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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
TE
1776
T1 Energy
TE
$1.34B
$6.68K ﹤0.01%
+1,000
New +$4.41K
QUBT icon
1777
Quantum Computing Inc
QUBT
$1.77B
$6.67K ﹤0.01%
650
-4,850
-88% -$69K
SWZ
1778
Swiss Helvetia Fund
SWZ
$76.2M
$6.64K ﹤0.01%
1,068
– –
GVA icon
1779
Granite Construction
GVA
$5.45B
$6.58K ﹤0.01%
57
– –
LEU icon
1780
Centrus Energy
LEU
$3.34B
$6.55K ﹤0.01%
27
+18
+200% +$5.43K
HCI icon
1781
HCI Group
HCI
$2.28B
$6.52K ﹤0.01%
34
– –
NTHI
1782
NeOnc Technologies
NTHI
$90.2M
$6.52K ﹤0.01%
+788
New +$7.39K
RDW icon
1783
Redwire
RDW
$2.06B
$6.46K ﹤0.01%
850
– –
FCNCA icon
1784
First Citizens BancShares
FCNCA
$24.5B
$6.44K ﹤0.01%
+3
New +$5.66K
RSPF icon
1785
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$306M
$6.44K ﹤0.01%
82
– –
VTWV icon
1786
Vanguard Russell 2000 Value ETF
VTWV
$1.29B
$6.4K ﹤0.01%
40
– –
FFIV icon
1787
F5
FFIV
$22.3B
$6.38K ﹤0.01%
25
+24
+2,400% +$6.46K
LMNR icon
1788
Limoneira
LMNR
$242M
$6.31K ﹤0.01%
500
– –
SMFG icon
1789
Sumitomo Mitsui Financial
SMFG
$166B
$6.26K ﹤0.01%
+324
New +$5.62K
VALE icon
1790
Vale
VALE
$62.3B
$6.25K ﹤0.01%
+480
New +$5.83K
TTAN
1791
ServiceTitan Inc
TTAN
$7.01B
$6.18K ﹤0.01%
+58
New +$5.67K
AVD icon
1792
American Vanguard Corp
AVD
$74.7M
$6.08K ﹤0.01%
1,593
-67,407
-98% -$315K
COPX icon
1793
Global X Copper Miners ETF NEW
COPX
$7.11B
$6.03K ﹤0.01%
84
+24
+40% +$1.54K
RKLB icon
1794
Rocket Lab Corp
RKLB
$40.3B
$6K ﹤0.01%
+86
New +$4.93K
VKTX icon
1795
Viking Therapeutics
VKTX
$4.04B
$5.98K ﹤0.01%
170
-1
-0.6% -$35
MTCH icon
1796
Match Group
MTCH
$9.07B
$5.94K ﹤0.01%
+184
New +$6.05K
TRP icon
1797
TC Energy
TRP
$71.4B
$5.89K ﹤0.01%
+107
New +$5.71K
DT icon
1798
Dynatrace
DT
$12.6B
$5.85K ﹤0.01%
135
+96
+246% +$4.47K
GME icon
1799
GameStop
GME
$9.66B
$5.82K ﹤0.01%
+290
New +$6.51K
RELX icon
1800
RELX
RELX
$62.7B
$5.82K ﹤0.01%
144
+83
+136% +$3.54K
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
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.