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
+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
NRACW
1951
DELISTED
Northern Revival Acquisition Corporation Warrant
NRACW
$0 ﹤0.01%
17,542
– –
LMDXW
1952
DELISTED
LumiraDx Limited Warrant
LMDXW
$0 ﹤0.01%
15,470
– –
SLGCW
1953
DELISTED
SomaLogic, Inc. Warrant
SLGCW
$0 ﹤0.01%
4,360
– –
BHIL.WS
1954
DELISTED
Benson Hill, Inc. Warrants, each whole warrant exercisable for one share of common stock at an exercise price of $11.50
BHIL.WS
$0 ﹤0.01%
2,600
– –
ELIQ.WS
1955
DELISTED
Electriq Power Holdings, Inc. Warrants, each exercisable for one share of Class A common stock at an exercise price of $6.57 per share
ELIQ.WS
$0 ﹤0.01%
5,298
– –
IPVF.WS
1956
DELISTED
InterPrivate III Financial Partners Inc. Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50 per share
IPVF.WS
$0 ﹤0.01%
6,540
– –
SGII
1957
DELISTED
Seaport Global Acquisition II Corp. Class A Common Stock
SGII
$0 ﹤0.01%
2,000
– –
GETR.WS
1958
DELISTED
Getaround, Inc. Warrants, each whole warrant exercisable for one share of Common Stock at an exercise price of $11.50 per share
GETR.WS
$0 ﹤0.01%
3,200
– –
IFIN.WS
1959
DELISTED
InFinT Acquisition Corporation Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per whole share
IFIN.WS
$0 ﹤0.01%
20,213
– –
AVTA
1960
DELISTED
Avantax, Inc. Common Stock
AVTA
– –
-100
Closed –
LTRPA
1961
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
– –
-188
Closed -$48
RBT.WS
1962
DELISTED
Rubicon Technologies, Inc. Warrants, each warrant is exercisable for 1/8th of a share of Class A Common Stock at an exercise price of $92.00r share
RBT.WS
$0 ﹤0.01%
8,150
– –
NSTD.WS
1963
DELISTED
Northern Star Investment Corp. IV Redeemable Warrants, each whole warrant exercisable for shares of Class A common stock at an exercise price of $11.50 per share
NSTD.WS
– –
-2,700
Closed -$7
SFT
1964
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
$0 ﹤0.01%
28
– –
RSX
1965
DELISTED
VanEck Russia ETF
RSX
$0 ﹤0.01%
400
– –
CPTK.WS
1966
DELISTED
Crown PropTech Acquisitions Redeemable warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50
CPTK.WS
$0 ﹤0.01%
12,098
– –
ATHX
1967
DELISTED
Athersys, Inc. Common Stock
ATHX
$0 ﹤0.01%
310
– –
CFRX
1968
DELISTED
ContraFect Corporation
CFRX
$0 ﹤0.01%
28
– –
NAVB
1969
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$0 ﹤0.01%
100
– –
QCCO
1970
DELISTED
QC HLDGS INC
QCCO
– –
-579,907
Closed -$174K
AMAC
1971
DELISTED
AMER MEDICAL ALERT CORP
AMAC
$0 ﹤0.01%
35,100
– –
FPFC
1972
DELISTED
FIRST PL FINL CORP DEL
FPFC
$0 ﹤0.01%
450
– –
NTII
1973
DELISTED
NEUROBIOLOGICAL TECHNOLOGS INC
NTII
$0 ﹤0.01%
85
– –
ATPL
1974
DELISTED
ATLANTIS PLASTICS INC CL-A
ATPL
$0 ﹤0.01%
640
– –
BRBI
1975
DELISTED
BLUE RIVER BANCSHARES INC
BRBI
$0 ﹤0.01%
6,000
– –
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
EI
EFG International Zurich $4.67B AUM
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.