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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
+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
Cap. Flow
-$195M
Cap. Flow %
-4.01%
Top 10 Hldgs %
27.49%
Holding
2,631
New
576
Increased
792
Reduced
409
Closed
111

Top Buys

Rank Stock Value
1
COLD icon
Americold
COLD
+$141M
2
RBA icon
RB Global
RBA
+$62.5M
3
KVYO icon
Klaviyo
KVYO
+$37.3M
4
LKQ icon
LKQ Corp
LKQ
+$31M
5
CRM icon
Salesforce
CRM
+$14.4M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$237M
2
SEE
Sealed Air
SEE
+$133M
3
CSX icon
CSX Corp
CSX
+$75.6M
4
FWRD icon
Forward Air
FWRD
+$37.8M
5
AMZN icon
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
ICUI icon
1526
ICU Medical
ICUI
$4.04B
$17.7K ﹤0.01%
+124
New +$16.6K
TXG icon
1527
10x Genomics
TXG
$5.83B
$17.6K ﹤0.01%
+1,081
New +$16.3K
ADV icon
1528
Advantage Solutions
ADV
$504M
$17.6K ﹤0.01%
+800
New +$23.1K
THC icon
1529
Tenet Healthcare
THC
$21B
$17.5K ﹤0.01%
+88
New +$17.8K
FDS icon
1530
Factset
FDS
$9.46B
$17.4K ﹤0.01%
60
+59
+5,900% +$16.6K
FELV icon
1531
Fidelity Enhanced Large Cap Value ETF
FELV
$3.23B
$17.3K ﹤0.01%
+500
New +$17K
CNP icon
1532
CenterPoint Energy
CNP
$28.8B
$17.2K ﹤0.01%
449
+372
+483% +$14.5K
MSCI icon
1533
MSCI
MSCI
$41.5B
$17.2K ﹤0.01%
30
+20
+200% +$11.2K
LOUP icon
1534
Innovator Deepwater Frontier Tech ETF
LOUP
$205M
$17.2K ﹤0.01%
225
– –
WU icon
1535
Western Union
WU
$2.55B
$17.1K ﹤0.01%
+1,840
New +$16.3K
ELAN icon
1536
Elanco Animal Health
ELAN
$12.7B
$17K ﹤0.01%
+753
New +$16.4K
LOAR icon
1537
Loar Holdings
LOAR
$6.72B
$17K ﹤0.01%
250
+82
+49% +$5.98K
IVZ icon
1538
Invesco
IVZ
$13.3B
$17K ﹤0.01%
+646
New +$15.8K
AVEM icon
1539
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
$16.9K ﹤0.01%
220
– –
SPMB icon
1540
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.98B
$16.9K ﹤0.01%
754
– –
UTF icon
1541
Cohen & Steers Infrastructure Fund
UTF
$3.1B
$16.9K ﹤0.01%
700
-345
-33% -$8.28K
FETH
1542
Fidelity Ethereum Fund
FETH
$1.05B
$16.8K ﹤0.01%
569
+509
+848% +$17.6K
HPQ icon
1543
HP
HPQ
$24.3B
$16.8K ﹤0.01%
755
+346
+85% +$8.82K
CVR icon
1544
Chicago Rivet & Machine Co
CVR
$10M
$16.7K ﹤0.01%
1,200
– –
CRI icon
1545
Carter's
CRI
$1.43B
$16.7K ﹤0.01%
+514
New +$16.1K
MSSM
1546
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$717M
$16.5K ﹤0.01%
+326
New +$16.7K
ESGE icon
1547
iShares ESG Aware MSCI EM ETF
ESGE
$6.53B
$16.5K ﹤0.01%
373
– –
FCFS icon
1548
FirstCash
FCFS
$9.06B
$16.4K ﹤0.01%
103
+49
+91% +$7.72K
UPST icon
1549
Upstart Holdings
UPST
$2.63B
$16.4K ﹤0.01%
375
– –
DRI icon
1550
Darden Restaurants
DRI
$23.4B
$16.4K ﹤0.01%
+89
New +$16.2K
60 61
62
63 64

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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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.