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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
AMX icon
2201
America Movil
AMX
$78.1B
– –
-39
Closed -$806
AN icon
2202
AutoNation
AN
$6.97B
– –
-180
Closed -$37.2K
AP icon
2203
Ampco-Pittsburgh
AP
$167M
– –
-354,100
Closed -$1.89M
ASLE icon
2204
AerSale
ASLE
$292M
– –
-62,729
Closed -$446K
ASYS icon
2205
Amtech Systems
ASYS
$278M
– –
-16,247
Closed -$204K
AVTR icon
2206
Avantor
AVTR
$7.81B
– –
-385
Closed -$4.41K
DCH
2207
Dauch Corp
DCH
$1.3B
– –
-800
Closed -$5.13K
AXTI icon
2208
AXT Inc
AXTI
$3.09B
– –
-41,000
Closed -$670K
AZTA icon
2209
Azenta
AZTA
$1.26B
– –
-407
Closed -$13.5K
BBCA icon
2210
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
– –
-47
Closed -$4.37K
BBD icon
2211
Banco Bradesco
BBD
$38.1B
– –
-854
Closed -$2.84K
BBCP icon
2212
Concrete Pumping Holdings
BBCP
$531M
– –
-86,465
Closed -$580K
BF.A icon
2213
Brown-Forman Class A
BF.A
$12.3B
– –
-2,659
Closed -$70K
BGSF icon
2214
BGSF Inc
BGSF
$59.1M
– –
-20,644
Closed -$95.6K
BIDU icon
2215
Baidu
BIDU
$35.8B
– –
-10
Closed -$1.31K
BMRN icon
2216
BioMarin Pharmaceuticals
BMRN
$11.5B
– –
-702
Closed -$41.7K
BOX icon
2217
Box
BOX
$4.02B
– –
-264
Closed -$7.9K
BRKR icon
2218
Bruker
BRKR
$9.2B
– –
-7,252
Closed -$342K
CABO icon
2219
Cable One
CABO
$213M
– –
-109
Closed -$12.3K
CDP icon
2220
COPT Defense Properties
CDP
$4.31B
– –
-167
Closed -$4.64K
CERT icon
2221
Certara
CERT
$1.17B
– –
-21
Closed -$185
CG icon
2222
Carlyle Group
CG
$16.3B
– –
-1,533
Closed -$90.6K
CGDG icon
2223
Capital Group Dividend Growers ETF
CGDG
$5.38B
– –
-1,794
Closed -$63.9K
CHT icon
2224
Chunghwa Telecom
CHT
$33.2B
– –
-16
Closed -$667
CIVI
2225
DELISTED
Civitas Resources
CIVI
– –
-922
Closed -$25K
87 88
89
90 91

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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 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.