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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 | |
|---|---|---|---|---|---|---|
1501
Insulet
PODD
$11.4B
| $19.3K | ﹤0.01% |
+68
| New | +$21.3K |
|
1502
York Water
YORW
$502M
| $19.1K | ﹤0.01% |
+600
| New | +$19.2K |
|
1503
ResMed
RMD
$29.5B
| $19K | ﹤0.01% |
79
+78
| +7,800% | +$19.9K |
|
1504
Xtrackers International Real Estate ETF
HAUZ
$1.06B
| $19K | ﹤0.01% |
+818
| New | +$19.1K |
|
1505
Old Dominion Freight Line
ODFL
$47.2B
| $19K | ﹤0.01% |
121
-87
| -42% | -$12.5K |
|
1506
MP Materials
MP
$7.68B
| $18.7K | ﹤0.01% |
370
-1,024
| -73% | -$64.9K |
|
1507
Carnival Corporation Ltd
CCL
$37.1B
| $18.6K | ﹤0.01% |
610
+595
| +3,967% | +$16.6K |
|
1508
Virtu Financial
VIRT
$5.12B
| $18.6K | ﹤0.01% |
+559
| New | +$19.1K |
|
1509
Alaska Air
ALK
$5.3B
| $18.6K | ﹤0.01% |
370
+350
| +1,750% | +$16.2K |
|
1510
Omnicom Group
OMC
$23.5B
| $18.6K | ﹤0.01% |
230
+145
| +171% | +$11.1K |
|
1511
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.31B
| $18.5K | ﹤0.01% |
116
| – | – |
|
1512
Copart
CPRT
$27.6B
| $18.4K | ﹤0.01% |
469
+419
| +838% | +$17.4K |
|
1513
JPMorgan BetaBuilders Europe ETF
BBEU
$9.17B
| $18.3K | ﹤0.01% |
+250
| New | +$17.8K |
|
1514
Brunswick
BC
$5.24B
| $18.3K | ﹤0.01% |
+246
| New | +$16.7K |
|
1515
Toast
TOST
$17.9B
| $18.3K | ﹤0.01% |
514
| – | – |
|
1516
Brighthouse Financial
BHF
$3.63B
| $18.2K | ﹤0.01% |
281
+268
| +2,062% | +$15.7K |
|
1517
Douglas Emmett
DEI
$2.03B
| $18.2K | ﹤0.01% |
+1,653
| New | +$20.7K |
|
1518
Annaly Capital Management
NLY
$16.9B
| $18.1K | ﹤0.01% |
810
+685
| +548% | +$14.9K |
|
1519
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $18.1K | ﹤0.01% |
188
+7
| +4% | +$673 |
|
1520
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
| $18.1K | ﹤0.01% |
398
+6
| +2% | +$269 |
|
1521
Bio-Techne
TECH
$11.2B
| $18K | ﹤0.01% |
306
+302
| +7,550% | +$18.4K |
|
1522
Huntsman Corp
HUN
$2.06B
| $17.9K | ﹤0.01% |
+1,795
| New | +$16.4K |
|
1523
West Pharmaceutical
WST
$23.3B
| $17.9K | ﹤0.01% |
65
+64
| +6,400% | +$17.5K |
|
1524
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.39B
| $17.8K | ﹤0.01% |
207
| – | – |
|
1525
Reinsurance Group of America
RGA
$15.7B
| $17.7K | ﹤0.01% |
+87
| New | +$16.8K |
|
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CCWM
GCL
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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.