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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
LPX icon
1401
Louisiana-Pacific
LPX
$5.2B
$23.9K ﹤0.01%
329
– –
VUSV
1402
Vanguard Wellington U.S. Value Active ETF
VUSV
$74.9M
$23.9K ﹤0.01%
384
+32
+9% +$2.06K
HUN icon
1403
Huntsman Corp
HUN
$2.24B
$23.9K ﹤0.01%
1,795
– –
SWK icon
1404
Stanley Black & Decker
SWK
$14.2B
$23.8K ﹤0.01%
335
– –
STWD icon
1405
Starwood Property Trust
STWD
$6.12B
$23.8K ﹤0.01%
1,380
– –
BAP icon
1406
Credicorp
BAP
$30.9B
$23.7K ﹤0.01%
70
-3
-4% -$1.01K
TEX icon
1407
Terex
TEX
$7.98B
$23.6K ﹤0.01%
400
– –
TNDM icon
1408
Tandem Diabetes Care
TNDM
$1.17B
$23.6K ﹤0.01%
1,230
+870
+242% +$18.9K
FTGC icon
1409
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.99B
$23.6K ﹤0.01%
+821
New +$21.2K
WBS icon
1410
Webster Financial
WBS
$12.3B
$23.5K ﹤0.01%
339
– –
INCY icon
1411
Incyte
INCY
$23.5B
$23.5K ﹤0.01%
250
– –
BFC icon
1412
Bank First Corp
BFC
$1.67B
$23.5K ﹤0.01%
174
– –
WDEF
1413
WisdomTree Europe Defense Fund
WDEF
$93.1M
$23.5K ﹤0.01%
+759
New +$24.9K
SCHC icon
1414
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
$23.5K ﹤0.01%
502
-337
-40% -$16.3K
TAIL icon
1415
Cambria Tail Risk ETF
TAIL
$145M
$23.4K ﹤0.01%
2,000
– –
SMFG icon
1416
Sumitomo Mitsui Financial
SMFG
$166B
$23.4K ﹤0.01%
1,185
+861
+266% +$18.1K
PECO icon
1417
Phillips Edison & Co
PECO
$5.48B
$23.4K ﹤0.01%
624
– –
IDU icon
1418
iShares US Utilities ETF
IDU
$1.41B
$23.2K ﹤0.01%
200
– –
BKLN icon
1419
Invesco Senior Loan ETF
BKLN
$7.1B
$23K ﹤0.01%
+1,126
New +$23.3K
MKSI icon
1420
MKS Inc
MKSI
$22.2B
$23K ﹤0.01%
100
+18
+22% +$4.07K
ALGN icon
1421
Align Technology
ALGN
$12B
$23K ﹤0.01%
134
+38
+40% +$6.66K
RMD icon
1422
ResMed
RMD
$28.3B
$22.9K ﹤0.01%
102
+23
+29% +$5.73K
ARKF icon
1423
ARK Blockchain & Fintech Innovation ETF
ARKF
$718M
$22.8K ﹤0.01%
+600
New +$25.2K
NWN icon
1424
Northwest Natural Holdings
NWN
$2.17B
$22.6K ﹤0.01%
425
– –
BIP icon
1425
Brookfield Infrastructure Partners
BIP
$18.8B
$22.6K ﹤0.01%
625
– –
55 56
57
58 59

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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 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.