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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
OR icon
1826
OR Royalties Inc
OR
$5.47B
$5.03K ﹤0.01%
+142
New +$4.97K
FRHC icon
1827
Freedom Holding
FRHC
$9.61B
$4.99K ﹤0.01%
+41
New +$5.95K
SOUN icon
1828
SoundHound AI
SOUN
$2.68B
$4.99K ﹤0.01%
500
– –
TFPM icon
1829
Triple Flag Precious Metals
TFPM
$6B
$4.98K ﹤0.01%
150
– –
SU icon
1830
Suncor Energy
SU
$77.7B
$4.97K ﹤0.01%
+112
New +$4.73K
KOF icon
1831
Coca-Cola Femsa
KOF
$21.6B
$4.92K ﹤0.01%
+52
New +$4.59K
FTRI icon
1832
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$124M
$4.9K ﹤0.01%
313
– –
QQQ icon
1833
PUT
Invesco QQQ Trust
QQQ
$450B
$4.9K ﹤0.01%
34
– –
HOV icon
1834
Hovnanian Enterprises
HOV
$785M
$4.88K ﹤0.01%
50
– –
NFJ
1835
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
$4.86K ﹤0.01%
377
+277
+277% +$3.57K
DT
1836
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$4.84K ﹤0.01%
148
+37
+33% +$1.21K
INVA icon
1837
Innoviva
INVA
$1.58B
$4.82K ﹤0.01%
241
– –
TAN icon
1838
Invesco Solar ETF
TAN
$1.47B
$4.81K ﹤0.01%
+98
New +$4.72K
PALL icon
1839
abrdn Physical Palladium Shares ETF
PALL
$600M
$4.8K ﹤0.01%
165
– –
TBT icon
1840
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$293M
$4.79K ﹤0.01%
137
– –
ZAP
1841
Global X U.S. Electrification ETF
ZAP
$473M
$4.77K ﹤0.01%
+164
New +$4.93K
ANIX icon
1842
Anixa Biosciences
ANIX
$126M
$4.75K ﹤0.01%
1,522
– –
SPY icon
1843
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$4.73K ﹤0.01%
49
-1,062
-96% -$718K
CDP icon
1844
COPT Defense Properties
CDP
$4.31B
$4.64K ﹤0.01%
+167
New +$4.81K
WMG icon
1845
Warner Music
WMG
$13.8B
$4.6K ﹤0.01%
150
– –
DNI
1846
DELISTED
Dividend and Income Fund
DNI
$4.59K ﹤0.01%
300
– –
IHE icon
1847
iShares US Pharmaceuticals ETF
IHE
$1.47B
$4.58K ﹤0.01%
54
– –
BNS icon
1848
Scotiabank
BNS
$106B
$4.57K ﹤0.01%
+62
New +$4.21K
LINE
1849
Lineage Inc
LINE
$9.43B
$4.55K ﹤0.01%
+130
New +$4.8K
MACE
1850
DELISTED
MACE SECURITY INTL INC NEW
MACE
$4.52K ﹤0.01%
8,378
– –
72 73
74
75 76

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.