Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | SDGR | SCHRODINGER INC | Healthcare | 10.0 | $114.0 | — | -4.0 | -28.6% | $11.40 | +16.1% |
| 162 | HAYW | HAYWARD HLDGS INC | Industrials | 8.0 | $107.0 | — | -7.0 | -46.7% | $13.38 | +5.9% |
| 163 | LZB | LA Z BOY INC | Consumer Cyclical | 3.0 | $96.0 | — | -3.0 | -50.0% | $32.00 | +17.4% |
| 164 | KGC | KINROSS GOLD CORP | Basic Materials | 3.0 | $92.0 | — | -92.0 | -96.8% | $30.67 | -7.0% |
| 165 | RHI | ROBERT HALF INC. | Industrials | 3.0 | $76.0 | — | -18.0 | -85.7% | $25.33 | +7.1% |
| 166 | TWI | TITAN INTL INC ILL | Industrials | 11.0 | $76.0 | — | -1.0 | -8.3% | $6.91 | +4.6% |
| 167 | HL | HECLA MINING COMPANY | Basic Materials | 4.0 | $75.0 | — | -3.0 | -42.9% | $18.75 | -9.7% |
| 168 | GOGO | GOGO INC | Communication Services | 18.0 | $72.0 | — | -14.0 | -43.8% | $4.00 | +17.5% |
| 169 | BANR | BANNER CORP | Financial Services | 1.0 | $61.0 | — | -1.0 | -50.0% | $61.00 | +6.8% |
| 170 | ANGI | ANGI INC | Communication Services | 2.0 | $14.0 | — | -14.0 | -87.5% | $7.00 | -22.9% |
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%