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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
KTB icon
201
Kontoor Brands
KTB
$4.62B
$3.88M 0.08%
55,241
+54,750
+11,151% +$3.59M
SMRT icon
202
SmartRent
SMRT
$183M
$3.87M 0.08%
2,581,473
+1,533,873
+146% +$2.59M
IIIN icon
203
Insteel Industries
IIIN
$633M
$3.87M 0.08%
115,177
+31,578
+38% +$1.08M
PWP icon
204
Perella Weinberg Partners
PWP
$1.14B
$3.78M 0.08%
208,276
– –
CCC
205
CCC Intelligent Solutions
CCC
$3.42B
$3.75M 0.08%
625,820
-905,440
-59% -$5.93M
OEF icon
206
PUT
iShares S&P 100 ETF
OEF
$19.8B
$3.72M 0.08%
2,000
-400
-17% -$134K
IFF icon
207
International Flavors & Fragrances
IFF
$19.4B
$3.71M 0.08%
51,141
+47,467
+1,292% +$3.48M
IWD icon
208
iShares Russell 1000 Value ETF
IWD
$82B
$3.49M 0.07%
16,311
+439
+3% +$96.1K
MBC icon
209
MasterBrand
MBC
$1.09B
$3.43M 0.07%
413,023
-392,936
-49% -$4.25M
RYZ
210
Ryerson Holding Corp
RYZ
$1.6B
$3.42M 0.07%
151,992
+145,661
+2,301% +$3.8M
CLOI icon
211
VanEck CLO ETF
CLOI
$1.48B
$3.4M 0.07%
64,564
+228
+0.4% +$12K
EBS icon
212
Emergent Biosolutions
EBS
$375M
$3.4M 0.07%
409,267
+238,798
+140% +$2.47M
HSY icon
213
Hershey
HSY
$35.4B
$3.31M 0.07%
15,907
-959
-6% -$202K
PLTR icon
214
Palantir
PLTR
$295B
$3.28M 0.07%
22,437
+4,610
+26% +$705K
ARKO icon
215
ARKO Corp
ARKO
$890M
$3.25M 0.07%
+585,278
New +$3.26M
UPS icon
216
United Parcel Service
UPS
$97.6B
$3.24M 0.07%
32,946
-1,353
-4% -$145K
MDT icon
217
Medtronic
MDT
$107B
$3.2M 0.07%
36,910
+18
+0% +$1.72K
GEV icon
218
GE Vernova
GEV
$270B
$3.17M 0.07%
3,636
+45
+1% +$35.1K
MU icon
219
Micron Technology
MU
$1.04T
$3.17M 0.07%
9,370
+421
+5% +$165K
PGR icon
220
Progressive
PGR
$124B
$3.13M 0.07%
15,810
-1,610
-9% -$332K
MMM icon
221
3M
MMM
$89B
$3.1M 0.07%
21,358
-481
-2% -$76.6K
CCJ icon
222
Cameco
CCJ
$38.3B
$3.07M 0.07%
28,285
-25
-0.1% -$2.86K
DHI icon
223
D.R. Horton
DHI
$41B
$3.07M 0.07%
22,352
-447
-2% -$67.5K
GCO icon
224
Genesco
GCO
$396M
$3.04M 0.06%
+104,800
New +$3.01M
RGCO icon
225
RGC Resources
RGCO
$229M
$3.03M 0.06%
137,529
-1,660
-1% -$35.9K
7 8
9
10 11

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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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.