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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
EFC
2051
Ellington Financial
EFC
$1.68B
$760 ﹤0.01%
56
– –
GDDY icon
2052
GoDaddy
GDDY
$12.3B
$744 ﹤0.01%
6
-1
-14% -$129
ABAT icon
2053
American Battery Technology Co
ABAT
$301M
$741 ﹤0.01%
222
– –
EMAN
2054
DELISTED
eMagin Corporation
EMAN
$739 ﹤0.01%
+15
New +$739
EDP
2055
DELISTED
EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD)
EDP
$734 ﹤0.01%
16
– –
OPCH icon
2056
Option Care Health
OPCH
$3.4B
$733 ﹤0.01%
23
-18
-44% -$528
CPNG icon
2057
Coupang
CPNG
$27.8B
$731 ﹤0.01%
+31
New +$882
GAIA icon
2058
Gaia
GAIA
$47.3M
$726 ﹤0.01%
200
-192
-49% -$878
CX icon
2059
Cemex
CX
$17.4B
$724 ﹤0.01%
+63
New +$652
ALKT icon
2060
Alkami Technology
ALKT
$1.8B
$715 ﹤0.01%
31
-18
-37% -$397
AGYS icon
2061
Agilysys
AGYS
$2.78B
$713 ﹤0.01%
6
– –
CHAT icon
2062
Roundhill Generative AI & Technology ETF
CHAT
$1.8B
$708 ﹤0.01%
+12
New +$745
BNAIW
2063
Brand Engagement Network Warrant
BNAIW
$2.26M
$705 ﹤0.01%
16,048
-1,500
-9% -$89
NVACW
2064
DELISTED
NorthView Acquisition Corporation Warrant
NVACW
$703 ﹤0.01%
33,458
– –
GPCR icon
2065
Structure Therapeutics
GPCR
$3.49B
$695 ﹤0.01%
+10
New +$408
MGA icon
2066
Magna International
MGA
$17.9B
$693 ﹤0.01%
+13
New +$635
CHT icon
2067
Chunghwa Telecom
CHT
$33.2B
$667 ﹤0.01%
+16
New +$676
VIAV icon
2068
Viavi Solutions
VIAV
$9.75B
$659 ﹤0.01%
+37
New +$597
CBAT icon
2069
CBAK Energy Technology Ltd
CBAT
$46.3M
$635 ﹤0.01%
760
– –
SCAGW
2070
Scage Future Warrants
SCAGW
$709K
$633 ﹤0.01%
10,125
– –
MGPI icon
2071
MGP Ingredients
MGPI
$378M
$632 ﹤0.01%
26
-1,000
-97% -$24.4K
LEVI icon
2072
Levi Strauss
LEVI
$9.44B
$622 ﹤0.01%
+30
New +$647
INVH icon
2073
Invitation Homes
INVH
$17.7B
$611 ﹤0.01%
22
– –
TWO
2074
Two Harbors Investment
TWO
$1.27B
$598 ﹤0.01%
57
– –
CSW
2075
CSW Industrials
CSW
$4.71B
$587 ﹤0.01%
2
– –
81 82
83
84 85

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.