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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
BBAI icon
1651
BigBear.ai
BBAI
$1.36B
$12.2K ﹤0.01%
2,250
+1,000
+80% +$6.53K
WSM icon
1652
Williams-Sonoma
WSM
$27.6B
$12.1K ﹤0.01%
68
-2
-3% -$375
BOTZ icon
1653
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.2B
$12.1K ﹤0.01%
335
– –
IDCC icon
1654
InterDigital
IDCC
$6.7B
$12.1K ﹤0.01%
38
– –
ROP icon
1655
Roper Technologies
ROP
$37.1B
$12K ﹤0.01%
27
+26
+2,600% +$12K
ARKK icon
1656
ARK Innovation ETF
ARKK
$5.74B
$12K ﹤0.01%
156
+34
+28% +$2.82K
FICO icon
1657
Fair Isaac
FICO
$29.7B
$11.8K ﹤0.01%
7
+5
+250% +$8.61K
TSAT icon
1658
Telesat
TSAT
$575M
$11.6K ﹤0.01%
400
– –
UUUU icon
1659
Energy Fuels
UUUU
$2.93B
$11.6K ﹤0.01%
800
-200
-20% -$3.39K
SAN icon
1660
Banco Santander
SAN
$200B
$11.5K ﹤0.01%
+982
New +$10.4K
MOH icon
1661
Molina Healthcare
MOH
$10.4B
$11.5K ﹤0.01%
+66
New +$10.8K
SBAC icon
1662
SBA Communications
SBAC
$18.3B
$11.4K ﹤0.01%
59
+53
+883% +$10.2K
HSBC icon
1663
HSBC
HSBC
$357B
$11.4K ﹤0.01%
+145
New +$10.4K
SANM icon
1664
Sanmina
SANM
$11.2B
$11.4K ﹤0.01%
76
– –
PII icon
1665
Polaris
PII
$4.25B
$11.4K ﹤0.01%
+180
New +$11.9K
AAL icon
1666
American Airlines Group
AAL
$9.9B
$11.4K ﹤0.01%
742
+489
+193% +$6.6K
FXU icon
1667
First Trust Utilities AlphaDEX Fund
FXU
$835M
$11.3K ﹤0.01%
250
– –
DDM icon
1668
ProShares Ultra Dow30
DDM
$536M
$11.1K ﹤0.01%
195
+1
+0.5% +$55
SAIA icon
1669
Saia
SAIA
$11.2B
$11.1K ﹤0.01%
34
+32
+1,600% +$9.67K
HWM icon
1670
Howmet Aerospace
HWM
$115B
$11.1K ﹤0.01%
54
+41
+315% +$8.16K
EXAS
1671
DELISTED
Exact Sciences
EXAS
$11.1K ﹤0.01%
+109
New +$8.75K
MUSA icon
1672
Murphy USA
MUSA
$11.3B
$10.9K ﹤0.01%
27
– –
IP icon
1673
International Paper
IP
$22.5B
$10.8K ﹤0.01%
273
+269
+6,725% +$11.1K
TWN
1674
Taiwan Fund
TWN
$488M
$10.7K ﹤0.01%
200
– –
WFRD icon
1675
Weatherford International
WFRD
$6.16B
$10.6K ﹤0.01%
+136
New +$9.87K
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
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.