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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
BINC icon
126
BlackRock Flexible Income ETF
BINC
$16B
$8.48M 0.17%
160,640
+35,669
+29% +$1.89M
VEA icon
127
Vanguard FTSE Developed Markets ETF
VEA
$226B
$8.46M 0.17%
135,439
+10,945
+9% +$670K
MCK icon
128
McKesson
MCK
$98.5B
$8.41M 0.17%
10,250
-215
-2% -$175K
NWE icon
129
NorthWestern Energy
NWE
$4.48B
$8.35M 0.17%
129,405
-96,670
-43% -$6.12M
TDG icon
130
TransDigm Group
TDG
$69.2B
$8.1M 0.17%
6,091
-92
-1% -$121K
IXUS icon
131
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$8.06M 0.17%
95,168
+2,462
+3% +$206K
DTM icon
132
DT Midstream
DTM
$14.9B
$8.03M 0.17%
67,125
+423
+0.6% +$48.6K
ANGL icon
133
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$8.02M 0.17%
273,077
+60,760
+29% +$1.79M
VB icon
134
Vanguard Small-Cap ETF
VB
$79.5B
$7.9M 0.16%
30,636
-131
-0.4% -$33.6K
CTSH icon
135
Cognizant
CTSH
$21.5B
$7.84M 0.16%
94,404
+4,137
+5% +$310K
RSP icon
136
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$7.78M 0.16%
40,604
+1,162
+3% +$221K
SHY icon
137
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$7.77M 0.16%
93,840
-4,297
-4% -$356K
VTV icon
138
Vanguard Value ETF
VTV
$189B
$7.76M 0.16%
40,649
+965
+2% +$182K
DD icon
139
DuPont de Nemours
DD
$18.6B
$7.57M 0.16%
62,780
-16,750
-21% -$1.88M
DECK icon
140
Deckers Outdoor
DECK
$13.3B
$7.48M 0.15%
72,182
+72,167
+481,113% +$6.76M
EFG icon
141
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$7.36M 0.15%
64,584
+12,843
+25% +$1.47M
DGRW icon
142
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$7.33M 0.15%
81,940
+12,220
+18% +$1.09M
BLK icon
143
Blackrock
BLK
$164B
$7.16M 0.15%
6,689
+376
+6% +$411K
RJF icon
144
Raymond James Financial
RJF
$32.5B
$7.09M 0.15%
44,121
+239
+0.5% +$38.6K
FTDR icon
145
Frontdoor
FTDR
$5.02B
$7.08M 0.15%
122,640
+9,740
+9% +$573K
ABT icon
146
Abbott
ABT
$180B
$6.98M 0.14%
55,712
-413
-0.7% -$52.6K
BAI
147
iShares A.I. Innovation and Tech Active ETF
BAI
$12.9B
$6.97M 0.14%
209,284
+146,628
+234% +$5.08M
BATRK icon
148
Atlanta Braves Holdings Series B
BATRK
$3.23B
$6.92M 0.14%
175,508
+17,590
+11% +$695K
UNP icon
149
Union Pacific
UNP
$183B
$6.86M 0.14%
29,657
+201
+0.7% +$45.9K
UNH icon
150
UnitedHealth
UNH
$382B
$6.82M 0.14%
20,662
-3,815
-16% -$1.29M
4 5
6
7 8

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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.