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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 | |
|---|---|---|---|---|---|---|
1426
Helen of Troy
HELE
$658M
| $23.2K | ﹤0.01% |
+1,090
| New | +$22.2K |
|
1427
TD Synnex
SNX
$19.6B
| $23.1K | ﹤0.01% |
+154
| New | +$23.6K |
|
1428
Cambria Tail Risk ETF
TAIL
$149M
| $23K | ﹤0.01% |
2,000
| – | – |
|
1429
Wabtec
WAB
$50.8B
| $22.8K | ﹤0.01% |
107
+88
| +463% | +$18.1K |
|
1430
Archer Daniels Midland
ADM
$40.1B
| $22.7K | ﹤0.01% |
395
+145
| +58% | +$8.66K |
|
1431
DXC Technology
DXC
$1.68B
| $22.5K | ﹤0.01% |
+1,535
| New | +$21.1K |
|
1432
Brixmor Property Group
BRX
$9.93B
| $22.4K | ﹤0.01% |
856
+841
| +5,607% | +$22.2K |
|
1433
Builders FirstSource
BLDR
$7.82B
| $22.2K | ﹤0.01% |
216
+211
| +4,220% | +$23.7K |
|
1434
Franklin Resources
BEN
$17.3B
| $22.2K | ﹤0.01% |
+930
| New | +$21.4K |
|
1435
BellRing Brands
BRBR
$1.52B
| $22.2K | ﹤0.01% |
831
+397
| +91% | +$12.3K |
|
1436
Phillips Edison & Co
PECO
$5.46B
| $22.2K | ﹤0.01% |
624
| – | – |
|
1437
iShares US Financial Services ETF
IYG
$2.16B
| $22.1K | ﹤0.01% |
240
| – | – |
|
|
BCV
1438
Bancroft Fund
BCV
$135M
| $22.1K | ﹤0.01% |
1,000
| – | – |
|
|
BJ
1439
DELISTED
BJ'S WHOLESALE CLUB
BJ
| $22.1K | ﹤0.01% |
+245
| New | +$22.1K |
|
|
VUSV
1440
Vanguard Wellington U.S. Value Active ETF
VUSV
$75.1M
| $22.1K | ﹤0.01% |
+352
| New | +$21.8K |
|
1441
Five Below
FIVE
$11.5B
| $22K | ﹤0.01% |
117
+94
| +409% | +$15.3K |
|
1442
Takeda Pharmaceutical
TAK
$55.7B
| $22K | ﹤0.01% |
1,413
| – | – |
|
1443
Vicor
VICR
$9.41B
| $21.9K | ﹤0.01% |
200
| – | – |
|
1444
Patrick Industries
PATK
$2.81B
| $21.9K | ﹤0.01% |
202
| – | – |
|
1445
Sportsman's Warehouse
SPWH
$44.9M
| $21.9K | ﹤0.01% |
15,000
-20,000
| -57% | -$43.5K |
|
1446
NetEase
NTES
$79.2B
| $21.9K | ﹤0.01% |
+159
| New | +$22.6K |
|
1447
Oshkosh
OSK
$9.66B
| $21.9K | ﹤0.01% |
+174
| New | +$22.4K |
|
1448
Biogen
BIIB
$29.5B
| $21.8K | ﹤0.01% |
124
+122
| +6,100% | +$19.9K |
|
1449
Boston Properties
BXP
$11B
| $21.8K | ﹤0.01% |
323
+307
| +1,919% | +$21.8K |
|
1450
Range Resources
RRC
$8.85B
| $21.8K | ﹤0.01% |
+618
| New | +$23K |
|
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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.