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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
1451
Alibaba
BABA
$280B
$7.77K ﹤0.01%
81
-6
-7% -$752
GLU
1452
Gabelli Utility & Income Trust
GLU
$115M
$7.68K ﹤0.01%
400
– –
LUMN icon
1453
Lumen
LUMN
$6.85B
$7.68K ﹤0.01%
1,000
– –
MTD icon
1454
Mettler-Toledo International
MTD
$26.6B
$7.67K ﹤0.01%
6
-64
-91% -$77.2K
VOT icon
1455
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$7.66K ﹤0.01%
25
– –
TTD icon
1456
Trade Desk
TTD
$6.59B
$7.65K ﹤0.01%
423
-416
-50% -$8.83K
GHRS icon
1457
GH Research
GHRS
$1.91B
$7.63K ﹤0.01%
284
– –
LNT icon
1458
Alliant Energy
LNT
$17.8B
$7.63K ﹤0.01%
100
-316
-76% -$23K
PBR icon
1459
Petrobras
PBR
$134B
$7.63K ﹤0.01%
472
-72
-13% -$1.41K
BST icon
1460
BlackRock Science and Technology Trust
BST
$1.76B
$7.61K ﹤0.01%
150
– –
CVNA icon
1461
Carvana
CVNA
$53.8B
$7.57K ﹤0.01%
115
-10
-8% -$707
BTG icon
1462
B2Gold
BTG
$7.2B
$7.48K ﹤0.01%
+2,000
New +$9.18K
NTAP icon
1463
NetApp
NTAP
$37.1B
$7.43K ﹤0.01%
48
– –
ALC icon
1464
Alcon
ALC
$33.4B
$7.38K ﹤0.01%
110
-212
-66% -$14.8K
YOLO icon
1465
AdvisorShares Pure Cannabis ETF
YOLO
$35.7M
$7.37K ﹤0.01%
2,550
– –
KNG icon
1466
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.37B
$7.32K ﹤0.01%
145
– –
IMXI icon
1467
International Money Express
IMXI
$435M
$7.22K ﹤0.01%
500
– –
MKTX icon
1468
MarketAxess Holdings
MKTX
$5.75B
$7.15K ﹤0.01%
63
-4,938
-99% -$704K
HOV icon
1469
Hovnanian Enterprises
HOV
$705M
$7.12K ﹤0.01%
50
– –
IFN
1470
Aberdeen India Fund
IFN
$491M
$7.05K ﹤0.01%
600
– –
DCI icon
1471
Donaldson
DCI
$10.5B
$7K ﹤0.01%
78
-812
-91% -$69.8K
NJR icon
1472
New Jersey Resources
NJR
$5.48B
$6.95K ﹤0.01%
124
– –
MC icon
1473
Moelis & Co
MC
$5.09B
$6.93K ﹤0.01%
106
– –
COPX icon
1474
Global X Copper Miners ETF NEW
COPX
$8.52B
$6.93K ﹤0.01%
90
– –
UTF icon
1475
Cohen & Steers Infrastructure Fund
UTF
$2.98B
$6.9K ﹤0.01%
250
-700
-74% -$18.8K
57 58
59
60 61

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DFO
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KIM
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Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.