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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
ALLE icon
1751
Allegion
ALLE
$13.6B
$355 ﹤0.01%
2
– –
TVGNW icon
1752
Tevogen Inc. Warrant
TVGNW
$854K
$344 ﹤0.01%
6,204
– –
BBWI icon
1753
Bath & Body Works
BBWI
$4.12B
$335 ﹤0.01%
13
– –
VSEEW
1754
VSee Health Warrant
VSEEW
$248K
$333 ﹤0.01%
19,700
– –
CCTSW
1755
DELISTED
Cactus Acquisition Corp. 1 Limited Warrant
CCTSW
$325 ﹤0.01%
10,850
– –
AVY icon
1756
Avery Dennison
AVY
$13B
$324 ﹤0.01%
2
– –
FFIV icon
1757
F5
FFIV
$23.1B
$323 ﹤0.01%
1
– –
MSAIW icon
1758
MultiSensor AI Holdings Warrant
MSAIW
$317 ﹤0.01%
8,347
– –
INSP icon
1759
Inspire Medical Systems
INSP
$1.5B
$297 ﹤0.01%
4
-2
-33% -$202
ROL icon
1760
Rollins
ROL
$18.4B
$294 ﹤0.01%
5
– –
HII icon
1761
Huntington Ingalls Industries
HII
$12.9B
$288 ﹤0.01%
1
– –
CPAY icon
1762
Corpay
CPAY
$25.2B
$288 ﹤0.01%
1
– –
FDS icon
1763
Factset
FDS
$9.54B
$286 ﹤0.01%
1
-94
-99% -$35.9K
BIIB icon
1764
Biogen
BIIB
$29.9B
$280 ﹤0.01%
2
– –
ZEOWW
1765
Zeo Energy Corp Warrants
ZEOWW
$155K
$278 ﹤0.01%
5,050
– –
RMD icon
1766
ResMed
RMD
$31.1B
$274 ﹤0.01%
1
– –
GLD icon
1767
PUT
SPDR Gold Trust
GLD
$131B
$270 ﹤0.01%
+10
New +$3.19K
BNAIW
1768
Brand Engagement Network Warrant
BNAIW
$268 ﹤0.01%
17,548
– –
WST icon
1769
West Pharmaceutical
WST
$24.5B
$262 ﹤0.01%
1
– –
CNDA.WS
1770
DELISTED
Concord Acquisition Corp II Warrants, each whole warrant exercisable for one share of Class A Common Stock at an exercise price of $11.50
CNDA.WS
$258 ﹤0.01%
6,450
– –
CERT icon
1771
Certara
CERT
$1.26B
$257 ﹤0.01%
21
-19
-48% -$208
WYNN icon
1772
Wynn Resorts
WYNN
$10.2B
$257 ﹤0.01%
2
– –
IDV icon
1773
iShares International Select Dividend ETF
IDV
$8.46B
$256 ﹤0.01%
7
– –
MGNI icon
1774
Magnite
MGNI
$2.81B
$240 ﹤0.01%
11
– –
BR icon
1775
Broadridge
BR
$18.2B
$238 ﹤0.01%
1
– –
69 70
71
72 73

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DCP
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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
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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.