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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
SPEM icon
1576
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$1.79K ﹤0.01%
42
– –
PKOH icon
1577
Park-Ohio Holdings
PKOH
$581M
$1.79K ﹤0.01%
100
– –
IEP icon
1578
CALL
Icahn Enterprises
IEP
$5.22B
$1.77K ﹤0.01%
101
– –
HDB icon
1579
HDFC Bank
HDB
$124B
$1.76K ﹤0.01%
+46
New +$1.67K
OTLK icon
1580
Outlook Therapeutics
OTLK
$171M
$1.76K ﹤0.01%
1,100
– –
QCLN icon
1581
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$605M
$1.76K ﹤0.01%
54
– –
GKOS icon
1582
Glaukos
GKOS
$10.1B
$1.76K ﹤0.01%
+17
New +$1.59K
IXAQW
1583
DELISTED
IX Acquisition Corp. Warrant
IXAQW
$1.75K ﹤0.01%
25,000
– –
SNPS icon
1584
Synopsys
SNPS
$75.1B
$1.74K ﹤0.01%
3
-2
-40% -$932
GLOB icon
1585
Globant
GLOB
$1.6B
$1.73K ﹤0.01%
+19
New +$2.03K
REG icon
1586
Regency Centers
REG
$14.7B
$1.71K ﹤0.01%
+24
New +$1.72K
ESS icon
1587
Essex Property Trust
ESS
$18.4B
$1.7K ﹤0.01%
+6
New +$1.69K
JBI icon
1588
Janus International
JBI
$739M
$1.69K ﹤0.01%
+208
New +$1.59K
PINS icon
1589
Pinterest
PINS
$13.5B
$1.69K ﹤0.01%
+47
New +$1.43K
RA
1590
Brookfield Real Assets Income Fund
RA
$709M
$1.69K ﹤0.01%
126
– –
VSH icon
1591
Vishay Intertechnology
VSH
$5.43B
$1.67K ﹤0.01%
+105
New +$1.46K
RUM icon
1592
RUM Group Inc
RUM
$1.71B
$1.66K ﹤0.01%
185
– –
NWG icon
1593
NatWest
NWG
$77.3B
$1.66K ﹤0.01%
+117
New +$1.55K
WGO icon
1594
Winnebago Industries
WGO
$885M
$1.65K ﹤0.01%
57
– –
AOD
1595
abrdn Total Dynamic Dividend Fund
AOD
$1.11B
$1.64K ﹤0.01%
185
– –
MGF
1596
Aberdeen Government Markets Income Fund
MGF
$92.2M
$1.64K ﹤0.01%
525
– –
ECAT icon
1597
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.51B
$1.61K ﹤0.01%
100
– –
PUB
1598
DELISTED
PUBLICIS SA ADS (1 ADS = 1C0M)
PUB
$1.58K ﹤0.01%
+58
New +$1.58K
IEV icon
1599
iShares Europe ETF
IEV
$1.67B
$1.58K ﹤0.01%
25
– –
CPT icon
1600
Camden Property Trust
CPT
$11B
$1.58K ﹤0.01%
+14
New +$1.61K
62 63
64
65 66

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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.