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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WTTR icon
2076
Select Water Solutions
WTTR
$2.51B
$765 ﹤0.01%
50
– –
CRON
2077
Cronos Group
CRON
$1.05B
$753 ﹤0.01%
300
– –
BIPC icon
2078
Brookfield Infrastructure
BIPC
$5.11B
$751 ﹤0.01%
19
– –
ALK icon
2079
Alaska Air
ALK
$5.15B
$736 ﹤0.01%
20
-350
-95% -$16.9K
TEF
2080
DELISTED
Telefonica
TEF
$729 ﹤0.01%
+168
New +$658
CPTK.WS
2081
DELISTED
Crown PropTech Acquisitions Redeemable warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50
CPTK.WS
$726 ﹤0.01%
12,098
– –
CX icon
2082
Cemex
CX
$17.4B
$721 ﹤0.01%
63
– –
VOLT
2083
Tema Electrification ETF
VOLT
$738M
$719 ﹤0.01%
21
+8
+62% +$266
UNIT
2084
Uniti Group
UNIT
$2.63B
$713 ﹤0.01%
76
– –
JD icon
2085
JD.com
JD
$40.8B
$680 ﹤0.01%
23
-63
-73% -$1.78K
SBS icon
2086
Sabesp
SBS
$19.7B
$671 ﹤0.01%
110
– –
EFC
2087
Ellington Financial
EFC
$1.68B
$664 ﹤0.01%
56
– –
AMLI
2088
DELISTED
American Lithium Corp. Common Stock
AMLI
$658 ﹤0.01%
+1,687
New +$658
TWO
2089
Two Harbors Investment
TWO
$1.27B
$651 ﹤0.01%
57
– –
PSKY
2090
Paramount Skydance Corp
PSKY
$9.19B
$631 ﹤0.01%
70
– –
CBAT icon
2091
CBAK Energy Technology Ltd
CBAT
$46.3M
$629 ﹤0.01%
760
– –
SPCE icon
2092
Virgin Galactic
SPCE
$320M
$620 ﹤0.01%
255
+105
+70% +$285
OPCH icon
2093
Option Care Health
OPCH
$3.4B
$619 ﹤0.01%
23
– –
CRBP icon
2094
Corbus Pharmaceuticals
CRBP
$170M
$601 ﹤0.01%
64
– –
GLOB icon
2095
Globant
GLOB
$1.35B
$599 ﹤0.01%
13
-214
-94% -$11.8K
PACB icon
2096
Pacific Biosciences
PACB
$422M
$568 ﹤0.01%
430
– –
SQM icon
2097
Sociedad Química y Minera de Chile
SQM
$19.6B
$567 ﹤0.01%
7
– –
PATH icon
2098
UiPath
PATH
$5.62B
$555 ﹤0.01%
50
– –
BLV icon
2099
Vanguard Long-Term Bond ETF
BLV
$5.75B
$550 ﹤0.01%
8
– –
FPI
2100
Farmland Partners
FPI
$419M
$550 ﹤0.01%
49
– –
82 83
84
85 86

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DCP
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GCM
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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
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EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.