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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
ARKG icon
2026
ARK Genomic Revolution ETF
ARKG
$1.51B
$1.03K ﹤0.01%
35
– –
USPH icon
2027
US Physical Therapy
USPH
$1.14B
$1.01K ﹤0.01%
13
– –
BAH icon
2028
Booz Allen Hamilton
BAH
$8.7B
$1.01K ﹤0.01%
12
-7
-37% -$626
STCE icon
2029
Schwab Crypto Thematic ETF
STCE
$235M
$959 ﹤0.01%
+16
New +$1.28K
COCHW icon
2030
Envoy Medical Warrant
COCHW
$536K
$954 ﹤0.01%
24,522
– –
ATKR icon
2031
Atkore
ATKR
$2.59B
$949 ﹤0.01%
+15
New +$979
PSKY
2032
Paramount Skydance Corp
PSKY
$9.19B
$938 ﹤0.01%
70
– –
MJ icon
2033
Amplify Alternative Harvest ETF
MJ
$101M
$923 ﹤0.01%
31
– –
PHG icon
2034
Philips
PHG
$25.4B
$921 ﹤0.01%
+35
New +$934
NTRA icon
2035
Natera
NTRA
$37.5B
$916 ﹤0.01%
+4
New +$834
FN icon
2036
Fabrinet
FN
$17.1B
$911 ﹤0.01%
+2
New +$870
LRN icon
2037
Stride
LRN
$3.69B
$909 ﹤0.01%
14
– –
EXPO icon
2038
Exponent
EXPO
$2.98B
$903 ﹤0.01%
13
-5
-28% -$351
POWI icon
2039
Power Integrations
POWI
$3.54B
$888 ﹤0.01%
25
– –
M icon
2040
Macy's
M
$6.15B
$882 ﹤0.01%
+40
New +$819
AMRC icon
2041
Ameresco
AMRC
$1.15B
$879 ﹤0.01%
30
-40
-57% -$1.4K
BIPC icon
2042
Brookfield Infrastructure
BIPC
$5.11B
$863 ﹤0.01%
19
– –
XOMA
2043
DELISTED
Xoma
XOMA
$824 ﹤0.01%
31
– –
PATH icon
2044
UiPath
PATH
$5.62B
$819 ﹤0.01%
50
– –
BWX icon
2045
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.32B
$811 ﹤0.01%
36
– –
AMX icon
2046
America Movil
AMX
$78.1B
$806 ﹤0.01%
+39
New +$858
PACB icon
2047
Pacific Biosciences
PACB
$422M
$804 ﹤0.01%
430
– –
WES icon
2048
Western Midstream Partners
WES
$19.6B
$790 ﹤0.01%
+20
New +$775
CRON
2049
Cronos Group
CRON
$1.05B
$789 ﹤0.01%
300
– –
MT icon
2050
ArcelorMittal
MT
$50.4B
$775 ﹤0.01%
17
-351
-95% -$14.4K
80 81
82
83 84

Similar funds

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.