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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
BLDR icon
1701
Builders FirstSource
BLDR
$7.72B
$606 ﹤0.01%
5
– –
NVNIW
1702
Nvni Group Limited Warrants
NVNIW
$416K
$605 ﹤0.01%
8,400
– –
SAIA icon
1703
Saia
SAIA
$9.28B
$599 ﹤0.01%
2
– –
XYL icon
1704
Xylem
XYL
$27.7B
$590 ﹤0.01%
4
– –
DV icon
1705
DoubleVerify
DV
$1.77B
$587 ﹤0.01%
49
– –
TDW icon
1706
Tidewater
TDW
$3.6B
$587 ﹤0.01%
11
– –
PCOR icon
1707
Procore
PCOR
$8.32B
$583 ﹤0.01%
8
– –
SPCE icon
1708
Virgin Galactic
SPCE
$356M
$579 ﹤0.01%
150
-17
-10% -$57
ACVA icon
1709
ACV Auctions
ACVA
$1.38B
$575 ﹤0.01%
58
-26
-31% -$333
BLV icon
1710
Vanguard Long-Term Bond ETF
BLV
$5.71B
$567 ﹤0.01%
8
– –
TWO
1711
Two Harbors Investment
TWO
$1.27B
$563 ﹤0.01%
57
– –
VRSN icon
1712
VeriSign
VRSN
$27B
$559 ﹤0.01%
2
– –
METCB icon
1713
Ramaco Resources Class B
METCB
$445M
$556 ﹤0.01%
34
-1
-3% -$14
PACB icon
1714
Pacific Biosciences
PACB
$444M
$550 ﹤0.01%
430
– –
DASH icon
1715
DoorDash
DASH
$87.9B
$544 ﹤0.01%
2
– –
FPI
1716
Farmland Partners
FPI
$415M
$533 ﹤0.01%
49
– –
RTO icon
1717
Rentokil
RTO
$12B
$530 ﹤0.01%
21
-8
-28% -$195
ASHR icon
1718
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.54B
$528 ﹤0.01%
16
-16
-50% -$481
CHWY icon
1719
Chewy
CHWY
$9.48B
$526 ﹤0.01%
13
– –
BBY icon
1720
Best Buy
BBY
$17.7B
$518 ﹤0.01%
7
– –
OTLY
1721
Oatly Group
OTLY
$475M
$518 ﹤0.01%
32
– –
EXPE icon
1722
Expedia Group
EXPE
$35.9B
$509 ﹤0.01%
2
-40
-95% -$8.03K
ZLAB icon
1723
Zai Lab
ZLAB
$2.06B
$508 ﹤0.01%
15
-9
-38% -$310
ZTR
1724
Virtus Total Return Fund
ZTR
$338M
$503 ﹤0.01%
78
– –
ROP icon
1725
Roper Technologies
ROP
$38.8B
$499 ﹤0.01%
1
-50
-98% -$26.7K
67 68
69
70 71

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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
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 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.