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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
ITUB icon
1801
Itaú Unibanco
ITUB
$92.3B
$5.81K ﹤0.01%
+812
New +$5.78K
NJR icon
1802
New Jersey Resources
NJR
$6.01B
$5.72K ﹤0.01%
124
– –
USRT icon
1803
iShares Core US REIT ETF
USRT
$4.73B
$5.7K ﹤0.01%
100
– –
DKNG icon
1804
DraftKings
DKNG
$12B
$5.69K ﹤0.01%
165
– –
DSL
1805
DoubleLine Income Solutions Fund
DSL
$1.23B
$5.63K ﹤0.01%
500
– –
HLMN icon
1806
Hillman Solutions
HLMN
$1.58B
$5.59K ﹤0.01%
646
– –
EQH icon
1807
Equitable Holdings
EQH
$13.3B
$5.58K ﹤0.01%
117
– –
JOF
1808
Japan Smaller Capitalization Fund
JOF
$323M
$5.54K ﹤0.01%
500
– –
PPC icon
1809
Pilgrim's Pride
PPC
$6.94B
$5.5K ﹤0.01%
+141
New +$5.42K
PSNL icon
1810
Personalis
PSNL
$1.28B
$5.49K ﹤0.01%
690
– –
PFFD icon
1811
Global X US Preferred ETF
PFFD
$2.14B
$5.45K ﹤0.01%
288
+134
+87% +$2.56K
IMCV icon
1812
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
$5.43K ﹤0.01%
66
– –
EES icon
1813
WisdomTree US SmallCap Earnings Fund
EES
$721M
$5.41K ﹤0.01%
95
– –
USHY icon
1814
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$5.38K ﹤0.01%
144
+140
+3,500% +$5.24K
DTCR icon
1815
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.12B
$5.38K ﹤0.01%
+255
New +$5.43K
CALF icon
1816
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.64B
$5.32K ﹤0.01%
120
– –
NTT
1817
DELISTED
Nippon Telegraph & Telephone
NTT
$5.29K ﹤0.01%
+210
New +$5.29K
AXA
1818
DELISTED
AXA ADS (1 ORD SHS)
AXA
$5.23K ﹤0.01%
+109
New +$5.23K
CRDO icon
1819
Credo Technology Group
CRDO
$38.8B
$5.18K ﹤0.01%
+36
New +$5.54K
NTAP icon
1820
NetApp
NTAP
$33.3B
$5.14K ﹤0.01%
48
-956
-95% -$109K
DCH
1821
Dauch Corp
DCH
$1.32B
$5.13K ﹤0.01%
800
– –
WSO icon
1822
Watsco Inc
WSO
$15B
$5.05K ﹤0.01%
15
– –
NCLH icon
1823
Norwegian Cruise Line
NCLH
$9.2B
$5.04K ﹤0.01%
226
+221
+4,420% +$4.67K
HI
1824
DELISTED
Hillenbrand
HI
$5.04K ﹤0.01%
159
– –
GDEN
1825
DELISTED
Golden Entertainment
GDEN
$5.03K ﹤0.01%
185
– –
71 72
73
74 75

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.