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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
CVNA icon
1676
Carvana
CVNA
$45.9B
$10.6K ﹤0.01%
+125
New +$9.29K
XPEV icon
1677
XPeng
XPEV
$12.2B
$10.5K ﹤0.01%
520
– –
ACWX icon
1678
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$10.5K ﹤0.01%
156
– –
QXO
1679
QXO Inc
QXO
$14.7B
$10.4K ﹤0.01%
+537
New +$10.3K
SLVM icon
1680
Sylvamo
SLVM
$1.5B
$10.4K ﹤0.01%
215
-45
-17% -$2.05K
TRNS icon
1681
Transcat
TRNS
$805M
$10.3K ﹤0.01%
181
-4
-2% -$249
RSSS icon
1682
Research Solutions
RSSS
$73.6M
$10.3K ﹤0.01%
+3,490
New +$10.9K
SMCI icon
1683
Super Micro Computer
SMCI
$19.3B
$10.2K ﹤0.01%
350
-6
-2% -$247
WYNN icon
1684
Wynn Resorts
WYNN
$10.3B
$10.2K ﹤0.01%
85
+83
+4,150% +$10.3K
FIGB icon
1685
Fidelity Investment Grade Bond ETF
FIGB
$518M
$10.2K ﹤0.01%
235
– –
XPO icon
1686
XPO
XPO
$24.4B
$10.2K ﹤0.01%
+75
New +$10.2K
SKYY icon
1687
First Trust Cloud Computing ETF
SKYY
$2.78B
$10.1K ﹤0.01%
78
– –
UBS icon
1688
UBS Group
UBS
$172B
$10.1K ﹤0.01%
+218
New +$8.81K
SNN icon
1689
Smith & Nephew
SNN
$13.1B
$10.1K ﹤0.01%
307
+77
+33% +$2.64K
CE icon
1690
Celanese
CE
$4.87B
$10.1K ﹤0.01%
238
+223
+1,487% +$9.1K
IYR icon
1691
iShares US Real Estate ETF
IYR
$4.73B
$10K ﹤0.01%
107
+1
+0.9% +$95
FLUT icon
1692
Flutter Entertainment
FLUT
$18.4B
$9.91K ﹤0.01%
46
-40
-47% -$9K
PBR icon
1693
Petrobras
PBR
$116B
$9.91K ﹤0.01%
836
+364
+77% +$4.44K
MRCY icon
1694
Mercury Systems
MRCY
$6.23B
$9.86K ﹤0.01%
+135
New +$10K
CMC icon
1695
Commercial Metals
CMC
$7.53B
$9.83K ﹤0.01%
142
– –
OMFL icon
1696
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.71B
$9.78K ﹤0.01%
160
– –
IHG icon
1697
InterContinental Hotels
IHG
$23.5B
$9.72K ﹤0.01%
+69
New +$8.97K
THO icon
1698
Thor Industries
THO
$3.98B
$9.65K ﹤0.01%
+94
New +$9.77K
KRBN icon
1699
KraneShares Global Carbon Strategy ETF
KRBN
$140M
$9.56K ﹤0.01%
270
– –
NIQ
1700
DELISTED
NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND
NIQ
$9.53K ﹤0.01%
+578
New +$9.53K
66 67
68
69 70

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.