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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
SRVR icon
1476
Pacer Data & Infrastructure Real Estate ETF
SRVR
$376M
$3.52K ﹤0.01%
+109
New +$3.34K
TT icon
1477
Trane Technologies
TT
$101B
$3.5K ﹤0.01%
8
+7
+700% +$2.76K
MEDP icon
1478
Medpace
MEDP
$16B
$3.45K ﹤0.01%
+11
New +$3.3K
ENSG icon
1479
The Ensign Group
ENSG
$10.3B
$3.39K ﹤0.01%
+22
New +$3.09K
HITI
1480
High Tide
HITI
$189M
$3.33K ﹤0.01%
1,450
– –
AROC icon
1481
Archrock
AROC
$6.16B
$3.33K ﹤0.01%
+134
New +$3.28K
BSTZ icon
1482
BlackRock Science and Technology Term Trust
BSTZ
$1.99B
$3.32K ﹤0.01%
160
– –
PALL icon
1483
abrdn Physical Palladium Shares ETF
PALL
$608M
$3.32K ﹤0.01%
165
– –
RELX icon
1484
RELX
RELX
$63.1B
$3.31K ﹤0.01%
+61
New +$3.23K
JJSF icon
1485
J&J Snack Foods
JJSF
$1.48B
$3.29K ﹤0.01%
+29
New +$3.52K
ICLN icon
1486
iShares Global Clean Energy ETF
ICLN
$2.35B
$3.28K ﹤0.01%
250
– –
UAMY icon
1487
United States Antimony
UAMY
$839M
$3.27K ﹤0.01%
1,501
+1,500
+150,000% +$4.25K
HYD icon
1488
VanEck High Yield Muni ETF
HYD
$4.42B
$3.26K ﹤0.01%
+65
New +$3.25K
LYG icon
1489
Lloyds Banking Group
LYG
$90.8B
$3.25K ﹤0.01%
+765
New +$3.04K
BCE icon
1490
BCE
BCE
$20.3B
$3.21K ﹤0.01%
145
+81
+127% +$1.77K
EME icon
1491
Emcor
EME
$36.1B
$3.21K ﹤0.01%
+6
New +$2.65K
HI
1492
DELISTED
Hillenbrand
HI
$3.19K ﹤0.01%
+159
New +$3.31K
LFUS icon
1493
Littelfuse
LFUS
$11.3B
$3.17K ﹤0.01%
14
– –
MRNA icon
1494
Moderna
MRNA
$21.9B
$3.17K ﹤0.01%
115
-34
-23% -$895
AMODW
1495
Alpha Modus Holdings Warrant
AMODW
$330K
$3.11K ﹤0.01%
28,000
– –
NE icon
1496
Noble Corp
NE
$6.45B
$3.11K ﹤0.01%
117
– –
DEM icon
1497
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.92B
$3.08K ﹤0.01%
+68
New +$2.93K
UA icon
1498
Under Armour Class C
UA
$2.83B
$3.07K ﹤0.01%
473
– –
VNOM icon
1499
Viper Energy
VNOM
$8.53B
$3.05K ﹤0.01%
+80
New +$3.24K
MTN icon
1500
Vail Resorts
MTN
$5.32B
$3.05K ﹤0.01%
19
+5
+36% +$743
58 59
60
61 62

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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.