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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
HAL icon
1451
Halliburton
HAL
$26.6B
$4.22K ﹤0.01%
207
+25
+14% +$524
EA icon
1452
Electronic Arts
EA
$53B
$4.15K ﹤0.01%
26
– –
LNTH icon
1453
Lantheus
LNTH
$6.59B
$4.09K ﹤0.01%
+50
New +$4.39K
WMG icon
1454
Warner Music
WMG
$13.1B
$4.09K ﹤0.01%
150
– –
LYV icon
1455
Live Nation Entertainment
LYV
$42.3B
$4.08K ﹤0.01%
27
– –
DT
1456
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$4.06K ﹤0.01%
+111
New +$4.06K
DNI
1457
DELISTED
Dividend and Income Fund
DNI
$4.02K ﹤0.01%
300
– –
IOT icon
1458
Samsara
IOT
$21.6B
$3.98K ﹤0.01%
100
– –
HYMB icon
1459
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.17B
$3.96K ﹤0.01%
+160
New +$3.94K
CMCO icon
1460
Columbus McKinnon
CMCO
$580M
$3.91K ﹤0.01%
+256
New +$3.91K
RODM icon
1461
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.63B
$3.89K ﹤0.01%
+114
New +$3.71K
EGP icon
1462
EastGroup Properties
EGP
$11.2B
$3.84K ﹤0.01%
+23
New +$3.83K
PTON icon
1463
Peloton Interactive
PTON
$2.79B
$3.82K ﹤0.01%
550
– –
ELI
1464
DELISTED
ELITE PHARMACEUTICAL
ELI
$3.79K ﹤0.01%
5,182
– –
TROW icon
1465
T. Rowe Price
TROW
$24.3B
$3.76K ﹤0.01%
39
-3
-7% -$275
EW icon
1466
Edwards Lifesciences
EW
$51.1B
$3.75K ﹤0.01%
48
-17
-26% -$1.27K
CMPS
1467
Compass Pathways
CMPS
$1.52B
$3.72K ﹤0.01%
1,330
– –
AZO icon
1468
AutoZone
AZO
$48.8B
$3.71K ﹤0.01%
1
– –
SE icon
1469
Sea Limited
SE
$68.1B
$3.68K ﹤0.01%
+23
New +$3.33K
FXI icon
1470
iShares China Large-Cap ETF
FXI
$4.35B
$3.68K ﹤0.01%
100
– –
FICO icon
1471
Fair Isaac
FICO
$22.6B
$3.66K ﹤0.01%
2
– –
BMBL icon
1472
Bumble
BMBL
$403M
$3.62K ﹤0.01%
550
– –
JAZZ icon
1473
Jazz Pharmaceuticals
JAZZ
$15.8B
$3.61K ﹤0.01%
34
– –
PGX icon
1474
Invesco Preferred ETF
PGX
$3.8B
$3.56K ﹤0.01%
320
– –
OXY.WS icon
1475
Occidental Petroleum Corp Warrants
OXY.WS
$31.5B
$3.54K ﹤0.01%
171
– –
57 58
59
60 61

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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.