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
+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
VRSN icon
1701
VeriSign
VRSN
$27B
$578 ﹤0.01%
2
– –
CRON
1702
Cronos Group
CRON
$1.06B
$573 ﹤0.01%
+300
New +$569
FPI
1703
Farmland Partners
FPI
$415M
$564 ﹤0.01%
+49
New +$525
MJ icon
1704
Amplify Alternative Harvest ETF
MJ
$103M
$557 ﹤0.01%
31
-182
-85% -$3.43K
BLV icon
1705
Vanguard Long-Term Bond ETF
BLV
$5.71B
$556 ﹤0.01%
8
– –
CHWY icon
1706
Chewy
CHWY
$9.46B
$554 ﹤0.01%
13
– –
DSAQ.WS
1707
DELISTED
Direct Selling Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50 per share
DSAQ.WS
$554 ﹤0.01%
13,850
– –
UNIT
1708
Uniti Group
UNIT
$2.34B
$549 ﹤0.01%
127
– –
SAIA icon
1709
Saia
SAIA
$9.3B
$548 ﹤0.01%
+2
New +$570
PCOR icon
1710
Procore
PCOR
$8.27B
$547 ﹤0.01%
8
– –
INGR icon
1711
Ingredion
INGR
$6.29B
$542 ﹤0.01%
+4
New +$540
PACB icon
1712
Pacific Biosciences
PACB
$444M
$533 ﹤0.01%
+430
New +$497
BNAIW
1713
Brand Engagement Network Warrant
BNAIW
$528 ﹤0.01%
17,548
– –
XYL icon
1714
Xylem
XYL
$27.7B
$517 ﹤0.01%
4
-96
-96% -$11.6K
CNDA.WS
1715
DELISTED
Concord Acquisition Corp II Warrants, each whole warrant exercisable for one share of Class A Common Stock at an exercise price of $11.50
CNDA.WS
$516 ﹤0.01%
6,450
– –
TDW icon
1716
Tidewater
TDW
$3.6B
$507 ﹤0.01%
11
– –
CMTL icon
1717
CALL
Comtech Telecommunications
CMTL
$50.9M
$500 ﹤0.01%
200
– –
CMCAW
1718
DELISTED
Capitalworks Emerging Markets Acquisition Corp Warrant
CMCAW
$500 ﹤0.01%
5,000
– –
DASH icon
1719
DoorDash
DASH
$87.6B
$493 ﹤0.01%
+2
New +$401
JNK icon
1720
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.9B
$486 ﹤0.01%
5
– –
ZTR
1721
Virtus Total Return Fund
ZTR
$338M
$486 ﹤0.01%
78
– –
RMCOW icon
1722
Royalty Management Holding Warrant
RMCOW
$474 ﹤0.01%
16,000
– –
CRSR icon
1723
Corsair Gaming
CRSR
$1.17B
$471 ﹤0.01%
50
– –
CERT icon
1724
Certara
CERT
$1.28B
$468 ﹤0.01%
+40
New +$473
DDD icon
1725
3D Systems Corp
DDD
$456M
$462 ﹤0.01%
300
– –
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
EI
EFG International Zurich $4.67B AUM
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.