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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
APD icon
151
Air Products & Chemicals
APD
$66.3B
$6.81M 0.14%
27,549
-1,474
-5% -$374K
ARMK icon
152
Aramark
ARMK
$15B
$6.79M 0.14%
184,130
-227,000
-55% -$8.65M
NDSN icon
153
Nordson
NDSN
$16.5B
$6.76M 0.14%
28,111
-439
-2% -$103K
VST icon
154
Vistra
VST
$55.1B
$6.61M 0.14%
40,949
-2,002
-5% -$365K
JMBS icon
155
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.71B
$6.51M 0.13%
142,523
+27,663
+24% +$1.27M
MLM icon
156
Martin Marietta Materials
MLM
$33.6B
$6.49M 0.13%
10,429
+102
+1% +$63.4K
NEE icon
157
NextEra Energy
NEE
$187B
$6.48M 0.13%
80,772
-1,473
-2% -$122K
RYN icon
158
Rayonier
RYN
$6.49B
$6.48M 0.13%
299,439
-265,560
-47% -$6M
DFSV
159
Dimensional US Small Cap Value ETF
DFSV
$8.14B
$6.46M 0.13%
196,410
+23,214
+13% +$747K
MAGN
160
Magnera Corp
MAGN
$488M
$6.44M 0.13%
425,514
-1,312,274
-76% -$15.2M
CON
161
Concentra Group Holdings
CON
$4.04B
$6.43M 0.13%
326,540
+310,330
+1,914% +$6.21M
RWL icon
162
Invesco S&P 500 Revenue ETF
RWL
$9.51B
$6.42M 0.13%
56,095
+1,604
+3% +$181K
DFAI
163
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$6.4M 0.13%
167,877
+9,593
+6% +$356K
ADBE icon
164
Adobe
ADBE
$89.5B
$6.29M 0.13%
17,966
+4,713
+36% +$1.6M
PRG icon
165
PROG Holdings
PRG
$1.75B
$6.23M 0.13%
211,290
+107,790
+104% +$3.21M
ORCL icon
166
Oracle
ORCL
$331B
$6.18M 0.13%
31,708
-1,043
-3% -$248K
ROCK icon
167
Gibraltar Industries
ROCK
$1.34B
$5.93M 0.12%
119,858
-16,620
-12% -$952K
SFD
168
Smithfield Foods
SFD
$10.3B
$5.75M 0.12%
257,622
-21,928
-8% -$482K
EPD icon
169
Enterprise Products Partners
EPD
$83.8B
$5.7M 0.12%
177,759
+8,392
+5% +$265K
VT icon
170
Vanguard Total World Stock ETF
VT
$76.3B
$5.64M 0.12%
39,960
+70
+0.2% +$9.79K
EMXC icon
171
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$5.58M 0.11%
76,724
-73,561
-49% -$5.22M
DFAU icon
172
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$5.46M 0.11%
116,744
+12,434
+12% +$576K
AGG icon
173
iShares Core US Aggregate Bond ETF
AGG
$138B
$5.46M 0.11%
54,686
-4,909
-8% -$493K
VVX icon
174
V2X
VVX
$2.62B
$5.45M 0.11%
99,833
+22,025
+28% +$1.24M
MDU icon
175
MDU Resources
MDU
$4.44B
$5.39M 0.11%
276,309
-169,529
-38% -$3.34M
5 6
7
8 9

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DCP
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GCM
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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
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EI
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RS
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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.