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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
APLMW icon
2176
Apollomics Inc Warrant
APLMW
$1.7M
$41 ﹤0.01%
3,700
– –
ZCARW
2177
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
$37 ﹤0.01%
5,050
– –
INTEW
2178
DELISTED
Integral Acquisition Corporation 1 Warrants
INTEW
$37 ﹤0.01%
2,500
– –
TLRY icon
2179
Tilray
TLRY
$479M
$36 ﹤0.01%
4
– –
SOAR.WS
2180
DELISTED
Volato Group, Inc. Redeemable Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50
SOAR.WS
$29 ﹤0.01%
3,250
– –
PITAW
2181
DELISTED
Heramba Electric plc Warrants
PITAW
$26 ﹤0.01%
4,500
– –
XAGEW
2182
DELISTED
Longevity Health Holdings, Inc. Warrant
XAGEW
$24 ﹤0.01%
2,791
– –
CEROW
2183
DELISTED
CERo Therapeutics Warrants
CEROW
$22 ﹤0.01%
2,500
– –
PLUG icon
2184
Plug Power
PLUG
$2.92B
$20 ﹤0.01%
+10
New +$26
LSBPW
2185
DELISTED
LakeShore Biopharma Warrants
LSBPW
$15 ﹤0.01%
5,050
– –
XLC icon
2186
PUT
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$12 ﹤0.01%
1,200
-3,000
-71% -$345K
LCID icon
2187
Lucid Motors
LCID
$2.46B
$11 ﹤0.01%
1
– –
UP icon
2188
Wheels Up
UP
$220M
$10 ﹤0.01%
1
– –
CGC
2189
Canopy Growth
CGC
$375M
$9 ﹤0.01%
8
-4
-33% -$5
CNGLW
2190
DELISTED
Canna-Global Acquisition Corp Warrant
CNGLW
$6 ﹤0.01%
59,000
– –
SBIGW
2191
DELISTED
SpringBig Holdings, Inc. Warrant
SBIGW
$5 ﹤0.01%
8,600
– –
SNDL icon
2192
Sundial Growers
SNDL
$325M
$3 ﹤0.01%
2
– –
BNGO icon
2193
Bionano Genomics
BNGO
$12.7M
$2 ﹤0.01%
1
– –
SNAXW
2194
DELISTED
Stryve Foods, Inc. Warrant
SNAXW
$2 ﹤0.01%
17,300
– –
LTCH
2195
DELISTED
Latch, Inc. Common Stock
LTCH
$2 ﹤0.01%
+10
New +$2
FAASW
2196
DELISTED
DigiAsia Corp Warrant
FAASW
$1 ﹤0.01%
7,500
– –
SWSSW
2197
DELISTED
Clean Energy Special Situations Corp. Warrant
SWSSW
$1 ﹤0.01%
11,000
– –
RBT.WS
2198
DELISTED
Rubicon Technologies, Inc. Warrants, each warrant is exercisable for 1/8th of a share of Class A Common Stock at an exercise price of $92.00r share
RBT.WS
$1 ﹤0.01%
8,150
– –
WEJOW
2199
DELISTED
Wejo Group Limited Warrant
WEJOW
$1 ﹤0.01%
12,698
– –
CPTK.WS
2200
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
$1 ﹤0.01%
12,098
– –
86 87
88
89 90

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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
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KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
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EI
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RS
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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.