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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWK icon
1601
Stanley Black & Decker
SWK
$14.8B
$1.71K ﹤0.01%
23
– –
RA
1602
Brookfield Real Assets Income Fund
RA
$709M
$1.68K ﹤0.01%
126
– –
BATRA icon
1603
Atlanta Braves Holdings Series A
BATRA
$3.49B
$1.68K ﹤0.01%
37
– –
TXRH icon
1604
Texas Roadhouse
TXRH
$13.8B
$1.66K ﹤0.01%
10
-51
-84% -$8.99K
NWG icon
1605
NatWest
NWG
$77.3B
$1.66K ﹤0.01%
117
– –
ECAT icon
1606
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.51B
$1.64K ﹤0.01%
100
– –
MGF
1607
Aberdeen Government Markets Income Fund
MGF
$92.2M
$1.64K ﹤0.01%
525
– –
ESS icon
1608
Essex Property Trust
ESS
$18.4B
$1.61K ﹤0.01%
6
– –
VSH icon
1609
Vishay Intertechnology
VSH
$5.43B
$1.61K ﹤0.01%
105
– –
NVACW
1610
DELISTED
NorthView Acquisition Corporation Warrant
NVACW
$1.61K ﹤0.01%
33,458
– –
DAR icon
1611
Darling Ingredients
DAR
$9.5B
$1.6K ﹤0.01%
52
+20
+63% +$668
RGEN icon
1612
Repligen
RGEN
$8.3B
$1.6K ﹤0.01%
12
– –
CRC icon
1613
California Resources
CRC
$4.63B
$1.59K ﹤0.01%
+30
New +$1.5K
BTU icon
1614
Peabody Energy
BTU
$2.65B
$1.59K ﹤0.01%
+60
New +$1.07K
HDB icon
1615
HDFC Bank
HDB
$124B
$1.57K ﹤0.01%
46
– –
TETEW
1616
DELISTED
Technology & Telecommunication Acquisition Corporation Warrant
TETEW
$1.55K ﹤0.01%
51,800
– –
ARIS
1617
DELISTED
Aris Water Solutions
ARIS
$1.53K ﹤0.01%
62
+30
+94% +$696
DECK icon
1618
Deckers Outdoor
DECK
$13.6B
$1.52K ﹤0.01%
15
-6
-29% -$654
PINS icon
1619
Pinterest
PINS
$13.5B
$1.51K ﹤0.01%
47
– –
PBD icon
1620
Invesco Global Clean Energy ETF
PBD
$186M
$1.51K ﹤0.01%
100
– –
CPT icon
1621
Camden Property Trust
CPT
$11B
$1.5K ﹤0.01%
14
– –
MRAM icon
1622
Everspin Technologies
MRAM
$362M
$1.49K ﹤0.01%
160
– –
FRPT icon
1623
Freshpet
FRPT
$2.93B
$1.49K ﹤0.01%
27
– –
LILAK icon
1624
Liberty Latin America Class C
LILAK
$1.67B
$1.49K ﹤0.01%
194
– –
VNLA icon
1625
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$1.48K ﹤0.01%
30
– –
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
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.