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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
LKQ icon
1
LKQ Corp
LKQ
$6.58B
$242M 4.98%
8,001,952
+1,028,044
+15% +$31M
AVGO icon
2
Broadcom
AVGO
$1.82T
$151M 3.12%
437,694
-13,866
-3% -$4.96M
AAPL icon
3
Apple
AAPL
$4.89T
$150M 3.1%
552,924
+6,649
+1% +$1.78M
COLD icon
4
Americold
COLD
$4.09B
$148M 3.05%
+11,528,577
New +$141M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$968B
$127M 2.61%
201,751
-284
-0.1% -$176K
RBA icon
6
RB Global
RBA
$20.8B
$116M 2.39%
1,128,494
+614,983
+120% +$62.5M
MSFT icon
7
Microsoft
MSFT
$2.84T
$114M 2.36%
236,544
-781
-0.3% -$391K
ITOT icon
8
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$99.8M 2.06%
671,295
+4,098
+0.6% +$605K
JPM icon
9
JPMorgan Chase
JPM
$939B
$94.4M 1.94%
292,992
-1,409
-0.5% -$436K
JPST icon
10
JPMorgan Ultra-Short Income ETF
JPST
$40B
$91.4M 1.88%
1,806,977
+152,366
+9% +$7.72M
ABBV icon
11
AbbVie
ABBV
$458B
$77.4M 1.6%
338,930
-1,422
-0.4% -$324K
IVV icon
12
iShares Core S&P 500 ETF
IVV
$876B
$62.6M 1.29%
91,450
+3,022
+3% +$2.05M
ETN icon
13
Eaton
ETN
$157B
$61.1M 1.26%
191,827
+2,252
+1% +$798K
JNJ icon
14
Johnson & Johnson
JNJ
$635B
$57.3M 1.18%
276,987
+1,085
+0.4% +$215K
GOOG icon
15
Alphabet (Google) Class C
GOOG
$3.9T
$53.4M 1.1%
170,219
-4,075
-2% -$1.17M
GD icon
16
General Dynamics
GD
$105B
$50M 1.03%
148,664
+2,787
+2% +$950K
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.07T
$49.5M 1.02%
98,533
+1,778
+2% +$885K
HLI icon
18
Houlihan Lokey
HLI
$9.68B
$48.8M 1.01%
280,261
+3,433
+1% +$630K
BAC icon
19
Bank of America
BAC
$435B
$45.6M 0.94%
829,449
+4,561
+0.6% +$241K
KVYO icon
20
Klaviyo
KVYO
$4.91B
$43.2M 0.89%
+1,330,755
New +$37.3M
HON icon
21
Honeywell
HON
$77.1B
$42.6M 0.88%
218,344
-9,720
-4% -$1.9M
JAAA icon
22
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$40.3M 0.83%
795,963
+145,977
+22% +$7.39M
HD icon
23
Home Depot
HD
$332B
$39.8M 0.82%
115,751
-885
-0.8% -$324K
AMZN icon
24
Amazon
AMZN
$2.5T
$39.7M 0.82%
171,818
-126,195
-42% -$28.9M
CVX icon
25
Chevron
CVX
$388B
$39M 0.8%
256,115
+1,420
+0.6% +$216K
1
2 3 4 5

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DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
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 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.