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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
SWK icon
1601
Stanley Black & Decker
SWK
$14.8B
$1.56K ﹤0.01%
23
+3
+15% +$194
FETH
1602
Fidelity Ethereum Fund
FETH
$1.01B
$1.51K ﹤0.01%
60
– –
RGEN icon
1603
Repligen
RGEN
$8.3B
$1.49K ﹤0.01%
+12
New +$1.53K
ALKT icon
1604
Alkami Technology
ALKT
$2.01B
$1.48K ﹤0.01%
+49
New +$1.36K
VNLA icon
1605
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$1.48K ﹤0.01%
30
– –
CHE icon
1606
Chemed
CHE
$7.18B
$1.46K ﹤0.01%
+3
New +$1.71K
SHYG icon
1607
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.59B
$1.42K ﹤0.01%
33
– –
SBAC icon
1608
SBA Communications
SBAC
$19B
$1.41K ﹤0.01%
+6
New +$1.37K
POWI icon
1609
Power Integrations
POWI
$3.37B
$1.4K ﹤0.01%
+25
New +$1.28K
BMR
1610
DELISTED
BIOMED REALTY TRUST INC
BMR
$1.38K ﹤0.01%
438
– –
ACVA icon
1611
ACV Auctions
ACVA
$1.36B
$1.36K ﹤0.01%
+84
New +$1.31K
COO icon
1612
Cooper Companies
COO
$14.5B
$1.35K ﹤0.01%
19
+16
+533% +$1.23K
HNR
1613
DELISTED
Harvest Natural Resources
HNR
$1.35K ﹤0.01%
45,000
– –
VFF icon
1614
Village Farms International
VFF
$236M
$1.35K ﹤0.01%
1,225
– –
EXPO icon
1615
Exponent
EXPO
$3.31B
$1.34K ﹤0.01%
+18
New +$1.4K
OPCH icon
1616
Option Care Health
OPCH
$3.55B
$1.33K ﹤0.01%
+41
New +$1.32K
ESAB icon
1617
ESAB
ESAB
$5.66B
$1.33K ﹤0.01%
11
– –
CCC
1618
CCC Intelligent Solutions
CCC
$3.71B
$1.32K ﹤0.01%
+140
New +$1.25K
BITQ icon
1619
Bitwise Crypto Industry Innovators ETF
BITQ
$395M
$1.3K ﹤0.01%
+66
New +$1.03K
EWY icon
1620
iShares MSCI South Korea ETF
EWY
$23.3B
$1.29K ﹤0.01%
18
– –
FND icon
1621
Floor & Decor
FND
$6.08B
$1.29K ﹤0.01%
+17
New +$1.26K
FOX icon
1622
Fox Class B
FOX
$22.1B
$1.29K ﹤0.01%
25
– –
UAA icon
1623
Under Armour
UAA
$2.89B
$1.27K ﹤0.01%
186
– –
SWKS icon
1624
Skyworks Solutions
SWKS
$9.22B
$1.27K ﹤0.01%
17
-9
-35% -$601
PBD icon
1625
Invesco Global Clean Energy ETF
PBD
$186M
$1.26K ﹤0.01%
100
– –
63 64
65
66 67

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DCP
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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
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.