Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 153.0 | $12K | 0.01% | +50.0 | +48.5% | $76.23 | +12.9% |
| 82 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 542.0 | $11K | 0.01% | +70.0 | +14.8% | $20.48 | +33.6% |
| 83 | AFRM | AFFIRM HLDGS INC | Technology | 187.0 | $9K | 0.01% | +162.0 | +648.0% | $45.82 | +53.7% |
| 84 | SMR | NUSCALE PWR CORP | Utilities | 783.0 | $8K | 0.01% | +683.0 | +683.0% | $10.84 | +11.3% |
| 85 | GEV | GE VERNOVA INC | Utilities | 8.0 | $7K | 0.01% | +5.0 | +166.7% | $874.00 | +18.1% |
| 86 | AVAV | AEROVIRONMENT INC | Industrials | 33.0 | $6K | 0.01% | +25.0 | +312.5% | $183.06 | -1.0% |
| 87 | BUG | GLOBAL X FDS | — | 238.0 | $6K | 0.01% | +17.0 | +7.7% | $25.11 | +30.6% |
| 88 | ANET | ARISTA NETWORKS INC | Technology | 43.0 | $5K | 0.01% | +1.0 | +2.4% | $122.79 | +25.7% |
| 89 | FCX | FREEPORT MCMORAN INC | Basic Materials | 57.0 | $3K | 0.00% | +12.0 | +26.7% | $58.77 | +8.3% |
| 90 | SABR | SABRE CORP | Consumer Cyclical | 2,095.0 | $3K | 0.00% | +2K | +10000.0% | $1.45 | +14.5% |
| 91 | MTCH | MATCH GROUP INC NEW | Communication Services | 85.0 | $3K | 0.00% | +40.0 | +88.9% | $30.71 | +17.6% |
| 92 | SNEX | STONEX GROUP INC | Financial Services | 21.0 | $2K | 0.00% | +7.0 | +50.0% | $80.67 | +39.3% |
| 93 | LKQ | LKQ CORP | Consumer Cyclical | 52.0 | $2K | 0.00% | +12.0 | +30.0% | $29.37 | -6.6% |
| 94 | KRYS | KRYSTAL BIOTECH INC | Healthcare | 5.0 | $1K | 0.00% | +1.0 | +25.0% | $258.40 | +18.7% |
| 95 | SANM | SANMINA CORP | Technology | 9.0 | $1K | 0.00% | +1.0 | +12.5% | $129.67 | +101.9% |
| 96 | BOX | BOX INC | Technology | 49.0 | $1K | 0.00% | +29.0 | +145.0% | $23.63 | +4.4% |
| 97 | CE | CELANESE CORP DEL | Basic Materials | 17.0 | $1K | 0.00% | +1.0 | +6.2% | $65.76 | -19.5% |
| 98 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 159.0 | $1K | 0.00% | +4.0 | +2.6% | $6.95 | +56.4% |
| 99 | SM | SM ENERGY COMPANY | Energy | 34.0 | $1K | 0.00% | +19.0 | +126.7% | $31.18 | -1.8% |
| 100 | LYFT | LYFT INC | Technology | 76.0 | $1K | 0.00% | +66.0 | +660.0% | $13.30 | +3.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
25.0%
Technology
24.1%
Communication Services
17.7%
Consumer Cyclical
16.4%
Consumer Defensive
5.2%
Industrials
4.0%
Healthcare
2.5%
Energy
1.7%
Utilities
1.6%
Real Estate
1.3%