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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
PNR icon
201
Pentair
PNR
$10.2B
$3.98M 0.08%
38,190
– –
PGR icon
202
Progressive
PGR
$124B
$3.97M 0.08%
17,420
+145
+0.8% +$32.7K
OEF icon
203
PUT
iShares S&P 100 ETF
OEF
$19.8B
$3.9M 0.08%
2,400
-3,833
-61% -$1.3M
COP icon
204
ConocoPhillips
COP
$147B
$3.89M 0.08%
41,508
+16,471
+66% +$1.49M
FWRG icon
205
First Watch Restaurant Group
FWRG
$747M
$3.86M 0.08%
256,019
+180,409
+239% +$3.04M
Q
206
Qnity Electronics Inc
Q
$28.3B
$3.81M 0.08%
+46,645
New +$3.96M
TTAM
207
Titan America SA
TTAM
$3.16B
$3.78M 0.08%
229,170
+41,650
+22% +$652K
PWP icon
208
Perella Weinberg Partners
PWP
$1.14B
$3.6M 0.07%
208,276
-300
-0.1% -$5.6K
BBWI icon
209
Bath & Body Works
BBWI
$4.01B
$3.6M 0.07%
179,208
+179,195
+1,378,423% +$3.96M
TSLA icon
210
Tesla
TSLA
$1.24T
$3.56M 0.07%
7,913
+1,133
+17% +$502K
PSTL
211
Postal Realty Trust
PSTL
$723M
$3.54M 0.07%
219,586
-34,925
-14% -$537K
MDT icon
212
Medtronic
MDT
$107B
$3.54M 0.07%
36,892
+560
+2% +$54.4K
NSC icon
213
Norfolk Southern
NSC
$78.8B
$3.54M 0.07%
12,273
-818,015
-99% -$237M
MMM icon
214
3M
MMM
$89B
$3.5M 0.07%
21,839
-1,106
-5% -$181K
NGVT icon
215
Ingevity
NGVT
$2.55B
$3.48M 0.07%
58,789
-41,251
-41% -$2.24M
UPS icon
216
United Parcel Service
UPS
$97.6B
$3.4M 0.07%
34,299
-223
-0.6% -$20.9K
CLOI icon
217
VanEck CLO ETF
CLOI
$1.48B
$3.4M 0.07%
64,336
+3,138
+5% +$166K
IWD icon
218
iShares Russell 1000 Value ETF
IWD
$82B
$3.34M 0.07%
15,872
+192
+1% +$39.7K
A icon
219
Agilent Technologies
A
$39.1B
$3.32M 0.07%
24,396
+697
+3% +$100K
VUG icon
220
Vanguard Growth ETF
VUG
$216B
$3.32M 0.07%
40,794
+1,512
+4% +$123K
DHI icon
221
D.R. Horton
DHI
$41B
$3.28M 0.07%
22,799
+10,694
+88% +$1.63M
NOC icon
222
Northrop Grumman
NOC
$77B
$3.27M 0.07%
5,738
+91
+2% +$52.8K
PLTR icon
223
Palantir
PLTR
$295B
$3.17M 0.07%
17,827
+2,410
+16% +$436K
CGCB icon
224
Capital Group Core Bond ETF
CGCB
$5.62B
$3.15M 0.06%
118,842
-765
-0.6% -$20.4K
RAIL icon
225
FreightCar America
RAIL
$275M
$3.13M 0.06%
282,963
-45,958
-14% -$422K
7 8
9
10 11

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.