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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
BUD icon
1901
AB InBev
BUD
$158B
$3.14K ﹤0.01%
+49
New +$3.04K
TFIN icon
1902
Triumph Financial Inc
TFIN
$1.84B
$3.13K ﹤0.01%
50
– –
SRVR icon
1903
Pacer Data & Infrastructure Real Estate ETF
SRVR
$379M
$3.12K ﹤0.01%
109
– –
SPSC icon
1904
SPS Commerce
SPSC
$2.25B
$3.12K ﹤0.01%
35
– –
PEN icon
1905
Penumbra
PEN
$12.5B
$3.11K ﹤0.01%
10
– –
BPYPM
1906
Brookfield Property Partners 6.25% Class A Cumulative Redeemable Preferred Units Series 1
BPYPM
$3.1K ﹤0.01%
200
– –
CNMD icon
1907
CONMED
CNMD
$1.29B
$3.09K ﹤0.01%
+76
New +$3.31K
OTTR icon
1908
Otter Tail
OTTR
$3.88B
$3.07K ﹤0.01%
38
– –
TDTT icon
1909
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.52B
$2.91K ﹤0.01%
+121
New +$2.93K
PCTY icon
1910
Paylocity
PCTY
$6.71B
$2.9K ﹤0.01%
19
+4
+27% +$595
AOA icon
1911
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$2.87K ﹤0.01%
32
– –
BBD icon
1912
Banco Bradesco
BBD
$38.1B
$2.84K ﹤0.01%
+854
New +$2.91K
LZB icon
1913
La-Z-Boy
LZB
$1.59B
$2.79K ﹤0.01%
75
– –
SEI
1914
Solaris Energy Infrastructure
SEI
$3.31B
$2.76K ﹤0.01%
60
– –
AMH icon
1915
American Homes 4 Rent
AMH
$12B
$2.7K ﹤0.01%
84
– –
FDN icon
1916
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.83B
$2.69K ﹤0.01%
10
– –
NSP icon
1917
Insperity
NSP
$1.85B
$2.67K ﹤0.01%
+69
New +$2.76K
CNR
1918
Core Natural Resources Inc
CNR
$4.19B
$2.65K ﹤0.01%
30
– –
VFLO icon
1919
VictoryShares Free Cash Flow ETF
VFLO
$8.61B
$2.64K ﹤0.01%
67
– –
NMM icon
1920
Navios Maritime Partners
NMM
$2.25B
$2.62K ﹤0.01%
+50
New +$2.48K
LITE icon
1921
Lumentum
LITE
$59.4B
$2.58K ﹤0.01%
+7
New +$1.8K
ASND icon
1922
Ascendis Pharma A/S
ASND
$16.7B
$2.56K ﹤0.01%
+12
New +$2.48K
DBA icon
1923
Invesco DB Agriculture Fund
DBA
$1.26B
$2.55K ﹤0.01%
100
– –
WK icon
1924
Workiva
WK
$2.94B
$2.5K ﹤0.01%
29
– –
GLPI icon
1925
Gaming and Leisure Properties
GLPI
$12.8B
$2.49K ﹤0.01%
56
– –
75 76
77
78 79

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.