Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | OFRM | ONCE UPON A FARM PBC | Consumer Defensive | 4.0 | $65.0 | — | NEW | — | $16.25 | +6.5% |
| 82 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 1.0 | $65.0 | — | NEW | — | $65.00 | +14.1% |
| 83 | HZO | MARINEMAX INC | Consumer Cyclical | 2.0 | $54.0 | — | NEW | — | $27.00 | +93.5% |
| 84 | OKLO | OKLO INC | Utilities | 1.0 | $50.0 | — | NEW | — | $50.00 | -18.7% |
| 85 | SHEN | SHENANDOAH TELECOMMUNICATION | Communication Services | 3.0 | $46.0 | — | NEW | — | $15.33 | -17.6% |
| 86 | SOC | SABLE OFFSHORE CORP | Energy | 2.0 | $33.0 | — | NEW | — | $16.50 | -70.7% |
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
29.0%
Technology
27.9%
Consumer Cyclical
19.0%
Consumer Defensive
6.1%
Industrials
4.6%
Communication Services
4.6%
Healthcare
2.9%
Energy
2.0%
Utilities
1.9%
Real Estate
1.5%