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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
LBTYK icon
1576
Liberty Global Class C
LBTYK
$3.27B
$15.1K ﹤0.01%
1,367
– –
XMHQ icon
1577
Invesco S&P MidCap Quality ETF
XMHQ
$5.44B
$15.1K ﹤0.01%
147
– –
CACC icon
1578
Credit Acceptance
CACC
$5.78B
$15.1K ﹤0.01%
+34
New +$15.8K
ALGN icon
1579
Align Technology
ALGN
$12B
$15K ﹤0.01%
+96
New +$13.8K
JBHT icon
1580
JB Hunt Transport Services
JBHT
$26.4B
$15K ﹤0.01%
+77
New +$13.2K
EXC icon
1581
Exelon
EXC
$48.2B
$15K ﹤0.01%
343
+274
+397% +$12.5K
UVE icon
1582
Universal Insurance Holdings
UVE
$1.21B
$14.9K ﹤0.01%
441
– –
CNXC icon
1583
Concentrix
CNXC
$1.5B
$14.9K ﹤0.01%
+358
New +$14.5K
HACK icon
1584
Amplify Cybersecurity ETF
HACK
$2.65B
$14.9K ﹤0.01%
185
– –
GLOB icon
1585
Globant
GLOB
$1.41B
$14.8K ﹤0.01%
227
+208
+1,095% +$13.1K
AA icon
1586
Alcoa
AA
$11.6B
$14.7K ﹤0.01%
+277
New +$11.3K
APLD icon
1587
Applied Digital
APLD
$7.54B
$14.7K ﹤0.01%
600
– –
MRNA icon
1588
Moderna
MRNA
$22.1B
$14.7K ﹤0.01%
497
+355
+250% +$9.64K
TLK icon
1589
Telkom Indonesia
TLK
$14.3B
$14.7K ﹤0.01%
+696
New +$14.2K
MLPA icon
1590
Global X MLP ETF
MLPA
$2.25B
$14.5K ﹤0.01%
300
– –
VFC icon
1591
VF Corp
VFC
$6.72B
$14.4K ﹤0.01%
+797
New +$12.9K
RGNX icon
1592
Regenxbio
RGNX
$622M
$14.4K ﹤0.01%
1,000
– –
CXW icon
1593
CoreCivic
CXW
$3.09B
$14.3K ﹤0.01%
750
– –
DVN icon
1594
Devon Energy
DVN
$49.8B
$14.2K ﹤0.01%
+389
New +$13.6K
WDFC icon
1595
WD-40
WDFC
$3.13B
$14.2K ﹤0.01%
72
– –
COLB icon
1596
Columbia Banking Systems
COLB
$8.74B
$14.1K ﹤0.01%
+504
New +$13.6K
SE icon
1597
Sea Limited
SE
$63.9B
$14K ﹤0.01%
110
+87
+378% +$12.9K
PNFP icon
1598
Pinnacle Financial Partners Inc
PNFP
$15.6B
$14K ﹤0.01%
+147
New +$13.5K
GTLS
1599
DELISTED
Chart Industries
GTLS
$14K ﹤0.01%
68
– –
CTLP
1600
DELISTED
Cantaloupe
CTLP
$14K ﹤0.01%
1,320
– –
62 63
64
65 66

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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.