We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|
651
Skywest
SKYW
$3.73B
| $502 | ﹤0.01% |
+5
| New | +$501 |
2025 Q4
0 quarters
|
|
652
Cactus
WHD
$4.52B
| $502 | ﹤0.01% |
+11
| New | +$460 |
2025 Q4
0 quarters
|
|
653
AAR Corp
AIR
$4.11B
| $497 | ﹤0.01% |
+6
| New | +$496 |
2025 Q4
0 quarters
|
|
654
Prestige Consumer Healthcare
PBH
$2.16B
| $494 | ﹤0.01% |
+8
| New | +$490 |
2025 Q4
0 quarters
|
|
655
Dorman Products
DORM
$3.66B
| $493 | ﹤0.01% |
+4
| New | +$540 |
2025 Q4
0 quarters
|
|
656
National Vision
EYE
$1.31B
| $491 | ﹤0.01% |
+19
| New | +$511 |
2025 Q4
0 quarters
|
|
657
Pricesmart
PSMT
$5.3B
| $491 | ﹤0.01% |
+4
| New | +$488 |
2025 Q4
0 quarters
|
|
658
Clear Secure
YOU
$4.25B
| $491 | ﹤0.01% |
+14
| New | +$477 |
2025 Q4
0 quarters
|
|
659
Apple Hospitality REIT
APLE
$3.87B
| $489 | ﹤0.01% |
+41
| New | +$481 |
2025 Q4
0 quarters
|
|
660
Kontoor Brands
KTB
$3.51B
| $489 | ﹤0.01% |
+8
| New | +$594 |
2025 Q4
0 quarters
|
|
661
Shake Shack
SHAK
$2.52B
| $487 | ﹤0.01% |
+6
| New | +$529 |
2025 Q4
0 quarters
|
|
662
Kennametal
KMT
$2.51B
| $483 | ﹤0.01% |
+17
| New | +$434 |
2025 Q4
0 quarters
|
|
663
Liberty Energy
LBRT
$3.2B
| $480 | ﹤0.01% |
+26
| New | +$434 |
2025 Q4
0 quarters
|
|
664
Noble Corp
NE
$6.79B
| $480 | ﹤0.01% |
+17
| New | +$502 |
2025 Q4
0 quarters
|
|
665
Deere & Co
DE
$184B
| $478 | ﹤0.01% |
+1
| New | +$469 |
2025 Q4
0 quarters
|
|
666
Vishay Intertechnology
VSH
$5.69B
| $478 | ﹤0.01% |
+33
| New | +$500 |
2025 Q4
0 quarters
|
|
|
HI
667
DELISTED
Hillenbrand
HI
| $476 | ﹤0.01% |
+15
| New | +$462 |
2025 Q4
0 quarters
|
|
|
MPT
668
Medical Properties Trust
MPT
$1.98B
| $473 | ﹤0.01% |
+93
| New | +$484 |
2025 Q4
0 quarters
|
|
669
Ingevity
NGVT
$2.51B
| $473 | ﹤0.01% |
+8
| New | +$434 |
2025 Q4
0 quarters
|
|
670
Mercury Insurance
MCY
$5.64B
| $470 | ﹤0.01% |
+5
| New | +$434 |
2025 Q4
0 quarters
|
|
671
HUB Group
HUBG
$1.76B
| $469 | ﹤0.01% |
+11
| New | +$418 |
2025 Q4
0 quarters
|
|
672
Donnelley Financial Solutions
DFIN
$1.19B
| $467 | ﹤0.01% |
+10
| New | +$484 |
2025 Q4
0 quarters
|
|
673
Asbury Automotive
ABG
$3.08B
| $465 | ﹤0.01% |
+2
| New | +$473 |
2025 Q4
0 quarters
|
|
|
BCPC
674
Balchem Corp
BCPC
$5.29B
| $465 | ﹤0.01% |
+3
| New | +$458 |
2025 Q4
0 quarters
|
|
675
Avista
AVA
$2.94B
| $462 | ﹤0.01% |
+12
| New | +$469 |
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.