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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 | |
|---|---|---|---|---|---|---|---|
851
Century Aluminum
CENX
$3.66B
| $235 | ﹤0.01% |
+6
| New | +$187 |
2025 Q4
0 quarters
|
|
852
Pediatrix Medical
MD
$2.12B
| $235 | ﹤0.01% |
+11
| New | +$225 |
2025 Q4
0 quarters
|
|
853
MGE Energy Inc
MGEE
$2.66B
| $235 | ﹤0.01% |
+3
| New | +$247 |
2025 Q4
0 quarters
|
|
854
Northwest Natural Holdings
NWN
$1.99B
| $234 | ﹤0.01% |
+5
| New | +$233 |
2025 Q4
0 quarters
|
|
855
Marriott Vacations Worldwide
VAC
$3.51B
| $234 | ﹤0.01% |
+4
| New | +$236 |
2025 Q4
0 quarters
|
|
856
Comstock Resources
CRK
$3.83B
| $232 | ﹤0.01% |
+10
| New | +$220 |
2025 Q4
0 quarters
|
|
857
Hayward Holdings
HAYW
$2.64B
| $232 | ﹤0.01% |
+15
| New | +$237 |
2025 Q4
0 quarters
|
|
858
Patterson-UTI
PTEN
$4.4B
| $232 | ﹤0.01% |
+38
| New | +$227 |
2025 Q4
0 quarters
|
|
859
Progyny
PGNY
$1.98B
| $231 | ﹤0.01% |
+9
| New | +$207 |
2025 Q4
0 quarters
|
|
860
Cedar Fair
FUN
$1.24B
| $230 | ﹤0.01% |
+15
| New | +$271 |
2025 Q4
0 quarters
|
|
861
Kaiser Aluminum
KALU
$2.55B
| $230 | ﹤0.01% |
+2
| New | +$190 |
2025 Q4
0 quarters
|
|
862
Under Armour Class C
UA
$1.96B
| $230 | ﹤0.01% |
+48
| New | +$214 |
2025 Q4
0 quarters
|
|
|
ELME
863
Elme Communities
ELME
$156M
| $226 | ﹤0.01% |
+13
| New | +$220 |
2025 Q4
0 quarters
|
|
864
DNOW Inc
DNOW
$2.87B
| $225 | ﹤0.01% |
+17
| New | +$239 |
2025 Q4
0 quarters
|
|
865
Forward Air
FWRD
$509M
| $225 | ﹤0.01% |
+9
| New | +$203 |
2025 Q4
0 quarters
|
|
866
La-Z-Boy
LZB
$1.18B
| $224 | ﹤0.01% |
+6
| New | +$210 |
2025 Q4
0 quarters
|
|
867
Ameris Bancorp
ABCB
$5.4B
| $223 | ﹤0.01% |
+3
| New | +$223 |
2025 Q4
0 quarters
|
|
868
Deluxe
DLX
$1.04B
| $223 | ﹤0.01% |
+10
| New | +$201 |
2025 Q4
0 quarters
|
|
869
UFP Technologies
UFPT
$2.38B
| $222 | ﹤0.01% |
+1
| New | +$214 |
2025 Q4
0 quarters
|
|
870
Goosehead Insurance
GSHD
$1.1B
| $221 | ﹤0.01% |
+3
| New | +$214 |
2025 Q4
0 quarters
|
|
|
GDEN
871
DELISTED
Golden Entertainment
GDEN
| $220 | ﹤0.01% |
+8
| New | +$207 |
2025 Q4
0 quarters
|
|
872
Patrick Industries
PATK
$2.14B
| $217 | ﹤0.01% |
+2
| New | +$210 |
2025 Q4
0 quarters
|
|
873
Standex International
SXI
$3.55B
| $217 | ﹤0.01% |
+1
| New | +$232 |
2025 Q4
0 quarters
|
|
874
QuinStreet
QNST
$858M
| $216 | ﹤0.01% |
+15
| New | +$216 |
2025 Q4
0 quarters
|
|
875
Progress Software
PRGS
$1.52B
| $215 | ﹤0.01% |
+5
| New | +$218 |
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.