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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
-0.3%
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
$4.7B
AUM Growth
-$154M
(-3.2%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-0.45%
Top 10 Holdings %
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Warner Bros
WBD
|
+$49.4M |
| 2 |
Rayonier
RYN
|
+$28M |
| 3 |
Aptiv
APTV
|
+$19.7M |
| 4 |
Gilead Sciences
GILD
|
+$17.7M |
| 5 |
Union Pacific
UNP
|
+$14.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Klaviyo
KVYO
|
+$27.6M |
| 2 |
American Tower
AMT
|
+$20.8M |
| 3 |
PCH
PotlatchDeltic
PCH
|
+$18.7M |
| 4 |
RAL
Ralliant Corp
RAL
|
+$16.8M |
| 5 |
Veeva Systems
VEEV
|
+$13.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 13.76% |
| 2 | Technology | 12.95% |
| 3 | Consumer Discretionary | 11.21% |
| 4 | Financials | 8.06% |
| 5 | Healthcare | 5.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1526
Comfort Systems
FIX
$61B
| $16.5K | ﹤0.01% |
12
-3
| -20% | -$3.81K |
|
1527
Global X Autonomous & Electric Vehicles ETF
DRIV
$378M
| $16.5K | ﹤0.01% |
542
+1
| +0.2% | +$32 |
|
1528
Joby Aviation
JOBY
$6.82B
| $16.5K | ﹤0.01% |
2,000
| – | – |
|
|
ETH
1529
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.7B
| $16.5K | ﹤0.01% |
829
+135
| +19% | +$3.06K |
|
|
DOCU
1530
DocuSign
DOCU
$9.63B
| $16.5K | ﹤0.01% |
347
-53
| -13% | -$2.71K |
|
1531
ITT
ITT
$17.5B
| $16.4K | ﹤0.01% |
+86
| New | +$16.4K |
|
1532
Chemours
CC
$2.59B
| $16.4K | ﹤0.01% |
743
| – | – |
|
1533
PGIM Ultra Short Bond ETF
PULS
$17.7B
| $16.3K | ﹤0.01% |
329
-863
| -72% | -$42.9K |
|
1534
Descartes Systems
DSGX
$5.84B
| $16.2K | ﹤0.01% |
227
+180
| +383% | +$13.3K |
|
|
WRD
1535
WeRide Inc
WRD
$1.75B
| $16.2K | ﹤0.01% |
2,000
-25,000
| -93% | -$193K |
|
1536
Whirlpool
WHR
$2.42B
| $16.2K | ﹤0.01% |
300
-214
| -42% | -$15.7K |
|
1537
Global X MLP ETF
MLPA
$2.28B
| $16.2K | ﹤0.01% |
300
| – | – |
|
1538
Western Union
WU
$2.57B
| $16.1K | ﹤0.01% |
1,840
| – | – |
|
1539
Liberty Global Class C
LBTYK
$3.27B
| $16K | ﹤0.01% |
1,367
| – | – |
|
1540
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.16B
| $16K | ﹤0.01% |
668
+413
| +162% | +$10.1K |
|
1541
Goodyear
GT
$2.07B
| $15.9K | ﹤0.01% |
2,400
+1,000
| +71% | +$8.43K |
|
1542
Carnival Corporation Ltd
CCL
$36.1B
| $15.8K | ﹤0.01% |
610
| – | – |
|
1543
Brown & Brown
BRO
$22.9B
| $15.8K | ﹤0.01% |
242
-185
| -43% | -$13.3K |
|
1544
Charter Communications
CHTR
$14.7B
| $15.8K | ﹤0.01% |
73
-23
| -24% | -$4.98K |
|
1545
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
| $15.7K | ﹤0.01% |
210
| – | – |
|
1546
Darden Restaurants
DRI
$22.5B
| $15.7K | ﹤0.01% |
80
-9
| -10% | -$1.85K |
|
1547
Kilroy Realty
KRC
$4.58B
| $15.6K | ﹤0.01% |
554
-1,308
| -70% | -$43K |
|
1548
F5
FFIV
$22.1B
| $15.6K | ﹤0.01% |
54
+29
| +116% | +$8.04K |
|
1549
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$19.3M
| $15.6K | ﹤0.01% |
729
+5
| +0.7% | +$108 |
|
1550
ESAB
ESAB
$5.25B
| $15.6K | ﹤0.01% |
161
-183
| -53% | -$21.2K |
|
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Ancora Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.
By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.
- Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
- Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
- Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
- Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
- Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
- Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
- Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.