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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
NTHI
1576
NeOnc Technologies
NTHI
$88.9M
$14.5K ﹤0.01%
2,075
+1,287
+163% +$11.7K
NLY icon
1577
Annaly Capital Management
NLY
$16.9B
$14.5K ﹤0.01%
685
-125
-15% -$2.85K
TSAT icon
1578
Telesat
TSAT
$570M
$14.5K ﹤0.01%
400
– –
NMR icon
1579
Nomura Holdings
NMR
$28.7B
$14.5K ﹤0.01%
1,835
+1,689
+1,157% +$14.6K
ILMN icon
1580
Illumina
ILMN
$29.4B
$14.4K ﹤0.01%
117
-82
-41% -$10.8K
NCMI icon
1581
National CineMedia
NCMI
$354M
$14.4K ﹤0.01%
+4,720
New +$16.6K
FTS icon
1582
Fortis
FTS
$30B
$14.4K ﹤0.01%
258
+232
+892% +$12.7K
ATR icon
1583
AptarGroup
ATR
$8.45B
$14.4K ﹤0.01%
114
+98
+613% +$12.8K
CTLP
1584
DELISTED
Cantaloupe
CTLP
$14.3K ﹤0.01%
1,320
– –
EMB icon
1585
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$14.2K ﹤0.01%
151
-37
-20% -$3.56K
CXW icon
1586
CoreCivic
CXW
$3.1B
$14.2K ﹤0.01%
750
– –
NLR icon
1587
VanEck Uranium + Nuclear Energy ETF
NLR
$3.89B
$14.1K ﹤0.01%
106
– –
GTLS
1588
DELISTED
Chart Industries
GTLS
$14.1K ﹤0.01%
68
– –
VIS icon
1589
Vanguard Industrials ETF
VIS
$8.23B
$14.1K ﹤0.01%
45
+3
+7% +$974
WDAY icon
1590
Workday
WDAY
$33.4B
$14K ﹤0.01%
108
+44
+69% +$6.98K
CSL icon
1591
Carlisle Companies
CSL
$13.6B
$14K ﹤0.01%
42
– –
FER icon
1592
Ferrovial N.V. Ordinary Shares
FER
$45.3B
$14K ﹤0.01%
217
+196
+933% +$13.2K
HMC icon
1593
Honda
HMC
$36.5B
$13.9K ﹤0.01%
571
+504
+752% +$14.6K
RYAAY icon
1594
Ryanair
RYAAY
$29.5B
$13.9K ﹤0.01%
240
-30
-11% -$1.98K
UHS icon
1595
Universal Health Services
UHS
$9.43B
$13.8K ﹤0.01%
77
-63
-45% -$12.9K
ETR icon
1596
Entergy
ETR
$54.1B
$13.7K ﹤0.01%
122
-21
-15% -$2.11K
RHI icon
1597
Robert Half
RHI
$3.61B
$13.7K ﹤0.01%
539
-1,370
-72% -$36.2K
TRI icon
1598
Thomson Reuters
TRI
$39.4B
$13.7K ﹤0.01%
150
+137
+1,054% +$14.4K
LWLG icon
1599
Lightwave Logic
LWLG
$932M
$13.6K ﹤0.01%
1,931
+931
+93% +$4.42K
GOLD
1600
Gold.com Inc
GOLD
$1.14B
$13.5K ﹤0.01%
337
-13,014
-97% -$636K
62 63
64
65 66

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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
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
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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.