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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
MIDD icon
126
Middleby
MIDD
$6.04B
$8.05M 0.17%
55,880
+38,070
+214% +$5.36M
PH icon
127
Parker-Hannifin
PH
$123B
$7.86M 0.16%
11,249
-58
-0.5% -$36.6K
MCK icon
128
McKesson
MCK
$100B
$7.82M 0.16%
10,676
-373
-3% -$263K
LHX icon
129
L3Harris
LHX
$51.6B
$7.79M 0.16%
31,066
-1,679
-5% -$386K
ABT icon
130
Abbott
ABT
$183B
$7.7M 0.16%
56,636
-2,163
-4% -$285K
PHYS icon
131
Sprott Physical Gold
PHYS
$14.6B
$7.69M 0.16%
303,396
+25,518
+9% +$641K
SHYF
132
DELISTED
The Shyft Group
SHYF
$7.65M 0.16%
609,964
+556,590
+1,043% +$5.45M
DTM icon
133
DT Midstream
DTM
$14.1B
$7.63M 0.16%
69,402
+429
+0.6% +$43.4K
OEF icon
134
PUT
iShares S&P 100 ETF
OEF
$20.1B
$7.58M 0.16%
16,949
+8,738
+106% +$2.43M
ORCL icon
135
Oracle
ORCL
$374B
$7.48M 0.16%
34,224
+282
+0.8% +$45.5K
SHW icon
136
Sherwin-Williams
SHW
$82.7B
$7.44M 0.15%
21,681
-285
-1% -$98.7K
VB icon
137
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$7.31M 0.15%
30,837
-344
-1% -$76.7K
ROCK icon
138
Gibraltar Industries
ROCK
$1.25B
$7.27M 0.15%
123,248
-68,440
-36% -$3.92M
RSP icon
139
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$7.25M 0.15%
39,905
-798
-2% -$138K
MBB icon
140
iShares MBS ETF
MBB
$38.9B
$7.13M 0.15%
75,934
+6,029
+9% +$559K
CTSH icon
141
Cognizant
CTSH
$24.9B
$7.13M 0.15%
91,347
+805
+0.9% +$61.7K
IXUS icon
142
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$7.1M 0.15%
91,845
+141
+0.2% +$10.3K
VEA icon
143
Vanguard FTSE Developed Markets ETF
VEA
$229B
$7.06M 0.15%
123,783
-1,033
-0.8% -$55.3K
VTV icon
144
Vanguard Morningstar Value ETF
VTV
$188B
$6.94M 0.14%
39,265
+49
+0.1% +$8.28K
SFD
145
Smithfield Foods
SFD
$10.2B
$6.93M 0.14%
294,680
+17,810
+6% +$394K
BLK icon
146
Blackrock
BLK
$169B
$6.91M 0.14%
6,581
-39
-0.6% -$36.9K
IVE icon
147
iShares S&P 500 Value ETF
IVE
$49B
$6.85M 0.14%
35,032
+3,313
+10% +$617K
J icon
148
Jacobs Solutions
J
$15.9B
$6.84M 0.14%
52,066
-268
-0.5% -$33K
UNP icon
149
Union Pacific
UNP
$174B
$6.79M 0.14%
29,491
-94
-0.3% -$20.9K
RJF icon
150
Raymond James Financial
RJF
$33.8B
$6.69M 0.14%
43,622
+199
+0.5% +$28.5K
4 5
6
7 8

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GCM
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CCWM
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GCL
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KCM
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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.