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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
+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
Cap. Flow
-$195M
Cap. Flow %
-4.01%
Top 10 Hldgs %
27.49%
Holding
2,631
New
576
Increased
792
Reduced
409
Closed
111

Top Buys

Rank Stock Value
1
COLD icon
Americold
COLD
+$141M
2
RBA icon
RB Global
RBA
+$62.5M
3
KVYO icon
Klaviyo
KVYO
+$37.3M
4
LKQ icon
LKQ Corp
LKQ
+$31M
5
CRM icon
Salesforce
CRM
+$14.4M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$237M
2
SEE
Sealed Air
SEE
+$133M
3
CSX icon
CSX Corp
CSX
+$75.6M
4
FWRD icon
Forward Air
FWRD
+$37.8M
5
AMZN icon
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
IYK icon
1326
iShares US Consumer Staples ETF
IYK
$1.41B
$28.1K ﹤0.01%
420
– –
EMN icon
1327
Eastman Chemical
EMN
$7.74B
$28K ﹤0.01%
439
+319
+266% +$19.7K
FISV
1328
Fiserv Inc
FISV
$27.9B
$27.9K ﹤0.01%
416
-324
-44% -$27.1K
BBY icon
1329
Best Buy
BBY
$18.6B
$27.8K ﹤0.01%
416
+409
+5,843% +$31.2K
CNM icon
1330
Core & Main
CNM
$8.17B
$27.8K ﹤0.01%
+535
New +$27.4K
NOV icon
1331
NOV
NOV
$7.35B
$27.6K ﹤0.01%
+1,763
New +$26.2K
VTS icon
1332
Vitesse Energy
VTS
$636M
$27.5K ﹤0.01%
1,429
-58,553
-98% -$1.25M
DOCU
1333
DocuSign
DOCU
$10.1B
$27.4K ﹤0.01%
400
+15
+4% +$1.04K
CNI icon
1334
Canadian National Railway
CNI
$78B
$27.3K ﹤0.01%
276
+141
+104% +$13.6K
JPIN icon
1335
JPMorgan Diversified Return International Equity ETF
JPIN
$363M
$27.3K ﹤0.01%
400
– –
MGK icon
1336
Vanguard Mega Cap Growth ETF
MGK
$31.8B
$27.2K ﹤0.01%
330
– –
TYL icon
1337
Tyler Technologies
TYL
$13B
$27.2K ﹤0.01%
60
+26
+76% +$12.4K
EVR icon
1338
Evercore
EVR
$13.2B
$27.2K ﹤0.01%
+80
New +$25.7K
OGN icon
1339
Organon & Co
OGN
$3.56B
$27.2K ﹤0.01%
3,795
+2,179
+135% +$17.2K
DDOG icon
1340
Datadog
DDOG
$89.7B
$27.2K ﹤0.01%
200
+38
+23% +$6K
MPWR icon
1341
Monolithic Power Systems
MPWR
$65.8B
$27.2K ﹤0.01%
30
+27
+900% +$26K
RRX icon
1342
Regal Rexnord
RRX
$14B
$27.1K ﹤0.01%
193
+116
+151% +$16.5K
AOR icon
1343
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.64B
$27K ﹤0.01%
416
– –
TOL icon
1344
Toll Brothers
TOL
$14.1B
$27K ﹤0.01%
+200
New +$27.1K
SOFI icon
1345
SoFi Technologies
SOFI
$21.7B
$27K ﹤0.01%
+1,032
New +$28.8K
EPAM icon
1346
EPAM Systems
EPAM
$4.92B
$26.8K ﹤0.01%
+131
New +$23.4K
QLTY icon
1347
GMO US Quality ETF
QLTY
$4.79B
$26.7K ﹤0.01%
695
– –
TBF icon
1348
ProShares Short 20+ Year Treasury ETF
TBF
$86.3M
$26.6K ﹤0.01%
1,102
– –
LPX icon
1349
Louisiana-Pacific
LPX
$5.19B
$26.6K ﹤0.01%
329
+318
+2,891% +$26.9K
COLM icon
1350
Columbia Sportswear
COLM
$3.25B
$26.6K ﹤0.01%
+482
New +$25.7K
52 53
54
55 56

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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.