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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
FPFC
2326
DELISTED
FIRST PL FINL CORP DEL
FPFC
$0 ﹤0.01%
450
– –
NTII
2327
DELISTED
NEUROBIOLOGICAL TECHNOLOGS INC
NTII
$0 ﹤0.01%
85
– –
ELI
2328
DELISTED
ELITE PHARMACEUTICAL
ELI
– –
-5,182
Closed -$3.32K
ATPL
2329
DELISTED
ATLANTIS PLASTICS INC CL-A
ATPL
$0 ﹤0.01%
640
– –
BRBI
2330
DELISTED
BLUE RIVER BANCSHARES INC
BRBI
$0 ﹤0.01%
6,000
– –
PTA
2331
DELISTED
PENN TREATY AMERICAN CORPORATION NEW
PTA
$0 ﹤0.01%
50,000
– –
OTV
2332
DELISTED
ONETRAVEL HOLDINGS, INC. (NEW)
OTV
$0 ﹤0.01%
2
– –
ERTH
2333
DELISTED
EARTHSHELL CORP
ERTH
$0 ﹤0.01%
250
– –
FU
2334
DELISTED
FAB UNIVERSAL CORP COM
FU
$0 ﹤0.01%
142
– –
BQI
2335
DELISTED
OILSANDS QUEST INC COM STK
BQI
$0 ﹤0.01%
1,000
– –
LAC
2336
DELISTED
Lithium Americas Corp. Common Shares
LAC
– –
-250
Closed -$1.43K
UTF.RT
2337
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
– –
-700
Closed -$55
90 91 92 93
94

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CCWM
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GCL
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KCM
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SCB
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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.