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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHY icon
126
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$8.14M 0.16%
98,137
-7,508
-7% -$621K
CVGW
127
DELISTED
Calavo Growers
CVGW
$8.1M 0.16%
314,510
-49,690
-14% -$1.34M
MCK icon
128
McKesson
MCK
$100B
$8.08M 0.16%
10,465
-211
-2% -$149K
ACA icon
129
Arcosa
ACA
$7.13B
$8.01M 0.16%
85,429
-10,600
-11% -$986K
CSCO icon
130
Cisco
CSCO
$457B
$7.96M 0.16%
116,308
-4,282
-4% -$292K
MDU icon
131
MDU Resources
MDU
$4.17B
$7.94M 0.16%
445,838
-157,217
-26% -$2.62M
APD icon
132
Air Products & Chemicals
APD
$65.7B
$7.92M 0.16%
29,023
-890
-3% -$258K
IVE icon
133
iShares S&P 500 Value ETF
IVE
$49B
$7.89M 0.16%
38,191
+3,159
+9% +$634K
J icon
134
Jacobs Solutions
J
$15.9B
$7.86M 0.16%
52,476
+410
+0.8% +$58.9K
MNRO icon
135
Monro
MNRO
$383M
$7.84M 0.16%
+436,128
New +$7.16M
VB icon
136
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$7.82M 0.16%
30,767
-70
-0.2% -$17.4K
DD icon
137
DuPont de Nemours
DD
$18.5B
$7.78M 0.16%
79,530
+66,837
+527% +$6.3M
IXUS icon
138
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$7.66M 0.15%
92,706
+861
+0.9% +$68.4K
FTDR icon
139
Frontdoor
FTDR
$5.1B
$7.6M 0.15%
112,900
-450
-0.4% -$27.4K
HNI icon
140
HNI Corp
HNI
$3.24B
$7.59M 0.15%
+162,090
New +$7.68M
RJF icon
141
Raymond James Financial
RJF
$33.8B
$7.57M 0.15%
43,882
+260
+0.6% +$43.1K
DTM icon
142
DT Midstream
DTM
$14.1B
$7.54M 0.15%
66,702
-2,700
-4% -$282K
ABT icon
143
Abbott
ABT
$183B
$7.52M 0.15%
56,125
-511
-0.9% -$67.1K
RSP icon
144
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$7.48M 0.15%
39,442
-463
-1% -$86.3K
VEA icon
145
Vanguard FTSE Developed Markets ETF
VEA
$229B
$7.46M 0.15%
124,494
+711
+0.6% +$41.4K
VTV icon
146
Vanguard Morningstar Value ETF
VTV
$188B
$7.4M 0.15%
39,684
+419
+1% +$75.9K
BLK icon
147
Blackrock
BLK
$169B
$7.36M 0.15%
6,313
-268
-4% -$300K
AMAT icon
148
Applied Materials
AMAT
$403B
$7.25M 0.14%
35,408
+728
+2% +$132K
UNP icon
149
Union Pacific
UNP
$174B
$6.96M 0.14%
29,456
-35
-0.1% -$7.89K
KMLM icon
150
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$381M
$6.8M 0.14%
252,326
-134,650
-35% -$3.6M
4 5
6
7 8

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DCP
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.