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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDC icon
2201
Teradata
TDC
$2.58B
– –
-262
Closed -$6.71K
TECH icon
2202
Bio-Techne
TECH
$11.3B
– –
-1,031
Closed -$53.9K
TFII icon
2203
TFI International
TFII
$11B
– –
-19
Closed -$2.06K
THC icon
2204
Tenet Healthcare
THC
$20.9B
– –
-184
Closed -$34.7K
THG icon
2205
Hanover Insurance
THG
$7.82B
– –
-54
Closed -$9.36K
THO icon
2206
Thor Industries
THO
$3.86B
– –
-94
Closed -$7.51K
TIPT icon
2207
Tiptree Inc
TIPT
$669M
– –
-145
Closed -$2.45K
TLK icon
2208
Telkom Indonesia
TLK
$14.9B
– –
-439
Closed -$8.2K
TMFM icon
2209
Motley Fool Mid-Cap Growth ETF
TMFM
$111M
– –
-43
Closed -$867
TNDM icon
2210
Tandem Diabetes Care
TNDM
$1.38B
– –
-1,230
Closed -$23.6K
TOKE
2211
DELISTED
Cambria Cannabis ETF
TOKE
– –
-12,849
Closed -$65.7K
TOL icon
2212
Toll Brothers
TOL
$12.6B
– –
-311
Closed -$42.4K
TREX icon
2213
Trex
TREX
$4.66B
– –
-581
Closed -$21.2K
TRI icon
2214
Thomson Reuters
TRI
$42.8B
– –
-150
Closed -$13.7K
TRU icon
2215
TransUnion
TRU
$14.9B
– –
-1,023
Closed -$70.8K
TS icon
2216
Tenaris
TS
$28.7B
– –
-8
Closed -$465
TSN icon
2217
Tyson Foods
TSN
$18.4B
– –
-390
Closed -$25K
TTC icon
2218
Toro Company
TTC
$8.97B
– –
-445
Closed -$41.6K
TTEK icon
2219
Tetra Tech
TTEK
$9.13B
– –
-183
Closed -$5.51K
TU icon
2220
Telus
TU
$15.2B
– –
-463
Closed -$5.94K
TXG icon
2221
10x Genomics
TXG
$8.55B
– –
-1,794
Closed -$38.1K
UDR icon
2222
UDR
UDR
$11.6B
– –
-1,116
Closed -$37.7K
UHS icon
2223
Universal Health Services
UHS
$10.1B
– –
-77
Closed -$13.8K
ULTA icon
2224
Ulta Beauty
ULTA
$23.5B
– –
-144
Closed -$75.3K
UNP icon
2225
CALL
Union Pacific
UNP
$171B
– –
-180
Closed -$231K
87 88
89
90 91

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DFO
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KIM
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CFC
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CCM
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SB
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Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.