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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
EWY icon
1626
iShares MSCI South Korea ETF
EWY
$23.3B
$1.44K ﹤0.01%
18
– –
FOX icon
1627
Fox Class B
FOX
$22.1B
$1.43K ﹤0.01%
25
– –
HQL
1628
abrdn Life Sciences Investors
HQL
$586M
$1.43K ﹤0.01%
+92
New +$1.26K
LAC
1629
DELISTED
Lithium Americas Corp. Common Shares
LAC
$1.43K ﹤0.01%
250
– –
PUB
1630
DELISTED
PUBLICIS SA ADS (1 ADS = 1C0M)
PUB
$1.4K ﹤0.01%
58
– –
GKOS icon
1631
Glaukos
GKOS
$10.1B
$1.39K ﹤0.01%
17
– –
HQH
1632
abrdn Healthcare Investors
HQH
$1.27B
$1.38K ﹤0.01%
+75
New +$1.23K
TER icon
1633
Teradyne
TER
$57.3B
$1.38K ﹤0.01%
10
– –
HNR
1634
DELISTED
Harvest Natural Resources
HNR
$1.35K ﹤0.01%
45,000
– –
CHE icon
1635
Chemed
CHE
$7.18B
$1.34K ﹤0.01%
3
– –
SSD icon
1636
Simpson Manufacturing
SSD
$7.91B
$1.34K ﹤0.01%
8
– –
RUM icon
1637
RUM Group Inc
RUM
$1.71B
$1.34K ﹤0.01%
185
– –
PSKY
1638
Paramount Skydance Corp
PSKY
$9.2B
$1.32K ﹤0.01%
+70
New +$1.11K
SWKS icon
1639
Skyworks Solutions
SWKS
$9.22B
$1.31K ﹤0.01%
17
– –
COO icon
1640
Cooper Companies
COO
$14.5B
$1.3K ﹤0.01%
19
– –
NFJ
1641
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.42B
$1.3K ﹤0.01%
100
– –
CCC
1642
CCC Intelligent Solutions
CCC
$3.71B
$1.27K ﹤0.01%
140
– –
FND icon
1643
Floor & Decor
FND
$6.08B
$1.25K ﹤0.01%
17
– –
EXPO icon
1644
Exponent
EXPO
$3.31B
$1.25K ﹤0.01%
18
– –
ESAB icon
1645
ESAB
ESAB
$5.66B
$1.23K ﹤0.01%
11
– –
ALKT icon
1646
Alkami Technology
ALKT
$2.01B
$1.22K ﹤0.01%
49
– –
BEAM icon
1647
Beam Therapeutics
BEAM
$2.67B
$1.21K ﹤0.01%
50
– –
XOMA
1648
DELISTED
Xoma
XOMA
$1.2K ﹤0.01%
+31
New +$963
BXP icon
1649
Boston Properties
BXP
$11.2B
$1.19K ﹤0.01%
16
– –
ALRM icon
1650
Alarm.com
ALRM
$2.75B
$1.17K ﹤0.01%
22
-12
-35% -$670
64 65
66
67 68

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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
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.