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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
EME icon
1476
Emcor
EME
$36.1B
$3.9K ﹤0.01%
6
– –
EGP icon
1477
EastGroup Properties
EGP
$11.2B
$3.89K ﹤0.01%
23
– –
ICLN icon
1478
iShares Global Clean Energy ETF
ICLN
$2.35B
$3.87K ﹤0.01%
250
– –
BWA icon
1479
BorgWarner
BWA
$13B
$3.87K ﹤0.01%
88
– –
VFF icon
1480
Village Farms International
VFF
$236M
$3.83K ﹤0.01%
1,225
– –
WAB icon
1481
Wabtec
WAB
$50.1B
$3.81K ﹤0.01%
19
-2
-10% -$395
ENSG icon
1482
The Ensign Group
ENSG
$10.3B
$3.8K ﹤0.01%
22
– –
DT
1483
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$3.79K ﹤0.01%
111
– –
PALL icon
1484
abrdn Physical Palladium Shares ETF
PALL
$608M
$3.77K ﹤0.01%
165
– –
EW icon
1485
Edwards Lifesciences
EW
$51.1B
$3.73K ﹤0.01%
48
– –
IOT icon
1486
Samsara
IOT
$21.6B
$3.73K ﹤0.01%
100
– –
PGX icon
1487
Invesco Preferred ETF
PGX
$3.8B
$3.71K ﹤0.01%
320
– –
LWLG icon
1488
Lightwave Logic
LWLG
$1.05B
$3.71K ﹤0.01%
1,000
– –
HIMS icon
1489
Hims & Hers Health
HIMS
$7.13B
$3.69K ﹤0.01%
+65
New +$3.33K
TEAM icon
1490
Atlassian
TEAM
$26.3B
$3.67K ﹤0.01%
23
– –
CMCO icon
1491
Columbus McKinnon
CMCO
$580M
$3.67K ﹤0.01%
256
– –
MRNA icon
1492
Moderna
MRNA
$22B
$3.67K ﹤0.01%
142
+27
+23% +$753
SPSC icon
1493
SPS Commerce
SPSC
$2.72B
$3.65K ﹤0.01%
35
– –
LFUS icon
1494
Littelfuse
LFUS
$11.3B
$3.63K ﹤0.01%
14
– –
COPX icon
1495
Global X Copper Miners ETF NEW
COPX
$7.36B
$3.59K ﹤0.01%
+60
New +$2.9K
DOCS icon
1496
Doximity
DOCS
$3.95B
$3.58K ﹤0.01%
49
– –
FIVE icon
1497
Five Below
FIVE
$12B
$3.56K ﹤0.01%
23
– –
BSTZ icon
1498
BlackRock Science and Technology Term Trust
BSTZ
$1.99B
$3.55K ﹤0.01%
160
– –
AROC icon
1499
Archrock
AROC
$6.16B
$3.53K ﹤0.01%
134
– –
ICLR icon
1500
Icon
ICLR
$12.2B
$3.5K ﹤0.01%
20
– –
58 59
60
61 62

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
EI
EFG International Zurich $4.67B AUM
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.