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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
+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
FTDR icon
151
Frontdoor
FTDR
$5.1B
$6.68M 0.14%
113,350
-16,610
-13% -$833K
GPGI
152
GPGI Inc
GPGI
$3.83B
$6.43M 0.13%
456,311
+233,460
+105% +$2.86M
AMAT icon
153
Applied Materials
AMAT
$403B
$6.35M 0.13%
34,680
+11,528
+50% +$1.83M
NDSN icon
154
Nordson
NDSN
$16.6B
$6.15M 0.13%
28,680
+21,833
+319% +$4.34M
IYW icon
155
iShares US Technology ETF
IYW
$23.6B
$6.12M 0.13%
35,311
+2,642
+8% +$400K
MRP
156
Millrose Properties Inc
MRP
$4.65B
$5.99M 0.12%
210,230
+83,516
+66% +$2.21M
WWW icon
157
Wolverine World Wide
WWW
$1.61B
$5.96M 0.12%
329,810
-6,620
-2% -$101K
VWO icon
158
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$5.95M 0.12%
120,350
-1,614
-1% -$74.9K
DGRW icon
159
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$5.94M 0.12%
70,922
+109
+0.2% +$8.65K
EHC icon
160
Encompass Health
EHC
$11B
$5.83M 0.12%
47,528
+78
+0.2% +$8.91K
AGG icon
161
iShares Core US Aggregate Bond ETF
AGG
$137B
$5.82M 0.12%
58,712
+5,484
+10% +$537K
VTS icon
162
Vitesse Energy
VTS
$651M
$5.82M 0.12%
263,355
+83,803
+47% +$1.84M
RWL icon
163
Invesco S&P 500 Revenue ETF
RWL
$9.62B
$5.78M 0.12%
55,418
-1,078
-2% -$107K
MEC icon
164
Mayville Engineering Co
MEC
$654M
$5.74M 0.12%
359,780
+50,200
+16% +$717K
MLM icon
165
Martin Marietta Materials
MLM
$31.5B
$5.7M 0.12%
10,376
-108
-1% -$57.1K
AGM icon
166
Federal Agricultural Mortgage
AGM
$2.47B
$5.64M 0.12%
29,036
-1
-0% -$184
NEE icon
167
NextEra Energy
NEE
$181B
$5.58M 0.12%
80,391
-2,998
-4% -$208K
PRMB
168
Primo Brands
PRMB
$8.24B
$5.57M 0.12%
187,943
-32,760
-15% -$1.05M
ANGL icon
169
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$5.54M 0.12%
189,323
+10,490
+6% +$298K
DFAI
170
Dimensional International Core Equity Market ETF
DFAI
$17.4B
$5.51M 0.11%
159,451
+4,941
+3% +$162K
NSC icon
171
CALL
Norfolk Southern
NSC
$75.4B
$5.43M 0.11%
5,768
+3,627
+169% +$855K
BINC icon
172
BlackRock Flexible Income ETF
BINC
$16.1B
$5.42M 0.11%
102,635
+6,007
+6% +$313K
EFG icon
173
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$5.15M 0.11%
45,938
+3,862
+9% +$407K
VT icon
174
Vanguard Total World Stock ETF
VT
$77.1B
$5.12M 0.11%
39,854
-1,146
-3% -$137K
EPD icon
175
Enterprise Products Partners
EPD
$82.3B
$5.07M 0.11%
163,469
-3,173
-2% -$98.9K
5 6
7
8 9

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GCM
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CCWM
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GCL
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KCM
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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.