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Portfolio (Quarterly) Guide ↗

AlphaStar Capital Management, LLC

· CIK 0001633857
13F Portfolio $1.4B AUM 247 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 66 New 118 Added 37 Reduced 17 Exited
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 3,637.0 $217K 0.02% NEW $59.67 +7.0%
62 GDXJ VANECK ETF TRUST 1,837.0 $209K 0.01% NEW $113.78 +1.5%
63 BLK BLACKROCK INC Financial Services 195.0 $209K 0.01% NEW $1071.11 +1.0%
64 APA APA CORPORATION Energy 8,375.0 $205K 0.01% NEW $24.46 +64.1%
65 GM GENERAL MTRS CO Consumer Cyclical 2,472.0 $201K 0.01% NEW $81.33 -8.0%
66 LPLA LPL FINL HLDGS INC Financial Services 561.0 $200K 0.01% NEW $357.17 -16.1%
Page 4 of 4  ·  66 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
Technology 27.1%
Financial Services 23.7%
Communication Services 18.8%
Energy 7.0%
Utilities 6.7%
Consumer Cyclical 5.8%
Healthcare 4.1%
Consumer Defensive 2.5%
Real Estate 1.8%
Industrials 1.5%