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AW
Ankerstar Wealth Portfolio holdings
AUM
$119M
This Fund
S&P 500
This Quarter
Est. Return
-0.3%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
101.22%
Top 10 Holdings %
Top 10 Hldgs %
55.77%
Holding
1,030
New
1,028
Increased
–
Reduced
–
Closed
–
Avg Time Held Equity + Options
0
quarters
Top 10 Avg Time Held Equity + Options
0
quarters
Top 20 Avg Time Held Equity + Options
0
quarters
Avg Time Held Equity only
0
quarters
Top 10 Avg Time Held Equity only
0
quarters
Top 20 Avg Time Held Equity only
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bitwise Bitcoin ETF
BITB
|
+$11.8M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$9.01M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$6.08M |
| 4 |
Apple
AAPL
|
+$5.63M |
| 5 |
Amazon
AMZN
|
+$5.53M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 64.16% |
| 2 | Technology | 12.06% |
| 3 | Communication Services | 8.67% |
| 4 | Consumer Discretionary | 7.13% |
| 5 | Financials | 3.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
551
Caesars Entertainment
CZR
$6.04B
| $702 | ﹤0.01% |
+30
| New | +$674 |
2025 Q4
0 quarters
|
|
552
Academy Sports + Outdoors
ASO
$3.2B
| $701 | ﹤0.01% |
+14
| New | +$694 |
2025 Q4
0 quarters
|
|
553
Badger Meter
BMI
$3.62B
| $698 | ﹤0.01% |
+4
| New | +$720 |
2025 Q4
0 quarters
|
|
554
Impinj
PI
$5.66B
| $696 | ﹤0.01% |
+4
| New | +$713 |
2025 Q4
0 quarters
|
|
555
Viasat
VSAT
$9.61B
| $689 | ﹤0.01% |
+20
| New | +$706 |
2025 Q4
0 quarters
|
|
|
ECG
556
Everus Construction Group
ECG
$6.44B
| $684 | ﹤0.01% |
+8
| New | +$716 |
2025 Q4
0 quarters
|
|
557
Baker Hughes
BKR
$57B
| $683 | ﹤0.01% |
+15
| New | +$711 |
2025 Q4
0 quarters
|
|
558
Progressive
PGR
$123B
| $683 | ﹤0.01% |
+3
| New | +$677 |
2025 Q4
0 quarters
|
|
559
Sunrun
RUN
$1.83B
| $681 | ﹤0.01% |
+37
| New | +$709 |
2025 Q4
0 quarters
|
|
560
International Seaways
INSW
$5.78B
| $680 | ﹤0.01% |
+14
| New | +$692 |
2025 Q4
0 quarters
|
|
561
Celanese
CE
$5B
| $676 | ﹤0.01% |
+16
| New | +$653 |
2025 Q4
0 quarters
|
|
562
Palomar
PLMR
$3.35B
| $674 | ﹤0.01% |
+5
| New | +$610 |
2025 Q4
0 quarters
|
|
563
ACI Worldwide
ACIW
$5.17B
| $669 | ﹤0.01% |
+14
| New | +$679 |
2025 Q4
0 quarters
|
|
564
Gates Industrial Corp
GTES
$7.04B
| $666 | ﹤0.01% |
+31
| New | +$716 |
2025 Q4
0 quarters
|
|
565
ADMA Biologics
ADMA
$2.26B
| $657 | ﹤0.01% |
+36
| New | +$607 |
2025 Q4
0 quarters
|
|
|
MRP
566
Millrose Properties Inc
MRP
$3.74B
| $657 | ﹤0.01% |
+22
| New | +$690 |
2025 Q4
0 quarters
|
|
567
Telephone and Data Systems
TDS
$4.04B
| $656 | ﹤0.01% |
+16
| New | +$623 |
2025 Q4
0 quarters
|
|
568
CarGurus
CARG
$2.61B
| $652 | ﹤0.01% |
+17
| New | +$613 |
2025 Q4
0 quarters
|
|
569
Archrock
AROC
$5.28B
| $651 | ﹤0.01% |
+25
| New | +$622 |
2025 Q4
0 quarters
|
|
570
MDU Resources
MDU
$3.93B
| $648 | ﹤0.01% |
+33
| New | +$650 |
2025 Q4
0 quarters
|
|
571
Indivior Pharmaceuticals
INDV
$4.25B
| $646 | ﹤0.01% |
+18
| New | +$550 |
2025 Q4
0 quarters
|
|
572
Addus HomeCare
ADUS
$2.11B
| $644 | ﹤0.01% |
+6
| New | +$689 |
2025 Q4
0 quarters
|
|
|
CALY
573
Callaway Golf Company
CALY
$2.55B
| $642 | ﹤0.01% |
+55
| New | +$580 |
2025 Q4
0 quarters
|
|
574
Enpro
NPO
$7.05B
| $642 | ﹤0.01% |
+3
| New | +$663 |
2025 Q4
0 quarters
|
|
575
Buckle
BKE
$2.24B
| $641 | ﹤0.01% |
+12
| New | +$669 |
2025 Q4
0 quarters
|
|
Similar funds
RMF
DFC
1CP
BCM
OAG
BIA
MFG
HA
Ankerstar Wealth's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Ankerstar Wealth, which disclosed 1,030 positions worth $100M. Its ten largest holdings account for 56% of the portfolio.
Its largest position is Bitwise Bitcoin ETF: 216,080 shares worth $10.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 64% of assets, followed by Technology and Communication Services.
- Ankerstar Wealth's largest Q4 2025 buy was Bitwise Bitcoin ETF: 216,080 shares worth $10.3M.
- Ankerstar Wealth's ten largest holdings make up 56% of its $100M portfolio in Q4 2025.
- Ankerstar Wealth disclosed 1,030 positions in Q4 2025, its first 13F filing on record.
Based on Ankerstar Wealth's 13F filing for Q4 2025, filed 12 Feb 2026.