Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST · 89 lines · as of Jun 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Ancora/Thelen Small-Mid Cap Fund |
|---|---|
| Rayonier Inc | 3.83 % |
| Middleby Corp/The | 3.77 % |
| PROG Holdings Inc | 3.33 % |
| Millrose Properties Inc | 2.62 % |
| Crane NXT Co | 2.39 % |
| Marriott Vacations Worldwide Corp | 2.30 % |
| Amrize Ltd | 2.25 % |
| Vontier Corp | 2.07 % |
| Viper Energy Inc | 2.05 % |
| Amentum Holdings Inc | 1.98 % |
| International Flavors & Fragrances Inc | 1.96 % |
| Concentra Group Holdings Parent Inc | 1.88 % |
| Resideo Technologies Inc | 1.86 % |
| Aramark | 1.79 % |
| API GROUP CORP | 1.76 % |
| Fortive Corp | 1.72 % |
| UGI Corp | 1.70 % |
| Phinia Inc | 1.63 % |
| Fortune Brands Innovations Inc | 1.60 % |
| Starz Entertainment Corp | 1.53 % |
| Aptiv PLC | 1.46 % |
| NPK International Inc | 1.45 % |
| Atlanta Braves Holdings Inc | 1.40 % |
| Kontoor Brands Inc | 1.38 % |
| Aebi Schmidt Holding AG | 1.37 % |
| Sonoco Products Co | 1.35 % |
| Pursuit Attractions and Hospitality Inc | 1.34 % |
| CHURCHILL DOWNS INC | 1.28 % |
| Fedex Freight Holding Co Inc | 1.28 % |
| John Wiley & Sons Inc | 1.28 % |
Titelia read 89 lines in these 1 funds.