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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
+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
LYG icon
1751
Lloyds Banking Group
LYG
$88.7B
$7.36K ﹤0.01%
1,388
+623
+81% +$3.02K
HST icon
1752
Host Hotels & Resorts
HST
$17B
$7.32K ﹤0.01%
+413
New +$7.13K
MC icon
1753
Moelis & Co
MC
$5B
$7.29K ﹤0.01%
+106
New +$7.08K
TPYP icon
1754
Tortoise North American Pipeline ETF
TPYP
$876M
$7.27K ﹤0.01%
206
-231
-53% -$8.16K
LYB icon
1755
LyondellBasell Industries
LYB
$19B
$7.23K ﹤0.01%
167
-11,330
-99% -$513K
ARKQ icon
1756
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.89B
$7.22K ﹤0.01%
63
+3
+5% +$346
ABG icon
1757
Asbury Automotive
ABG
$4.22B
$7.21K ﹤0.01%
+31
New +$7.33K
XSMO icon
1758
Invesco S&P SmallCap Momentum ETF
XSMO
$3.02B
$7.2K ﹤0.01%
+100
New +$7.28K
WLK icon
1759
Westlake Corp
WLK
$9.37B
$7.17K ﹤0.01%
+97
New +$6.9K
KMX icon
1760
CarMax
KMX
$8.29B
$7.11K ﹤0.01%
184
– –
RKT icon
1761
Rocket Companies
RKT
$38.1B
$7.11K ﹤0.01%
+367
New +$6.56K
CIVB icon
1762
Civista Bancshares
CIVB
$596M
$7.09K ﹤0.01%
319
– –
JBS
1763
JBS N.V.
JBS
$44.6B
$7.04K ﹤0.01%
488
– –
FOUR icon
1764
Shift4
FOUR
$3.98B
$6.99K ﹤0.01%
+111
New +$7.84K
VOT icon
1765
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$6.98K ﹤0.01%
25
– –
HIT
1766
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$6.96K ﹤0.01%
+223
New +$6.96K
GRF
1767
Eagle Capital Growth Fund
GRF
$41.2M
$6.96K ﹤0.01%
650
– –
SSNC icon
1768
SS&C Technologies
SSNC
$18.2B
$6.91K ﹤0.01%
+79
New +$6.74K
EMM icon
1769
Global X Emerging Markets ex-China ETF
EMM
$55M
$6.85K ﹤0.01%
200
– –
NANC icon
1770
Unusual Whales Subversive Democratic Trading ETF
NANC
$274M
$6.85K ﹤0.01%
150
– –
CCEP icon
1771
Coca-Cola Europacific Partners
CCEP
$48B
$6.8K ﹤0.01%
+75
New +$6.78K
RNR icon
1772
RenaissanceRe
RNR
$13.7B
$6.75K ﹤0.01%
+24
New +$6.32K
ENTG icon
1773
Entegris
ENTG
$19.1B
$6.74K ﹤0.01%
+80
New +$6.95K
ARGX icon
1774
argenx
ARGX
$56.2B
$6.73K ﹤0.01%
8
+4
+100% +$3.42K
E icon
1775
ENI
E
$73.5B
$6.71K ﹤0.01%
+177
New +$6.5K
69 70
71
72 73

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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.