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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
CMC icon
1376
Commercial Metals
CMC
$7.77B
$6.95K ﹤0.01%
142
– –
DCH
1377
Dauch Corp
DCH
$1.38B
$6.85K ﹤0.01%
1,678
– –
CALF icon
1378
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.74B
$6.79K ﹤0.01%
171
+51
+43% +$1.91K
SWZ
1379
Swiss Helvetia Fund
SWZ
$76.8M
$6.77K ﹤0.01%
1,068
– –
IGPT icon
1380
Invesco AI and Next Gen Software ETF
IGPT
$1.18B
$6.73K ﹤0.01%
137
– –
IBKR icon
1381
Interactive Brokers
IBKR
$39.1B
$6.65K ﹤0.01%
120
– –
WSO icon
1382
Watsco Inc
WSO
$13.1B
$6.62K ﹤0.01%
15
-6
-29% -$2.78K
EQH icon
1383
Equitable Holdings
EQH
$13.1B
$6.56K ﹤0.01%
+117
New +$6.02K
BKR icon
1384
Baker Hughes
BKR
$60.4B
$6.52K ﹤0.01%
170
– –
GRF
1385
Eagle Capital Growth Fund
GRF
$41.9M
$6.32K ﹤0.01%
650
– –
NANC icon
1386
Subversive Congressional Democrats Trading ETF
NANC
$284M
$6.29K ﹤0.01%
150
– –
KLG
1387
DELISTED
WK Kellogg Co
KLG
$6.28K ﹤0.01%
394
– –
NVEE
1388
DELISTED
NV5 Global
NVEE
$6.26K ﹤0.01%
+271
New +$5.42K
RSPF icon
1389
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$309M
$6.24K ﹤0.01%
82
– –
NVACW
1390
DELISTED
NorthView Acquisition Corporation Warrant
NVACW
$6.12K ﹤0.01%
33,458
– –
DSL
1391
DoubleLine Income Solutions Fund
DSL
$1.22B
$6.12K ﹤0.01%
500
– –
BAX icon
1392
Baxter International
BAX
$14.5B
$6.06K ﹤0.01%
200
– –
EMM icon
1393
Global X Emerging Markets ex-China ETF
EMM
$54M
$6.05K ﹤0.01%
200
– –
LNT icon
1394
Alliant Energy
LNT
$18.5B
$6.05K ﹤0.01%
100
– –
APLD icon
1395
Applied Digital
APLD
$8.49B
$6.04K ﹤0.01%
+600
New +$4.43K
PBR icon
1396
Petrobras
PBR
$123B
$5.91K ﹤0.01%
+472
New +$5.65K
FIX icon
1397
Comfort Systems
FIX
$62.3B
$5.9K ﹤0.01%
+11
New +$4.79K
BALL icon
1398
Ball Corp
BALL
$17.3B
$5.89K ﹤0.01%
105
– –
HALO icon
1399
Halozyme
HALO
$9.76B
$5.88K ﹤0.01%
+113
New +$6.43K
MUB icon
1400
iShares National Muni Bond ETF
MUB
$45.2B
$5.85K ﹤0.01%
56
-534
-91% -$55.5K
54 55
56
57 58

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DCP
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GCM
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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.