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
+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
PVH icon
1726
PVH
PVH
$3.82B
$8.31K ﹤0.01%
+124
New +$9.7K
LUMN icon
1727
Lumen
LUMN
$6.36B
$8.24K ﹤0.01%
1,060
-2,000
-65% -$16.5K
PBE icon
1728
Invesco Biotechnology & Genome ETF
PBE
$284M
$8.21K ﹤0.01%
100
– –
GEN icon
1729
Gen Digital
GEN
$16.2B
$8.13K ﹤0.01%
299
– –
KRG icon
1730
Kite Realty
KRG
$5.99B
$8.05K ﹤0.01%
336
– –
CRUS icon
1731
Cirrus Logic
CRUS
$6.83B
$7.94K ﹤0.01%
+67
New +$8.25K
TNDM icon
1732
Tandem Diabetes Care
TNDM
$1.14B
$7.91K ﹤0.01%
+360
New +$6.5K
IHI icon
1733
iShares US Medical Devices ETF
IHI
$3.07B
$7.91K ﹤0.01%
127
-227
-64% -$14K
BOX icon
1734
Box
BOX
$4.24B
$7.9K ﹤0.01%
+264
New +$8.28K
DJT icon
1735
Trump Media & Technology Group
DJT
$2.55B
$7.88K ﹤0.01%
595
– –
AES icon
1736
AES
AES
$10.6B
$7.82K ﹤0.01%
+545
New +$7.68K
DAR icon
1737
Darling Ingredients
DAR
$9.55B
$7.81K ﹤0.01%
217
+165
+317% +$5.58K
FXH icon
1738
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
$7.74K ﹤0.01%
68
– –
VEGI icon
1739
iShares MSCI Agriculture Producers ETF
VEGI
$152M
$7.71K ﹤0.01%
200
– –
BAY
1740
DELISTED
BAYER AG SPONS ADR
BAY
$7.68K ﹤0.01%
710
– –
CTO
1741
CTO Realty Growth
CTO
$748M
$7.64K ﹤0.01%
415
-52,765
-99% -$903K
HALO icon
1742
Halozyme
HALO
$9.68B
$7.61K ﹤0.01%
113
– –
XHB icon
1743
State Street SPDR S&P Homebuilders ETF
XHB
$1.68B
$7.6K ﹤0.01%
74
– –
FXR icon
1744
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$736M
$7.59K ﹤0.01%
95
– –
UAMY icon
1745
United States Antimony
UAMY
$790M
$7.54K ﹤0.01%
1,501
– –
ACHR icon
1746
Archer Aviation
ACHR
$3.75B
$7.52K ﹤0.01%
1,000
+500
+100% +$4.71K
IART icon
1747
Integra LifeSciences
IART
$1.52B
$7.46K ﹤0.01%
+601
New +$7.99K
QQQX icon
1748
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.43B
$7.42K ﹤0.01%
260
– –
CASH icon
1749
Pathward Financial
CASH
$1.82B
$7.38K ﹤0.01%
+104
New +$7.46K
FNFI
1750
DELISTED
FIRST NILES FINANCIAL INC
FNFI
$7.37K ﹤0.01%
950
– –
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
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.