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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$59.6M
2
SEE
Sealed Air
SEE
+$56.5M
3
NSC icon
Norfolk Southern
NSC
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

Rank Stock Value
1
X
US Steel
X
+$112M
2
GRBK icon
Green Brick Partners
GRBK
+$67.2M
3
BERY
Berry Global Group, Inc.
BERY
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

Rank Sector Weight
1 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
1
Norfolk Southern
NSC
$75.4B
$293M 6.07%
1,144,140
+180,640
+19% +$42.6M
LKQ icon
2
LKQ Corp
LKQ
$5.68B
$204M 4.23%
5,516,535
+39,068
+0.7% +$1.56M
AVGO icon
3
Broadcom
AVGO
$1.85T
$134M 2.78%
486,962
-44,671
-8% -$9.7M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$979B
$124M 2.58%
218,751
-1,756
-0.8% -$923K
MSFT icon
5
Microsoft
MSFT
$3.45T
$122M 2.53%
244,810
+37
+0% +$16.1K
AAPL icon
6
Apple
AAPL
$4.54T
$115M 2.39%
560,496
-7,328
-1% -$1.48M
RBA icon
7
RB Global
RBA
$20.4B
$90.3M 1.87%
850,790
-189,818
-18% -$19.5M
ITOT icon
8
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$89.2M 1.85%
660,503
+10,078
+2% +$1.26M
JPM icon
9
JPMorgan Chase
JPM
$935B
$88.6M 1.84%
305,757
-895
-0.3% -$228K
JPST icon
10
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$82.9M 1.72%
1,635,175
+8,878
+0.5% +$448K
ETN icon
11
Eaton
ETN
$161B
$70.6M 1.46%
197,704
+2,408
+1% +$742K
CSX icon
12
CSX Corp
CSX
$93.4B
$66M 1.37%
2,022,044
+1,980,319
+4,746% +$59.6M
AMZN icon
13
Amazon
AMZN
$2.92T
$65.5M 1.36%
298,364
+130,547
+78% +$25.8M
ABBV icon
14
AbbVie
ABBV
$443B
$64.2M 1.33%
345,755
+1,727
+0.5% +$321K
SEE
15
DELISTED
Sealed Air
SEE
$58.9M 1.22%
+1,898,485
New +$56.5M
IVV icon
16
iShares Core S&P 500 ETF
IVV
$878B
$54.7M 1.14%
88,178
+3,750
+4% +$2.15M
HLI icon
17
Houlihan Lokey
HLI
$8.77B
$50.6M 1.05%
281,222
+850
+0.3% +$143K
VEEV icon
18
Veeva Systems
VEEV
$33.1B
$50.2M 1.04%
174,428
-27,420
-14% -$6.8M
HON icon
19
Honeywell
HON
$77B
$50.1M 1.04%
228,113
+5,425
+2% +$1.1M
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.1T
$47.3M 0.98%
97,400
-2,619
-3% -$1.33M
META icon
21
Meta Platforms (Facebook)
META
$1.42T
$45.6M 0.95%
61,784
+43,152
+232% +$26.7M
EOG icon
22
EOG Resources
EOG
$79.2B
$45.5M 0.94%
380,147
+2,719
+0.7% +$311K
HD icon
23
Home Depot
HD
$331B
$43.5M 0.9%
118,624
-147
-0.1% -$53.2K
GD icon
24
General Dynamics
GD
$104B
$41.7M 0.87%
143,116
+1,256
+0.9% +$346K
AMCR icon
25
Amcor
AMCR
$20.8B
$40.5M 0.84%
882,328
+882,128
+441,064% +$40.7M
1
2 3 4 5

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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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Ancora Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Ancora Advisors held 2,163 positions worth $4.82B, up 7.6% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q2 2025 filing shows 317 new, 533 increased, 401 reduced and 113 closed positions. Its largest new stake was Sealed Air: 1,898,485 shares worth $58.9M. The largest sale was US Steel, an estimated $112M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q2 2025 buy was Sealed Air: 1,898,485 shares worth $58.9M.
  • Ancora Advisors added most to CSX Corp in Q2 2025, an estimated $59.6M increase.
  • Ancora Advisors's biggest Q2 2025 reduction was Green Brick Partners, cutting an estimated $67.2M.
  • Ancora Advisors fully exited US Steel in Q2 2025, selling an estimated $112M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.82B portfolio in Q2 2025.
  • Ancora Advisors opened 317 new positions and closed 113 in Q2 2025.
  • Ancora Advisors's portfolio value rose 7.6% quarter-over-quarter to $4.82B.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.