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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
FSLR icon
1751
First Solar
FSLR
$22.7B
$331 ﹤0.01%
+2
New +$295
OUT icon
1752
Outfront Media
OUT
$5.61B
$326 ﹤0.01%
+20
New +$313
ZEOWW
1753
Zeo Energy Corp Warrants
ZEOWW
$155K
$323 ﹤0.01%
5,050
– –
EXC icon
1754
Exelon
EXC
$47.2B
$304 ﹤0.01%
7
– –
KIDS icon
1755
OrthoPediatrics
KIDS
$519M
$301 ﹤0.01%
+14
New +$303
KDP icon
1756
Keurig Dr Pepper
KDP
$42.3B
$298 ﹤0.01%
9
– –
MOH icon
1757
Molina Healthcare
MOH
$10.2B
$298 ﹤0.01%
1
– –
FFIV icon
1758
F5
FFIV
$22.9B
$294 ﹤0.01%
1
– –
AERTW
1759
Aeries Technology Warrant
AERTW
$891K
$288 ﹤0.01%
9,996
– –
ALLE icon
1760
Allegion
ALLE
$13.4B
$288 ﹤0.01%
2
– –
ROL icon
1761
Rollins
ROL
$18.3B
$282 ﹤0.01%
5
– –
METCB icon
1762
Ramaco Resources Class B
METCB
$425M
$270 ﹤0.01%
35
– –
MSAIW icon
1763
MultiSensor AI Holdings Warrant
MSAIW
$270 ﹤0.01%
8,347
– –
MGNI icon
1764
Magnite
MGNI
$2.76B
$265 ﹤0.01%
+11
New +$162
ILLM
1765
DELISTED
illumin Holdings Inc. Common Shares
ILLM
$265 ﹤0.01%
189
– –
ONON icon
1766
On Holding
ONON
$12.1B
$260 ﹤0.01%
5
– –
RMD icon
1767
ResMed
RMD
$30.6B
$258 ﹤0.01%
1
– –
BIIB icon
1768
Biogen
BIIB
$30B
$251 ﹤0.01%
+2
New +$249
BR icon
1769
Broadridge
BR
$17.8B
$243 ﹤0.01%
1
– –
IDV icon
1770
iShares International Select Dividend ETF
IDV
$8.45B
$242 ﹤0.01%
+7
New +$229
HII icon
1771
Huntington Ingalls Industries
HII
$12.9B
$241 ﹤0.01%
1
– –
CC icon
1772
Chemours
CC
$2.5B
$229 ﹤0.01%
+20
New +$225
IYE icon
1773
iShares US Energy ETF
IYE
$1.74B
$226 ﹤0.01%
5
– –
SITC icon
1774
SITE Centers
SITC
$225M
$226 ﹤0.01%
20
– –
TSN icon
1775
Tyson Foods
TSN
$20.4B
$224 ﹤0.01%
4
– –
69 70
71
72 73

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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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MA
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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.