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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
GUNR icon
1876
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.21B
$3.62K ﹤0.01%
+79
New +$3.5K
BSTZ icon
1877
BlackRock Science and Technology Term Trust
BSTZ
$1.97B
$3.62K ﹤0.01%
160
– –
KB icon
1878
KB Financial Group
KB
$41.2B
$3.61K ﹤0.01%
+42
New +$3.54K
VDC icon
1879
Vanguard Consumer Staples ETF
VDC
$7.86B
$3.59K ﹤0.01%
17
-25
-60% -$5.32K
DB icon
1880
Deutsche Bank
DB
$66.3B
$3.59K ﹤0.01%
+93
New +$3.36K
RH icon
1881
RH
RH
$3.3B
$3.58K ﹤0.01%
+20
New +$3.42K
CNQ icon
1882
Canadian Natural Resources
CNQ
$96.9B
$3.55K ﹤0.01%
+105
New +$3.4K
IOT icon
1883
Samsara
IOT
$19.3B
$3.54K ﹤0.01%
100
– –
SRE icon
1884
Sempra
SRE
$60.8B
$3.53K ﹤0.01%
+40
New +$3.64K
AMBA icon
1885
Ambarella
AMBA
$2.99B
$3.47K ﹤0.01%
49
– –
MUR icon
1886
Murphy Oil
MUR
$5.58B
$3.38K ﹤0.01%
108
– –
NVT icon
1887
nVent Electric
NVT
$24.5B
$3.37K ﹤0.01%
33
– –
SPY icon
1888
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$3.37K ﹤0.01%
10
-18
-64% -$12.2K
RACE icon
1889
Ferrari
RACE
$63.3B
$3.33K ﹤0.01%
9
+4
+80% +$1.6K
GIL icon
1890
Gildan
GIL
$9.25B
$3.31K ﹤0.01%
+53
New +$3.15K
NE icon
1891
Noble Corp
NE
$6.9B
$3.3K ﹤0.01%
117
– –
OXY.WS icon
1892
Occidental Petroleum Corp Warrants
OXY.WS
$33.2B
$3.29K ﹤0.01%
171
– –
TLGYW
1893
DELISTED
TLGY Acquisition Corporation Warrant
TLGYW
$3.25K ﹤0.01%
5,000
– –
TEAM icon
1894
Atlassian
TEAM
$22B
$3.24K ﹤0.01%
20
-3
-13% -$471
LWLG icon
1895
Lightwave Logic
LWLG
$932M
$3.24K ﹤0.01%
1,000
– –
AEF
1896
abrdn Emerging Markets Equity Income Fund
AEF
$348M
$3.21K ﹤0.01%
459
– –
DEM icon
1897
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
$3.18K ﹤0.01%
68
– –
PZZA icon
1898
Papa John's
PZZA
$999M
$3.16K ﹤0.01%
82
-62,732
-100% -$2.77M
TLH icon
1899
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$3.15K ﹤0.01%
+31
New +$3.2K
TIC
1900
TIC Solutions Inc
TIC
$1.58B
$3.14K ﹤0.01%
311
– –
74 75
76
77 78

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.