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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
MPWR icon
1551
Monolithic Power Systems
MPWR
$66B
$2.19K ﹤0.01%
3
+2
+200% +$1.27K
WRBY icon
1552
Warby Parker
WRBY
$3.47B
$2.19K ﹤0.01%
100
– –
SNA icon
1553
Snap-on
SNA
$21.2B
$2.18K ﹤0.01%
+7
New +$2.23K
COTY icon
1554
Coty
COTY
$2.46B
$2.18K ﹤0.01%
+468
New +$2.32K
DECK icon
1555
Deckers Outdoor
DECK
$13.6B
$2.16K ﹤0.01%
+21
New +$2.33K
DT icon
1556
Dynatrace
DT
$12.9B
$2.15K ﹤0.01%
+39
New +$1.95K
CNR
1557
Core Natural Resources Inc
CNR
$4.05B
$2.09K ﹤0.01%
+30
New +$2.13K
FA icon
1558
First Advantage
FA
$3.5B
$2.08K ﹤0.01%
125
– –
JD icon
1559
JD.com
JD
$44.6B
$2.06K ﹤0.01%
63
+1
+2% +$34
BL icon
1560
BlackLine
BL
$1.92B
$2.04K ﹤0.01%
+36
New +$1.86K
BBAI icon
1561
BigBear.ai
BBAI
$1.37B
$2.04K ﹤0.01%
+300
New +$1.08K
LRN icon
1562
Stride
LRN
$3.41B
$2.03K ﹤0.01%
+14
New +$2.02K
HPAIW
1563
Helport AI Warrants
HPAIW
$2K ﹤0.01%
10,449
– –
GL icon
1564
Globe Life
GL
$14.3B
$1.99K ﹤0.01%
16
– –
WK icon
1565
Workiva
WK
$3.43B
$1.99K ﹤0.01%
+29
New +$1.99K
GDDY icon
1566
GoDaddy
GDDY
$11.7B
$1.98K ﹤0.01%
11
+10
+1,000% +$1.79K
ILS
1567
Brookmont Catastrophic Bond ETF
ILS
$81.5M
$1.98K ﹤0.01%
+100
New +$2.01K
ELS icon
1568
Equity Lifestyle Properties
ELS
$12.7B
$1.97K ﹤0.01%
+32
New +$2.04K
ESPO icon
1569
VanEck Video Gaming and eSports ETF
ESPO
$246M
$1.97K ﹤0.01%
18
– –
BEPC icon
1570
Brookfield Renewable
BEPC
$6.23B
$1.97K ﹤0.01%
60
– –
ALRM icon
1571
Alarm.com
ALRM
$2.75B
$1.92K ﹤0.01%
+34
New +$1.89K
VVR icon
1572
Invesco Senior Income Trust
VVR
$457M
$1.9K ﹤0.01%
+500
New +$1.81K
WINA icon
1573
Winmark
WINA
$1.25B
$1.89K ﹤0.01%
5
– –
FRPT icon
1574
Freshpet
FRPT
$2.93B
$1.83K ﹤0.01%
+27
New +$2.11K
BATRA icon
1575
Atlanta Braves Holdings Series A
BATRA
$3.49B
$1.82K ﹤0.01%
37
-25
-40% -$1.1K
61 62
63
64 65

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GCM
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CCWM
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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.