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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$59.6M
2
SEE
Sealed Air
SEE
+$56.5M
3
NSC icon
Norfolk Southern
NSC
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

Rank Stock Value
1
X
US Steel
X
+$112M
2
GRBK icon
Green Brick Partners
GRBK
+$67.2M
3
BERY
Berry Global Group, Inc.
BERY
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

Rank Sector Weight
1 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PUBM icon
1901
PubMatic
PUBM
$585M
– –
-2,000
Closed -$18.3K
RGP icon
1902
Resources Connection
RGP
$151M
– –
-66,350
Closed -$434K
RILY icon
1903
BRC Group Holdings
RILY
$288M
– –
-2,000
Closed -$7.74K
RKLB icon
1904
Rocket Lab Corp
RKLB
$40.6B
– –
-3,500
Closed -$62.6K
SCHC icon
1905
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
– –
-58
Closed -$2.08K
SGC icon
1906
Superior Group of Companies
SGC
$185M
– –
-12,170
Closed -$133K
SHEN icon
1907
Shenandoah Telecom
SHEN
$664M
– –
-3,975
Closed -$50K
SHV icon
1908
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
– –
-75
Closed -$8.28K
SPB icon
1909
Spectrum Brands
SPB
$2.04B
– –
-36,310
Closed -$2.6M
SPIP icon
1910
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
– –
-230
Closed -$6.07K
SQM icon
1911
Sociedad Química y Minera de Chile
SQM
$19.2B
– –
-70
Closed -$2.78K
TDIV icon
1912
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.18B
– –
-275
Closed -$20.2K
TFX icon
1913
Teleflex
TFX
$6.05B
– –
-2
Closed -$276
TYG
1914
Tortoise Energy Infrastructure Corp
TYG
$1.09B
– –
-4,401
Closed -$189K
UNP icon
1915
PUT
Union Pacific
UNP
$174B
– –
-147
Closed -$62.5K
USIO icon
1916
Usio Inc
USIO
$58.8M
– –
-10,000
Closed -$14.6K
VREX icon
1917
Varex Imaging
VREX
$472M
– –
-55,655
Closed -$646K
VXX icon
1918
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$154M
– –
-1,855
Closed -$95.5K
WOOF icon
1919
Petco
WOOF
$797M
– –
-389,060
Closed -$1.19M
X
1920
DELISTED
US Steel
X
– –
-2,641,762
Closed -$112M
XLB icon
1921
CALL
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
– –
-200
Closed -$13.5K
XPEV icon
1922
XPeng
XPEV
$12.4B
– –
-4,000
Closed -$82.9K
XT icon
1923
iShares Future Exponential Technologies ETF
XT
$3.82B
– –
-219
Closed -$12.6K
XTN icon
1924
State Street SPDR S&P Transportation ETF
XTN
$387M
– –
-20
Closed -$1.48K
DAY
1925
DELISTED
Dayforce
DAY
– –
-3
Closed -$175
75 76
77
78 79

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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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Ancora Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Ancora Advisors held 2,163 positions worth $4.82B, up 7.6% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q2 2025 filing shows 317 new, 533 increased, 401 reduced and 113 closed positions. Its largest new stake was Sealed Air: 1,898,485 shares worth $58.9M. The largest sale was US Steel, an estimated $112M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q2 2025 buy was Sealed Air: 1,898,485 shares worth $58.9M.
  • Ancora Advisors added most to CSX Corp in Q2 2025, an estimated $59.6M increase.
  • Ancora Advisors's biggest Q2 2025 reduction was Green Brick Partners, cutting an estimated $67.2M.
  • Ancora Advisors fully exited US Steel in Q2 2025, selling an estimated $112M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.82B portfolio in Q2 2025.
  • Ancora Advisors opened 317 new positions and closed 113 in Q2 2025.
  • Ancora Advisors's portfolio value rose 7.6% quarter-over-quarter to $4.82B.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.