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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
TTD icon
1551
Trade Desk
TTD
$8.41B
$16.4K ﹤0.01%
431
-25
-5% -$1.11K
CMPS
1552
Compass Pathways
CMPS
$1.52B
$16.4K ﹤0.01%
2,370
+1,040
+78% +$6.34K
VTRS icon
1553
Viatris
VTRS
$20.5B
$16.3K ﹤0.01%
1,313
+1,197
+1,032% +$12.9K
JQUA icon
1554
JPMorgan US Quality Factor ETF
JQUA
$8.16B
$16.3K ﹤0.01%
258
-85
-25% -$5.34K
LEG icon
1555
Leggett & Platt
LEG
$1.5B
$16.3K ﹤0.01%
+1,480
New +$14.6K
HAL icon
1556
Halliburton
HAL
$26.8B
$16.2K ﹤0.01%
574
+367
+177% +$9.69K
MPT
1557
Medical Properties Trust
MPT
$2.86B
$16.2K ﹤0.01%
+3,239
New +$16.9K
DINO icon
1558
HF Sinclair
DINO
$16.4B
$16.1K ﹤0.01%
350
+231
+194% +$11.9K
COKE icon
1559
Coca-Cola Consolidated
COKE
$12.4B
$16.1K ﹤0.01%
+105
New +$15.4K
ZWS icon
1560
Zurn Elkay Water Solutions
ZWS
$8.14B
$16.1K ﹤0.01%
346
– –
HE icon
1561
Hawaiian Electric Industries
HE
$2.28B
$16.1K ﹤0.01%
+1,307
New +$15.1K
DRIV icon
1562
Global X Autonomous & Electric Vehicles ETF
DRIV
$378M
$16K ﹤0.01%
541
– –
VCLT icon
1563
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.86B
$15.9K ﹤0.01%
+210
New +$16.2K
QTEC icon
1564
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.49B
$15.9K ﹤0.01%
69
– –
NUKZ icon
1565
Range Nuclear Renaissance Index ETF
NUKZ
$775M
$15.9K ﹤0.01%
250
– –
COO icon
1566
Cooper Companies
COO
$13.7B
$15.8K ﹤0.01%
193
+174
+916% +$13K
ALAB icon
1567
Astera Labs
ALAB
$48.4B
$15.8K ﹤0.01%
95
– –
GMED icon
1568
Globus Medical
GMED
$10.6B
$15.8K ﹤0.01%
+181
New +$13.7K
FMC icon
1569
FMC
FMC
$1.39B
$15.8K ﹤0.01%
+1,136
New +$21.7K
CAVA icon
1570
CAVA Group
CAVA
$7.52B
$15.7K ﹤0.01%
268
+2
+0.8% +$112
TDOC icon
1571
Teladoc Health
TDOC
$1.61B
$15.7K ﹤0.01%
+2,242
New +$17.6K
MIG icon
1572
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$19.4M
$15.6K ﹤0.01%
724
+3
+0.4% +$65
TKO icon
1573
TKO Group
TKO
$13.7B
$15.3K ﹤0.01%
+73
New +$14.2K
JCPI icon
1574
JPMorgan Inflation Managed Bond ETF
JCPI
$868M
$15.2K ﹤0.01%
315
– –
GATX icon
1575
GATX Corp
GATX
$6.52B
$15.1K ﹤0.01%
+89
New +$14.7K
61 62
63
64 65

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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.