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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MIDD icon
201
Middleby
MIDD
$6.04B
$3.85M 0.08%
28,925
-26,955
-48% -$3.74M
FTEC icon
202
Fidelity MSCI Information Technology Index ETF
FTEC
$19.8B
$3.78M 0.08%
17,004
-60
-0.4% -$12.5K
VNOM icon
203
Viper Energy
VNOM
$8.71B
$3.68M 0.07%
96,202
+96,122
+120,153% +$3.66M
CEF icon
204
Sprott Physical Gold and Silver Trust
CEF
$7.4B
$3.6M 0.07%
98,224
-4,186
-4% -$134K
MMM icon
205
3M
MMM
$90.9B
$3.56M 0.07%
22,945
-3,687
-14% -$568K
CNDT icon
206
Conduent
CNDT
$244M
$3.55M 0.07%
1,269,440
+227,041
+22% +$614K
HSY icon
207
Hershey
HSY
$35.2B
$3.48M 0.07%
18,599
-618
-3% -$112K
EMBC icon
208
Embecta
EMBC
$216M
$3.47M 0.07%
245,880
+63,790
+35% +$807K
MDT icon
209
Medtronic
MDT
$109B
$3.46M 0.07%
36,332
-4,068
-10% -$374K
NOC icon
210
Northrop Grumman
NOC
$77.1B
$3.44M 0.07%
5,647
-38
-0.7% -$21.5K
BWB icon
211
Bridgewater Bancshares
BWB
$571M
$3.43M 0.07%
+194,640
New +$3.18M
PRG icon
212
PROG Holdings
PRG
$1.75B
$3.35M 0.07%
103,500
+26,940
+35% +$884K
OEF icon
213
PUT
iShares S&P 100 ETF
OEF
$20.1B
$3.33M 0.07%
6,233
-10,716
-63% -$3.41M
ORN icon
214
Orion Group Holdings
ORN
$396M
$3.25M 0.07%
391,168
-154,850
-28% -$1.22M
CLOI icon
215
VanEck CLO ETF
CLOI
$1.49B
$3.25M 0.06%
61,198
-4,445
-7% -$235K
ENR icon
216
Energizer
ENR
$1.44B
$3.23M 0.06%
+129,891
New +$3.39M
LION icon
217
Lionsgate Studios
LION
$3.95B
$3.22M 0.06%
467,270
+396,530
+561% +$2.55M
FTV icon
218
Fortive
FTV
$17.9B
$3.22M 0.06%
65,810
+12,110
+23% +$597K
RAIL icon
219
FreightCar America
RAIL
$261M
$3.22M 0.06%
328,921
+37,530
+13% +$358K
AMTM
220
Amentum Holdings
AMTM
$5.42B
$3.21M 0.06%
133,874
+1,670
+1% +$40.7K
IWD icon
221
iShares Russell 1000 Value ETF
IWD
$82.2B
$3.19M 0.06%
15,680
-249
-2% -$49.5K
ENB icon
222
Enbridge
ENB
$119B
$3.19M 0.06%
63,181
-1,769
-3% -$83.2K
CGCB icon
223
Capital Group Core Bond ETF
CGCB
$5.67B
$3.18M 0.06%
119,607
-1,624
-1% -$42.8K
MSI icon
224
Motorola Solutions
MSI
$72.3B
$3.15M 0.06%
6,885
+213
+3% +$96K
MEC icon
225
Mayville Engineering Co
MEC
$654M
$3.14M 0.06%
228,300
-131,480
-37% -$1.98M
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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EI
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VDI
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MA
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Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.