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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
VTIP icon
1826
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
– –
0
– –
CNGLW
1827
DELISTED
Canna-Global Acquisition Corp Warrant
CNGLW
$6 ﹤0.01%
59,000
– –
QMOM icon
1828
Alpha Architect US Quantitative Momentum ETF
QMOM
$422M
– –
0
– –
SBIGW
1829
DELISTED
SpringBig Holdings, Inc. Warrant
SBIGW
$4 ﹤0.01%
8,600
– –
BNGO icon
1830
Bionano Genomics
BNGO
$12.3M
$3 ﹤0.01%
+1
New +$4
WKSP icon
1831
Worksport
WKSP
$9.71M
$3 ﹤0.01%
1
– –
NUVOW
1832
DELISTED
Holdco Nuvo Group D.G Ltd. Warrants
NUVOW
$3 ﹤0.01%
5,000
– –
SNDL icon
1833
Sundial Growers
SNDL
$320M
$2 ﹤0.01%
+2
New +$3
SPWR icon
1834
SunPower Inc
SPWR
$60.6M
$2 ﹤0.01%
1
– –
ZLSWW
1835
DELISTED
Zalatoris II Acquisition Corp Warrant
ZLSWW
$1 ﹤0.01%
12,558
– –
SWSSW
1836
DELISTED
Clean Energy Special Situations Corp. Warrant
SWSSW
$1 ﹤0.01%
11,000
– –
WEJOW
1837
DELISTED
Wejo Group Limited Warrant
WEJOW
$1 ﹤0.01%
12,698
– –
FRC
1838
DELISTED
First Republic Bank
FRC
$1 ﹤0.01%
147
– –
TE
1839
DELISTED
TECO ENERGY INC
TE
$1 ﹤0.01%
1
– –
ABEV icon
1840
Ambev
ABEV
$48.1B
– –
-28,000
Closed -$65.2K
ADV icon
1841
Advantage Solutions
ADV
$522M
– –
-18,795
Closed -$709K
AMPY icon
1842
Amplify Energy
AMPY
$161M
– –
-15,000
Closed -$56.1K
APA icon
1843
APA Corp
APA
$13.2B
– –
-39
Closed -$820
AQST icon
1844
Aquestive Therapeutics
AQST
$463M
– –
-20,000
Closed -$58K
ARCB icon
1845
ArcBest
ARCB
$3.23B
– –
-204,587
Closed -$14.4M
ATEX icon
1846
Anterix
ATEX
$1.81B
– –
-10,144
Closed -$371K
GENZ
1847
VanEck Digital Native Economy ETF
GENZ
$16.8M
– –
-15
Closed -$561
BYRN icon
1848
Byrna Technologies
BYRN
$103M
– –
-57
Closed -$960
CCRD
1849
DELISTED
CoreCard
CCRD
– –
-17,859
Closed -$334K
CCRV
1850
DELISTED
iShares Commodity Curve Carry Strategy ETF
CCRV
– –
-20,473
Closed -$418K
72 73
74
75 76

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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 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.