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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
+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
XAGEW
1801
DELISTED
Longevity Health Holdings, Inc. Warrant
XAGEW
$85 ﹤0.01%
2,791
– –
HLGN.WS
1802
DELISTED
Heliogen, Inc. Redeemable Warrants, Each whole warrant is exercisable for 1/35th of a share of Common Stock at an exercise price of $402.50
HLGN.WS
$84 ﹤0.01%
14,004
– –
CGBSW
1803
DELISTED
Crown LNG Holdings Limited Warrants
CGBSW
$83 ﹤0.01%
2,607
– –
SOAR.WS
1804
DELISTED
Volato Group, Inc. Redeemable Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50
SOAR.WS
$83 ﹤0.01%
3,250
– –
INTEW
1805
DELISTED
Integral Acquisition Corporation 1 Warrants
INTEW
$75 ﹤0.01%
2,500
– –
RL icon
1806
Ralph Lauren
RL
$22.6B
– –
0
– –
ZCARW
1807
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
$71 ﹤0.01%
5,050
– –
SNAXW
1808
DELISTED
Stryve Foods, Inc. Warrant
SNAXW
$69 ﹤0.01%
17,300
– –
LCID icon
1809
Lucid Motors
LCID
$2.88B
$59 ﹤0.01%
3
+1
+50% +$24
CEROW
1810
DELISTED
CERo Therapeutics Warrants
CEROW
$59 ﹤0.01%
2,500
– –
VIP
1811
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$38.1M
$57 ﹤0.01%
44
– –
GROV.WS
1812
DELISTED
Grove Collaborative Holdings, Inc. Each whole warrant is exercisable for one-fifth of a share of Class A Common Stock at an exercise price of $57.50
GROV.WS
$53 ﹤0.01%
6,139
– –
ACB
1813
Aurora Cannabis
ACB
$173M
$51 ﹤0.01%
12
+8
+200% +$39
SMR icon
1814
NuScale Power
SMR
$2.91B
$40 ﹤0.01%
1
-299
-100% -$7.5K
AMC icon
1815
AMC Entertainment Holdings
AMC
$2.52B
$31 ﹤0.01%
10
– –
FNCL icon
1816
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
– –
0
– –
BTCS icon
1817
BTCS Inc
BTCS
$51.3M
$22 ﹤0.01%
10
– –
MAXN
1818
DELISTED
Maxeon Solar Technologies
MAXN
$18 ﹤0.01%
6
– –
S icon
1819
SentinelOne
S
$6.53B
$18 ﹤0.01%
1
– –
TLRY icon
1820
Tilray
TLRY
$618M
$17 ﹤0.01%
+4
New +$18
UP icon
1821
Wheels Up
UP
$208M
$16 ﹤0.01%
1
– –
WOLF icon
1822
Wolfspeed
WOLF
$1.23B
$14 ﹤0.01%
35
– –
CGC
1823
Canopy Growth
CGC
$387M
$10 ﹤0.01%
+8
New +$11
PITAW
1824
DELISTED
Heramba Electric plc Warrants
PITAW
$10 ﹤0.01%
4,500
– –
WKHS icon
1825
Workhorse Group
WKHS
$33.2M
$9 ﹤0.01%
1
– –
71 72
73
74 75

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GCM
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CCWM
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GCL
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KCM
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VDI
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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.