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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
IYE icon
1776
iShares US Energy ETF
IYE
$1.74B
$238 ﹤0.01%
5
– –
RCKTW icon
1777
Rocket Pharmaceuticals Warrant
RCKTW
$149K
$235 ﹤0.01%
6,000
– –
KDP icon
1778
Keurig Dr Pepper
KDP
$42.3B
$230 ﹤0.01%
9
– –
OCGN icon
1779
Ocugen
OCGN
$416M
$228 ﹤0.01%
+140
New +$155
TECH icon
1780
Bio-Techne
TECH
$11.2B
$223 ﹤0.01%
4
– –
BENFW icon
1781
Beneficient Warrant
BENFW
$177K
$220 ﹤0.01%
15,273
– –
GDYN icon
1782
Grid Dynamics Holdings
GDYN
$559M
$216 ﹤0.01%
28
-25
-47% -$223
ILLM
1783
DELISTED
illumin Holdings Inc. Common Shares
ILLM
$194 ﹤0.01%
189
– –
VSXY
1784
Victoria's Secret
VSXY
$7.05B
$190 ﹤0.01%
7
– –
DS
1785
DELISTED
Drive Shack Inc.
DS
$187 ﹤0.01%
2,000
– –
IP icon
1786
International Paper
IP
$21.6B
$186 ﹤0.01%
4
– –
SITC icon
1787
SITE Centers
SITC
$225M
$180 ﹤0.01%
20
– –
BSLKW
1788
DELISTED
Bolt Projects Holdings Warrant
BSLKW
$175 ﹤0.01%
4,366
– –
KIDS icon
1789
OrthoPediatrics
KIDS
$519M
$167 ﹤0.01%
9
-5
-36% -$103
BRCC icon
1790
BRC Inc
BRCC
$121M
$156 ﹤0.01%
100
– –
CYRX icon
1791
CryoPort
CYRX
$761M
$152 ﹤0.01%
16
– –
RIDE
1792
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
$152 ﹤0.01%
66
– –
USHY icon
1793
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$151 ﹤0.01%
+4
New +$150
IPO icon
1794
Renaissance IPO ETF
IPO
$153M
$150 ﹤0.01%
+3
New +$145
JKHY icon
1795
Jack Henry & Associates
JKHY
$10.9B
$149 ﹤0.01%
1
– –
CCSI icon
1796
Consensus Cloud Solutions
CCSI
$670M
$147 ﹤0.01%
5
– –
DSAQ.WS
1797
DELISTED
Direct Selling Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50 per share
DSAQ.WS
$138 ﹤0.01%
13,850
– –
DVA icon
1798
DaVita
DVA
$15.4B
$133 ﹤0.01%
1
– –
XBPEW
1799
XBP Europe Holdings Warrant
XBPEW
$127 ﹤0.01%
3,175
– –
PBMWW
1800
Psyence Biomedical Warrant
PBMWW
$450K
$126 ﹤0.01%
5,000
– –
70 71
72
73 74

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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 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.