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
BBY icon
1726
Best Buy
BBY
$18.2B
$459 ﹤0.01%
+7
New +$476
SPCE icon
1727
Virgin Galactic
SPCE
$328M
$456 ﹤0.01%
167
+17
+11% +$52
RIOT icon
1728
Riot Platforms
RIOT
$7.63B
$452 ﹤0.01%
40
– –
TVGNW icon
1729
Tevogen Inc. Warrant
TVGNW
$8.42M
$434 ﹤0.01%
6,204
– –
NVNIW
1730
Nvni Group Limited Warrants
NVNIW
$326K
$433 ﹤0.01%
8,400
– –
SSYS icon
1731
Stratasys
SSYS
$679M
$424 ﹤0.01%
37
– –
MMT
1732
Aberdeen Multi-Market Income Fund
MMT
$236M
$423 ﹤0.01%
+90
New +$412
CCL icon
1733
Carnival Corporation Ltd
CCL
$38.1B
$422 ﹤0.01%
15
+6
+67% +$128
CDAQW
1734
DELISTED
Compass Digital Acquisition Corp. Warrant
CDAQW
$409 ﹤0.01%
8,154
– –
SBRA icon
1735
Sabra Healthcare REIT
SBRA
$5.34B
$406 ﹤0.01%
+22
New +$390
CTRE icon
1736
CareTrust REIT
CTRE
$9.91B
$398 ﹤0.01%
+13
New +$375
DIDI
1737
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
$392 ﹤0.01%
80
– –
BRX icon
1738
Brixmor Property Group
BRX
$9.67B
$391 ﹤0.01%
+15
New +$381
BBWI icon
1739
Bath & Body Works
BBWI
$4.06B
$389 ﹤0.01%
13
-259
-95% -$7.58K
AEE icon
1740
Ameren
AEE
$30.3B
$384 ﹤0.01%
4
– –
OTLY
1741
Oatly Group
OTLY
$465M
$380 ﹤0.01%
32
– –
TRMB icon
1742
Trimble
TRMB
$13.2B
$380 ﹤0.01%
5
+1
+25% +$67
FAASW
1743
DELISTED
DigiAsia Corp Warrant
FAASW
$374 ﹤0.01%
7,500
– –
BUZZ icon
1744
VanEck Social Sentiment ETF
BUZZ
$90.5M
$372 ﹤0.01%
12
+4
+50% +$102
ABAT icon
1745
American Battery Technology Co
ABAT
$285M
$360 ﹤0.01%
222
– –
CREVW
1746
DELISTED
Carbon Revolution PLC Warrant
CREVW
$358 ﹤0.01%
20,339
– –
LILA icon
1747
Liberty Latin America Class A
LILA
$1.64B
$354 ﹤0.01%
85
– –
AVY icon
1748
Avery Dennison
AVY
$13B
$351 ﹤0.01%
+2
New +$351
EQT icon
1749
EQT Corp
EQT
$33.3B
$350 ﹤0.01%
6
– –
CPAY icon
1750
Corpay
CPAY
$25B
$332 ﹤0.01%
+1
New +$326
68 69
70
71 72

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.