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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
ELMD icon
2226
Electromed
ELMD
$318M
– –
-11,930
Closed -$293K
EMQQ icon
2227
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$258M
– –
-40
Closed -$1.86K
EPR icon
2228
EPR Properties
EPR
$4.86B
– –
-19
Closed -$1.1K
EP.PRC icon
2229
El Paso Energy Capital Trust I
EP.PRC
$225M
– –
-500
Closed -$25K
ESOA icon
2230
Energy Services of America
ESOA
$297M
– –
-6,220
Closed -$64.4K
EWC icon
2231
iShares MSCI Canada ETF
EWC
$6.04B
– –
-600
Closed -$30.3K
FLL icon
2232
Full House Resorts
FLL
$84.5M
– –
-107,810
Closed -$346K
FSLR icon
2233
First Solar
FSLR
$21.8B
– –
-2
Closed -$441
FWRD icon
2234
Forward Air
FWRD
$482M
– –
-1,475,055
Closed -$37.8M
FWRD icon
2235
PUT
Forward Air
FWRD
$482M
– –
-341
Closed -$80K
GALT icon
2236
Galectin Therapeutics
GALT
$229M
– –
-52,380
Closed -$222K
GOGO icon
2237
Gogo Inc
GOGO
$515M
– –
-81,054
Closed -$696K
GRAB icon
2238
Grab
GRAB
$13.5B
– –
-2,000
Closed -$12K
HEPA
2239
DELISTED
Hepion Pharmaceuticals
HEPA
$0 ﹤0.01%
1
– –
HOFV
2240
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
$0 ﹤0.01%
+1
New –
HQH
2241
abrdn Healthcare Investors
HQH
$1.23B
– –
-75
Closed -$1.38K
HQL
2242
abrdn Life Sciences Investors
HQL
$585M
– –
-92
Closed -$1.43K
HYD icon
2243
VanEck High Yield Muni ETF
HYD
$4.44B
– –
-65
Closed -$3.31K
HYGH icon
2244
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$573M
– –
-89
Closed -$7.72K
HYMB icon
2245
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.07B
– –
-160
Closed -$3.99K
IBDQ
2246
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-6,500
Closed -$164K
IEUR icon
2247
iShares Core MSCI Europe ETF
IEUR
$8.66B
– –
-400
Closed -$27.2K
BRSL
2248
Brightstar Lottery PLC
BRSL
$1.91B
– –
-804
Closed -$13.9K
IPG
2249
DELISTED
Interpublic Group of Companies
IPG
– –
-3,750
Closed -$105K
JEPQ icon
2250
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.9B
– –
-100
Closed -$5.75K
88 89
90
91 92

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.