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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GGB icon
1701
Gerdau
GGB
$9.93B
$1.4K ﹤0.01%
346
– –
RELX icon
1702
RELX
RELX
$60.6B
$1.39K ﹤0.01%
44
-541
-92% -$18.3K
BTU icon
1703
Peabody Energy
BTU
$3.59B
$1.39K ﹤0.01%
60
– –
LILAK icon
1704
Liberty Latin America Class C
LILAK
$1.7B
$1.37K ﹤0.01%
176
-18
-9% -$130
HNR
1705
DELISTED
Harvest Natural Resources
HNR
$1.35K ﹤0.01%
45,000
– –
LAC
1706
DELISTED
Lithium Americas Corp. Common Shares
LAC
$1.35K ﹤0.01%
350
– –
BOOM icon
1707
DMC Global
BOOM
$141M
$1.33K ﹤0.01%
229
– –
JJSF icon
1708
J&J Snack Foods
JJSF
$1.56B
$1.32K ﹤0.01%
18
-11
-38% -$856
XOMA
1709
DELISTED
Xoma
XOMA
$1.32K ﹤0.01%
31
– –
ABAT icon
1710
American Battery Technology Co
ABAT
$383M
$1.31K ﹤0.01%
463
– –
URNJ icon
1711
Sprott Junior Uranium Miners ETF
URNJ
$395M
$1.3K ﹤0.01%
56
– –
HDB icon
1712
HDFC Bank
HDB
$116B
$1.29K ﹤0.01%
50
-704
-93% -$17.6K
LGO
1713
Largo
LGO
$76.3M
$1.28K ﹤0.01%
2,017
+1,222
+154% +$1.26K
SSD icon
1714
Simpson Manufacturing
SSD
$7.33B
$1.26K ﹤0.01%
6
-199
-97% -$37.2K
COCHW icon
1715
Envoy Medical Warrant
COCHW
$664K
$1.22K ﹤0.01%
24,522
– –
UAA icon
1716
Under Armour
UAA
$2.17B
$1.19K ﹤0.01%
186
-16,034
-99% -$95K
GMAB icon
1717
Genmab
GMAB
$20.6B
$1.18K ﹤0.01%
43
-76
-64% -$2.02K
RUM icon
1718
RUM Group Inc
RUM
$4.16B
$1.17K ﹤0.01%
185
– –
JBI icon
1719
Janus International
JBI
$675M
$1.15K ﹤0.01%
208
– –
SWKS icon
1720
Skyworks Solutions
SWKS
$11.3B
$1.15K ﹤0.01%
17
-266
-94% -$18.1K
ATKR icon
1721
Atkore
ATKR
$3.17B
$1.14K ﹤0.01%
15
– –
FN icon
1722
Fabrinet
FN
$14.9B
$1.12K ﹤0.01%
2
– –
STCE icon
1723
Schwab Crypto Thematic Natural Language Processing ETF
STCE
$238M
$1.12K ﹤0.01%
16
– –
OBE
1724
Obsidian Energy
OBE
$799M
$1.11K ﹤0.01%
137
– –
EPR icon
1725
EPR Properties
EPR
$4.59B
$1.1K ﹤0.01%
19
-1,601
-99% -$91K
67 68
69
70 71

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Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.