We are live on ! Find out more
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
LPX icon
1651
Louisiana-Pacific
LPX
$5.15B
$946 ﹤0.01%
11
– –
LEN icon
1652
Lennar Class A
LEN
$20.5B
$945 ﹤0.01%
9
-5
-36% -$542
BCS icon
1653
Barclays
BCS
$93.8B
$929 ﹤0.01%
+50
New +$827
VSEEW
1654
VSee Health Warrant
VSEEW
$248K
$924 ﹤0.01%
19,700
– –
EDP
1655
DELISTED
EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD)
EDP
$912 ﹤0.01%
+21
New +$912
ONTO icon
1656
Onto Innovation
ONTO
$13.4B
$908 ﹤0.01%
+9
New +$961
STVN icon
1657
Stevanato
STVN
$5.62B
$904 ﹤0.01%
+37
New +$836
TALO icon
1658
Talos Energy
TALO
$2.48B
$899 ﹤0.01%
106
– –
TER icon
1659
Teradyne
TER
$57.3B
$899 ﹤0.01%
+10
New +$799
CBAT icon
1660
CBAK Energy Technology Ltd
CBAT
$44M
$897 ﹤0.01%
+760
New +$684
KRNT icon
1661
Kornit Digital
KRNT
$734M
$896 ﹤0.01%
+45
New +$897
ASHR icon
1662
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.55B
$881 ﹤0.01%
32
– –
COCHW icon
1663
Envoy Medical Warrant
COCHW
$482K
$866 ﹤0.01%
24,522
– –
ARKG icon
1664
ARK Genomic Revolution ETF
ARKG
$1.6B
$864 ﹤0.01%
35
– –
IGD
1665
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$516M
$864 ﹤0.01%
149
– –
CSW
1666
CSW Industrials
CSW
$5.6B
$860 ﹤0.01%
+3
New +$906
BEAM icon
1667
Beam Therapeutics
BEAM
$2.67B
$850 ﹤0.01%
50
– –
BWX icon
1668
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.3B
$846 ﹤0.01%
36
– –
GAIA icon
1669
Gaia
GAIA
$47.3M
$843 ﹤0.01%
192
– –
HUBS icon
1670
HubSpot
HUBS
$12.3B
$841 ﹤0.01%
2
– –
ZLAB icon
1671
Zai Lab
ZLAB
$2.05B
$839 ﹤0.01%
+24
New +$789
CE icon
1672
Celanese
CE
$4.81B
$830 ﹤0.01%
15
-6
-29% -$299
SCAGW
1673
Scage Future Warrants
SCAGW
$756K
$811 ﹤0.01%
+10,125
New +$811
BDMDW
1674
Baird Medical Investment Holdings Warrant
BDMDW
$801 ﹤0.01%
10,000
– –
KIDZW
1675
KIDZ AI Inc Warrants
KIDZW
$274K
$798 ﹤0.01%
+6,000
New +$928
65 66
67
68 69

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
EI
EFG International Zurich $4.67B AUM
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 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.