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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
(-3%)
Cap. Flow
-$195M
Cap. Flow
% of AUM
-4.01%
Top 10 Holdings %
Top 10 Hldgs %
27.49%
Holding
2,631
New
576
Increased
792
Reduced
409
Closed
111
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Americold
COLD
|
+$141M |
| 2 |
RB Global
RBA
|
+$62.5M |
| 3 |
Klaviyo
KVYO
|
+$37.3M |
| 4 |
LKQ Corp
LKQ
|
+$31M |
| 5 |
Salesforce
CRM
|
+$14.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Norfolk Southern
NSC
|
+$237M |
| 2 |
SEE
Sealed Air
SEE
|
+$133M |
| 3 |
CSX Corp
CSX
|
+$75.6M |
| 4 |
Forward Air
FWRD
|
+$37.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1401
Baxter International
BAX
$12.1B
| $24.5K | ﹤0.01% |
1,280
+1,069
| +507% | +$21.4K |
|
1402
Rithm Capital
RITM
$5.15B
| $24.5K | ﹤0.01% |
+2,244
| New | +$24.8K |
|
1403
Chemed
CHE
$6.76B
| $24.4K | ﹤0.01% |
57
+54
| +1,800% | +$23.5K |
|
1404
Tradeweb Markets
TW
$21.7B
| $24.3K | ﹤0.01% |
+226
| New | +$24.3K |
|
1405
Wayfair
W
$12.5B
| $24.3K | ﹤0.01% |
242
+112
| +86% | +$10.8K |
|
1406
Carpenter Technology
CRS
$28.8B
| $24.2K | ﹤0.01% |
77
+49
| +175% | +$14.7K |
|
1407
Innodata
INOD
$1.94B
| $24.2K | ﹤0.01% |
475
+300
| +171% | +$19.6K |
|
1408
VeriSign
VRSN
$24.8B
| $24.1K | ﹤0.01% |
99
+97
| +4,850% | +$24.4K |
|
1409
Steel Dynamics
STLD
$36.1B
| $23.9K | ﹤0.01% |
+141
| New | +$22.4K |
|
1410
iShares Global Energy ETF
IXC
$2.71B
| $23.9K | ﹤0.01% |
570
+45
| +9% | +$1.89K |
|
1411
Bank OZK
OZK
$5.5B
| $23.8K | ﹤0.01% |
+518
| New | +$24.2K |
|
1412
iShares International Developed Small Cap Value Factor ETF
ISVL
$320M
| $23.8K | ﹤0.01% |
500
| – | – |
|
1413
Fluor
FLR
$7.22B
| $23.8K | ﹤0.01% |
600
| – | – |
|
|
EVN
1414
Eaton Vance Municipal Income Trust
EVN
$422M
| $23.7K | ﹤0.01% |
2,206
-186
| -8% | -$2.04K |
|
1415
NuScale Power
SMR
$2.96B
| $23.7K | ﹤0.01% |
1,675
-101
| -6% | -$2.89K |
|
1416
Electronic Arts
EA
$52.4B
| $23.7K | ﹤0.01% |
116
+90
| +346% | +$18.2K |
|
1417
Sotera Health
SHC
$4.92B
| $23.7K | ﹤0.01% |
+1,343
| New | +$22.2K |
|
1418
Invesco Preferred ETF
PGX
$3.81B
| $23.6K | ﹤0.01% |
2,104
+1,784
| +558% | +$20.3K |
|
1419
Medpace
MEDP
$16.5B
| $23.6K | ﹤0.01% |
42
+31
| +282% | +$17.6K |
|
1420
PPG Industries
PPG
$26.4B
| $23.6K | ﹤0.01% |
230
| – | – |
|
1421
Hercules Capital
HTGC
$2.95B
| $23.5K | ﹤0.01% |
1,250
| – | – |
|
1422
United Therapeutics
UTHR
$26.3B
| $23.4K | ﹤0.01% |
+48
| New | +$22.4K |
|
|
RNTX
1423
Rein Therapeutics
RNTX
$66.9M
| $23.2K | ﹤0.01% |
+20,000
| New | +$27.6K |
|
1424
Sun Communities
SUI
$15B
| $23.2K | ﹤0.01% |
187
+181
| +3,017% | +$22.7K |
|
1425
PTC
PTC
$14.5B
| $23.2K | ﹤0.01% |
+133
| New | +$24.7K |
|
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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.