We are live on ! Find out more
AA

Ancora Advisors Portfolio holdings

AUM $4.7B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBX icon
1701
Dropbox
DBX
$6.81B
$9K ﹤0.01%
+396
New +$10.1K
BIRK icon
1702
Birkenstock
BIRK
$7.47B
$8.96K ﹤0.01%
250
-509
-67% -$19.8K
RBLX icon
1703
Roblox
RBLX
$34B
$8.94K ﹤0.01%
158
– –
PHYT.WS
1704
DELISTED
Pyrophyte Acquisition Corp. Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
PHYT.WS
$8.91K ﹤0.01%
19,800
– –
FDM icon
1705
First Trust Dow Jones Select MicroCap Index Fund
FDM
$260M
$8.87K ﹤0.01%
108
– –
TRNO icon
1706
Terreno Realty
TRNO
$7.68B
$8.84K ﹤0.01%
144
– –
JBS
1707
JBS N.V.
JBS
$40.4B
$8.76K ﹤0.01%
488
– –
BUD icon
1708
AB InBev
BUD
$158B
$8.74K ﹤0.01%
126
+77
+157% +$5.56K
TPYP icon
1709
Tortoise North American Pipeline ETF
TPYP
$900M
$8.73K ﹤0.01%
206
– –
CMC icon
1710
Commercial Metals
CMC
$7.63B
$8.72K ﹤0.01%
142
– –
REYN icon
1711
Reynolds Consumer Products
REYN
$5.4B
$8.71K ﹤0.01%
411
-1,568
-79% -$36K
THRY icon
1712
Thryv Holdings
THRY
$169M
$8.58K ﹤0.01%
3,130
-56,493
-95% -$222K
MDYV icon
1713
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$8.52K ﹤0.01%
100
– –
SKYY icon
1714
First Trust Cloud Computing ETF
SKYY
$2.74B
$8.5K ﹤0.01%
78
– –
LBTYA icon
1715
Liberty Global Class A
LBTYA
$3.31B
$8.46K ﹤0.01%
700
-8,758
-93% -$102K
MAT icon
1716
Mattel
MAT
$4.17B
$8.41K ﹤0.01%
579
-451
-44% -$8.22K
RGNX icon
1717
Regenxbio
RGNX
$623M
$8.38K ﹤0.01%
1,000
– –
KRG icon
1718
Kite Realty
KRG
$5.95B
$8.25K ﹤0.01%
336
– –
SMCI icon
1719
Super Micro Computer
SMCI
$19.5B
$8.24K ﹤0.01%
362
+12
+3% +$360
TLK icon
1720
Telkom Indonesia
TLK
$14.2B
$8.2K ﹤0.01%
439
-257
-37% -$5.24K
NVCR icon
1721
NovoCure
NVCR
$2.04B
$8.16K ﹤0.01%
749
-292
-28% -$3.65K
BAY
1722
DELISTED
BAYER AG SPONS ADR
BAY
$8.15K ﹤0.01%
710
– –
CUBE icon
1723
CubeSmart
CUBE
$9.53B
$8.14K ﹤0.01%
+222
New +$8.52K
FRPT icon
1724
Freshpet
FRPT
$2.83B
$8.08K ﹤0.01%
137
– –
AI icon
1725
C3.ai
AI
$1.27B
$8.04K ﹤0.01%
955
– –
67 68
69
70 71

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 Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.