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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAH icon
1976
Sonic Automotive
SAH
$3.15B
$2.06K ﹤0.01%
30
– –
NNE
1977
Nano Nuclear Energy
NNE
$813M
$2.05K ﹤0.01%
+100
New +$2.73K
TIC
1978
TIC Solutions Inc
TIC
$1.58B
$2.05K ﹤0.01%
311
– –
NBXG
1979
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.18B
$2K ﹤0.01%
155
– –
ILS
1980
Brookmont Catastrophic Bond ETF
ILS
$79.4M
$1.98K ﹤0.01%
100
– –
BTU icon
1981
Peabody Energy
BTU
$2.78B
$1.98K ﹤0.01%
60
– –
SPSC icon
1982
SPS Commerce
SPSC
$2.25B
$1.95K ﹤0.01%
35
– –
BMR
1983
DELISTED
BIOMED REALTY TRUST INC
BMR
$1.95K ﹤0.01%
1,400
+312
+29% +$434
SITC icon
1984
SITE Centers
SITC
$230M
$1.92K ﹤0.01%
356
+336
+1,680% +$2.06K
SB icon
1985
Safe Bulkers
SB
$781M
$1.9K ﹤0.01%
300
– –
GIL icon
1986
Gildan
GIL
$9.25B
$1.89K ﹤0.01%
34
-19
-36% -$1.23K
VSH icon
1987
Vishay Intertechnology
VSH
$5.86B
$1.89K ﹤0.01%
105
– –
JEPQ icon
1988
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.9B
$1.89K ﹤0.01%
+34
New +$1.97K
CRGO icon
1989
Freightos
CRGO
$65.1M
$1.87K ﹤0.01%
1,139
-18,952
-94% -$35.9K
TMFC icon
1990
Motley Fool 100 Index ETF
TMFC
$2B
$1.85K ﹤0.01%
28
-102
-78% -$7.09K
OLLI icon
1991
Ollie's Bargain Outlet
OLLI
$4.01B
$1.84K ﹤0.01%
20
– –
MARA icon
1992
Marathon Digital Holdings
MARA
$4.62B
$1.84K ﹤0.01%
225
– –
TETEW
1993
DELISTED
Technology & Telecommunication Acquisition Corporation Warrant
TETEW
$1.81K ﹤0.01%
51,800
– –
IAGG icon
1994
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$1.8K ﹤0.01%
36
– –
PBD icon
1995
Invesco Global Clean Energy ETF
PBD
$186M
$1.79K ﹤0.01%
100
– –
INVH icon
1996
Invitation Homes
INVH
$17.7B
$1.79K ﹤0.01%
72
+50
+227% +$1.31K
WGO icon
1997
Winnebago Industries
WGO
$870M
$1.77K ﹤0.01%
57
– –
BATRA icon
1998
Atlanta Braves Holdings Series A
BATRA
$3.53B
$1.75K ﹤0.01%
37
– –
FLUT icon
1999
Flutter Entertainment
FLUT
$17.6B
$1.73K ﹤0.01%
17
-29
-63% -$4.18K
MGA icon
2000
Magna International
MGA
$17.9B
$1.73K ﹤0.01%
31
+18
+138% +$1.03K
78 79
80
81 82

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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
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KCM
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SCB
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EI
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RS
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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.