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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
DIDI
1726
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
$498 ﹤0.01%
80
– –
INGR icon
1727
Ingredion
INGR
$6.31B
$488 ﹤0.01%
4
– –
CSW
1728
CSW Industrials
CSW
$5.62B
$485 ﹤0.01%
2
-1
-33% -$268
SCAGW
1729
Scage Future Warrants
SCAGW
$756K
$482 ﹤0.01%
10,125
– –
LILA icon
1730
Liberty Latin America Class A
LILA
$1.69B
$481 ﹤0.01%
85
– –
KIDZW
1731
KIDZ AI Inc Warrants
KIDZW
$274K
$481 ﹤0.01%
6,000
– –
CREVW
1732
DELISTED
Carbon Revolution PLC Warrant
CREVW
$480 ﹤0.01%
20,339
– –
UNIT
1733
Uniti Group
UNIT
$2.35B
$465 ﹤0.01%
76
-51
-40% -$305
CTRE icon
1734
CareTrust REIT
CTRE
$9.76B
$451 ﹤0.01%
13
– –
CRSR icon
1735
Corsair Gaming
CRSR
$1.17B
$446 ﹤0.01%
50
– –
BUZZ icon
1736
VanEck Social Sentiment ETF
BUZZ
$95.2M
$442 ﹤0.01%
12
– –
FSLR icon
1737
First Solar
FSLR
$25.6B
$441 ﹤0.01%
2
– –
CCL icon
1738
Carnival Corporation Ltd
CCL
$38.9B
$434 ﹤0.01%
15
– –
AEE icon
1739
Ameren
AEE
$30.1B
$418 ﹤0.01%
4
– –
BRX icon
1740
Brixmor Property Group
BRX
$9.62B
$415 ﹤0.01%
15
– –
SSYS icon
1741
Stratasys
SSYS
$699M
$414 ﹤0.01%
37
– –
SBRA icon
1742
Sabra Healthcare REIT
SBRA
$5.22B
$410 ﹤0.01%
22
– –
CDAQW
1743
DELISTED
Compass Digital Acquisition Corp. Warrant
CDAQW
$409 ﹤0.01%
8,154
– –
TRMB icon
1744
Trimble
TRMB
$13.4B
$408 ﹤0.01%
5
– –
JAMF
1745
DELISTED
Jamf
JAMF
$407 ﹤0.01%
38
-30
-44% -$272
AERTW
1746
Aeries Technology Warrant
AERTW
$896K
$402 ﹤0.01%
9,996
– –
GTO icon
1747
Invesco Total Return Bond ETF
GTO
$2.43B
$380 ﹤0.01%
+8
New +$376
PPL
1748
PPL Corp
PPL
$26.4B
$372 ﹤0.01%
10
-835
-99% -$30K
OUT icon
1749
Outfront Media
OUT
$5.55B
$366 ﹤0.01%
20
– –
KRNT icon
1750
Kornit Digital
KRNT
$727M
$364 ﹤0.01%
27
-18
-40% -$306
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 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.