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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
VOD icon
2001
Vodafone
VOD
$34.9B
$1.36K ﹤0.01%
+103
New +$1.25K
JBI icon
2002
Janus International
JBI
$722M
$1.36K ﹤0.01%
208
– –
FER icon
2003
Ferrovial N.V. Ordinary Shares
FER
$45.3B
$1.36K ﹤0.01%
+21
New +$1.33K
GKOS icon
2004
Glaukos
GKOS
$9.02B
$1.35K ﹤0.01%
12
-5
-29% -$478
FTS icon
2005
Fortis
FTS
$30B
$1.35K ﹤0.01%
+26
New +$1.33K
HNR
2006
DELISTED
Harvest Natural Resources
HNR
$1.35K ﹤0.01%
45,000
– –
CRC icon
2007
California Resources
CRC
$4.75B
$1.34K ﹤0.01%
30
– –
LILAK icon
2008
Liberty Latin America Class C
LILAK
$1.5B
$1.31K ﹤0.01%
194
– –
BIDU icon
2009
Baidu
BIDU
$35.8B
$1.31K ﹤0.01%
+10
New +$1.24K
HOG icon
2010
Harley-Davidson
HOG
$2.68B
$1.27K ﹤0.01%
+62
New +$1.52K
RTO icon
2011
Rentokil
RTO
$14.3B
$1.24K ﹤0.01%
42
+21
+100% +$583
NMR icon
2012
Nomura Holdings
NMR
$28.7B
$1.23K ﹤0.01%
+146
New +$1.09K
AMODW
2013
Alpha Modus Holdings Warrant
AMODW
$1.22K ﹤0.01%
22,181
-2,800
-11% -$228
PINS icon
2014
Pinterest
PINS
$12.4B
$1.22K ﹤0.01%
47
– –
ONC
2015
BeOne Medicines Ltd
ONC
$33.8B
$1.22K ﹤0.01%
+4
New +$1.31K
HUBS icon
2016
HubSpot
HUBS
$10.5B
$1.2K ﹤0.01%
3
+1
+50% +$414
SFM icon
2017
Sprouts Farmers Market
SFM
$7.04B
$1.2K ﹤0.01%
15
-80
-84% -$7.18K
RUM icon
2018
RUM Group Inc
RUM
$1.57B
$1.17K ﹤0.01%
185
– –
QSR icon
2019
Restaurant Brands International
QSR
$25.1B
$1.16K ﹤0.01%
+17
New +$1.17K
BMEZ icon
2020
BlackRock Health Sciences Trust II
BMEZ
$957M
$1.14K ﹤0.01%
76
– –
SHG icon
2021
Shinhan Financial Group
SHG
$33.6B
$1.13K ﹤0.01%
+21
New +$1.11K
ALRM icon
2022
Alarm.com
ALRM
$2.56B
$1.12K ﹤0.01%
22
– –
STLA icon
2023
Stellantis
STLA
$16.5B
$1.1K ﹤0.01%
+101
New +$1.09K
SWKS icon
2024
Skyworks Solutions
SWKS
$9.06B
$1.08K ﹤0.01%
17
– –
CVE icon
2025
Cenovus Energy
CVE
$54.6B
$1.07K ﹤0.01%
+63
New +$1.09K
79 80
81
82 83

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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
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KCM
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SCB
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EI
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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.