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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
GMFIW
2301
DELISTED
Aetherium Acquisition Corp Warrant
GMFIW
$0 ﹤0.01%
70,000
– –
ROSS.WS
2302
DELISTED
Ross Acquisition Corp II Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
ROSS.WS
$0 ﹤0.01%
32,365
– –
BTTX
2303
DELISTED
Better Therapeutics, Inc. Common Stock
BTTX
$0 ﹤0.01%
3,000
– –
SHAP.WS
2304
DELISTED
Spree Acquisition Corp. 1 Limited Redeemable warrants, each warrant exercisable for one Class A ordinary share at an exercise price of $11.50
SHAP.WS
$0 ﹤0.01%
4,300
– –
NRACW
2305
DELISTED
Northern Revival Acquisition Corporation Warrant
NRACW
$0 ﹤0.01%
17,542
– –
LMDXW
2306
DELISTED
LumiraDx Limited Warrant
LMDXW
$0 ﹤0.01%
15,470
– –
SLGCW
2307
DELISTED
SomaLogic, Inc. Warrant
SLGCW
$0 ﹤0.01%
4,360
– –
BHIL.WS
2308
DELISTED
Benson Hill, Inc. Warrants, each whole warrant exercisable for one share of common stock at an exercise price of $11.50
BHIL.WS
$0 ﹤0.01%
2,600
– –
ELIQ.WS
2309
DELISTED
Electriq Power Holdings, Inc. Warrants, each exercisable for one share of Class A common stock at an exercise price of $6.57 per share
ELIQ.WS
$0 ﹤0.01%
5,298
– –
IPVF.WS
2310
DELISTED
InterPrivate III Financial Partners Inc. Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50 per share
IPVF.WS
$0 ﹤0.01%
6,540
– –
SGII
2311
DELISTED
Seaport Global Acquisition II Corp. Class A Common Stock
SGII
$0 ﹤0.01%
2,000
– –
GETR.WS
2312
DELISTED
Getaround, Inc. Warrants, each whole warrant exercisable for one share of Common Stock at an exercise price of $11.50 per share
GETR.WS
$0 ﹤0.01%
3,200
– –
IFIN.WS
2313
DELISTED
InFinT Acquisition Corporation Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per whole share
IFIN.WS
$0 ﹤0.01%
20,213
– –
FRC
2314
DELISTED
First Republic Bank
FRC
$0 ﹤0.01%
147
– –
SFT
2315
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
$0 ﹤0.01%
28
– –
SRNE
2316
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$0 ﹤0.01%
+5
New –
RSX
2317
DELISTED
VanEck Russia ETF
RSX
$0 ﹤0.01%
400
– –
DSAQ.WS
2318
DELISTED
Direct Selling Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50 per share
DSAQ.WS
– –
-13,850
Closed -$138
ATHX
2319
DELISTED
Athersys, Inc. Common Stock
ATHX
$0 ﹤0.01%
804
+240
+43% –
EMWP
2320
DELISTED
Eros Media World PLC
EMWP
$0 ﹤0.01%
15
– –
CFRX
2321
DELISTED
ContraFect Corporation
CFRX
$0 ﹤0.01%
28
– –
NAVB
2322
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$0 ﹤0.01%
100
– –
ACUR
2323
DELISTED
Acura Pharmaceuticals
ACUR
$0 ﹤0.01%
500
– –
TE
2324
DELISTED
TECO ENERGY INC
TE
– –
-1,001
Closed -$2.18K
AMAC
2325
DELISTED
AMER MEDICAL ALERT CORP
AMAC
$0 ﹤0.01%
35,100
– –
90 91 92
93
94

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GCL
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KCM
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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.