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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
+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
Cap. Flow
-$195M
Cap. Flow %
-4.01%
Top 10 Hldgs %
27.49%
Holding
2,631
New
576
Increased
792
Reduced
409
Closed
111

Top Buys

Rank Stock Value
1
COLD icon
Americold
COLD
+$141M
2
RBA icon
RB Global
RBA
+$62.5M
3
KVYO icon
Klaviyo
KVYO
+$37.3M
4
LKQ icon
LKQ Corp
LKQ
+$31M
5
CRM icon
Salesforce
CRM
+$14.4M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$237M
2
SEE
Sealed Air
SEE
+$133M
3
CSX icon
CSX Corp
CSX
+$75.6M
4
FWRD icon
Forward Air
FWRD
+$37.8M
5
AMZN icon
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
SGOV icon
1451
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$21.8K ﹤0.01%
217
– –
AKAM icon
1452
Akamai
AKAM
$16.4B
$21.7K ﹤0.01%
249
-1,251
-83% -$103K
BIP icon
1453
Brookfield Infrastructure Partners
BIP
$18.6B
$21.7K ﹤0.01%
625
– –
IDU icon
1454
iShares US Utilities ETF
IDU
$1.39B
$21.7K ﹤0.01%
200
– –
AR icon
1455
Antero Resources
AR
$10.5B
$21.4K ﹤0.01%
+622
New +$21.1K
FND icon
1456
Floor & Decor
FND
$5.99B
$21.4K ﹤0.01%
352
+335
+1,971% +$21.7K
MUFG icon
1457
Mitsubishi UFJ Financial
MUFG
$260B
$21.4K ﹤0.01%
1,350
+1,079
+398% +$16.7K
AVB icon
1458
AvalonBay Communities
AVB
$26.8B
$21.4K ﹤0.01%
118
-49
-29% -$8.89K
TEX icon
1459
Terex
TEX
$7.89B
$21.4K ﹤0.01%
400
– –
WBS icon
1460
Webster Financial
WBS
$12.5B
$21.3K ﹤0.01%
+339
New +$20.1K
JPEM icon
1461
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$384M
$21.3K ﹤0.01%
350
– –
INTF icon
1462
iShares International Equity Factor ETF
INTF
$3.58B
$21.3K ﹤0.01%
563
– –
BFC icon
1463
Bank First Corp
BFC
$1.65B
$21.2K ﹤0.01%
174
– –
JKHY icon
1464
Jack Henry & Associates
JKHY
$10.9B
$21.2K ﹤0.01%
116
+115
+11,500% +$19.2K
ISTB icon
1465
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$21.2K ﹤0.01%
434
– –
IVLU icon
1466
iShares MSCI Intl Value Factor ETF
IVLU
$4.34B
$21.2K ﹤0.01%
556
– –
THRO
1467
iShares U.S. Thematic Rotation Active ETF
THRO
$6.36B
$21K ﹤0.01%
+545
New +$20.8K
ICF icon
1468
iShares Select U.S. REIT ETF
ICF
$2.12B
$21K ﹤0.01%
352
– –
BAP icon
1469
Credicorp
BAP
$31.1B
$21K ﹤0.01%
+73
New +$19.3K
XRAY icon
1470
Dentsply Sirona
XRAY
$2.61B
$20.9K ﹤0.01%
+1,831
New +$21.5K
FELG icon
1471
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.4B
$20.9K ﹤0.01%
+500
New +$20.8K
WHF icon
1472
WhiteHorse Finance
WHF
$140M
$20.9K ﹤0.01%
3,000
– –
DLTR icon
1473
Dollar Tree
DLTR
$24.1B
$20.8K ﹤0.01%
+169
New +$18.1K
TTE icon
1474
TotalEnergies
TTE
$187B
$20.7K ﹤0.01%
+317
New +$20K
AGNC icon
1475
AGNC Investment
AGNC
$12.4B
$20.7K ﹤0.01%
+1,928
New +$19.8K
57 58
59
60 61

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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.