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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
MICC
1351
The Magnum Ice Cream Company N.V.
MICC
$10.9B
$26.7K ﹤0.01%
1,788
-15,274
-90% -$247K
NUE icon
1352
Nucor
NUE
$56.4B
$26.7K ﹤0.01%
158
– –
TBF icon
1353
ProShares Short 20+ Year Treasury ETF
TBF
$84.9M
$26.7K ﹤0.01%
1,102
– –
CNI icon
1354
Canadian National Railway
CNI
$78.3B
$26.6K ﹤0.01%
259
-17
-6% -$1.75K
TW icon
1355
Tradeweb Markets
TW
$21.3B
$26.6K ﹤0.01%
226
– –
DRS icon
1356
Leonardo DRS
DRS
$12.8B
$26.5K ﹤0.01%
595
– –
AR icon
1357
Antero Resources
AR
$10.9B
$26.4K ﹤0.01%
622
– –
NCLH icon
1358
Norwegian Cruise Line
NCLH
$8.89B
$26.3K ﹤0.01%
1,408
+1,182
+523% +$25.8K
VDIG
1359
Vanguard Wellington Dividend Growth Active ETF
VDIG
$27.5M
$26.2K ﹤0.01%
460
-3,250
-88% -$196K
KDP icon
1360
Keurig Dr Pepper
KDP
$40.4B
$26.1K ﹤0.01%
993
-88
-8% -$2.47K
SW
1361
Smurfit Westrock
SW
$25.5B
$26.1K ﹤0.01%
655
-392
-37% -$16.9K
RVMD icon
1362
Revolution Medicines
RVMD
$40.2B
$26.1K ﹤0.01%
+268
New +$27.1K
RNTX
1363
Rein Therapeutics
RNTX
$67.7M
$26K ﹤0.01%
20,000
– –
VTS icon
1364
Vitesse Energy
VTS
$659M
$26K ﹤0.01%
1,429
– –
ATI icon
1365
ATI
ATI
$27B
$25.9K ﹤0.01%
178
– –
CRUS icon
1366
Cirrus Logic
CRUS
$6.74B
$25.9K ﹤0.01%
179
+112
+167% +$15.1K
JVAL icon
1367
JPMorgan US Value Factor ETF
JVAL
$820M
$25.8K ﹤0.01%
529
– –
SSB icon
1368
SouthState Bank Corp
SSB
$10.3B
$25.8K ﹤0.01%
279
– –
OSK icon
1369
Oshkosh
OSK
$9.67B
$25.6K ﹤0.01%
174
– –
OBTC
1370
Osprey Bitcoin Trust
OBTC
$25.4K ﹤0.01%
1,165
– –
CAOS icon
1371
Alpha Architect Tail Risk ETF
CAOS
$711M
$25.4K ﹤0.01%
+280
New +$25.3K
VCRB icon
1372
Vanguard Core Bond ETF
VCRB
$7.19B
$25.4K ﹤0.01%
328
– –
STLD icon
1373
Steel Dynamics
STLD
$35.6B
$25.4K ﹤0.01%
141
– –
VUSB icon
1374
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$25.3K ﹤0.01%
509
– –
MRNA icon
1375
Moderna
MRNA
$21.5B
$25.2K ﹤0.01%
497
– –
53 54
55
56 57

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GCM
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CCWM
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GCL
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KCM
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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.