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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
PCOR icon
2076
Procore
PCOR
$6.46B
$582 ﹤0.01%
8
– –
TETEW
2077
DELISTED
Technology & Telecommunication Acquisition Corporation Warrant
TETEW
$575 ﹤0.01%
51,800
– –
NVNIW
2078
Nvni Group Limited Warrants
NVNIW
$578K
$564 ﹤0.01%
8,400
– –
BLV icon
2079
Vanguard Long-Term Bond ETF
BLV
$5.75B
$556 ﹤0.01%
8
– –
TDW icon
2080
Tidewater
TDW
$3.91B
$556 ﹤0.01%
11
– –
BDMDW
2081
Baird Medical Investment Holdings Warrant
BDMDW
$555 ﹤0.01%
10,000
– –
UNIT
2082
Uniti Group
UNIT
$2.63B
$533 ﹤0.01%
76
– –
WTTR icon
2083
Select Water Solutions
WTTR
$2.51B
$526 ﹤0.01%
+50
New +$539
SBS icon
2084
Sabesp
SBS
$19.7B
$525 ﹤0.01%
+110
New +$531
ABEV icon
2085
Ambev
ABEV
$47.3B
$524 ﹤0.01%
+212
New +$505
AIV
2086
Aimco
AIV
$380M
$523 ﹤0.01%
88
– –
CRBP icon
2087
Corbus Pharmaceuticals
CRBP
$170M
$521 ﹤0.01%
64
– –
RIOT icon
2088
Riot Platforms
RIOT
$8.52B
$507 ﹤0.01%
40
– –
JAMF
2089
DELISTED
Jamf
JAMF
$494 ﹤0.01%
38
– –
ZTR
2090
Virtus Total Return Fund
ZTR
$340M
$491 ﹤0.01%
78
– –
CASC
2091
DELISTED
CASCADE CORPORATION
CASC
$487 ﹤0.01%
+16
New +$487
OUT icon
2092
Outfront Media
OUT
$5.64B
$482 ﹤0.01%
20
– –
SQM icon
2093
Sociedad Química y Minera de Chile
SQM
$19.6B
$482 ﹤0.01%
+7
New +$386
SPCE icon
2094
Virgin Galactic
SPCE
$320M
$481 ﹤0.01%
150
– –
FPI
2095
Farmland Partners
FPI
$419M
$475 ﹤0.01%
49
– –
PBR.A icon
2096
Petrobras Class A
PBR.A
$107B
$473 ﹤0.01%
+42
New +$485
CTRE icon
2097
CareTrust REIT
CTRE
$10.2B
$470 ﹤0.01%
13
– –
ACVA icon
2098
ACV Auctions
ACVA
$1.35B
$465 ﹤0.01%
58
– –
PSO icon
2099
Pearson
PSO
$9.78B
$449 ﹤0.01%
+32
New +$442
GSHD icon
2100
Goosehead Insurance
GSHD
$1.39B
$442 ﹤0.01%
6
-4
-40% -$285
82 83
84
85 86

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.