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Portfolio (Quarterly) Guide ↗

Ankerstar Wealth, LLC

· CIK 0002053917
13F Portfolio $95M AUM 961 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New 197 Added 170 Reduced 161 Exited
Page 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RWT REDWOOD TRUST INC Real Estate 37.0 $208.0 NEW $5.62 -5.0%
62 NX QUANEX BLDG PRODS CORP Industrials 11.0 $198.0 NEW $18.00 +5.0%
63 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 6.0 $196.0 NEW $32.67 +21.3%
64 CNS COHEN & STEERS INC Financial Services 3.0 $188.0 NEW $62.67 +13.1%
65 CABO CABLE ONE INC Communication Services 2.0 $182.0 NEW $91.00 -39.8%
66 PATHWARD FINANCIAL INC 2.0 $179.0 NEW $89.50
67 AMN AMN HEALTHCARE SVCS INC Healthcare 9.0 $165.0 NEW $18.33 +48.4%
68 WRLD WORLD ACCEP CORPORATION Financial Services 1.0 $135.0 NEW $135.00 +23.7%
69 EFC ELLINGTON FINANCIAL INC Real Estate 11.0 $132.0 NEW $12.00 +13.3%
70 FUBO FUBOTV INC Communication Services 13.0 $123.0 NEW $9.46 +4.1%
71 NXT NEXTPOWER INC Technology 1.0 $121.0 NEW $121.00 +12.2%
72 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 3.0 $118.0 NEW $39.33 -8.1%
73 CNXN PC CONNECTION INC Technology 2.0 $117.0 NEW $58.50 +14.5%
74 BANF BANCFIRST CORP Financial Services 1.0 $109.0 NEW $109.00 +1.7%
75 SSTK SHUTTERSTOCK INC Communication Services 6.0 $100.0 NEW $16.67 -4.6%
76 UAA UNDER ARMOUR INC Consumer Cyclical 17.0 $100.0 NEW $5.88 -1.7%
77 JOBY JOBY AVIATION INC Industrials 12.0 $99.0 NEW $8.25 +39.2%
78 PRAA PRA GROUP INC Financial Services 5.0 $88.0 NEW $17.60 -14.5%
79 CRSR CORSAIR GAMING INC Technology 15.0 $83.0 NEW $5.53 +77.5%
80 PURSUIT ATTRACTIONS AND HOSP 2.0 $73.0 NEW $36.50
Page 4 of 5  ·  86 positions

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%