Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | FSS | FEDERAL SIGNAL CORP | Industrials | 19.0 | $2K | 0.00% | NEW | — | $108.58 | +8.5% |
| 402 | — | PIPER SANDLER COMPANIES | — | 6.0 | $2K | 0.00% | NEW | — | $339.67 | — |
| 403 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 195.0 | $2K | 0.00% | NEW | — | $10.42 | -38.3% |
| 404 | HMY | HARMONY GOLD MINING CO LTD | Basic Materials | 100.0 | $2K | 0.00% | NEW | — | $19.90 | -23.9% |
| 405 | DLTR | DOLLAR TREE INC | Consumer Defensive | 16.0 | $2K | 0.00% | NEW | — | $123.00 | +3.3% |
| 406 | NUE | NUCOR CORP | Basic Materials | 12.0 | $2K | 0.00% | NEW | — | $163.67 | +44.7% |
| 407 | GEV | GE VERNOVA INC | Utilities | 3.0 | $2K | 0.00% | NEW | — | $653.67 | +61.4% |
| 408 | PNW | PINNACLE WEST CAP CORP | Utilities | 22.0 | $2K | 0.00% | NEW | — | $88.68 | +20.8% |
| 409 | ARKQ | ARK ETF TR | — | 17.0 | $2K | 0.00% | NEW | — | $114.65 | +6.0% |
| 410 | AVAV | AEROVIRONMENT INC | Industrials | 8.0 | $2K | 0.00% | NEW | — | $241.88 | -41.6% |
| 411 | BLSH | BULLISH | Technology | 51.0 | $2K | 0.00% | NEW | — | $37.86 | -33.6% |
| 412 | KKR | KKR & CO INC | Financial Services | 15.0 | $2K | 0.00% | NEW | — | $127.47 | -20.8% |
| 413 | — | STRATEGY INC | — | 24.0 | $2K | 0.00% | NEW | — | $78.75 | — |
| 414 | OILT | TEXAS CAPITAL FUNDS TRUST | — | 82.0 | $2K | 0.00% | NEW | — | $22.99 | +24.5% |
| 415 | AFRM | AFFIRM HLDGS INC | Technology | 25.0 | $2K | 0.00% | NEW | — | $74.44 | +9.8% |
| 416 | TLT | ISHARES TR | — | 21.0 | $2K | 0.00% | NEW | — | $87.14 | -3.3% |
| 417 | KHC | KRAFT HEINZ CO | Consumer Defensive | 75.0 | $2K | 0.00% | NEW | — | $24.25 | +4.9% |
| 418 | UBOT | DIREXION SHS ETF TR | — | 71.0 | $2K | 0.00% | NEW | — | $25.58 | -8.9% |
| 419 | ED | CONSOLIDATED EDISON INC | Utilities | 18.0 | $2K | 0.00% | NEW | — | $99.33 | +11.1% |
| 420 | SOLZ | VOLATILITY SHS TR | — | 140.0 | $2K | 0.00% | NEW | — | $12.74 | -39.3% |
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
29.7%
Technology
25.9%
Communication Services
18.7%
Consumer Cyclical
15.4%
Consumer Defensive
3.0%
Industrials
2.8%
Healthcare
1.7%
Utilities
1.0%
Energy
0.9%
Real Estate
0.7%