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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
AVY icon
1376
Avery Dennison
AVY
$12.5B
$25.5K ﹤0.01%
140
+138
+6,900% +$23.9K
ALB icon
1377
Albemarle
ALB
$13.7B
$25.5K ﹤0.01%
+180
New +$20.4K
VUSB icon
1378
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$25.4K ﹤0.01%
509
– –
ACI icon
1379
Albertsons Companies
ACI
$5.57B
$25.3K ﹤0.01%
+1,474
New +$26.3K
NGG icon
1380
National Grid
NGG
$81.6B
$25.3K ﹤0.01%
327
-180
-36% -$13.5K
IBDW icon
1381
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.49B
$25.3K ﹤0.01%
1,195
– –
CBZ icon
1382
CBIZ
CBZ
$2.39B
$25.2K ﹤0.01%
500
– –
MTN icon
1383
Vail Resorts
MTN
$5.28B
$25.2K ﹤0.01%
190
+170
+850% +$25K
FV icon
1384
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$25.2K ﹤0.01%
400
– –
TGLS icon
1385
Tecnoglass
TGLS
$2.01B
$25.2K ﹤0.01%
500
– –
KEYS icon
1386
Keysight
KEYS
$53.6B
$25K ﹤0.01%
123
+119
+2,975% +$22.1K
CIVI
1387
DELISTED
Civitas Resources
CIVI
$25K ﹤0.01%
+922
New +$26.7K
HAS icon
1388
Hasbro
HAS
$12.8B
$24.9K ﹤0.01%
+304
New +$23.8K
SWK icon
1389
Stanley Black & Decker
SWK
$14.6B
$24.9K ﹤0.01%
335
+312
+1,357% +$22K
RVTY icon
1390
Revvity
RVTY
$12.1B
$24.9K ﹤0.01%
+257
New +$24.7K
STWD icon
1391
Starwood Property Trust
STWD
$6.15B
$24.9K ﹤0.01%
+1,380
New +$25.4K
GPK icon
1392
Graphic Packaging
GPK
$3.3B
$24.8K ﹤0.01%
+1,650
New +$27.1K
HR icon
1393
Healthcare Realty
HR
$7.46B
$24.8K ﹤0.01%
+1,466
New +$26.1K
GORO icon
1394
Goldgroup Mining Inc.
GORO
$162M
$24.8K ﹤0.01%
+30,000
New +$23.9K
MHK icon
1395
Mohawk Industries
MHK
$7.05B
$24.8K ﹤0.01%
+227
New +$26.1K
TEM
1396
Tempus AI
TEM
$7.73B
$24.8K ﹤0.01%
420
+31
+8% +$2.42K
VTIP icon
1397
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$24.7K ﹤0.01%
500
– –
INCY icon
1398
Incyte
INCY
$23.7B
$24.7K ﹤0.01%
250
-3
-1% -$290
CMS icon
1399
CMS Energy
CMS
$22.9B
$24.5K ﹤0.01%
351
+341
+3,410% +$24.8K
BROS icon
1400
Dutch Bros
BROS
$9.01B
$24.5K ﹤0.01%
+400
New +$22.7K
54 55
56
57 58

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.