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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
-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
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
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
ZWS icon
1551
Zurn Elkay Water Solutions
ZWS
$8.07B
$15.5K ﹤0.01%
346
– –
IPAY icon
1552
Amplify Mobile Payments ETF
IPAY
$154M
$15.4K ﹤0.01%
+360
New +$16.9K
TAP icon
1553
Molson Coors Class B
TAP
$7.68B
$15.4K ﹤0.01%
357
-504
-59% -$23.9K
QGEN icon
1554
Qiagen
QGEN
$8.53B
$15.3K ﹤0.01%
382
-827
-68% -$39.1K
DB icon
1555
Deutsche Bank
DB
$66.3B
$15.3K ﹤0.01%
513
+420
+452% +$14.8K
CACC icon
1556
Credit Acceptance
CACC
$6B
$15.2K ﹤0.01%
36
+2
+6% +$944
JCPI icon
1557
JPMorgan Inflation Managed Bond ETF
JCPI
$865M
$15.2K ﹤0.01%
315
– –
XMHQ icon
1558
Invesco S&P MidCap Quality ETF
XMHQ
$5.43B
$15.2K ﹤0.01%
147
– –
GATX icon
1559
GATX Corp
GATX
$6.55B
$15.2K ﹤0.01%
89
– –
VVV icon
1560
Valvoline
VVV
$4.97B
$15.2K ﹤0.01%
450
– –
SWKS icon
1561
Skyworks Solutions
SWKS
$9.06B
$15.2K ﹤0.01%
283
+266
+1,565% +$15.5K
UVE icon
1562
Universal Insurance Holdings
UVE
$1.16B
$15.1K ﹤0.01%
441
– –
IX icon
1563
ORIX
IX
$44B
$15.1K ﹤0.01%
+502
New +$15.9K
MPT
1564
Medical Properties Trust
MPT
$2.89B
$15K ﹤0.01%
3,239
– –
FND icon
1565
Floor & Decor
FND
$5.81B
$15K ﹤0.01%
295
-57
-16% -$3.71K
DT icon
1566
Dynatrace
DT
$12.1B
$14.9K ﹤0.01%
404
+269
+199% +$10.3K
QRVO icon
1567
Qorvo
QRVO
$7.63B
$14.9K ﹤0.01%
+193
New +$15.6K
QTEC icon
1568
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.4B
$14.9K ﹤0.01%
69
– –
RL icon
1569
Ralph Lauren
RL
$22.2B
$14.9K ﹤0.01%
+43
New +$15.3K
TER icon
1570
Teradyne
TER
$54.8B
$14.8K ﹤0.01%
+50
New +$13.9K
FORM icon
1571
FormFactor
FORM
$8.11B
$14.7K ﹤0.01%
152
– –
SGOL icon
1572
abrdn Physical Gold Shares ETF
SGOL
$6.92B
$14.7K ﹤0.01%
330
– –
WDFC icon
1573
WD-40
WDFC
$3.1B
$14.7K ﹤0.01%
72
– –
GLPI icon
1574
Gaming and Leisure Properties
GLPI
$12.8B
$14.7K ﹤0.01%
331
+275
+491% +$12.7K
XPO icon
1575
XPO
XPO
$25B
$14.6K ﹤0.01%
75
– –
61 62
63
64 65

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DCP
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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
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EI
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RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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.