.28K ﹤0.01%
138
+103
+294% +$6.93K
OMFL icon
1329
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.79B
$9.24K ﹤0.01%
160
– –
CELH icon
1330
Celsius Holdings
CELH
$7.22B
$9.23K ﹤0.01%
199
– –
BB icon
1331
BlackBerry
BB
$4.99B
$9.16K ﹤0.01%
2,000
– –
GEN icon
1332
Gen Digital
GEN
$16.9B
$9.14K ﹤0.01%
311
+58
+23% +$1.58K
MP icon
1333
MP Materials
MP
$7.8B
$9.12K ﹤0.01%
+274
New +$6.99K
EMN icon
1334
Eastman Chemical
EMN
$8.23B
$9.11K ﹤0.01%
122
+2
+2% +$157
WPM icon
1335
Wheaton Precious Metals
WPM
$50.8B
$8.98K ﹤0.01%
100
– –
INOD icon
1336
Innodata
INOD
$2.07B
$8.96K ﹤0.01%
175
– –
TWN
1337
Taiwan Fund
TWN
$482M
$8.96K ﹤0.01%
200
– –
NFGC
1338
New Found Gold
NFGC
$557M
$8.95K ﹤0.01%
+6,300
New +$8.12K
KRE icon
1339
State Street SPDR S&P Regional Banking ETF
KRE
$4.69B
$8.91K ﹤0.01%
150
-300
-67% -$16.7K
PHYT.WS
1340
DELISTED
Pyrophyte Acquisition Corp. Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
PHYT.WS
$8.71K ﹤0.01%
19,800
– –
FSM icon
1341
Fortuna Silver Mines
FSM
$2.63B
$8.71K ﹤0.01%
1,332
– –
CRL icon
1342
Charles River Laboratories
CRL
$11.1B
$8.65K ﹤0.01%
57
+1
+2% +$133
DKNG icon
1343
DraftKings
DKNG
$11.7B
$8.58K ﹤0.01%
200
-250
-56% -$8.96K
SRPT icon
1344
Sarepta Therapeutics
SRPT
$1.68B
$8.55K ﹤0.01%
500
– –
IDCC icon
1345
InterDigital
IDCC
$7.98B
$8.52K ﹤0.01%
38
– –
TFC icon
1346
Truist Financial
TFC
$63.4B
$8.3K ﹤0.01%
193
+64
+50% +$2.5K
RGNX icon
1347
Regenxbio
RGNX
$638M
$8.21K ﹤0.01%
1,000
– –
GTM
1348
ZoomInfo Technologies
GTM
$1.05B
$8.1K ﹤0.01%
800
– –
TRNO icon
1349
Terreno Realty
TRNO
$7.58B
$8.07K ﹤0.01%
+144
New +$8.24K
ARQ icon
1350
Arq
ARQ
$86.3M
$8.05K ﹤0.01%
1,500
– –
52 53
54
55 56

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DCP
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GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
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
EI
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VDI
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MA
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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.