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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
EES icon
1426
WisdomTree US SmallCap Earnings Fund
EES
$729M
$4.84K ﹤0.01%
95
– –
TBT icon
1427
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$315M
$4.81K ﹤0.01%
137
– –
HYDB icon
1428
iShares High Yield Systematic Bond ETF
HYDB
$1.6B
$4.79K ﹤0.01%
101
– –
DSGX icon
1429
Descartes Systems
DSGX
$6.56B
$4.78K ﹤0.01%
+47
New +$4.96K
SPSC icon
1430
SPS Commerce
SPSC
$2.72B
$4.76K ﹤0.01%
+35
New +$4.85K
ALGN icon
1431
Align Technology
ALGN
$12.4B
$4.73K ﹤0.01%
25
+1
+4% +$177
LOPE icon
1432
Grand Canyon Education
LOPE
$3.93B
$4.72K ﹤0.01%
+25
New +$4.63K
SHOE
1433
Shoe Station Group
SHOE
$419M
$4.68K ﹤0.01%
+250
New +$4.75K
OC icon
1434
Owens Corning
OC
$11.5B
$4.68K ﹤0.01%
+34
New +$4.7K
TEAM icon
1435
Atlassian
TEAM
$26.3B
$4.67K ﹤0.01%
23
– –
RKT icon
1436
Rocket Companies
RKT
$38.7B
$4.65K ﹤0.01%
328
+18
+6% +$234
HLMN icon
1437
Hillman Solutions
HLMN
$1.63B
$4.61K ﹤0.01%
+646
New +$4.84K
VKTX icon
1438
Viking Therapeutics
VKTX
$3.8B
$4.58K ﹤0.01%
173
– –
MTG icon
1439
MGIC Investment
MTG
$6.27B
$4.57K ﹤0.01%
+164
New +$4.22K
CWB icon
1440
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.66B
$4.55K ﹤0.01%
55
– –
MACE
1441
DELISTED
MACE SECURITY INTL INC NEW
MACE
$4.52K ﹤0.01%
8,378
– –
FTRI icon
1442
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$124M
$4.45K ﹤0.01%
313
– –
NIXT
1443
Research Affiliates Deletions ETF
NIXT
$41.1M
$4.44K ﹤0.01%
182
– –
AOM icon
1444
iShares Core Moderate Allocation ETF
AOM
$1.76B
$4.42K ﹤0.01%
96
– –
WAB icon
1445
Wabtec
WAB
$50.1B
$4.4K ﹤0.01%
21
+2
+11% +$385
FOXA icon
1446
Fox Class A
FOXA
$24.6B
$4.32K ﹤0.01%
+77
New +$4.06K
SLYV icon
1447
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5B
$4.31K ﹤0.01%
54
– –
SPTI icon
1448
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
$4.29K ﹤0.01%
149
– –
PEO
1449
Adams Natural Resources Fund
PEO
$739M
$4.27K ﹤0.01%
200
-100
-33% -$2.06K
VLY icon
1450
Valley National Bancorp
VLY
$8.02B
$4.27K ﹤0.01%
+478
New +$4.15K
56 57
58
59 60

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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.