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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 | |
|---|---|---|---|---|---|---|---|
726
HCI Group
HCI
$2.31B
| $383 | ﹤0.01% |
+2
| New | +$377 |
2025 Q4
0 quarters
|
|
727
Franklin Electric
FELE
$4.38B
| $382 | ﹤0.01% |
+4
| New | +$382 |
2025 Q4
0 quarters
|
|
728
LiveRamp
RAMP
$2.29B
| $382 | ﹤0.01% |
+13
| New | +$373 |
2025 Q4
0 quarters
|
|
729
Wolverine World Wide
WWW
$1.55B
| $381 | ﹤0.01% |
+21
| New | +$424 |
2025 Q4
0 quarters
|
|
730
Hanmi Financial
HAFC
$934M
| $378 | ﹤0.01% |
+14
| New | +$375 |
2025 Q4
0 quarters
|
|
|
ARI
731
Apollo Commercial Real Estate
ARI
$801M
| $377 | ﹤0.01% |
+38
| New | +$380 |
2025 Q4
0 quarters
|
|
732
Chesapeake Utilities
CPK
$3.19B
| $376 | ﹤0.01% |
+3
| New | +$396 |
2025 Q4
0 quarters
|
|
733
Materion
MTRN
$6.65B
| $373 | ﹤0.01% |
+3
| New | +$370 |
2025 Q4
0 quarters
|
|
734
Andersons Inc
ANDE
$2.27B
| $372 | ﹤0.01% |
+7
| New | +$342 |
2025 Q4
0 quarters
|
|
735
Veeco
VECO
$3.44B
| $372 | ﹤0.01% |
+13
| New | +$385 |
2025 Q4
0 quarters
|
|
736
Collegium Pharmaceutical
COLL
$712M
| $370 | ﹤0.01% |
+8
| New | +$335 |
2025 Q4
0 quarters
|
|
737
DoubleVerify
DV
$2.1B
| $366 | ﹤0.01% |
+32
| New | +$353 |
2025 Q4
0 quarters
|
|
738
Dorian LPG
LPG
$2.47B
| $365 | ﹤0.01% |
+15
| New | +$393 |
2025 Q4
0 quarters
|
|
739
Simply Good Foods
SMPL
$879M
| $361 | ﹤0.01% |
+18
| New | +$375 |
2025 Q4
0 quarters
|
|
740
Organon & Co
OGN
$3.6B
| $359 | ﹤0.01% |
+50
| New | +$395 |
2025 Q4
0 quarters
|
|
741
City Holding Co
CHCO
$1.99B
| $358 | ﹤0.01% |
+3
| New | +$365 |
2025 Q4
0 quarters
|
|
742
Bankunited
BKU
$3.08B
| $357 | ﹤0.01% |
+8
| New | +$331 |
2025 Q4
0 quarters
|
|
743
Century Communities
CCS
$1.65B
| $356 | ﹤0.01% |
+6
| New | +$365 |
2025 Q4
0 quarters
|
|
|
DMC
744
Del Monte Corp
DMC
$1.41B
| $356 | ﹤0.01% |
+10
| New | +$357 |
2025 Q4
0 quarters
|
|
745
Perrigo
PRGO
$2B
| $348 | ﹤0.01% |
+25
| New | +$417 |
2025 Q4
0 quarters
|
|
746
Urban Edge Properties
UE
$2.46B
| $345 | ﹤0.01% |
+18
| New | +$349 |
2025 Q4
0 quarters
|
|
747
Benchmark Electronics
BHE
$3.09B
| $343 | ﹤0.01% |
+8
| New | +$347 |
2025 Q4
0 quarters
|
|
748
Arbor Realty Trust
ABR
$647M
| $341 | ﹤0.01% |
+44
| New | +$431 |
2025 Q4
0 quarters
|
|
749
iShares Russell Top 200 ETF
IWL
$2.27B
| $341 | ﹤0.01% |
+2
| New | +$338 |
2025 Q4
0 quarters
|
|
|
ALEX
750
DELISTED
Alexander & Baldwin
ALEX
| $336 | ﹤0.01% |
+16
| New | +$278 |
2025 Q4
0 quarters
|
|
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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.