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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 | |
|---|---|---|---|---|---|---|---|
626
Bank of Hawaii
BOH
$2.68B
| $547 | ﹤0.01% |
+8
| New | +$527 |
2025 Q4
0 quarters
|
|
627
Supernus Pharmaceuticals
SUPN
$2.49B
| $547 | ﹤0.01% |
+11
| New | +$535 |
2025 Q4
0 quarters
|
|
628
Dana Inc
DAN
$3.02B
| $546 | ﹤0.01% |
+23
| New | +$487 |
2025 Q4
0 quarters
|
|
629
Encore Capital Group
ECPG
$2.08B
| $544 | ﹤0.01% |
+10
| New | +$482 |
2025 Q4
0 quarters
|
|
630
Genworth Financial
GNW
$3.62B
| $542 | ﹤0.01% |
+60
| New | +$523 |
2025 Q4
0 quarters
|
|
631
The Bancorp
TBBK
$1.97B
| $540 | ﹤0.01% |
+8
| New | +$552 |
2025 Q4
0 quarters
|
|
632
SPS Commerce
SPSC
$2.9B
| $535 | ﹤0.01% |
+6
| New | +$556 |
2025 Q4
0 quarters
|
|
633
PTC Therapeutics
PTCT
$5.31B
| $532 | ﹤0.01% |
+7
| New | +$509 |
2025 Q4
0 quarters
|
|
634
DigitalOcean
DOCN
$16.1B
| $529 | ﹤0.01% |
+11
| New | +$484 |
2025 Q4
0 quarters
|
|
635
Perdoceo Education
PRDO
$1.97B
| $528 | ﹤0.01% |
+18
| New | +$569 |
2025 Q4
0 quarters
|
|
636
Urban Outfitters
URBN
$6.99B
| $527 | ﹤0.01% |
+7
| New | +$495 |
2025 Q4
0 quarters
|
|
637
ePlus
PLUS
$2.43B
| $526 | ﹤0.01% |
+6
| New | +$495 |
2025 Q4
0 quarters
|
|
638
Kodiak Gas Services
KGS
$5.42B
| $524 | ﹤0.01% |
+14
| New | +$495 |
2025 Q4
0 quarters
|
|
639
Community Bank
CBU
$3.16B
| $521 | ﹤0.01% |
+9
| New | +$518 |
2025 Q4
0 quarters
|
|
640
Xencor
XNCR
$1.91B
| $521 | ﹤0.01% |
+34
| New | +$508 |
2025 Q4
0 quarters
|
|
641
Astec Industries
ASTE
$958M
| $520 | ﹤0.01% |
+12
| New | +$548 |
2025 Q4
0 quarters
|
|
642
California Water Service
CWT
$2.83B
| $520 | ﹤0.01% |
+12
| New | +$547 |
2025 Q4
0 quarters
|
|
643
Acadia Realty Trust
AKR
$2.53B
| $519 | ﹤0.01% |
+25
| New | +$498 |
2025 Q4
0 quarters
|
|
644
ArcBest
ARCB
$2.93B
| $519 | ﹤0.01% |
+7
| New | +$498 |
2025 Q4
0 quarters
|
|
645
Madison Square Garden
MSGS
$9.64B
| $517 | ﹤0.01% |
+2
| New | +$455 |
2025 Q4
0 quarters
|
|
|
NLOP
646
Net Lease Office Properties
NLOP
$142M
| $516 | ﹤0.01% |
+20
| New | +$566 |
2025 Q4
0 quarters
|
|
647
Boise Cascade
BCC
$2.61B
| $515 | ﹤0.01% |
+7
| New | +$510 |
2025 Q4
0 quarters
|
|
648
Advance Auto Parts
AAP
$2.39B
| $511 | ﹤0.01% |
+13
| New | +$652 |
2025 Q4
0 quarters
|
|
649
SL Green Realty
SLG
$3.4B
| $505 | ﹤0.01% |
+11
| New | +$543 |
2025 Q4
0 quarters
|
|
650
PJT Partners
PJT
$3.53B
| $502 | ﹤0.01% |
+3
| New | +$513 |
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.