Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | — | ETSY INC | — | 15.0 | $832.0 | 0.00% | NEW | — | $55.47 | — |
| 522 | TTMI | TTM TECHNOLOGIES INC | Technology | 12.0 | $828.0 | 0.00% | NEW | — | $69.00 | +154.4% |
| 523 | KWR | QUAKER HOUGHTON | Basic Materials | 6.0 | $824.0 | 0.00% | NEW | — | $137.33 | +6.7% |
| 524 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 62.0 | $821.0 | 0.00% | NEW | — | $13.24 | -32.5% |
| 525 | CAKE | CHEESECAKE FACTORY INC | Consumer Cyclical | 16.0 | $808.0 | 0.00% | NEW | — | $50.50 | +30.2% |
| 526 | CRC | CALIFORNIA RES CORP | Energy | 18.0 | $805.0 | 0.00% | NEW | — | $44.72 | +33.2% |
| 527 | VCYT | VERACYTE INC | Healthcare | 19.0 | $800.0 | 0.00% | NEW | — | $42.11 | +13.0% |
| 528 | MIR | MIRION TECHNOLOGIES INC | Industrials | 34.0 | $796.0 | 0.00% | NEW | — | $23.41 | -23.5% |
| 529 | — | Q2 HLDGS INC | — | 11.0 | $794.0 | 0.00% | NEW | — | $72.18 | — |
| 530 | RDN | RADIAN GROUP INC | Financial Services | 22.0 | $792.0 | 0.00% | NEW | — | $36.00 | -4.0% |
| 531 | DIOD | DIODES INC | Technology | 16.0 | $789.0 | 0.00% | NEW | — | $49.31 | +111.5% |
| 532 | WU | WESTERN UN CO | Financial Services | 83.0 | $773.0 | 0.00% | NEW | — | $9.31 | -12.7% |
| 533 | ARTY | ISHARES TR | — | 16.0 | $771.0 | 0.00% | NEW | — | $48.19 | +53.6% |
| 534 | MHK | MOHAWK INDS INC | Consumer Cyclical | 7.0 | $765.0 | 0.00% | NEW | — | $109.29 | -1.4% |
| 535 | SKY | CHAMPION HOMES INC | Consumer Cyclical | 9.0 | $761.0 | 0.00% | NEW | — | $84.56 | -11.3% |
| 536 | ACHR | ARCHER AVIATION INC | Industrials | 101.0 | $760.0 | 0.00% | NEW | — | $7.52 | -13.3% |
| 537 | PFBC | PREFERRED BK LOS ANGELES CA | Financial Services | 8.0 | $755.0 | 0.00% | NEW | — | $94.38 | +1.0% |
| 538 | — | LXP INDUSTRIAL TRUST | — | 15.0 | $754.0 | 0.00% | NEW | — | $50.27 | — |
| 539 | SXT | SENSIENT TECHNOLOGIES CORP | Basic Materials | 8.0 | $752.0 | 0.00% | NEW | — | $94.00 | +23.7% |
| 540 | AZZ | AZZ INC | Industrials | 7.0 | $750.0 | 0.00% | NEW | — | $107.14 | +27.4% |
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%