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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
RBLX icon
1626
Roblox
RBLX
$34.7B
$12.8K ﹤0.01%
158
+8
+5% +$849
ASX icon
1627
ASE Group
ASX
$80.2B
$12.8K ﹤0.01%
+794
New +$11.3K
SPOT icon
1628
Spotify
SPOT
$102B
$12.8K ﹤0.01%
22
+11
+100% +$6.88K
IRDM icon
1629
Iridium Communications
IRDM
$4.87B
$12.8K ﹤0.01%
+735
New +$13K
EWG icon
1630
iShares MSCI Germany ETF
EWG
$1.55B
$12.8K ﹤0.01%
300
– –
BCS icon
1631
Barclays
BCS
$96.3B
$12.7K ﹤0.01%
+499
New +$11.1K
ARE icon
1632
Alexandria Real Estate Equities
ARE
$8.96B
$12.7K ﹤0.01%
+259
New +$15.2K
NWG icon
1633
NatWest
NWG
$72.8B
$12.7K ﹤0.01%
723
+606
+518% +$9.61K
LTBR icon
1634
Lightbridge
LTBR
$263M
$12.6K ﹤0.01%
+1,000
New +$19.2K
UWMC icon
1635
UWM Holdings
UWMC
$624M
$12.6K ﹤0.01%
+2,884
New +$15.5K
REXR icon
1636
Rexford Industrial Realty
REXR
$8.63B
$12.6K ﹤0.01%
+326
New +$13.4K
VIS icon
1637
Vanguard Industrials ETF
VIS
$8.26B
$12.5K ﹤0.01%
42
– –
OGIG icon
1638
ALPS O'Shares Global Internet Giants ETF
OGIG
$100M
$12.5K ﹤0.01%
238
– –
VTR icon
1639
Ventas
VTR
$48.7B
$12.5K ﹤0.01%
161
+125
+347% +$9.43K
DAY
1640
DELISTED
Dayforce
DAY
$12.4K ﹤0.01%
+180
New +$12.4K
RSPT icon
1641
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.43B
$12.4K ﹤0.01%
273
– –
SYF icon
1642
Synchrony
SYF
$24.5B
$12.4K ﹤0.01%
+149
New +$11.4K
VGM icon
1643
Invesco Trust Investment Grade Municipals
VGM
$549M
$12.4K ﹤0.01%
1,196
-101
-8% -$1.03K
NFRA icon
1644
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.02B
$12.3K ﹤0.01%
+204
New +$12.7K
IFN
1645
Aberdeen India Fund
IFN
$490M
$12.3K ﹤0.01%
900
– –
CABO icon
1646
Cable One
CABO
$224M
$12.3K ﹤0.01%
+109
New +$14.9K
MGV icon
1647
Vanguard Mega Cap Value ETF
MGV
$13.3B
$12.3K ﹤0.01%
+87
New +$12.1K
WCN
1648
Waste Connections
WCN
$42.7B
$12.3K ﹤0.01%
70
+13
+23% +$2.25K
GT icon
1649
Goodyear
GT
$2.04B
$12.3K ﹤0.01%
1,400
– –
LB
1650
LandBridge Co
LB
$2.1B
$12.2K ﹤0.01%
250
– –
64 65
66
67 68

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.