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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
OTLK icon
1651
Outlook Therapeutics
OTLK
$179M
$1.17K ﹤0.01%
1,100
– –
ONTO icon
1652
Onto Innovation
ONTO
$13.5B
$1.16K ﹤0.01%
9
– –
SBAC icon
1653
SBA Communications
SBAC
$19.1B
$1.16K ﹤0.01%
6
– –
MJ icon
1654
Amplify Alternative Harvest ETF
MJ
$103M
$1.16K ﹤0.01%
31
– –
VTRS icon
1655
Viatris
VTRS
$20.4B
$1.15K ﹤0.01%
116
-18
-13% -$175
OPCH icon
1656
Option Care Health
OPCH
$3.56B
$1.14K ﹤0.01%
41
– –
USPH icon
1657
US Physical Therapy
USPH
$1.2B
$1.1K ﹤0.01%
13
– –
EPR icon
1658
EPR Properties
EPR
$4.7B
$1.1K ﹤0.01%
+19
New +$1.07K
BMEZ icon
1659
BlackRock Health Sciences Trust II
BMEZ
$974M
$1.1K ﹤0.01%
76
– –
GLOB icon
1660
Globant
GLOB
$1.62B
$1.09K ﹤0.01%
19
– –
ABAT icon
1661
American Battery Technology Co
ABAT
$296M
$1.08K ﹤0.01%
222
– –
LEN icon
1662
Lennar Class A
LEN
$20.5B
$1.08K ﹤0.01%
9
– –
IEP icon
1663
CALL
Icahn Enterprises
IEP
$5.18B
$1.01K ﹤0.01%
101
– –
POWI icon
1664
Power Integrations
POWI
$3.34B
$1K ﹤0.01%
25
– –
ALK icon
1665
Alaska Air
ALK
$5.54B
$996 ﹤0.01%
20
– –
SAIC icon
1666
Saic
SAIC
$5.08B
$994 ﹤0.01%
10
– –
ARKG icon
1667
ARK Genomic Revolution ETF
ARKG
$1.6B
$986 ﹤0.01%
35
– –
MAA icon
1668
Mid-America Apartment Communities
MAA
$15.4B
$978 ﹤0.01%
7
– –
LPX icon
1669
Louisiana-Pacific
LPX
$5.15B
$977 ﹤0.01%
11
– –
GDDY icon
1670
GoDaddy
GDDY
$11.7B
$958 ﹤0.01%
7
-4
-36% -$616
PGP
1671
PIMCO Global StockPLUS & Income Fund
PGP
$99.8M
$958 ﹤0.01%
+112
New +$944
STVN icon
1672
Stevanato
STVN
$5.57B
$953 ﹤0.01%
37
– –
DFIS icon
1673
Dimensional International Small Cap ETF
DFIS
$5.82B
$949 ﹤0.01%
+30
New +$922
UAA icon
1674
Under Armour
UAA
$2.93B
$928 ﹤0.01%
186
– –
COCHW icon
1675
Envoy Medical Warrant
COCHW
$482K
$922 ﹤0.01%
24,522
– –
65 66
67
68 69

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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
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 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.