Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | PLMR | PALOMAR HLDGS INC | Financial Services | 9.0 | $1K | 0.00% | +4.0 | +80.0% | $126.44 | +3.9% |
| 462 | ENPH | ENPHASE ENERGY INC | Energy | 23.0 | $1K | 0.00% | — | — | $49.22 | -25.2% |
| 463 | NPO | ENPRO INC | Industrials | 3.0 | $1K | 0.00% | — | — | $377.00 | -20.2% |
| 464 | SMP | STANDARD MTR PRODS INC | Consumer Cyclical | 29.0 | $1K | 0.00% | — | — | $38.97 | -5.2% |
| 465 | BTSG | BRIGHTSPRING HEALTH SVCS INC | Healthcare | 16.0 | $1K | 0.00% | — | — | $69.75 | -15.1% |
| 466 | VCYT | VERACYTE INC | Healthcare | 19.0 | $1K | 0.00% | — | — | $58.74 | -25.0% |
| 467 | LYFT | LYFT INC | Technology | 76.0 | $1K | 0.00% | — | — | $14.61 | +20.9% |
| 468 | LTH | LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 27.0 | $1K | 0.00% | -1.0 | -3.6% | $40.85 | +7.7% |
| 469 | CURB | CURBLINE PPTYS CORP | Real Estate | 36.0 | $1K | 0.00% | — | — | $30.56 | -1.2% |
| 470 | RITM | RITHM CAPITAL CORP | Real Estate | 117.0 | $1K | 0.00% | — | — | $9.39 | +7.7% |
| 471 | LNC | LINCOLN NATL CORP IND | Financial Services | 31.0 | $1K | 0.00% | — | — | $35.35 | +24.4% |
| 472 | AZZ | AZZ INC | Industrials | 7.0 | $1K | 0.00% | — | — | $155.00 | -11.1% |
| 473 | INSW | INTERNATIONAL SEAWAYS INC | Energy | 14.0 | $1K | 0.00% | — | — | $76.57 | +28.9% |
| 474 | CWST | CASELLA WASTE SYS INC | Industrials | 11.0 | $1K | 0.00% | NEW | — | $97.00 | -3.8% |
| 475 | PFS | PROVIDENT FINL SVCS INC | Financial Services | 45.0 | $1K | 0.00% | — | — | $23.64 | -0.5% |
| 476 | VERS | PROSHARES TR | — | 14.0 | $1K | 0.00% | — | — | $76.00 | -6.3% |
| 477 | BFAM | BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 15.0 | $1K | 0.00% | NEW | — | $70.87 | +6.3% |
| 478 | AUB | ATLANTIC UN BANKSHARES CORP | Financial Services | 25.0 | $1K | 0.00% | — | — | $42.32 | -3.7% |
| 479 | KGS | KODIAK GAS SVCS INC | Energy | 14.0 | $1K | 0.00% | — | — | $75.14 | -22.4% |
| 480 | CPRX | CATALYST PHARMACEUTICALS INC | Healthcare | 33.0 | $1K | 0.00% | — | — | $31.42 | +0.2% |
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
Technology
30.4%
Financial Services
25.8%
Consumer Cyclical
21.3%
Consumer Defensive
5.6%
Industrials
4.6%
Communication Services
4.0%
Healthcare
3.0%
Utilities
2.0%
Energy
1.5%
Real Estate
1.4%