Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | HNI | HNI CORP | Industrials | 20.0 | $668.0 | 0.00% | +13.0 | +185.7% | $33.40 | -5.4% |
| 122 | EVTC | EVERTEC INC | Technology | 23.0 | $649.0 | 0.00% | +17.0 | +283.3% | $28.22 | -15.4% |
| 123 | GRBK | GREEN BRICK PARTNERS INC | Consumer Cyclical | 10.0 | $645.0 | 0.00% | +7.0 | +233.3% | $64.50 | +5.6% |
| 124 | MARA | MARA HOLDINGS INC | Financial Services | 79.0 | $645.0 | 0.00% | +57.0 | +259.1% | $8.16 | +75.5% |
| 125 | PRGO | PERRIGO CO PLC | Healthcare | 60.0 | $644.0 | 0.00% | +35.0 | +140.0% | $10.73 | +4.0% |
| 126 | — | MILLROSE PPTYS INC | — | 23.0 | $644.0 | 0.00% | +1.0 | +4.5% | $28.00 | — |
| 127 | MAN | MANPOWERGROUP INC WIS | Industrials | 21.0 | $619.0 | 0.00% | +1.0 | +5.0% | $29.48 | -0.6% |
| 128 | SHAK | SHAKE SHACK INC | Consumer Cyclical | 7.0 | $619.0 | 0.00% | +1.0 | +16.7% | $88.43 | -27.2% |
| 129 | ACHR | ARCHER AVIATION INC | Industrials | 118.0 | $610.0 | 0.00% | +17.0 | +16.8% | $5.17 | +26.7% |
| 130 | BCC | BOISE CASCADE CO DEL | Basic Materials | 8.0 | $607.0 | 0.00% | +1.0 | +14.3% | $75.88 | -7.4% |
| 131 | KAI | KADANT INC | Industrials | 2.0 | $585.0 | 0.00% | +1.0 | +100.0% | $292.50 | +13.6% |
| 132 | RAMP | LIVERAMP HLDGS INC | Technology | 22.0 | $583.0 | 0.00% | +9.0 | +69.2% | $26.50 | +42.2% |
| 133 | SFBS | SERVISFIRST BANCSHARES INC | Financial Services | 8.0 | $583.0 | 0.00% | +2.0 | +33.3% | $72.88 | +6.5% |
| 134 | ACAD | ACADIA PHARMACEUTICALS INC | Healthcare | 26.0 | $579.0 | 0.00% | +10.0 | +62.5% | $22.27 | -4.8% |
| 135 | VCEL | VERICEL CORP | Healthcare | 18.0 | $579.0 | 0.00% | +10.0 | +125.0% | $32.17 | +6.5% |
| 136 | CNK | CINEMARK HLDGS INC | Communication Services | 20.0 | $570.0 | 0.00% | +14.0 | +233.3% | $28.50 | -4.6% |
| 137 | YELP | YELP INC | Communication Services | 23.0 | $569.0 | 0.00% | +18.0 | +360.0% | $24.74 | -7.3% |
| 138 | WSC | WILLSCOT HLDGS CORP | Industrials | 32.0 | $556.0 | 0.00% | +9.0 | +39.1% | $17.38 | +48.3% |
| 139 | PATK | PATRICK INDS INC | Consumer Cyclical | 5.0 | $555.0 | 0.00% | +3.0 | +150.0% | $111.00 | -15.6% |
| 140 | NABL | N-ABLE INC | Technology | 116.0 | $542.0 | 0.00% | +92.0 | +383.3% | $4.67 | -26.4% |
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
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%