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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
RSPG icon
1601
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$552M
$14K ﹤0.01%
176
-52
-23% -$4.13K
FIX icon
1602
Comfort Systems
FIX
$60.9B
$14K ﹤0.01%
15
+4
+36% +$3.69K
WDAY icon
1603
Workday
WDAY
$36.4B
$13.8K ﹤0.01%
64
+19
+42% +$4.32K
NICE icon
1604
Nice
NICE
$5.57B
$13.8K ﹤0.01%
+122
New +$14.7K
JHX icon
1605
James Hardie Industries
JHX
$15.5B
$13.8K ﹤0.01%
+664
New +$13.3K
PR
1606
Permian Resources
PR
$17B
$13.7K ﹤0.01%
+973
New +$13.1K
SGOL icon
1607
abrdn Physical Gold Shares ETF
SGOL
$6.97B
$13.6K ﹤0.01%
330
– –
AZTA icon
1608
Azenta
AZTA
$1.27B
$13.5K ﹤0.01%
+407
New +$13.3K
SPIB icon
1609
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$13.5K ﹤0.01%
400
– –
NVCR icon
1610
NovoCure
NVCR
$1.97B
$13.5K ﹤0.01%
+1,041
New +$13.4K
ING icon
1611
ING
ING
$95.7B
$13.4K ﹤0.01%
+480
New +$12.4K
CSL icon
1612
Carlisle Companies
CSL
$13.8B
$13.4K ﹤0.01%
+42
New +$13.6K
SEB icon
1613
Seaboard Corp
SEB
$4.42B
$13.3K ﹤0.01%
+3
New +$11.9K
EMLC icon
1614
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.76B
$13.3K ﹤0.01%
+515
New +$13.2K
ETR icon
1615
Entergy
ETR
$53.1B
$13.2K ﹤0.01%
+143
New +$13.6K
FOF icon
1616
Cohen & Steers Closed End Opportunity Fund
FOF
$374M
$13.2K ﹤0.01%
1,000
– –
NLR icon
1617
VanEck Uranium + Nuclear Energy ETF
NLR
$3.93B
$13.2K ﹤0.01%
106
– –
REET icon
1618
iShares Global REIT ETF
REET
$5.16B
$13.1K ﹤0.01%
526
– –
MKSI icon
1619
MKS Inc
MKSI
$21.3B
$13.1K ﹤0.01%
+82
New +$12.2K
VDE icon
1620
Vanguard Energy ETF
VDE
$9.87B
$13.1K ﹤0.01%
104
+24
+30% +$3.02K
VVV icon
1621
Valvoline
VVV
$5.05B
$13.1K ﹤0.01%
450
– –
FSM icon
1622
Fortuna Silver Mines
FSM
$2.59B
$13.1K ﹤0.01%
1,332
– –
FXB icon
1623
Invesco CurrencyShares British Pound Sterling Trust
FXB
$76.7M
$13K ﹤0.01%
100
– –
AI icon
1624
C3.ai
AI
$1.37B
$12.9K ﹤0.01%
955
– –
ILCB icon
1625
iShares Morningstar US Equity ETF
ILCB
$1.26B
$12.8K ﹤0.01%
136
– –
63 64
65
66 67

Similar funds

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.