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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
+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
PHR icon
1676
Phreesia
PHR
$685M
$797 ﹤0.01%
+28
New +$711
BIPC icon
1677
Brookfield Infrastructure
BIPC
$5.15B
$790 ﹤0.01%
19
– –
INSP icon
1678
Inspire Medical Systems
INSP
$1.49B
$779 ﹤0.01%
+6
New +$870
TETEW
1679
DELISTED
Technology & Telecommunication Acquisition Corporation Warrant
TETEW
$777 ﹤0.01%
51,800
– –
ANNAW
1680
AleAnna Inc Warrant
ANNAW
$8.64M
$774 ﹤0.01%
3,294
– –
AIV
1681
Aimco
AIV
$393M
$761 ﹤0.01%
+88
New +$712
SUI icon
1682
Sun Communities
SUI
$15.4B
$759 ﹤0.01%
+6
New +$744
ARIS
1683
DELISTED
Aris Water Solutions
ARIS
$757 ﹤0.01%
32
-2,000
-98% -$49.4K
LBRT icon
1684
Liberty Energy
LBRT
$3.03B
$735 ﹤0.01%
64
– –
DV icon
1685
DoubleVerify
DV
$1.78B
$734 ﹤0.01%
+49
New +$671
EFC
1686
Ellington Financial
EFC
$1.68B
$727 ﹤0.01%
+56
New +$712
INVH icon
1687
Invitation Homes
INVH
$18.2B
$722 ﹤0.01%
+22
New +$739
BHF icon
1688
Brighthouse Financial
BHF
$3.59B
$699 ﹤0.01%
13
– –
RTO icon
1689
Rentokil
RTO
$11.9B
$696 ﹤0.01%
+29
New +$672
CMS icon
1690
CMS Energy
CMS
$22.7B
$693 ﹤0.01%
10
– –
PAGP icon
1691
Plains GP Holdings
PAGP
$5.18B
$680 ﹤0.01%
35
-2
-5% -$37
LAC
1692
DELISTED
Lithium Americas Corp. Common Shares
LAC
$670 ﹤0.01%
250
– –
KEYS icon
1693
Keysight
KEYS
$54.3B
$655 ﹤0.01%
4
+2
+100% +$305
JAMF
1694
DELISTED
Jamf
JAMF
$647 ﹤0.01%
+68
New +$730
TSC
1695
DELISTED
STEPHAN CO
TSC
$647 ﹤0.01%
847
– –
PATH icon
1696
UiPath
PATH
$6.75B
$640 ﹤0.01%
50
– –
TWO
1697
Two Harbors Investment
TWO
$1.27B
$614 ﹤0.01%
+57
New +$642
GDYN icon
1698
Grid Dynamics Holdings
GDYN
$568M
$612 ﹤0.01%
+53
New +$697
OPTXW icon
1699
Syntec Optics Holdings Warrant
OPTXW
$13.9M
$594 ﹤0.01%
7,826
– –
BLDR icon
1700
Builders FirstSource
BLDR
$7.59B
$583 ﹤0.01%
5
-2
-29% -$231
66 67
68
69 70

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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
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KCM
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EI
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VDI
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MA
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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.