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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
RLGT icon
1701
Radiant Logistics
RLGT
$415M
$9.49K ﹤0.01%
1,500
– –
NBTB icon
1702
NBT Bancorp
NBTB
$2.73B
$9.47K ﹤0.01%
228
– –
LYFT icon
1703
Lyft
LYFT
$5.73B
$9.45K ﹤0.01%
488
+410
+526% +$8.52K
VNQI icon
1704
Vanguard Global ex-US Real Estate ETF
VNQI
$3.5B
$9.44K ﹤0.01%
206
– –
TMFC icon
1705
Motley Fool 100 Index ETF
TMFC
$2B
$9.33K ﹤0.01%
130
– –
P
1706
Everpure Inc
P
$24.7B
$9.25K ﹤0.01%
138
– –
MFG icon
1707
Mizuho Financial
MFG
$129B
$9.23K ﹤0.01%
+1,261
New +$8.62K
SPIP icon
1708
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$9.13K ﹤0.01%
+352
New +$9.23K
SAIL
1709
SailPoint Inc
SAIL
$8.7B
$9.12K ﹤0.01%
+451
New +$9.4K
TGTX icon
1710
TG Therapeutics
TGTX
$8.53B
$8.97K ﹤0.01%
301
– –
PHYT.WS
1711
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
– –
REM icon
1712
iShares Mortgage Real Estate ETF
REM
$543M
$8.87K ﹤0.01%
+400
New +$8.9K
WF icon
1713
Woori Financial
WF
$16.4B
$8.82K ﹤0.01%
150
– –
CC icon
1714
Chemours
CC
$2.55B
$8.76K ﹤0.01%
+743
New +$9.54K
RSPH icon
1715
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$751M
$8.76K ﹤0.01%
+275
New +$8.54K
ALNY icon
1716
Alnylam Pharmaceuticals
ALNY
$37.2B
$8.75K ﹤0.01%
+22
New +$9.74K
PCG icon
1717
PG&E
PCG
$47.2B
$8.74K ﹤0.01%
+544
New +$8.69K
NIO icon
1718
NIO
NIO
$11.6B
$8.73K ﹤0.01%
1,711
-715
-29% -$4.41K
GO icon
1719
Grocery Outlet
GO
$932M
$8.72K ﹤0.01%
+863
New +$10.9K
FDM icon
1720
First Trust Dow Jones Select MicroCap Index Fund
FDM
$262M
$8.6K ﹤0.01%
108
– –
EME icon
1721
Emcor
EME
$33B
$8.56K ﹤0.01%
14
+8
+133% +$5.18K
FORM icon
1722
FormFactor
FORM
$7.7B
$8.48K ﹤0.01%
+152
New +$7.66K
MDYV icon
1723
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.77B
$8.46K ﹤0.01%
100
– –
TRNO icon
1724
Terreno Realty
TRNO
$7.72B
$8.45K ﹤0.01%
144
– –
FRPT icon
1725
Freshpet
FRPT
$2.92B
$8.35K ﹤0.01%
137
+110
+407% +$6.24K
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 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.