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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
SNAP icon
2276
CALL
Snap
SNAP
$7.32B
– –
-25
Closed -$46
SPHR icon
2277
Sphere Entertainment
SPHR
$4.88B
– –
-13,680
Closed -$850K
SPR
2278
DELISTED
Spirit AeroSystems
SPR
– –
-50
Closed -$1.94K
SPWR icon
2279
SunPower Inc
SPWR
$81.7M
– –
-1
Closed -$2
TER icon
2280
Teradyne
TER
$54.8B
– –
-10
Closed -$1.38K
TRMB icon
2281
Trimble
TRMB
$12.3B
– –
-5
Closed -$408
UNP icon
2282
PUT
Union Pacific
UNP
$183B
– –
-500
Closed -$225K
VPG icon
2283
Vishay Precision Group
VPG
$1.39B
– –
-70
Closed -$2.24K
WKHS icon
2284
Workhorse Group
WKHS
$29.5M
– –
-1
Closed -$9
WKSP icon
2285
Worksport
WKSP
$9.56M
– –
-1
Closed -$3
LENZ
2286
LENZ Therapeutics
LENZ
$172M
– –
-250
Closed -$11.6K
CPAY icon
2287
Corpay
CPAY
$24.2B
– –
-1
Closed -$288
GRAL
2288
GRAIL Inc
GRAL
$2.91B
– –
-4,000
Closed -$237K
VSEEW
2289
VSee Health Warrant
VSEEW
$248K
– –
-19,700
Closed -$333
ABVEW
2290
DELISTED
Above Food Ingredients Inc Warrants
ABVEW
– –
-19,968
Closed -$4.79K
CGBSW
2291
DELISTED
Crown LNG Holdings Limited Warrants
CGBSW
$0 ﹤0.01%
2,607
– –
SNRE
2292
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
– –
-356
Closed -$20.9K
HIT
2293
Health In Tech Inc
HIT
$69.5M
– –
-121,060
Closed -$389K
NKLA
2294
DELISTED
Nikola Corporation Common Stock
NKLA
– –
-2
Closed –
EVE.WS
2295
DELISTED
EVe Mobility Acquisition Corp Redeemable warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50
EVE.WS
– –
-6,000
Closed –
DPCSW
2296
DELISTED
DP Cap Acquisition Corp I Warrants
DPCSW
$0 ﹤0.01%
5,200
– –
NUVOW
2297
DELISTED
Holdco Nuvo Group D.G Ltd. Warrants
NUVOW
$0 ﹤0.01%
5,000
– –
SPECW
2298
DELISTED
Spectaire Holdings, Inc. Warrant
SPECW
$0 ﹤0.01%
2,500
– –
ZLSWW
2299
DELISTED
Zalatoris II Acquisition Corp Warrant
ZLSWW
– –
-12,558
Closed –
SLNAW
2300
DELISTED
Selina Hospitality PLC Warrant
SLNAW
$0 ﹤0.01%
25,263
– –
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
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.