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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
CPA icon
1801
Copa Holdings
CPA
$5.56B
$5.91K ﹤0.01%
+52
New +$6.83K
VSAT icon
1802
Viasat
VSAT
$9.79B
$5.91K ﹤0.01%
+129
New +$5.8K
FLO icon
1803
Flowers Foods
FLO
$1.64B
$5.9K ﹤0.01%
724
-4,017
-85% -$40.3K
INTT icon
1804
inTEST
INTT
$173M
$5.86K ﹤0.01%
+429
New +$4.7K
RSPF icon
1805
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$304M
$5.85K ﹤0.01%
82
– –
ARGX icon
1806
argenx
ARGX
$57.4B
$5.84K ﹤0.01%
8
– –
NE icon
1807
Noble Corp
NE
$6.9B
$5.74K ﹤0.01%
117
– –
RNG icon
1808
RingCentral
RNG
$4.05B
$5.69K ﹤0.01%
+153
New +$4.93K
INVA icon
1809
Innoviva
INVA
$1.58B
$5.62K ﹤0.01%
241
– –
IMCV icon
1810
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.13B
$5.6K ﹤0.01%
66
– –
FTRI icon
1811
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$124M
$5.59K ﹤0.01%
313
– –
CGGR icon
1812
Capital Group Growth ETF
CGGR
$23.5B
$5.59K ﹤0.01%
+139
New +$6K
PEO
1813
Adams Natural Resources Fund
PEO
$759M
$5.56K ﹤0.01%
200
– –
HOV icon
1814
Hovnanian Enterprises
HOV
$785M
$5.54K ﹤0.01%
50
– –
VKTX icon
1815
Viking Therapeutics
VKTX
$4.04B
$5.53K ﹤0.01%
170
– –
RKLB icon
1816
Rocket Lab Corp
RKLB
$39.9B
$5.52K ﹤0.01%
86
– –
DJT icon
1817
Trump Media & Technology Group
DJT
$2.37B
$5.52K ﹤0.01%
595
– –
EES icon
1818
WisdomTree US SmallCap Earnings Fund
EES
$716M
$5.51K ﹤0.01%
95
– –
TTEK icon
1819
Tetra Tech
TTEK
$8.23B
$5.51K ﹤0.01%
+183
New +$6.47K
DT
1820
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$5.49K ﹤0.01%
148
– –
TAN icon
1821
Invesco Solar ETF
TAN
$1.47B
$5.46K ﹤0.01%
98
– –
WSO icon
1822
Watsco Inc
WSO
$14.9B
$5.46K ﹤0.01%
15
– –
BST icon
1823
BlackRock Science and Technology Trust
BST
$1.57B
$5.45K ﹤0.01%
+150
New +$5.94K
JOF
1824
Japan Smaller Capitalization Fund
JOF
$320M
$5.45K ﹤0.01%
500
– –
DSL
1825
DoubleLine Income Solutions Fund
DSL
$1.21B
$5.42K ﹤0.01%
500
– –
71 72
73
74 75

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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 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.