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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 | |
|---|---|---|---|---|---|---|---|
701
Calix
CALX
$2.16B
| $423 | ﹤0.01% |
+8
| New | +$466 |
2025 Q4
0 quarters
|
|
702
Enerpac Tool Group
EPAC
$1.84B
| $421 | ﹤0.01% |
+11
| New | +$436 |
2025 Q4
0 quarters
|
|
|
CPRX
703
DELISTED
Catalyst Pharmaceutical
CPRX
| $420 | ﹤0.01% |
+18
| New | +$401 |
2025 Q4
0 quarters
|
|
704
Columbia Banking Systems
COLB
$8.16B
| $419 | ﹤0.01% |
+15
| New | +$406 |
2025 Q4
0 quarters
|
|
705
Steven Madden
SHOO
$3.34B
| $416 | ﹤0.01% |
+10
| New | +$386 |
2025 Q4
0 quarters
|
|
706
SiriusPoint
SPNT
$2.85B
| $416 | ﹤0.01% |
+19
| New | +$381 |
2025 Q4
0 quarters
|
|
|
CVSA
707
Covista Inc
CVSA
$4.27B
| $414 | ﹤0.01% |
+4
| New | +$458 |
2025 Q4
0 quarters
|
|
708
NCR Voyix
VYX
$944M
| $408 | ﹤0.01% |
+40
| New | +$435 |
2025 Q4
0 quarters
|
|
709
Insight Enterprises
NSIT
$4.68B
| $407 | ﹤0.01% |
+5
| New | +$469 |
2025 Q4
0 quarters
|
|
710
Payoneer
PAYO
$2.42B
| $405 | ﹤0.01% |
+72
| New | +$416 |
2025 Q4
0 quarters
|
|
711
Amphastar Pharmaceuticals
AMPH
$1.08B
| $402 | ﹤0.01% |
+15
| New | +$386 |
2025 Q4
0 quarters
|
|
|
XXRP
712
Teucrium 2x Long Daily XRP ETF
XXRP
$164M
| $401 | ﹤0.01% |
+4
| New | +$742 |
2025 Q4
0 quarters
|
|
713
Alpha Metallurgical Resources
AMR
$2.2B
| $400 | ﹤0.01% |
+2
| New | +$346 |
2025 Q4
0 quarters
|
|
714
ANI Pharmaceuticals
ANIP
$1.67B
| $395 | ﹤0.01% |
+5
| New | +$433 |
2025 Q4
0 quarters
|
|
715
Hope Bancorp
HOPE
$1.73B
| $395 | ﹤0.01% |
+36
| New | +$388 |
2025 Q4
0 quarters
|
|
716
WD-40
WDFC
$2.76B
| $394 | ﹤0.01% |
+2
| New | +$394 |
2025 Q4
0 quarters
|
|
717
Group 1 Automotive
GPI
$2.88B
| $393 | ﹤0.01% |
+1
| New | +$410 |
2025 Q4
0 quarters
|
|
718
Arlo Technologies
ARLO
$1.35B
| $392 | ﹤0.01% |
+28
| New | +$441 |
2025 Q4
0 quarters
|
|
|
ADAM
719
Adamas Trust
ADAM
$694M
| $392 | ﹤0.01% |
+52
| New | +$369 |
2025 Q4
0 quarters
|
|
720
US Physical Therapy
USPH
$1.25B
| $390 | ﹤0.01% |
+5
| New | +$406 |
2025 Q4
0 quarters
|
|
721
Sarepta Therapeutics
SRPT
$1.85B
| $387 | ﹤0.01% |
+18
| New | +$379 |
2025 Q4
0 quarters
|
|
722
WSFS Financial
WSFS
$3.95B
| $387 | ﹤0.01% |
+7
| New | +$383 |
2025 Q4
0 quarters
|
|
723
Sonos
SONO
$2.12B
| $386 | ﹤0.01% |
+22
| New | +$384 |
2025 Q4
0 quarters
|
|
724
Core Laboratories
CLB
$482M
| $385 | ﹤0.01% |
+24
| New | +$357 |
2025 Q4
0 quarters
|
|
725
M/I Homes
MHO
$3.34B
| $384 | ﹤0.01% |
+3
| New | +$397 |
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.