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
+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
WST icon
1776
West Pharmaceutical
WST
$24B
$219 ﹤0.01%
+1
New +$214
CCTSW
1777
DELISTED
Cactus Acquisition Corp. 1 Limited Warrant
CCTSW
$217 ﹤0.01%
10,850
– –
PCG icon
1778
PG&E
PCG
$38.3B
$209 ﹤0.01%
15
– –
TECH icon
1779
Bio-Techne
TECH
$11.2B
$206 ﹤0.01%
+4
New +$201
INCY icon
1780
Incyte
INCY
$24.2B
$204 ﹤0.01%
+3
New +$190
RCKTW icon
1781
Rocket Pharmaceuticals Warrant
RCKTW
$149K
$204 ﹤0.01%
6,000
– –
LSBPW
1782
DELISTED
LakeShore Biopharma Warrants
LSBPW
$201 ﹤0.01%
5,050
– –
RVTY icon
1783
Revvity
RVTY
$12.6B
$193 ﹤0.01%
+2
New +$188
DS
1784
DELISTED
Drive Shack Inc.
DS
$193 ﹤0.01%
2,000
– –
IP icon
1785
International Paper
IP
$21.6B
$187 ﹤0.01%
+4
New +$189
WYNN icon
1786
Wynn Resorts
WYNN
$10.3B
$187 ﹤0.01%
+2
New +$170
JKHY icon
1787
Jack Henry & Associates
JKHY
$10.9B
$180 ﹤0.01%
1
– –
XBPEW
1788
XBP Europe Holdings Warrant
XBPEW
$173 ﹤0.01%
3,175
– –
APLMW icon
1789
Apollomics Inc Warrant
APLMW
$1.24M
$164 ﹤0.01%
3,700
– –
NEOG icon
1790
Neogen
NEOG
$2.63B
$153 ﹤0.01%
32
-340,908
-100% -$1.96M
DVA icon
1791
DaVita
DVA
$15.4B
$142 ﹤0.01%
1
– –
BRCC icon
1792
BRC Inc
BRCC
$121M
$131 ﹤0.01%
100
-1,000
-91% -$1.85K
VSXY
1793
Victoria's Secret
VSXY
$7.05B
$130 ﹤0.01%
7
– –
CYRX icon
1794
CryoPort
CYRX
$761M
$119 ﹤0.01%
+16
New +$99
CCSI icon
1795
Consensus Cloud Solutions
CCSI
$670M
$115 ﹤0.01%
5
– –
BSLKW
1796
DELISTED
Bolt Projects Holdings Warrant
BSLKW
$113 ﹤0.01%
4,366
– –
BENFW icon
1797
Beneficient Warrant
BENFW
$177K
$105 ﹤0.01%
15,273
– –
PBMWW
1798
Psyence Biomedical Warrant
PBMWW
$450K
$101 ﹤0.01%
5,000
– –
ATEK.WS
1799
DELISTED
Athena Technology Acquisition Corp. II Redeemable Warrants
ATEK.WS
$100 ﹤0.01%
2,500
– –
RIDE
1800
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
$92 ﹤0.01%
66
– –
70 71
72
73 74

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
EI
EFG International Zurich $4.67B AUM
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 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.