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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
FOUR icon
2251
Shift4
FOUR
$3.84B
– –
-111
Closed -$6.99K
GAIA icon
2252
Gaia
GAIA
$47.3M
– –
-200
Closed -$726
GDDY icon
2253
GoDaddy
GDDY
$12.3B
– –
-6
Closed -$744
GDYN icon
2254
Grid Dynamics Holdings
GDYN
$476M
– –
-28
Closed -$253
XRN
2255
Chiron Real Estate Inc
XRN
$544M
– –
-10
Closed -$337
GNK icon
2256
Genco Shipping & Trading
GNK
$1.17B
– –
-39,171
Closed -$722K
GPK icon
2257
Graphic Packaging
GPK
$3.26B
– –
-1,650
Closed -$24.8K
GRC icon
2258
Gorman-Rupp
GRC
$2.16B
– –
-19,525
Closed -$932K
GROY icon
2259
Gold Royalty Corp
GROY
$593M
– –
-16,000
Closed -$64.6K
GSHD icon
2260
Goosehead Insurance
GSHD
$1.39B
– –
-6
Closed -$442
HAYW icon
2261
Hayward Holdings
HAYW
$3.13B
– –
-2,581
Closed -$39.9K
HCKT icon
2262
Hackett Group
HCKT
$245M
– –
-7,674
Closed -$151K
HELE icon
2263
Helen of Troy
HELE
$663M
– –
-1,090
Closed -$23.2K
HEPA
2264
DELISTED
Hepion Pharmaceuticals
HEPA
$0 ﹤0.01%
1
– –
HI
2265
DELISTED
Hillenbrand
HI
– –
-159
Closed -$5.04K
HIFS icon
2266
Hingham Institution for Saving
HIFS
$614M
– –
-2,068
Closed -$587K
HNI icon
2267
HNI Corp
HNI
$3B
– –
-216,120
Closed -$9.09M
HOFV
2268
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
– –
-1
Closed –
HTZ icon
2269
Hertz
HTZ
$572M
– –
-17,790
Closed -$91.4K
HURC icon
2270
Hurco Companies Inc
HURC
$137M
– –
-32,354
Closed -$500K
ICUI icon
2271
ICU Medical
ICUI
$3.93B
– –
-124
Closed -$17.7K
IEP icon
2272
CALL
Icahn Enterprises
IEP
$5.17B
– –
-101
Closed -$252
IGEB icon
2273
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
– –
-44
Closed -$2.01K
IMMR icon
2274
Immersion
IMMR
$216M
– –
-26,493
Closed -$180K
INBK icon
2275
First Internet Bancorp
INBK
$231M
– –
-17,474
Closed -$365K
89 90
91
92 93

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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.