Latest Ancora Advisors, LLC Stock Portfolio

Ancora Advisors, LLC Performance:

2025 Q4: 0.58%YTD: 9.03%2024: 10.93%

Performance for 2025 Q4 is 0.58%, and YTD is 9.03%, and 2024 is 10.93%.

About Ancora Advisors, LLC and 13F Hedge Fund Stock Holdings

Ancora Advisors LLC is a hedge fund based in Mayfield Heights, OH. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ancora Advisors LLC reported an equity portfolio of $4.9 Billions as of 31 Dec, 2025.

The top stock holdings of Ancora Advisors LLC are LKQ, AVGO, AAPL. The fund has invested 5% of it's portfolio in LKQ CORP COM and 3.1% of portfolio in BROADCOM LTD SHS.

The fund managers got completely rid off FORWARD AIR CORP COM, KELLANOVA (K) and CALAVO GROWERS INC (CVGW) stocks. They significantly reduced their stock positions in SEALED AIR CORP NEW COM (SEE), PAPA JOHNS INTERNATIONAL INC (PZZA) and CTO REALTY GROWTH INC COM (CTO). Ancora Advisors LLC opened new stock positions in AMERICOLD REALTY TRUST (COLD), KLAVIYO INC-A and SMARTRENT INC (SMRT). The fund showed a lot of confidence in some stocks as they added substantially to BATH & BODY WORKS INC (BBWI), CCC INTELLIGENT SOLUTIONS HLD (CCCS) and DECKERS OUTDOOR CORP COM (DECK).

Ancora Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Ancora Advisors LLC made a return of 0.58% in the last quarter. In trailing 12 months, it's portfolio return was 9.03%.

Performance
S&P 500

New Buys

Ticker	$ Bought
americold realty trust	148,258,000
klaviyo inc-a	43,209,600
solstice advanced matls inc	11,286,100
qnity electronics inc	3,808,570
slide insurance	2,357,080
smartrent inc	2,116,150
emergent biosolutn inc com	2,107,000
unilever plc spon adr	1,809,940

New stocks bought by Ancora Advisors, LLC

Additions

Ticker	% Inc.
bath & body works inc	1,378,420
ccc intelligent solutions hld	1,093,660
deckers outdoor corp com	481,113
j & j snack foods corp com	51,413
blue owl capital corporation i	25,765
marzetti	16,384
vestis corporation com shs	7,326
royal gold inc com	2,902

Additions to existing portfolio by Ancora Advisors, LLC

Reductions

Ticker	% Reduced
norfolk southern	-98.52
csx corp com	-97.77
ishares tr dj us tech sec	-86.36
wolverine world wide com	-82.27
monro inc com	-76.26
angi class	-75.87
magnera	-75.51
howard hughes corp	-63.32

Ancora Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Ancora Advisors, LLC

Sector Distribution

Ancora Advisors LLC has about 35.2% of it's holdings in Others sector.

Sector	%
Others	35.2
Technology	14.2
Industrials	11.6
Consumer Cyclical	9.9
Financial Services	7.7
Healthcare	5.6
Real Estate	4.4
Energy	2.9
Communication Services	2.7
Consumer Defensive	2
Basic Materials	1.9
Utilities	1.6

Market Cap. Distribution

Ancora Advisors LLC has about 47.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	35.3
MEGA-CAP	24.7
LARGE-CAP	22.5
MID-CAP	13.8
SMALL-CAP	3

Stocks belong to which Index?

About 51.7% of the stocks held by Ancora Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	48.3
S&P 500	45.1
RUSSELL 2000	6.6

Top 5 Winners (%)		%
	digiasisia warrants
	virtuoso acquisition corp
SWSS	springwater special situations
PHYT	wts pyrophyte acquisition
FBCG	fidelity covington tr msci fin

Top 5 Winners ($)		$
GOOG	alphabet inc cap stk cl c	12.1 M
SEE	sealed air corp new com	10.5 M
AAPL	apple inc com	9.5 M
AVGO	broadcom ltd shs	7.2 M
GOOG	alphabet inc cap stk cl a	6.6 M

Top 5 Losers (%)		%
DVLP	golden developing solutions in	-100.0 %
	getaround inc	-100.0 %
CPTK	crown proptech acquisitions	-99.2 %
SNAX	stryve foods inc	-89.5 %
IXAQ	ix acquisition corp	-88.4 %

Top 5 Losers ($)		$
VEEV	veeva sys inc	-11.4 M
ETN	eaton corp plc	-10.6 M
HLI	houlihan lokey inc	-8.7 M
MSFT	microsoft corp	-8.1 M
HD	home depot inc	-7.1 M

Ancora Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Ancora Advisors, LLC

Ancora Advisors LLC has 2500 stocks in it's portfolio. About 27.5% of the portfolio is in top 10 stocks. VEEV proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Ancora Advisors LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.07	24,396	3,319,510	added	2.94

AAPL	apple inc com	3.10	552,924	150,318,000	added	1.22

AAXJ	ishares tr eafe value etf	0.26	175,629	12,541,700	added	17.11

AAXJ	ishares tr mbs etf	0.21	107,658	10,251,200	added	20.51

AAXJ	ishares tr msci eafe growth	0.15	64,584	7,357,430	added	24.82

AAXJ	ishares tr barclys inter gv	0.02	8,477	910,006	reduced	-5.38

AAXJ	ishares tr msci acwi etf	0.02	5,550	785,269	added	16.84

AAXJ	ishares tr msci small cap	0.01	7,677	595,198	added	38.45

ABBV	abbvie inc	1.59	338,930	77,442,100	reduced	-0.42

ABC	cencora inc	0.03	4,358	1,471,830	added	2.28

ABT	abbott labs	0.14	55,712	6,980,200	reduced	-0.74

ACA	arcosa inc	0.19	85,455	9,085,580	added	0.03

ACN	accenture plc	0.59	106,863	28,671,300	reduced	-2.57

ACNT	ascent industries co	0.02	49,080	794,605	new

ACWF	ishares tr core total usd bd m	0.25	261,845	12,186,300	added	1.63

ACWF	ishares core dividend growth	0.03	19,972	1,386,440	added	63.96

ADBE	adobe sys inc com	0.13	17,966	6,287,890	added	35.56

ADI	analog devices inc com	0.02	2,950	799,975	added	4.17

ADP	automatic data processing inc	0.06	10,572	2,719,440	added	1.02

AEMB	american centy etf tr avantis	0.23	109,568	11,173,700	reduced	-0.9