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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
INSP icon
2276
Inspire Medical Systems
INSP
$1.42B
– –
-4
Closed -$369
ITRN icon
2277
Ituran Location and Control
ITRN
$1.08B
– –
-8,318
Closed -$358K
JAMF
2278
DELISTED
Jamf
JAMF
– –
-38
Closed -$494
JOUT icon
2279
Johnson Outdoors
JOUT
$482M
– –
-6,601
Closed -$280K
KIDS icon
2280
OrthoPediatrics
KIDS
$485M
– –
-9
Closed -$160
KIM icon
2281
Kimco Realty
KIM
$17.6B
– –
-76
Closed -$1.54K
KRNT icon
2282
Kornit Digital
KRNT
$706M
– –
-27
Closed -$388
KRT icon
2283
Karat Packaging
KRT
$789M
– –
-10,967
Closed -$248K
LAD icon
2284
Lithia Motors
LAD
$7.78B
– –
-115
Closed -$38.2K
LEVI icon
2285
Levi Strauss
LEVI
$9.44B
– –
-30
Closed -$622
LITE icon
2286
Lumentum
LITE
$59.4B
– –
-7
Closed -$2.58K
LKQ icon
2287
CALL
LKQ Corp
LKQ
$6.58B
– –
-6,007
Closed -$1.09M
LOVE icon
2288
LoveSac
LOVE
$239M
– –
-3,869
Closed -$57.1K
LPSN icon
2289
LivePerson
LPSN
$18.9M
– –
-62
Closed -$240
LYFT icon
2290
Lyft
LYFT
$5.39B
– –
-488
Closed -$9.45K
MBCN
2291
DELISTED
Middlefield Banc Corp
MBCN
– –
-6,157
Closed -$213K
MOH icon
2292
Molina Healthcare
MOH
$10.3B
– –
-66
Closed -$11.5K
MOV icon
2293
Movado Group
MOV
$812M
– –
-23,550
Closed -$486K
MRAM icon
2294
Everspin Technologies
MRAM
$354M
– –
-160
Closed -$1.49K
MVF
2295
DELISTED
BlackRock MuniVest Fund
MVF
– –
-26,395
Closed -$183K
NANC icon
2296
Unusual Whales Subversive Democratic Trading ETF
NANC
$273M
– –
-150
Closed -$6.85K
NATR icon
2297
Nature's Sunshine
NATR
$359M
– –
-41,069
Closed -$886K
NEOG icon
2298
Neogen
NEOG
$2.05B
– –
-18
Closed -$126
NGVT icon
2299
Ingevity
NGVT
$2.55B
– –
-58,789
Closed -$3.48M
NICE icon
2300
Nice
NICE
$5.29B
– –
-122
Closed -$13.8K
90 91
92
93 94

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DCP
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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
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RS
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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.