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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
CHWY icon
2101
Chewy
CHWY
$8.54B
$430 ﹤0.01%
13
– –
LILA icon
2102
Liberty Latin America Class A
LILA
$1.51B
$429 ﹤0.01%
85
– –
OTEX icon
2103
Open Text
OTEX
$5.43B
$424 ﹤0.01%
+13
New +$463
STVN icon
2104
Stevanato
STVN
$5.37B
$423 ﹤0.01%
21
-16
-43% -$372
DIDI
2105
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
$422 ﹤0.01%
80
– –
AXIA
2106
AXIA Energia
AXIA
$22.6B
$421 ﹤0.01%
+46
New +$398
MBLY icon
2107
Mobileye
MBLY
$2.03B
$418 ﹤0.01%
+40
New +$500
SBRA icon
2108
Sabra Healthcare REIT
SBRA
$5.64B
$417 ﹤0.01%
22
– –
BUZZ icon
2109
VanEck Social Sentiment ETF
BUZZ
$103M
$399 ﹤0.01%
12
– –
CURB
2110
Curbline Properties
CURB
$3.6B
$395 ﹤0.01%
17
-840
-98% -$19.6K
KRNT icon
2111
Kornit Digital
KRNT
$706M
$388 ﹤0.01%
27
– –
METCB icon
2112
Ramaco Resources Class B
METCB
$475M
$388 ﹤0.01%
34
– –
CIB icon
2113
Grupo Cibest SA
CIB
$20.4B
$382 ﹤0.01%
+6
New +$359
FMS icon
2114
Fresenius Medical Care
FMS
$13.2B
$381 ﹤0.01%
+16
New +$398
GTO icon
2115
Invesco Total Return Bond ETF
GTO
$2.4B
$379 ﹤0.01%
8
– –
VSXY
2116
Victoria's Secret
VSXY
$6.64B
$379 ﹤0.01%
7
– –
VOLT
2117
Tema Electrification ETF
VOLT
$738M
$376 ﹤0.01%
+13
New +$386
INSP icon
2118
Inspire Medical Systems
INSP
$1.42B
$369 ﹤0.01%
4
– –
BCH icon
2119
Banco de Chile
BCH
$20.6B
$342 ﹤0.01%
+9
New +$319
OTLY
2120
Oatly Group
OTLY
$417M
$342 ﹤0.01%
32
– –
XRN
2121
Chiron Real Estate Inc
XRN
$544M
$337 ﹤0.01%
+10
New +$326
CCTSW
2122
DELISTED
Cactus Acquisition Corp. 1 Limited Warrant
CCTSW
$325 ﹤0.01%
10,850
– –
SSYS icon
2123
Stratasys
SSYS
$697M
$321 ﹤0.01%
37
– –
AERTW
2124
Aeries Technology Warrant
AERTW
$317 ﹤0.01%
9,996
– –
DV icon
2125
DoubleVerify
DV
$1.62B
$309 ﹤0.01%
27
-22
-45% -$243
83 84
85
86 87

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DCP
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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.