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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JRI icon
2051
Nuveen Real Asset Income & Growth Fund
JRI
$442M
– –
-100
Closed -$1.23K
KB icon
2052
KB Financial Group
KB
$45.5B
– –
-16
Closed -$1.6K
KDP icon
2053
Keurig Dr Pepper
KDP
$44.3B
– –
-993
Closed -$26.1K
KEX icon
2054
Kirby Corp
KEX
$7.29B
– –
-13
Closed -$1.73K
KGC icon
2055
Kinross Gold
KGC
$35.8B
– –
-100
Closed -$3.05K
KMPR icon
2056
Kemper
KMPR
$1.57B
– –
-82
Closed -$2.51K
KOF icon
2057
Coca-Cola Femsa
KOF
$23B
– –
-9
Closed -$878
KRC icon
2058
Kilroy Realty
KRC
$4.2B
– –
-554
Closed -$15.6K
L icon
2059
Loews
L
$22.1B
– –
-401
Closed -$42.8K
LAMR icon
2060
Lamar Advertising Co
LAMR
$15.2B
– –
-97
Closed -$12.3K
LEA icon
2061
Lear
LEA
$6.36B
– –
-261
Closed -$31.6K
LEG
2062
DELISTED
Leggett & Platt
LEG
– –
-480
Closed -$4.74K
LEN icon
2063
Lennar Class A
LEN
$19.4B
– –
-646
Closed -$56.1K
LSTR icon
2064
Landstar System
LSTR
$6.02B
– –
-251
Closed -$40.2K
LVS icon
2065
Las Vegas Sands
LVS
$28.5B
– –
-138
Closed -$7.43K
LW icon
2066
Lamb Weston
LW
$6.79B
– –
-1,196
Closed -$50.5K
LYB icon
2067
LyondellBasell Industries
LYB
$20.9B
– –
-167
Closed -$13.5K
MAGS icon
2068
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.24B
– –
-56
Closed -$3.25K
MAN icon
2069
ManpowerGroup
MAN
$2.66B
– –
-158
Closed -$4.66K
MASI
2070
DELISTED
Masimo
MASI
– –
-29
Closed -$5.16K
MAT icon
2071
Mattel
MAT
$4.04B
– –
-579
Closed -$8.41K
MBLY icon
2072
Mobileye
MBLY
$7.24B
– –
-40
Closed -$275
MBOT icon
2073
Microbot Medical
MBOT
$101M
– –
-477,080
Closed -$1.15M
MCHI icon
2074
iShares MSCI China ETF
MCHI
$6.22B
– –
-169
Closed -$9.49K
MDB icon
2075
MongoDB
MDB
$28.7B
– –
-21
Closed -$5.14K
81 82
83
84 85

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SFG
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LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return
SB
SIG Brokerage New York $5.15B AUM 78.53% 1-Year Est. Return

Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.