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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
TD icon
1351
Toronto Dominion Bank
TD
$198B
$26.5K ﹤0.01%
281
+81
+41% +$6.84K
VXX icon
1352
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$161M
$26.5K ﹤0.01%
+1,000
New +$32.7K
FESM icon
1353
Fidelity Enhanced Small Cap Core ETF
FESM
$6B
$26.4K ﹤0.01%
+700
New +$26.1K
JOBY icon
1354
Joby Aviation
JOBY
$7.25B
$26.4K ﹤0.01%
2,000
-150
-7% -$2.3K
BKR icon
1355
Baker Hughes
BKR
$60.1B
$26.4K ﹤0.01%
579
+409
+241% +$19.4K
HYG icon
1356
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$26.4K ﹤0.01%
327
– –
SSB icon
1357
SouthState Bank Corp
SSB
$10.2B
$26.3K ﹤0.01%
+279
New +$25.8K
EWT icon
1358
iShares MSCI Taiwan ETF
EWT
$9.99B
$26.2K ﹤0.01%
412
– –
ILMN icon
1359
Illumina
ILMN
$28.7B
$26.1K ﹤0.01%
199
+151
+315% +$17.7K
NTRS icon
1360
Northern Trust
NTRS
$22.4B
$26.1K ﹤0.01%
+191
New +$25.1K
LFUS icon
1361
Littelfuse
LFUS
$10.2B
$26.1K ﹤0.01%
103
+89
+636% +$22.7K
XYZ
1362
Block Inc
XYZ
$48.4B
$26K ﹤0.01%
400
-45
-10% -$3.1K
JAZZ icon
1363
Jazz Pharmaceuticals
JAZZ
$16B
$26K ﹤0.01%
153
+119
+350% +$18.2K
PAYC icon
1364
Paycom
PAYC
$7.05B
$26K ﹤0.01%
+163
New +$28.9K
JVAL icon
1365
JPMorgan US Value Factor ETF
JVAL
$834M
$26K ﹤0.01%
+529
New +$25.6K
REMX icon
1366
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.03B
$25.9K ﹤0.01%
350
– –
REG icon
1367
Regency Centers
REG
$15.1B
$25.8K ﹤0.01%
374
+350
+1,458% +$24.5K
NUE icon
1368
Nucor
NUE
$56.4B
$25.8K ﹤0.01%
158
+25
+19% +$3.76K
ETHA
1369
iShares Ethereum Trust ETF
ETHA
$5.67B
$25.8K ﹤0.01%
1,148
– –
ADPV icon
1370
Adaptiv Select ETF
ADPV
$182M
$25.7K ﹤0.01%
600
– –
MTDR icon
1371
Matador Resources
MTDR
$5.86B
$25.7K ﹤0.01%
+605
New +$25.4K
NET icon
1372
Cloudflare
NET
$94.3B
$25.6K ﹤0.01%
130
-50
-28% -$10.6K
VCRB icon
1373
Vanguard Core Bond ETF
VCRB
$7.2B
$25.6K ﹤0.01%
328
– –
PPL
1374
PPL Corp
PPL
$27.1B
$25.5K ﹤0.01%
728
+718
+7,180% +$25.9K
MOO icon
1375
VanEck Agribusiness ETF
MOO
$988M
$25.5K ﹤0.01%
350
– –
53 54
55
56 57

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.