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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
VFF icon
1851
Village Farms International
VFF
$235M
$4.47K ﹤0.01%
1,225
– –
CIEN icon
1852
Ciena
CIEN
$55.3B
$4.44K ﹤0.01%
+19
New +$3.69K
CMCO icon
1853
Columbus McKinnon
CMCO
$465M
$4.42K ﹤0.01%
256
– –
AVTR icon
1854
Avantor
AVTR
$7.81B
$4.41K ﹤0.01%
+385
New +$4.74K
BCE icon
1855
BCE
BCE
$19.9B
$4.38K ﹤0.01%
184
+39
+27% +$908
BBCA icon
1856
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
$4.37K ﹤0.01%
+47
New +$4.18K
PEO
1857
Adams Natural Resources Fund
PEO
$759M
$4.35K ﹤0.01%
200
– –
PSCE icon
1858
Invesco S&P SmallCap Energy ETF
PSCE
$101M
$4.3K ﹤0.01%
+100
New +$4.31K
SPTI icon
1859
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$4.3K ﹤0.01%
149
– –
CM icon
1860
Canadian Imperial Bank of Commerce
CM
$107B
$4.26K ﹤0.01%
+47
New +$4.03K
RODM icon
1861
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.58B
$4.21K ﹤0.01%
114
– –
DSGX icon
1862
Descartes Systems
DSGX
$5.84B
$4.12K ﹤0.01%
47
– –
ICLN icon
1863
iShares Global Clean Energy ETF
ICLN
$2.34B
$4.11K ﹤0.01%
250
– –
PTON icon
1864
Peloton Interactive
PTON
$2.63B
$4K ﹤0.01%
650
+100
+18% +$704
TROW icon
1865
T. Rowe Price
TROW
$25B
$3.99K ﹤0.01%
39
– –
CAI
1866
Caris Life Sciences
CAI
$4.39B
$3.91K ﹤0.01%
+145
New +$4.08K
LYV icon
1867
Live Nation Entertainment
LYV
$41.2B
$3.85K ﹤0.01%
27
– –
HITI
1868
High Tide
HITI
$189M
$3.84K ﹤0.01%
1,450
– –
ENSG icon
1869
The Ensign Group
ENSG
$10.1B
$3.83K ﹤0.01%
22
– –
FXI icon
1870
iShares China Large-Cap ETF
FXI
$4.14B
$3.83K ﹤0.01%
100
– –
IIPR icon
1871
Innovative Industrial Properties
IIPR
$1.78B
$3.79K ﹤0.01%
80
– –
UMC icon
1872
United Microelectronic
UMC
$48.9B
$3.77K ﹤0.01%
480
+99
+26% +$751
MASI
1873
DELISTED
Masimo
MASI
$3.77K ﹤0.01%
+29
New +$4.15K
B
1874
Barrick Mining
B
$62.2B
$3.75K ﹤0.01%
+86
New +$3.23K
ICLR icon
1875
Icon
ICLR
$12.8B
$3.64K ﹤0.01%
20
– –
73 74
75
76 77

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.