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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
+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
HHH icon
176
Howard Hughes
HHH
$3.93B
$5.34M 0.11%
66,886
-115,457
-63% -$9.56M
EZPW icon
177
Ezcorp Inc
EZPW
$1.82B
$5.23M 0.11%
269,120
+4,750
+2% +$89.5K
VNOM icon
178
Viper Energy
VNOM
$8.81B
$5.19M 0.11%
134,434
+38,232
+40% +$1.45M
JXN icon
179
Jackson Financial
JXN
$8.32B
$5.16M 0.11%
48,410
-70
-0.1% -$6.96K
EHC icon
180
Encompass Health
EHC
$11.2B
$5.06M 0.1%
47,638
-50
-0.1% -$5.79K
GLD icon
181
SPDR Gold Trust
GLD
$131B
$5M 0.1%
12,626
+333
+3% +$127K
PRSU
182
Pursuit Attractions and Hospitality Inc
PRSU
$1.43B
$4.89M 0.1%
145,056
-2,210
-2% -$77.2K
TJX icon
183
TJX Companies
TJX
$170B
$4.88M 0.1%
31,765
-832
-3% -$123K
SHLD icon
184
Global X Defense Tech ETF
SHLD
$7.07B
$4.76M 0.1%
73,505
+50,203
+215% +$3.31M
CEF icon
185
Sprott Physical Gold and Silver Trust
CEF
$7.43B
$4.75M 0.1%
103,694
+5,470
+6% +$221K
PSX icon
186
Phillips 66
PSX
$82.9B
$4.73M 0.1%
36,672
-134
-0.4% -$18K
JMST icon
187
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
$4.7M 0.1%
92,180
+6,133
+7% +$312K
RGLD icon
188
Royal Gold
RGLD
$17.1B
$4.67M 0.1%
21,017
+20,317
+2,902% +$4.03M
PSLV icon
189
Sprott Physical Silver Trust
PSLV
$11.9B
$4.64M 0.1%
196,001
+5,817
+3% +$107K
LOW icon
190
Lowe's Companies
LOW
$116B
$4.62M 0.1%
19,168
+151
+0.8% +$36.3K
STRZ
191
Starz Entertainment Corp
STRZ
$410M
$4.53M 0.09%
387,589
+212,264
+121% +$2.43M
DRH icon
192
Diamondrock Hospitality Co
DRH
$2.63B
$4.43M 0.09%
494,710
+3,970
+0.8% +$33.8K
RHLD
193
Resolute Holdings Management
RHLD
$1.09B
$4.4M 0.09%
21,327
-950
-4% -$141K
FBND icon
194
Fidelity Total Bond ETF
FBND
$26.9B
$4.36M 0.09%
94,641
+64,246
+211% +$2.98M
SCHF icon
195
Schwab International Equity ETF
SCHF
$65.6B
$4.34M 0.09%
180,715
+2,253
+1% +$53.6K
KD icon
196
Kyndryl
KD
$2.66B
$4.27M 0.09%
160,840
-221,921
-58% -$6.02M
BNDX icon
197
Vanguard Total International Bond ETF
BNDX
$82B
$4.24M 0.09%
87,676
-579
-0.7% -$28.6K
CLFD icon
198
Clearfield
CLFD
$421M
$4.2M 0.09%
143,997
-35,643
-20% -$1.15M
ENOV icon
199
Enovis
ENOV
$1.56B
$4.19M 0.09%
157,305
+91,621
+139% +$2.71M
BWB icon
200
Bridgewater Bancshares
BWB
$579M
$4.13M 0.09%
235,830
+41,190
+21% +$715K
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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SCB
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EI
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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.