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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
AIOT
1926
PowerFleet Inc
AIOT
$526M
– –
-541,815
Closed -$2.97M
FCTE
1927
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$239M
– –
-13,000
Closed -$326K
BNT
1928
Brookfield Wealth Solutions
BNT
$11.8B
– –
-2
Closed -$52
LGF.B
1929
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
– –
-12,430
Closed -$98.4K
EVBN
1930
DELISTED
Evans Bancorp Inc
EVBN
– –
-251
Closed -$9.78K
BERY
1931
CALL
DELISTED
Berry Global Group, Inc.
BERY
– –
-7,039
Closed -$4.78M
BERY
1932
DELISTED
Berry Global Group, Inc.
BERY
– –
-835,128
Closed -$58.3M
BECN
1933
DELISTED
Beacon Roofing Supply, Inc.
BECN
– –
-42
Closed -$5.2K
EQC
1934
DELISTED
Equity Commonwealth
EQC
– –
-2,250
Closed -$3.62K
SPAX
1935
DELISTED
Robinson Alternative Yield Pre-merger SPAC ETF
SPAX
– –
-12,712
Closed -$259K
GATEW
1936
DELISTED
Marblegate Acquisition Corp. Warrant
GATEW
– –
-2,500
Closed -$400
PNST
1937
DELISTED
Pinstripes Holdings, Inc.
PNST
$0 ﹤0.01%
1
– –
NKLA
1938
DELISTED
Nikola Corporation Common Stock
NKLA
$0 ﹤0.01%
+2
New –
BFAC.WS
1939
DELISTED
Battery Future Acquisition Corp. Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
BFAC.WS
– –
-6,000
Closed -$360
EVE.WS
1940
DELISTED
EVe Mobility Acquisition Corp Redeemable warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50
EVE.WS
$0 ﹤0.01%
6,000
– –
PFTAW
1941
DELISTED
Perception Capital Corp. III Warrant
PFTAW
– –
-3,333
Closed –
DPCSW
1942
DELISTED
DP Cap Acquisition Corp I Warrants
DPCSW
$0 ﹤0.01%
5,200
– –
FNVTW
1943
DELISTED
Finnovate Acquisition Corp. Warrants
FNVTW
– –
-10,125
Closed -$304
BHACW
1944
DELISTED
Focus Impact BH3 Acquisition Company Warrants
BHACW
– –
-9,800
Closed -$294
SPECW
1945
DELISTED
Spectaire Holdings, Inc. Warrant
SPECW
$0 ﹤0.01%
2,500
– –
SLNAW
1946
DELISTED
Selina Hospitality PLC Warrant
SLNAW
$0 ﹤0.01%
25,263
– –
GMFIW
1947
DELISTED
Aetherium Acquisition Corp Warrant
GMFIW
$0 ﹤0.01%
70,000
– –
ROSS.WS
1948
DELISTED
Ross Acquisition Corp II Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
ROSS.WS
$0 ﹤0.01%
32,365
– –
BTTX
1949
DELISTED
Better Therapeutics, Inc. Common Stock
BTTX
$0 ﹤0.01%
3,000
– –
SHAP.WS
1950
DELISTED
Spree Acquisition Corp. 1 Limited Redeemable warrants, each warrant exercisable for one Class A ordinary share at an exercise price of $11.50
SHAP.WS
$0 ﹤0.01%
4,300
– –
76 77
78
79 80

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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.