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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARQ icon
1951
Arq
ARQ
$84.6M
– –
-1,500
Closed -$8.05K
DXYZ
1952
Destiny Tech100
DXYZ
$697M
– –
-150
Closed -$5.71K
FAASW
1953
DELISTED
DigiAsia Corp Warrant
FAASW
$0 ﹤0.01%
7,500
– –
CGBSW
1954
DELISTED
Crown LNG Holdings Limited Warrants
CGBSW
$0 ﹤0.01%
2,607
– –
NIXT
1955
Research Affiliates Deletions ETF
NIXT
$40.1M
– –
-182
Closed -$4.44K
PNST
1956
DELISTED
Pinstripes Holdings, Inc.
PNST
– –
-1
Closed –
NKLA
1957
DELISTED
Nikola Corporation Common Stock
NKLA
$0 ﹤0.01%
2
– –
EVE.WS
1958
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
– –
DPCSW
1959
DELISTED
DP Cap Acquisition Corp I Warrants
DPCSW
$0 ﹤0.01%
5,200
– –
PHYT.WS
1960
DELISTED
Pyrophyte Acquisition Corp. Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
PHYT.WS
$0 ﹤0.01%
19,800
– –
NUVOW
1961
DELISTED
Holdco Nuvo Group D.G Ltd. Warrants
NUVOW
$0 ﹤0.01%
5,000
– –
SPECW
1962
DELISTED
Spectaire Holdings, Inc. Warrant
SPECW
$0 ﹤0.01%
2,500
– –
ZLSWW
1963
DELISTED
Zalatoris II Acquisition Corp Warrant
ZLSWW
$0 ﹤0.01%
12,558
– –
SLNAW
1964
DELISTED
Selina Hospitality PLC Warrant
SLNAW
$0 ﹤0.01%
25,263
– –
GMFIW
1965
DELISTED
Aetherium Acquisition Corp Warrant
GMFIW
$0 ﹤0.01%
70,000
– –
SWSSW
1966
DELISTED
Clean Energy Special Situations Corp. Warrant
SWSSW
$0 ﹤0.01%
11,000
– –
ROSS.WS
1967
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
1968
DELISTED
Better Therapeutics, Inc. Common Stock
BTTX
$0 ﹤0.01%
3,000
– –
SHAP.WS
1969
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
– –
NRACW
1970
DELISTED
Northern Revival Acquisition Corporation Warrant
NRACW
$0 ﹤0.01%
17,542
– –
LMDXW
1971
DELISTED
LumiraDx Limited Warrant
LMDXW
$0 ﹤0.01%
15,470
– –
SLGCW
1972
DELISTED
SomaLogic, Inc. Warrant
SLGCW
$0 ﹤0.01%
4,360
– –
BHIL.WS
1973
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
1974
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
1975
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
– –
76 77 78
79
80

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CCWM
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GCL
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KCM
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Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.