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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTWV icon
1401
Vanguard Russell 2000 Value ETF
VTWV
$1.31B
$6.24K ﹤0.01%
40
– –
DINO icon
1402
HF Sinclair
DINO
$15.4B
$6.23K ﹤0.01%
119
-11,040
-99% -$523K
DKNG icon
1403
DraftKings
DKNG
$11.7B
$6.17K ﹤0.01%
165
-35
-18% -$1.55K
SAP icon
1404
SAP
SAP
$224B
$6.15K ﹤0.01%
23
– –
DSL
1405
DoubleLine Income Solutions Fund
DSL
$1.23B
$6.14K ﹤0.01%
500
– –
WSO icon
1406
Watsco Inc
WSO
$13.5B
$6.06K ﹤0.01%
15
– –
CNC icon
1407
Centene
CNC
$31.6B
$6.03K ﹤0.01%
169
-4
-2% -$121
AOS icon
1408
A.O. Smith
AOS
$8.37B
$6.02K ﹤0.01%
82
– –
TLGYW
1409
DELISTED
TLGY Acquisition Corporation Warrant
TLGYW
$6K ﹤0.01%
5,000
– –
PBR icon
1410
Petrobras
PBR
$121B
$5.98K ﹤0.01%
472
– –
NJR icon
1411
New Jersey Resources
NJR
$5.71B
$5.97K ﹤0.01%
124
– –
EQH icon
1412
Equitable Holdings
EQH
$13.1B
$5.94K ﹤0.01%
117
– –
HLMN icon
1413
Hillman Solutions
HLMN
$1.8B
$5.93K ﹤0.01%
646
– –
DCI icon
1414
Donaldson
DCI
$11.2B
$5.89K ﹤0.01%
72
– –
BAY
1415
DELISTED
BAYER AG SPONS ADR
BAY
$5.89K ﹤0.01%
710
– –
USRT icon
1416
iShares Core US REIT ETF
USRT
$4.61B
$5.87K ﹤0.01%
100
– –
JEPQ icon
1417
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.5B
$5.75K ﹤0.01%
+100
New +$5.55K
MSCI icon
1418
MSCI
MSCI
$42.1B
$5.67K ﹤0.01%
10
– –
MEDP icon
1419
Medpace
MEDP
$16B
$5.66K ﹤0.01%
11
– –
LOPE icon
1420
Grand Canyon Education
LOPE
$3.89B
$5.49K ﹤0.01%
25
– –
BALL icon
1421
Ball Corp
BALL
$16.9B
$5.32K ﹤0.01%
106
+1
+1% +$54
EES icon
1422
WisdomTree US SmallCap Earnings Fund
EES
$732M
$5.31K ﹤0.01%
95
– –
IMCV icon
1423
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
$5.3K ﹤0.01%
66
– –
JOF
1424
Japan Smaller Capitalization Fund
JOF
$333M
$5.27K ﹤0.01%
500
-100
-17% -$1.03K
HITI
1425
High Tide
HITI
$199M
$5.26K ﹤0.01%
1,450
– –
55 56
57
58 59

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DCP
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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
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.