ANCIX
Ancora Microcap Fund
ANCORA TRUST

Allocation breakdown

As of December 31, 2025 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of December 31, 2025 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Ordnance & Accessories, (No Vehicles/Guided Missiles) 3.11%
Wood Household Furniture, (No Upholstered) 2.67%
Construction - Special Trade Contractors 2.40%
Wholesale-Machinery, Equipment & Supplies 1.84%
Wholesale-Electronic Parts & Equipment, NEC 1.48%
Services-Engineering, Accounting, Research, Management 1.23%
Water Transportation 1.21%
Special Industry Machinery, NEC 0.80%
Wholesale-Metals Service Centers & of fices 0.66%
Services-Management Consulting Services 0.62%
Arrangement of Transportation of Freight & Cargo 0.19%
Services-Business Services, NEC 4.18%
Watches, Clocks, Clockwork Operated Devices/Parts 2.02%
Industrial Instruments For Measurement, Display, and Control 1.98%
Instruments For Meas & Testing of Electricity & Elec Signals 1.76%
Services-Advertising 1.48%
Services-Miscellaneous Business Services 1.37%
Sporting & Athletic Goods, NEC 1.12%
Retail-Furniture Stores 0.24%
Insurance Agents, Brokers & Service 3.95%
National Commercial Banks 2.98%
Fire, Marine & Casualty Insurance 2.08%
Patent Owners & Lessors 1.84%
Federal & Federally-Sponsored Credit Agencies 1.16%
Investment Advice 0.63%
Radio & Tv Broadcasting & Communications Equipment 4.22%
Semiconductors & Related Devices 1.37%
Computer Peripheral Equipment, NEC 0.75%
Services-Computer Processing & Data Preparation 0.60%
Hazardous Waste Management 2.65%
Crude Petroleum & Natural Gas 2.44%
Commercial Printing 2.30%
Real Estate Investment Trusts 1.91%
Services-Misc Health & Allied Services, NEC 0.80%
Orthopedic, Prosthetic & Surgical Appliances & Supplies 0.79%
Plastics Products, NEC 1.03%
Unclassified 38.16%

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