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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
TRI icon
1526
Thomson Reuters
TRI
$44.4B
$2.62K ﹤0.01%
+13
New +$2.48K
GLPI icon
1527
Gaming and Leisure Properties
GLPI
$12.7B
$2.6K ﹤0.01%
56
+51
+1,020% +$2.41K
PEN icon
1528
Penumbra
PEN
$12.7B
$2.57K ﹤0.01%
+10
New +$2.72K
KAI icon
1529
Kadant
KAI
$3.83B
$2.54K ﹤0.01%
+8
New +$2.5K
CODI icon
1530
Compass Diversified
CODI
$795M
$2.51K ﹤0.01%
400
– –
ATR icon
1531
AptarGroup
ATR
$8.73B
$2.5K ﹤0.01%
+16
New +$2.42K
AIO
1532
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$878M
$2.48K ﹤0.01%
100
– –
RACE icon
1533
Ferrari
RACE
$70.5B
$2.45K ﹤0.01%
+5
New +$2.32K
AVT icon
1534
Avnet
AVT
$7.29B
$2.44K ﹤0.01%
46
-604
-93% -$30K
MUR icon
1535
Murphy Oil
MUR
$5.55B
$2.43K ﹤0.01%
108
– –
CHRD icon
1536
Chord Energy
CHRD
$7.84B
$2.42K ﹤0.01%
+25
New +$2.38K
HWM icon
1537
Howmet Aerospace
HWM
$115B
$2.42K ﹤0.01%
13
-2
-13% -$308
NVT icon
1538
nVent Electric
NVT
$25.8B
$2.42K ﹤0.01%
+33
New +$2.03K
SAH icon
1539
Sonic Automotive
SAH
$2.76B
$2.4K ﹤0.01%
+30
New +$2.02K
PRVA icon
1540
Privia Health
PRVA
$3B
$2.37K ﹤0.01%
+103
New +$2.38K
IGEB icon
1541
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
$2.36K ﹤0.01%
52
-16
-24% -$713
GWRE icon
1542
Guidewire Software
GWRE
$13.1B
$2.35K ﹤0.01%
+10
New +$2.15K
ABVEW
1543
DELISTED
Above Food Ingredients Inc Warrants
ABVEW
$2.33K ﹤0.01%
44,735
– –
PEBO icon
1544
Peoples Bancorp
PEBO
$1.5B
$2.33K ﹤0.01%
76
+1
+1% +$29
VTR icon
1545
Ventas
VTR
$46.6B
$2.27K ﹤0.01%
+36
New +$2.35K
MUFG icon
1546
Mitsubishi UFJ Financial
MUFG
$254B
$2.26K ﹤0.01%
165
+111
+206% +$1.44K
NBXG
1547
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.19B
$2.26K ﹤0.01%
155
– –
TME icon
1548
Tencent Music
TME
$15.6B
$2.26K ﹤0.01%
116
– –
ARGX icon
1549
argenx
ARGX
$52B
$2.21K ﹤0.01%
+4
New +$2.32K
BBVA icon
1550
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$2.2K ﹤0.01%
+143
New +$2.06K
60 61
62
63 64

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DCP
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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
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.