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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATAI icon
1876
AtaiBeckley Inc
ATAI
$2.66B
$4.06K ﹤0.01%
+1,147
New +$4.32K
SU icon
1877
Suncor Energy
SU
$77.7B
$4.03K ﹤0.01%
61
-51
-46% -$2.82K
IIPR icon
1878
Innovative Industrial Properties
IIPR
$1.78B
$4.01K ﹤0.01%
80
– –
TLGYW
1879
DELISTED
TLGY Acquisition Corporation Warrant
TLGYW
$4K ﹤0.01%
5,000
– –
PEY icon
1880
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
$4K ﹤0.01%
+187
New +$4.01K
GHRS icon
1881
GH Research
GHRS
$1.87B
$3.99K ﹤0.01%
+284
New +$4.36K
AVD icon
1882
American Vanguard Corp
AVD
$73.5M
$3.97K ﹤0.01%
1,593
– –
B
1883
Barrick Mining
B
$62.2B
$3.96K ﹤0.01%
97
+11
+13% +$508
VFC icon
1884
VF Corp
VFC
$6.68B
$3.94K ﹤0.01%
232
-565
-71% -$10.7K
SRE icon
1885
Sempra
SRE
$60.8B
$3.89K ﹤0.01%
40
– –
ICL icon
1886
ICL Group
ICL
$6.81B
$3.85K ﹤0.01%
+744
New +$3.98K
LYG icon
1887
Lloyds Banking Group
LYG
$87.4B
$3.85K ﹤0.01%
765
-623
-45% -$3.42K
POOL icon
1888
Pool Corp
POOL
$6.7B
$3.84K ﹤0.01%
+19
New +$4.48K
IGV icon
1889
iShares Expanded Tech-Software Sector ETF
IGV
$13B
$3.84K ﹤0.01%
+48
New +$4.25K
WMG icon
1890
Warner Music
WMG
$13.8B
$3.83K ﹤0.01%
150
– –
FLS icon
1891
Flowserve
FLS
$9.25B
$3.82K ﹤0.01%
+52
New +$4.12K
VDC icon
1892
Vanguard Consumer Staples ETF
VDC
$7.86B
$3.82K ﹤0.01%
17
– –
KDK
1893
Kodiak AI
KDK
$802M
$3.82K ﹤0.01%
+550
New +$4.81K
TEAM icon
1894
Atlassian
TEAM
$22B
$3.75K ﹤0.01%
55
+35
+175% +$3.45K
ADT icon
1895
ADT
ADT
$5.16B
$3.73K ﹤0.01%
+567
New +$4.26K
CMCO icon
1896
Columbus McKinnon
CMCO
$465M
$3.72K ﹤0.01%
256
– –
ALNY icon
1897
Alnylam Pharmaceuticals
ALNY
$36.3B
$3.64K ﹤0.01%
11
-11
-50% -$3.74K
PTY icon
1898
PIMCO Corporate & Income Opportunity Fund
PTY
$2.48B
$3.62K ﹤0.01%
+300
New +$3.82K
FXI icon
1899
iShares China Large-Cap ETF
FXI
$4.31B
$3.59K ﹤0.01%
100
– –
DKNG icon
1900
DraftKings
DKNG
$11.4B
$3.57K ﹤0.01%
165
– –
74 75
76
77 78

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DCP
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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
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EI
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RS
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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.