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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
CRON
1676
Cronos Group
CRON
$1.06B
$834 ﹤0.01%
300
– –
BWX icon
1677
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$828 ﹤0.01%
36
– –
CRBP icon
1678
Corbus Pharmaceuticals
CRBP
$166M
$810 ﹤0.01%
+64
New +$609
RMCOW icon
1679
Royalty Management Holding Warrant
RMCOW
$808 ﹤0.01%
16,000
– –
BIPC icon
1680
Brookfield Infrastructure
BIPC
$5.05B
$781 ﹤0.01%
19
– –
SUI icon
1681
Sun Communities
SUI
$15.1B
$774 ﹤0.01%
6
– –
RIOT icon
1682
Riot Platforms
RIOT
$8.12B
$761 ﹤0.01%
40
– –
EDP
1683
DELISTED
EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD)
EDP
$760 ﹤0.01%
16
-5
-24% -$238
GSHD icon
1684
Goosehead Insurance
GSHD
$2.33B
$744 ﹤0.01%
10
– –
CMS icon
1685
CMS Energy
CMS
$22.4B
$733 ﹤0.01%
10
– –
EFC
1686
Ellington Financial
EFC
$1.68B
$727 ﹤0.01%
56
– –
BDMDW
1687
Baird Medical Investment Holdings Warrant
BDMDW
$713 ﹤0.01%
10,000
– –
HUBS icon
1688
HubSpot
HUBS
$12.4B
$706 ﹤0.01%
2
– –
KEYS icon
1689
Keysight
KEYS
$55.2B
$700 ﹤0.01%
4
– –
AIV
1690
Aimco
AIV
$388M
$698 ﹤0.01%
88
– –
BHF icon
1691
Brighthouse Financial
BHF
$3.58B
$690 ﹤0.01%
13
– –
OPTXW icon
1692
Syntec Optics Holdings Warrant
OPTXW
$16.2M
$682 ﹤0.01%
7,826
– –
CBAT icon
1693
CBAK Energy Technology Ltd
CBAT
$44.1M
$680 ﹤0.01%
760
– –
PATH icon
1694
UiPath
PATH
$6.78B
$669 ﹤0.01%
50
– –
PHR icon
1695
Phreesia
PHR
$695M
$659 ﹤0.01%
28
– –
INVH icon
1696
Invitation Homes
INVH
$18.1B
$645 ﹤0.01%
22
– –
AGYS icon
1697
Agilysys
AGYS
$3.09B
$631 ﹤0.01%
6
-3
-33% -$332
CE icon
1698
Celanese
CE
$4.84B
$631 ﹤0.01%
15
– –
ANNAW
1699
AleAnna Inc Warrant
ANNAW
$8.93M
$626 ﹤0.01%
3,294
– –
PAGP icon
1700
Plains GP Holdings
PAGP
$5.12B
$620 ﹤0.01%
34
-1
-3% -$19
66 67
68
69 70

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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
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VDI
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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.