We are live on ! Find out more
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
JD icon
1926
JD.com
JD
$40.8B
$2.47K ﹤0.01%
86
-277
-76% -$8.66K
PRVA icon
1927
Privia Health
PRVA
$3.21B
$2.44K ﹤0.01%
103
– –
HIMS icon
1928
Hims & Hers Health
HIMS
$6.5B
$2.44K ﹤0.01%
75
+10
+15% +$428
AIN icon
1929
Albany International
AIN
$2.14B
$2.43K ﹤0.01%
+48
New +$2.49K
QCLN icon
1930
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$633M
$2.4K ﹤0.01%
54
– –
PEBO icon
1931
Peoples Bancorp
PEBO
$1.45B
$2.35K ﹤0.01%
78
+1
+1% +$30
BITQ icon
1932
Bitwise Crypto Industry Innovators ETF
BITQ
$385M
$2.33K ﹤0.01%
117
– –
WGO icon
1933
Winnebago Industries
WGO
$870M
$2.31K ﹤0.01%
57
– –
KAI icon
1934
Kadant
KAI
$3.69B
$2.28K ﹤0.01%
8
– –
TALO icon
1935
Talos Energy
TALO
$2.49B
$2.27K ﹤0.01%
206
– –
UA icon
1936
Under Armour Class C
UA
$2.92B
$2.27K ﹤0.01%
473
– –
NBXG
1937
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.18B
$2.24K ﹤0.01%
155
– –
DOGG icon
1938
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$78.3M
$2.2K ﹤0.01%
+106
New +$2.18K
OLLI icon
1939
Ollie's Bargain Outlet
OLLI
$4.01B
$2.19K ﹤0.01%
20
– –
WRBY icon
1940
Warby Parker
WRBY
$3.01B
$2.18K ﹤0.01%
100
– –
AIO
1941
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$882M
$2.17K ﹤0.01%
100
– –
DOCS icon
1942
Doximity
DOCS
$3.67B
$2.17K ﹤0.01%
49
– –
SMG icon
1943
ScottsMiracle-Gro
SMG
$4.03B
$2.1K ﹤0.01%
+36
New +$2.02K
PKOH icon
1944
Park-Ohio Holdings
PKOH
$554M
$2.09K ﹤0.01%
100
– –
TME icon
1945
Tencent Music
TME
$14.5B
$2.03K ﹤0.01%
116
– –
WINA icon
1946
Winmark
WINA
$1.19B
$2.02K ﹤0.01%
5
– –
MARA icon
1947
Marathon Digital Holdings
MARA
$4.62B
$2.02K ﹤0.01%
225
-528
-70% -$7.79K
IGEB icon
1948
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
$2.01K ﹤0.01%
44
-121
-73% -$5.55K
RCI icon
1949
Rogers Communications
RCI
$17.7B
$2K ﹤0.01%
+53
New +$1.99K
ILS
1950
Brookmont Catastrophic Bond ETF
ILS
$79.4M
$2K ﹤0.01%
100
– –
76 77
78
79 80

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.