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
BL icon
1951
BlackLine
BL
$1.69B
$1.99K ﹤0.01%
36
– –
HMC icon
1952
Honda
HMC
$36.5B
$1.98K ﹤0.01%
+67
New +$2.03K
BBAX icon
1953
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.56B
$1.97K ﹤0.01%
+35
New +$1.97K
RGEN icon
1954
Repligen
RGEN
$7.44B
$1.97K ﹤0.01%
12
– –
BMBL icon
1955
Bumble
BMBL
$367M
$1.96K ﹤0.01%
550
– –
ATR icon
1956
AptarGroup
ATR
$8.45B
$1.95K ﹤0.01%
16
– –
CPRI icon
1957
Capri Holdings
CPRI
$1.77B
$1.93K ﹤0.01%
+79
New +$1.83K
GRX
1958
Gabelli Healthcare & Wellness Trust
GRX
$141M
$1.93K ﹤0.01%
200
-1,350
-87% -$12.7K
ALLE icon
1959
Allegion
ALLE
$13B
$1.91K ﹤0.01%
12
+10
+500% +$1.67K
AKZOY
1960
DELISTED
Akzo Nobel NV
AKZOY
$1.88K ﹤0.01%
+81
New +$1.88K
SM icon
1961
SM Energy
SM
$7.96B
$1.87K ﹤0.01%
+100
New +$2.03K
ESPO icon
1962
VanEck Video Gaming and eSports ETF
ESPO
$235M
$1.86K ﹤0.01%
18
– –
SAH icon
1963
Sonic Automotive
SAH
$3.15B
$1.86K ﹤0.01%
30
– –
FA icon
1964
First Advantage
FA
$3.37B
$1.82K ﹤0.01%
125
– –
AOD
1965
abrdn Total Dynamic Dividend Fund
AOD
$1.1B
$1.8K ﹤0.01%
185
– –
IAGG icon
1966
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$1.8K ﹤0.01%
+36
New +$1.85K
BTU icon
1967
Peabody Energy
BTU
$2.78B
$1.78K ﹤0.01%
60
– –
EWY icon
1968
iShares MSCI South Korea ETF
EWY
$21.7B
$1.75K ﹤0.01%
18
– –
OTLK icon
1969
Outlook Therapeutics
OTLK
$264M
$1.74K ﹤0.01%
1,100
– –
TRI icon
1970
Thomson Reuters
TRI
$39.4B
$1.72K ﹤0.01%
13
– –
BMR
1971
DELISTED
BIOMED REALTY TRUST INC
BMR
$1.71K ﹤0.01%
1,088
+250
+30% +$392
BFH icon
1972
Bread Financial
BFH
$4.21B
$1.7K ﹤0.01%
+23
New +$1.51K
KGC icon
1973
Kinross Gold
KGC
$28.5B
$1.69K ﹤0.01%
+60
New +$1.56K
PUK icon
1974
Prudential
PUK
$36.5B
$1.68K ﹤0.01%
+54
New +$1.55K
TXRH icon
1975
Texas Roadhouse
TXRH
$12.7B
$1.66K ﹤0.01%
10
– –
77 78
79
80 81

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.