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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
ZTS icon
176
Zoetis
ZTS
$32.4B
$5.03M 0.1%
32,273
+563
+2% +$89.3K
DFSV
177
Dimensional US Small Cap Value ETF
DFSV
$8.19B
$5.03M 0.1%
170,828
+11,675
+7% +$323K
ORN icon
178
Orion Group Holdings
ORN
$396M
$4.95M 0.1%
546,018
-51,983
-9% -$390K
NGVT icon
179
Ingevity
NGVT
$2.51B
$4.92M 0.1%
114,190
-62,420
-35% -$2.41M
CNNE icon
180
Cannae Holdings
CNNE
$639M
$4.91M 0.1%
235,677
+123,480
+110% +$2.28M
PGR icon
181
Progressive
PGR
$123B
$4.75M 0.1%
17,815
-563
-3% -$154K
NCMI icon
182
National CineMedia
NCMI
$376M
$4.61M 0.1%
952,358
-938,845
-50% -$5.09M
IIIN icon
183
Insteel Industries
IIIN
$593M
$4.59M 0.1%
123,289
+13,411
+12% +$448K
SPTL icon
184
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$4.54M 0.09%
170,900
+15,362
+10% +$403K
PSX icon
185
Phillips 66
PSX
$84.9B
$4.4M 0.09%
36,887
+378
+1% +$42.3K
IAUM icon
186
iShares Gold Trust Micro
IAUM
$6.35B
$4.38M 0.09%
132,866
+29,687
+29% +$973K
JMBS icon
187
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.68B
$4.37M 0.09%
97,035
+2,251
+2% +$100K
BNDX icon
188
Vanguard Total International Bond ETF
BNDX
$81.9B
$4.35M 0.09%
87,926
– –
NOMD icon
189
Nomad Foods
NOMD
$1.66B
$4.3M 0.09%
253,222
-479,871
-65% -$8.81M
LOW icon
190
Lowe's Companies
LOW
$117B
$4.23M 0.09%
19,076
+147
+0.8% +$32.8K
PBPB
191
DELISTED
Potbelly
PBPB
$4.08M 0.08%
332,912
+6,191
+2% +$60.9K
PWP icon
192
Perella Weinberg Partners
PWP
$1.29B
$4.07M 0.08%
209,756
+1,790
+0.9% +$31.6K
MMM icon
193
3M
MMM
$90.9B
$4.05M 0.08%
26,632
-17,496
-40% -$2.5M
FG icon
194
F&G Annuities & Life
FG
$3.79B
$4.05M 0.08%
126,729
+62,080
+96% +$2.06M
SCHF icon
195
Schwab International Equity ETF
SCHF
$66.6B
$4.04M 0.08%
182,912
+8,143
+5% +$170K
TJX icon
196
TJX Companies
TJX
$174B
$4.04M 0.08%
32,700
-219
-0.7% -$27.8K
PRSU
197
Pursuit Attractions and Hospitality Inc
PRSU
$1.39B
$3.98M 0.08%
138,216
+11,110
+9% +$328K
DBD icon
198
Diebold Nixdorf
DBD
$2.5B
$3.96M 0.08%
71,486
-13,170
-16% -$618K
SAND
199
DELISTED
Sandstorm Gold
SAND
$3.94M 0.08%
419,340
-177,910
-30% -$1.52M
PNR icon
200
Pentair
PNR
$10.4B
$3.91M 0.08%
38,040
+2,500
+7% +$233K
6 7
8
9 10

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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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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.