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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
AGX icon
2201
Argan
AGX
$7.98B
– –
-49
Closed -$13.2K
AMC icon
2202
AMC Entertainment Holdings
AMC
$2.03B
– –
-10
Closed -$29
AMCR icon
2203
CALL
Amcor
AMCR
$20.6B
– –
-1,117
Closed -$331K
AMZN icon
2204
CALL
Amazon
AMZN
$2.5T
– –
-5
Closed -$57
AOM icon
2205
iShares Core Moderate Allocation ETF
AOM
$1.76B
– –
-96
Closed -$4.57K
ARIS
2206
DELISTED
Aris Water Solutions
ARIS
– –
-62
Closed -$1.53K
ARKK icon
2207
PUT
ARK Innovation ETF
ARKK
$5.89B
– –
-200
Closed -$3K
ASHR icon
2208
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.35B
– –
-16
Closed -$528
AVGO icon
2209
PUT
Broadcom
AVGO
$1.82T
– –
-20
Closed -$4.74K
BB icon
2210
BlackBerry
BB
$5.01B
– –
-2,000
Closed -$9.76K
BEPC icon
2211
Brookfield Renewable
BEPC
$6.12B
– –
-60
Closed -$2.06K
BSJP
2212
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
– –
-1,509
Closed -$34.8K
BTCS icon
2213
BTCS Inc
BTCS
$49.3M
– –
-10
Closed -$48
CAOS icon
2214
Alpha Architect Tail Risk ETF
CAOS
$711M
– –
-58
Closed -$5.19K
CATH icon
2215
Global X S&P 500 Catholic Values ETF
CATH
$1.27B
– –
-164
Closed -$13.3K
CLW icon
2216
Clearwater Paper
CLW
$271M
– –
-55,887
Closed -$1.16M
CMT icon
2217
Core Molding Technologies
CMT
$210M
– –
-15,230
Closed -$313K
CNC icon
2218
CALL
Centene
CNC
$31.3B
– –
-50
Closed -$44.5K
CNDT icon
2219
Conduent
CNDT
$230M
– –
-1,269,440
Closed -$3.55M
CODI icon
2220
Compass Diversified
CODI
$755M
– –
-400
Closed -$2.65K
COM icon
2221
Direxion Auspice Broad Commodity Strategy ETF
COM
$204M
– –
-1,450
Closed -$41.7K
CRSR icon
2222
Corsair Gaming
CRSR
$1.05B
– –
-50
Closed -$446
CVGW
2223
DELISTED
Calavo Growers
CVGW
– –
-314,510
Closed -$8.1M
CWB icon
2224
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.64B
– –
-55
Closed -$4.98K
DHIL
2225
DELISTED
Diamond Hill
DHIL
– –
-5,690
Closed -$797K
87 88
89
90 91

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.