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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
HPAIW
1976
Helport AI Warrants
HPAIW
$377K
$1.65K ﹤0.01%
10,349
– –
RA
1977
Brookfield Real Assets Income Fund
RA
$703M
$1.63K ﹤0.01%
126
– –
FOX icon
1978
Fox Class B
FOX
$20.7B
$1.62K ﹤0.01%
25
– –
HEI icon
1979
HEICO Corp
HEI
$48.9B
$1.62K ﹤0.01%
+5
New +$1.58K
PBD icon
1980
Invesco Global Clean Energy ETF
PBD
$186M
$1.61K ﹤0.01%
100
– –
MGF
1981
Aberdeen Government Markets Income Fund
MGF
$91.6M
$1.59K ﹤0.01%
525
– –
TCOM icon
1982
Trip.com Group
TCOM
$27.5B
$1.58K ﹤0.01%
+22
New +$1.57K
BATRA icon
1983
Atlanta Braves Holdings Series A
BATRA
$3.53B
$1.57K ﹤0.01%
37
– –
KIM icon
1984
Kimco Realty
KIM
$17.6B
$1.54K ﹤0.01%
+76
New +$1.58K
ECAT icon
1985
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.5B
$1.54K ﹤0.01%
100
– –
VSH icon
1986
Vishay Intertechnology
VSH
$5.86B
$1.52K ﹤0.01%
105
– –
PUB
1987
DELISTED
PUBLICIS SA ADS (1 ADS = 1C0M)
PUB
$1.5K ﹤0.01%
58
– –
MRAM icon
1988
Everspin Technologies
MRAM
$354M
$1.49K ﹤0.01%
160
– –
WDS icon
1989
Woodside Energy
WDS
$42.9B
$1.48K ﹤0.01%
+95
New +$1.51K
VNLA icon
1990
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
$1.47K ﹤0.01%
30
– –
HOVR icon
1991
New Horizon Aircraft
HOVR
$119M
$1.47K ﹤0.01%
1,000
– –
SB icon
1992
Safe Bulkers
SB
$781M
$1.45K ﹤0.01%
+300
New +$1.42K
EXLS icon
1993
EXL Service
EXLS
$4.23B
$1.44K ﹤0.01%
+34
New +$1.39K
COTY icon
1994
Coty
COTY
$2.33B
$1.44K ﹤0.01%
468
– –
LVS icon
1995
Las Vegas Sands
LVS
$30.5B
$1.43K ﹤0.01%
+22
New +$1.35K
ONTO icon
1996
Onto Innovation
ONTO
$13.6B
$1.42K ﹤0.01%
9
– –
ERIC icon
1997
Ericsson
ERIC
$30.7B
$1.42K ﹤0.01%
+147
New +$1.39K
GWRE icon
1998
Guidewire Software
GWRE
$11.5B
$1.41K ﹤0.01%
7
-3
-30% -$664
BEAM icon
1999
Beam Therapeutics
BEAM
$2.58B
$1.39K ﹤0.01%
50
– –
EON
2000
DELISTED
E.ON AG ADS (REPTG 1/3 ORD SHS)
EON
$1.38K ﹤0.01%
+73
New +$1.38K
78 79
80
81 82

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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.