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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
JOF
1401
Japan Smaller Capitalization Fund
JOF
$328M
$5.78K ﹤0.01%
600
– –
MSCI icon
1402
MSCI
MSCI
$41.8B
$5.77K ﹤0.01%
10
– –
NTAP icon
1403
NetApp
NTAP
$35.9B
$5.75K ﹤0.01%
+54
New +$5.12K
UUUU icon
1404
Energy Fuels
UUUU
$3.04B
$5.75K ﹤0.01%
+1,000
New +$4.8K
SPR
1405
DELISTED
Spirit AeroSystems
SPR
$5.73K ﹤0.01%
+150
New +$5.39K
DXYZ
1406
Destiny Tech100
DXYZ
$725M
$5.71K ﹤0.01%
+150
New +$5.69K
USRT icon
1407
iShares Core US REIT ETF
USRT
$4.66B
$5.66K ﹤0.01%
100
-97
-49% -$5.44K
HYG icon
1408
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$5.64K ﹤0.01%
70
– –
VTWV icon
1409
Vanguard Russell 2000 Value ETF
VTWV
$1.31B
$5.56K ﹤0.01%
40
– –
NJR icon
1410
New Jersey Resources
NJR
$5.86B
$5.56K ﹤0.01%
124
– –
PTLO icon
1411
Portillo's
PTLO
$329M
$5.55K ﹤0.01%
476
– –
GDEN
1412
DELISTED
Golden Entertainment
GDEN
$5.45K ﹤0.01%
+185
New +$5.04K
AOS icon
1413
A.O. Smith
AOS
$8.25B
$5.38K ﹤0.01%
82
-2
-2% -$131
BAY
1414
DELISTED
BAYER AG SPONS ADR
BAY
$5.35K ﹤0.01%
710
– –
GVA icon
1415
Granite Construction
GVA
$5.43B
$5.33K ﹤0.01%
+57
New +$4.8K
HOV icon
1416
Hovnanian Enterprises
HOV
$764M
$5.23K ﹤0.01%
50
– –
HCI icon
1417
HCI Group
HCI
$2.29B
$5.17K ﹤0.01%
+34
New +$5.22K
OTTR icon
1418
Otter Tail
OTTR
$3.79B
$5.17K ﹤0.01%
67
+38
+131% +$2.97K
RIO icon
1419
Rio Tinto
RIO
$156B
$5.16K ﹤0.01%
88
-397
-82% -$23.4K
NNN icon
1420
NNN REIT
NNN
$9.03B
$5.05K ﹤0.01%
+117
New +$4.86K
ANIX icon
1421
Anixa Biosciences
ANIX
$116M
$5.02K ﹤0.01%
1,522
– –
IMCV icon
1422
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.15B
$5.01K ﹤0.01%
66
– –
DCI icon
1423
Donaldson
DCI
$11.1B
$4.99K ﹤0.01%
+72
New +$4.84K
WAT icon
1424
Waters Corp
WAT
$36.8B
$4.89K ﹤0.01%
14
-2
-13% -$688
INVA icon
1425
Innoviva
INVA
$1.53B
$4.84K ﹤0.01%
241
– –
55 56
57
58 59

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GCM
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CCWM
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GCL
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KCM
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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.