Your funds, side by side
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 · 97 lines · as of Mar 31, 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 | 4.62 % |
| Aptiv PLC | 3.05 % |
| Amentum Holdings Inc | 2.82 % |
| Middleby Corp/The | 2.57 % |
| Crane NXT Co | 2.36 % |
| UGI Corp | 2.24 % |
| Solstice Advanced Materials Inc | 2.14 % |
| Amrize Ltd | 2.09 % |
| API Group Corp | 1.91 % |
| Fortive Corp | 1.86 % |
| PROG Holdings Inc | 1.81 % |
| GPGI INC | 1.81 % |
| Atmus Filtration Technologies Inc | 1.79 % |
| Millrose Properties Inc | 1.74 % |
| GCI Liberty Inc | 1.70 % |
| Everus Construction Group Inc | 1.68 % |
| Vontier Corp | 1.67 % |
| Viper Energy Inc | 1.60 % |
| NPK International Inc | 1.57 % |
| Aebi Schmidt Holding AG | 1.54 % |
| Phinia Inc | 1.54 % |
| Versant Media Group Inc | 1.51 % |
| Aramark | 1.45 % |
| Enovis Corp | 1.39 % |
| Concentra Group Holdings Parent Inc | 1.38 % |
| DuPont de Nemours Inc | 1.35 % |
| Arcosa Inc | 1.35 % |
| Fortune Brands Innovations Inc | 1.34 % |
| Atlanta Braves Holdings Inc | 1.30 % |
| Houlihan Lokey Inc | 1.28 % |
1 funds, 97 lines read.