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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 | |
|---|---|---|---|---|---|---|---|
976
Banner Corp
BANR
$2.47B
| $125 | ﹤0.01% |
+2
| New | +$126 |
2025 Q4
0 quarters
|
|
977
NBT Bancorp
NBTB
$2.65B
| $125 | ﹤0.01% |
+3
| New | +$125 |
2025 Q4
0 quarters
|
|
978
Phinia Inc
PHIN
$2.2B
| $125 | ﹤0.01% |
+2
| New | +$111 |
2025 Q4
0 quarters
|
|
979
Integra LifeSciences
IART
$1.03B
| $124 | ﹤0.01% |
+10
| New | +$133 |
2025 Q4
0 quarters
|
|
980
Sonic Automotive
SAH
$1.98B
| $124 | ﹤0.01% |
+2
| New | +$132 |
2025 Q4
0 quarters
|
|
981
Upbound Group
UPBD
$916M
| $123 | ﹤0.01% |
+7
| New | +$135 |
2025 Q4
0 quarters
|
|
|
INN
982
Summit Hotel Properties
INN
$646M
| $122 | ﹤0.01% |
+25
| New | +$131 |
2025 Q4
0 quarters
|
|
|
HOS
983
Hornbeck Offshore Services, Inc.
HOS
$2.57B
| $119 | ﹤0.01% |
+19
| New | +$126 |
2025 Q4
0 quarters
|
|
984
Vale
VALE
$60.2B
| $119 | ﹤0.01% |
+9
| New | +$109 |
2025 Q4
0 quarters
|
|
|
985
CALL
Bitwise Bitcoin ETF
BITB
$3.17B
| $118 | ﹤0.01% |
+500
| New | +$27.2K |
2025 Q4
0 quarters
|
|
986
BJ's Restaurants
BJRI
$1.31B
| $118 | ﹤0.01% |
+3
| New | +$107 |
2025 Q4
0 quarters
|
|
987
First Commonwealth Financial
FCF
$2.06B
| $118 | ﹤0.01% |
+7
| New | +$115 |
2025 Q4
0 quarters
|
|
988
Lindsay Corp
LNN
$1.16B
| $118 | ﹤0.01% |
+1
| New | +$120 |
2025 Q4
0 quarters
|
|
|
PPLI
989
People Inc
PPLI
$3.11B
| $117 | ﹤0.01% |
+3
| New | +$105 |
2025 Q4
0 quarters
|
|
990
World Kinect Corp
WKC
$1.86B
| $117 | ﹤0.01% |
+5
| New | +$123 |
2025 Q4
0 quarters
|
|
991
AMERISAFE
AMSF
$432M
| $115 | ﹤0.01% |
+3
| New | +$121 |
2025 Q4
0 quarters
|
|
992
Vir Biotechnology
VIR
$1.99B
| $115 | ﹤0.01% |
+19
| New | +$113 |
2025 Q4
0 quarters
|
|
993
National Bank Holdings
NBHC
$1.67B
| $114 | ﹤0.01% |
+3
| New | +$113 |
2025 Q4
0 quarters
|
|
994
Pinduoduo
PDD
$111B
| $113 | ﹤0.01% |
+1
| New | +$124 |
2025 Q4
0 quarters
|
|
995
Simulations Plus
SLP
$374M
| $109 | ﹤0.01% |
+6
| New | +$105 |
2025 Q4
0 quarters
|
|
996
National Presto Industries
NPK
$1.08B
| $107 | ﹤0.01% |
+1
| New | +$105 |
2025 Q4
0 quarters
|
|
997
Par Pacific Holdings
PARR
$4.38B
| $105 | ﹤0.01% |
+3
| New | +$119 |
2025 Q4
0 quarters
|
|
|
LTC
998
LTC Properties
LTC
$2.29B
| $103 | ﹤0.01% |
+3
| New | +$106 |
2025 Q4
0 quarters
|
|
999
Cracker Barrel
CBRL
$1.26B
| $102 | ﹤0.01% |
+4
| New | +$128 |
2025 Q4
0 quarters
|
|
1000
First Hawaiian
FHB
$3.05B
| $101 | ﹤0.01% |
+4
| New | +$99 |
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.