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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 | |
|---|---|---|---|---|---|---|---|
801
Sunstone Hotel Investors
SHO
$2.1B
| $289 | ﹤0.01% |
+32
| New | +$293 |
2025 Q4
0 quarters
|
|
802
Vericel Corp
VCEL
$2.1B
| $288 | ﹤0.01% |
+8
| New | +$294 |
2025 Q4
0 quarters
|
|
803
Neogen
NEOG
$2.84B
| $287 | ﹤0.01% |
+41
| New | +$258 |
2025 Q4
0 quarters
|
|
804
Kadant
KAI
$3.15B
| $285 | ﹤0.01% |
+1
| New | +$284 |
2025 Q4
0 quarters
|
|
805
SM Energy
SM
$8.34B
| $285 | ﹤0.01% |
+15
| New | +$304 |
2025 Q4
0 quarters
|
|
|
SEM
806
DELISTED
Select Medical
SEM
| $282 | ﹤0.01% |
+19
| New | +$269 |
2025 Q4
0 quarters
|
|
807
Stewart Information Services
STC
$1.55B
| $281 | ﹤0.01% |
+4
| New | +$288 |
2025 Q4
0 quarters
|
|
808
Ziff Davis
ZD
$1.92B
| $281 | ﹤0.01% |
+8
| New | +$279 |
2025 Q4
0 quarters
|
|
809
The Greenbrier Companies
GBX
$1.25B
| $280 | ﹤0.01% |
+6
| New | +$269 |
2025 Q4
0 quarters
|
|
810
FB Financial Corp
FBK
$2.63B
| $279 | ﹤0.01% |
+5
| New | +$279 |
2025 Q4
0 quarters
|
|
|
DEA
811
Easterly Government Properties
DEA
$1.09B
| $275 | ﹤0.01% |
+13
| New | +$282 |
2025 Q4
0 quarters
|
|
812
Rogers Corp
ROG
$2.84B
| $275 | ﹤0.01% |
+3
| New | +$258 |
2025 Q4
0 quarters
|
|
813
Vanguard Global ex-US Real Estate ETF
VNQI
$3.24B
| $275 | ﹤0.01% |
+6
| New | +$284 |
2025 Q4
0 quarters
|
|
814
J&J Snack Foods
JJSF
$1.46B
| $274 | ﹤0.01% |
+3
| New | +$272 |
2025 Q4
0 quarters
|
|
815
Omnicell
OMCL
$1.58B
| $272 | ﹤0.01% |
+6
| New | +$220 |
2025 Q4
0 quarters
|
|
|
AMWD
816
DELISTED
American Woodmark
AMWD
| $270 | ﹤0.01% |
+5
| New | +$293 |
2025 Q4
0 quarters
|
|
|
ARR
817
Armour Residential REIT
ARR
$1.92B
| $265 | ﹤0.01% |
+15
| New | +$249 |
2025 Q4
0 quarters
|
|
818
Korn Ferry
KFY
$4.01B
| $265 | ﹤0.01% |
+4
| New | +$269 |
2025 Q4
0 quarters
|
|
819
CVB Financial
CVBF
$3.89B
| $263 | ﹤0.01% |
+14
| New | +$268 |
2025 Q4
0 quarters
|
|
820
Northern Oil and Gas
NOG
$2.56B
| $263 | ﹤0.01% |
+12
| New | +$269 |
2025 Q4
0 quarters
|
|
821
Harmony Biosciences
HRMY
$2.32B
| $262 | ﹤0.01% |
+7
| New | +$230 |
2025 Q4
0 quarters
|
|
822
Mueller Water Products
MWA
$3.4B
| $262 | ﹤0.01% |
+11
| New | +$273 |
2025 Q4
0 quarters
|
|
823
Arcus Biosciences
RCUS
$3.15B
| $262 | ﹤0.01% |
+11
| New | +$224 |
2025 Q4
0 quarters
|
|
824
AdvanSix
ASIX
$445M
| $260 | ﹤0.01% |
+15
| New | +$262 |
2025 Q4
0 quarters
|
|
825
Brighthouse Financial
BHF
$2.87B
| $259 | ﹤0.01% |
+4
| New | +$235 |
2025 Q4
0 quarters
|
|
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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.