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Ancora Advisors

Ancora Advisors Portfolio holdings

AUM $5.19B Turnover 24.13%
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$4.7B
AUM Growth
-$154M
Cap. Flow
-$19.2M
Cap. Flow %
-0.41%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
587
Closed
260
Avg Time Held Equity + Options
3.2 years
Top 10 Avg Time Held Equity + Options
3.4 years
Top 20 Avg Time Held Equity + Options
3.5 years
Avg Time Held Equity only
3.3 years
Top 10 Avg Time Held Equity only
3.4 years
Top 20 Avg Time Held Equity only
3.5 years

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 icon
PotlatchDeltic
PCH
+$18.7M
4
RAL icon
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.5%
2 Industrials 13.76%
3 Technology 12.95%
4 Consumer Discretionary 11.21%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
FORR icon
2251
Forrester Research
FORR
$224M
– –
-36,575
Closed -$297K –
FOUR icon
2252
Shift4
FOUR
$3.1B
– –
-111
Closed -$6.99K –
GAIA icon
2253
Gaia
GAIA
$34.6M
– –
-200
Closed -$726 –
GDDY icon
2254
GoDaddy
GDDY
$13.4B
– –
-6
Closed -$744 –
GDYN icon
2255
Grid Dynamics Holdings
GDYN
$634M
– –
-28
Closed -$253 –
XRN icon
2256
Chiron Real Estate Inc
XRN
$403M
– –
-10
Closed -$337 –
GNK icon
2257
Genco Shipping & Trading
GNK
$1.07B
– –
-39,171
Closed -$722K –
GPK icon
2258
Graphic Packaging
GPK
$2.55B
– –
-1,650
Closed -$24.8K –
GRC icon
2259
Gorman-Rupp
GRC
$1.89B
– –
-19,525
Closed -$932K –
GROY icon
2260
Gold Royalty Corp
GROY
$690M
– –
-16,000
Closed -$64.6K –
GSHD icon
2261
Goosehead Insurance
GSHD
$1.09B
– –
-6
Closed -$442 –
HAYW icon
2262
Hayward Holdings
HAYW
$2.49B
– –
-2,581
Closed -$39.9K –
HCKT icon
2263
Hackett Group
HCKT
$282M
– –
-7,674
Closed -$151K –
HELE icon
2264
Helen of Troy
HELE
$676M
– –
-1,090
Closed -$23.2K –
HEPA icon
2265
DELISTED
Hepion Pharmaceuticals
HEPA
$0 ﹤0.01%
1
– –
2025 Q3
2 quarters
HI icon
2266
DELISTED
Hillenbrand
HI
– –
-159
Closed -$5.04K –
HIFS icon
2267
Hingham Institution for Saving
HIFS
$645M
– –
-2,068
Closed -$587K –
HNI icon
2268
HNI Corp
HNI
$3.38B
– –
-216,120
Closed -$9.09M –
HOFV icon
2269
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
– –
-1
Closed – –
HTZ icon
2270
Hertz
HTZ
$620M
– –
-17,790
Closed -$91.4K –
HURC icon
2271
Hurco Companies Inc
HURC
$136M
– –
-32,354
Closed -$500K –
ICUI icon
2272
ICU Medical
ICUI
$4.08B
– –
-124
Closed -$17.7K –
IEP icon
2273
CALL
Icahn Enterprises
IEP
$4.71B
– –
-101
Closed -$252 –
IGEB icon
2274
iShares Investment Grade Systematic Bond ETF
IGEB
$1.44B
– –
-44
Closed -$2.01K –
IMMR icon
2275
Immersion
IMMR
$231M
– –
-26,493
Closed -$180K –
89 90
91
92 93

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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, 587 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 Miscellaneous at 28% of assets, up from 27% a quarter earlier, followed by Industrials and Technology.

  • 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.