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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
1776
Roper Technologies
ROP
$36.3B
$6.72K ﹤0.01%
19
-8
-30% -$2.95K
COO icon
1777
Cooper Companies
COO
$13.7B
$6.72K ﹤0.01%
94
-99
-51% -$7.83K
TDC icon
1778
Teradata
TDC
$2.68B
$6.71K ﹤0.01%
+262
New +$7.65K
LMNR icon
1779
Limoneira
LMNR
$237M
$6.71K ﹤0.01%
500
– –
YOLO icon
1780
AdvisorShares Pure Cannabis ETF
YOLO
$29.9M
$6.71K ﹤0.01%
+2,550
New +$7.59K
TRP icon
1781
TC Energy
TRP
$73.5B
$6.7K ﹤0.01%
107
– –
VTWV icon
1782
Vanguard Russell 2000 Value ETF
VTWV
$1.29B
$6.69K ﹤0.01%
40
– –
VOD icon
1783
Vodafone
VOD
$34.9B
$6.68K ﹤0.01%
445
+342
+332% +$5K
STM icon
1784
STMicroelectronics
STM
$46B
$6.67K ﹤0.01%
+193
New +$6.04K
RCI icon
1785
Rogers Communications
RCI
$17.7B
$6.58K ﹤0.01%
171
+118
+223% +$4.5K
GRF
1786
Eagle Capital Growth Fund
GRF
$41.2M
$6.57K ﹤0.01%
650
– –
MTZ icon
1787
MasTec
MTZ
$26.7B
$6.43K ﹤0.01%
+20
New +$5.42K
VOT icon
1788
Vanguard Mid-Cap Growth ETF
VOT
$19B
$6.43K ﹤0.01%
25
– –
SWZ
1789
Swiss Helvetia Fund
SWZ
$76.3M
$6.33K ﹤0.01%
1,068
– –
HEI icon
1790
HEICO Corp
HEI
$48.9B
$6.31K ﹤0.01%
23
+18
+360% +$5.79K
BURL icon
1791
Burlington
BURL
$22B
$6.18K ﹤0.01%
+19
New +$5.82K
PSCE icon
1792
Invesco S&P SmallCap Energy ETF
PSCE
$101M
$6.1K ﹤0.01%
100
– –
TTAN
1793
ServiceTitan Inc
TTAN
$6.72B
$6.09K ﹤0.01%
96
+38
+66% +$2.93K
ABG icon
1794
Asbury Automotive
ABG
$4.19B
$6.06K ﹤0.01%
31
– –
MC icon
1795
Moelis & Co
MC
$4.98B
$6.04K ﹤0.01%
106
– –
KNBWY
1796
DELISTED
KIRIN BREWERY LTD SPONSORED ADR
KNBWY
$6.03K ﹤0.01%
+376
New +$6.03K
RQI icon
1797
Cohen & Steers Quality Income Realty Fund
RQI
$1.71B
$6.03K ﹤0.01%
+500
New +$6.22K
TU icon
1798
Telus
TU
$16B
$5.94K ﹤0.01%
+463
New +$6.27K
UTHR icon
1799
United Therapeutics
UTHR
$26.3B
$5.93K ﹤0.01%
10
-38
-79% -$18.9K
USRT icon
1800
iShares Core US REIT ETF
USRT
$4.74B
$5.92K ﹤0.01%
100
– –
70 71
72
73 74

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DCP
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GCM
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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
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EI
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RS
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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.