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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$59.6M
2
SEE
Sealed Air
SEE
+$56.5M
3
NSC icon
Norfolk Southern
NSC
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

Rank Stock Value
1
X
US Steel
X
+$112M
2
GRBK icon
Green Brick Partners
GRBK
+$67.2M
3
BERY
Berry Global Group, Inc.
BERY
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

Rank Sector Weight
1 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSTL
201
Postal Realty Trust
PSTL
$694M
$3.87M 0.08%
262,501
+472
+0.2% +$6.48K
CVCO icon
202
Cavco Industries
CVCO
$4.22B
$3.86M 0.08%
8,880
-1,020
-10% -$478K
GLD icon
203
SPDR Gold Trust
GLD
$131B
$3.8M 0.08%
12,460
-1,792
-13% -$543K
RGCO icon
204
RGC Resources
RGCO
$223M
$3.75M 0.08%
167,534
+2,800
+2% +$59.5K
HEFA icon
205
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
$3.74M 0.08%
98,483
+9,441
+11% +$345K
EZPW icon
206
Ezcorp Inc
EZPW
$1.83B
$3.68M 0.08%
264,860
+239,720
+954% +$3.46M
VYX icon
207
NCR Voyix
VYX
$1.14B
$3.66M 0.08%
+311,773
New +$3.15M
ENOV icon
208
Enovis
ENOV
$1.68B
$3.6M 0.07%
114,781
-126,997
-53% -$4.2M
ADBE icon
209
Adobe
ADBE
$99.5B
$3.59M 0.07%
9,275
+2,064
+29% +$795K
MDT icon
210
Medtronic
MDT
$109B
$3.52M 0.07%
40,400
-2,475
-6% -$210K
TNL icon
211
Travel + Leisure Co
TNL
$4.66B
$3.48M 0.07%
67,483
-3,023
-4% -$142K
CLOI icon
212
VanEck CLO ETF
CLOI
$1.49B
$3.48M 0.07%
65,643
+3,788
+6% +$199K
DRH icon
213
Diamondrock Hospitality Co
DRH
$2.71B
$3.45M 0.07%
450,070
+23,450
+5% +$175K
IT icon
214
Gartner
IT
$10.1B
$3.45M 0.07%
8,527
-136
-2% -$56.9K
ADP icon
215
Automatic Data Processing
ADP
$106B
$3.4M 0.07%
11,010
-47
-0.4% -$14.4K
PZZA icon
216
Papa John's
PZZA
$984M
$3.37M 0.07%
68,814
-12,861
-16% -$525K
FTEC icon
217
Fidelity MSCI Information Technology Index ETF
FTEC
$19.8B
$3.37M 0.07%
17,064
-464
-3% -$80.3K
TXN icon
218
Texas Instruments
TXN
$252B
$3.36M 0.07%
16,188
-498
-3% -$88.4K
RCMT icon
219
RCM Technologies
RCMT
$201M
$3.34M 0.07%
141,885
-26,240
-16% -$528K
AJG icon
220
Arthur J. Gallagher & Co
AJG
$64.1B
$3.21M 0.07%
10,015
+55
+0.6% +$18.1K
HSY icon
221
Hershey
HSY
$35.2B
$3.19M 0.07%
19,217
-972
-5% -$160K
CGCB icon
222
Capital Group Core Bond ETF
CGCB
$5.67B
$3.19M 0.07%
121,231
-11,815
-9% -$308K
AP icon
223
Ampco-Pittsburgh
AP
$163M
$3.16M 0.07%
1,068,531
– –
AMTM
224
Amentum Holdings
AMTM
$5.42B
$3.12M 0.06%
132,204
+63,434
+92% +$1.33M
IWD icon
225
iShares Russell 1000 Value ETF
IWD
$82.2B
$3.09M 0.06%
15,929
-25
-0.2% -$4.63K
7 8
9
10 11

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DCP
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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
EI
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VDI
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MA
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Ancora Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Ancora Advisors held 2,163 positions worth $4.82B, up 7.6% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q2 2025 filing shows 317 new, 533 increased, 401 reduced and 113 closed positions. Its largest new stake was Sealed Air: 1,898,485 shares worth $58.9M. The largest sale was US Steel, an estimated $112M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q2 2025 buy was Sealed Air: 1,898,485 shares worth $58.9M.
  • Ancora Advisors added most to CSX Corp in Q2 2025, an estimated $59.6M increase.
  • Ancora Advisors's biggest Q2 2025 reduction was Green Brick Partners, cutting an estimated $67.2M.
  • Ancora Advisors fully exited US Steel in Q2 2025, selling an estimated $112M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.82B portfolio in Q2 2025.
  • Ancora Advisors opened 317 new positions and closed 113 in Q2 2025.
  • Ancora Advisors's portfolio value rose 7.6% quarter-over-quarter to $4.82B.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.