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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
(-3%)
Cap. Flow
-$195M
Cap. Flow
% of AUM
-4.01%
Top 10 Holdings %
Top 10 Hldgs %
27.49%
Holding
2,631
New
576
Increased
792
Reduced
409
Closed
111
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Americold
COLD
|
+$141M |
| 2 |
RB Global
RBA
|
+$62.5M |
| 3 |
Klaviyo
KVYO
|
+$37.3M |
| 4 |
LKQ Corp
LKQ
|
+$31M |
| 5 |
Salesforce
CRM
|
+$14.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Norfolk Southern
NSC
|
+$237M |
| 2 |
SEE
Sealed Air
SEE
|
+$133M |
| 3 |
CSX Corp
CSX
|
+$75.6M |
| 4 |
Forward Air
FWRD
|
+$37.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1476
DoorDash
DASH
$80.3B
| $20.6K | ﹤0.01% |
91
+89
| +4,450% | +$20.9K |
|
1477
Sanofi
SNY
$105B
| $20.4K | ﹤0.01% |
+422
| New | +$20.9K |
|
1478
Mattel
MAT
$4.3B
| $20.4K | ﹤0.01% |
+1,030
| New | +$19.9K |
|
1479
ATI
ATI
$26.3B
| $20.4K | ﹤0.01% |
+178
| New | +$17.3K |
|
1480
Trex
TREX
$4.57B
| $20.4K | ﹤0.01% |
+581
| New | +$23.5K |
|
1481
Olin
OLN
$2.49B
| $20.3K | ﹤0.01% |
+974
| New | +$21K |
|
1482
Leonardo DRS
DRS
$12.9B
| $20.3K | ﹤0.01% |
+595
| New | +$22K |
|
1483
Hamilton Lane
HLNE
$3.83B
| $20.3K | ﹤0.01% |
+151
| New | +$19K |
|
1484
Amplify International Enhanced Dividend Income ETF
IDVO
$1.34B
| $20.2K | ﹤0.01% |
527
| – | – |
|
1485
Milestone Pharmaceuticals
MIST
$141M
| $20.2K | ﹤0.01% |
10,000
| – | – |
|
1486
Driven Brands
DRVN
$2.37B
| $20.2K | ﹤0.01% |
+1,362
| New | +$20.3K |
|
1487
Charter Communications
CHTR
$15.7B
| $20K | ﹤0.01% |
96
+23
| +32% | +$5.17K |
|
1488
Campbell Soup
CPB
$6.67B
| $20K | ﹤0.01% |
+718
| New | +$21.6K |
|
1489
Northwest Natural Holdings
NWN
$2.16B
| $19.9K | ﹤0.01% |
425
| – | – |
|
1490
SLM Corp
SLM
$4.78B
| $19.8K | ﹤0.01% |
+730
| New | +$20K |
|
1491
VICI Properties
VICI
$29.5B
| $19.7K | ﹤0.01% |
701
+344
| +96% | +$10.2K |
|
1492
iShares MSCI USA Value Factor ETF
VLUE
$9.38B
| $19.7K | ﹤0.01% |
144
+1
| +0.7% | +$131 |
|
1493
Genmab
GMAB
$17.7B
| $19.6K | ﹤0.01% |
+638
| New | +$19.9K |
|
1494
Ryanair
RYAAY
$29.8B
| $19.5K | ﹤0.01% |
+270
| New | +$17.6K |
|
|
ETH
1495
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.78B
| $19.5K | ﹤0.01% |
694
-87
| -11% | -$2.84K |
|
1496
Tyson Foods
TSN
$21.4B
| $19.5K | ﹤0.01% |
+332
| New | +$18.2K |
|
1497
Lazard
LAZ
$4.23B
| $19.4K | ﹤0.01% |
400
| – | – |
|
|
TGNA
1498
DELISTED
TEGNA Inc
TGNA
| $19.4K | ﹤0.01% |
1,000
| – | – |
|
1499
Sun Life Financial
SLF
$46B
| $19.4K | ﹤0.01% |
311
+28
| +10% | +$1.69K |
|
1500
Interactive Brokers
IBKR
$41.1B
| $19.4K | ﹤0.01% |
301
+181
| +151% | +$12.1K |
|
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KCM
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EI
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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.