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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNAXW
1826
DELISTED
Stryve Foods, Inc. Warrant
SNAXW
$19 ﹤0.01%
17,300
– –
CGC
1827
Canopy Growth
CGC
$387M
$18 ﹤0.01%
12
+4
+50% +$5
S icon
1828
SentinelOne
S
$6.53B
$18 ﹤0.01%
1
– –
ZCARW
1829
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
$13 ﹤0.01%
5,050
– –
SBIGW
1830
DELISTED
SpringBig Holdings, Inc. Warrant
SBIGW
$11 ﹤0.01%
8,600
– –
WKHS icon
1831
Workhorse Group
WKHS
$33.2M
$9 ﹤0.01%
1
– –
LSBPW
1832
DELISTED
LakeShore Biopharma Warrants
LSBPW
$7 ﹤0.01%
5,050
– –
CNGLW
1833
DELISTED
Canna-Global Acquisition Corp Warrant
CNGLW
$6 ﹤0.01%
59,000
– –
SNDL icon
1834
Sundial Growers
SNDL
$320M
$5 ﹤0.01%
2
– –
RKT icon
1835
Rocket Companies
RKT
$36.5B
– –
-328
Closed -$5.72K
WKSP icon
1836
Worksport
WKSP
$9.71M
$3 ﹤0.01%
1
– –
BNGO icon
1837
Bionano Genomics
BNGO
$12.3M
$2 ﹤0.01%
1
– –
SPWR icon
1838
SunPower Inc
SPWR
$60.6M
$2 ﹤0.01%
1
– –
GETR.WS
1839
DELISTED
Getaround, Inc. Warrants, each whole warrant exercisable for one share of Common Stock at an exercise price of $11.50 per share
GETR.WS
$1 ﹤0.01%
3,200
– –
RBT.WS
1840
DELISTED
Rubicon Technologies, Inc. Warrants, each warrant is exercisable for 1/8th of a share of Class A Common Stock at an exercise price of $92.00r share
RBT.WS
$1 ﹤0.01%
8,150
– –
ALGN icon
1841
Align Technology
ALGN
$12.1B
– –
-25
Closed -$4.73K
ALIT icon
1842
Alight
ALIT
$447M
– –
-80,333
Closed -$9.09M
ANSS
1843
DELISTED
Ansys
ANSS
– –
-48
Closed -$16.9K
AOUT icon
1844
American Outdoor Brands
AOUT
$155M
– –
-20,778
Closed -$217K
BBCA icon
1845
JPMorgan BetaBuilders Canada ETF
BBCA
$10.9B
– –
-271
Closed -$21.9K
BCS icon
1846
Barclays
BCS
$92.7B
– –
-50
Closed -$929
BGY icon
1847
BlackRock Enhanced International Dividend Trust
BGY
$524M
– –
-499
Closed -$2.89K
BMI icon
1848
Badger Meter
BMI
$3.89B
– –
-100
Closed -$24.5K
BOE icon
1849
BlackRock Enhanced Global Dividend Trust
BOE
$673M
– –
-98
Closed -$1.11K
BSCW icon
1850
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.48B
– –
-622
Closed -$12.8K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.