ASHFORD CAPITAL MANAGEMENT INC Q2 2026 Filing

Filed August 21, 2026

Portfolio Value

$476.7B

Holdings

107

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (107 positions)

StockValue
GSATGLOBALSTAR INC.
$41.4B
RDVTRED VIOLET INC
$36.7B
SUPNSUPERNUS PHARMACEUTICALS INC.
$28.5B
YOUCLEAR SECURE, INC. -CLASS A
$26.7B
CLBTCELLEBRITE DI LTD/ISRAEL
$26.0B
FROGJFROG LTD
$24.7B
HQYHEALTHEQUITY, INC.
$22.9B
SKWDSKYWARD SPECIALTY INSURANCE GROUP
$21.5B
LBLANDBRIDGE COMPANY, LLC
$18.6B
VNOMVIPER ENERGY, INC.
$18.1B
ABXABACUS GLOBAL MANAGEMENT, INC
$17.9B
VOXRVOX ROYALTY CORP.
$16.0B
PRCHPORCH GROUP INC
$14.7B
WGSGENEDX HOLDINGS - CL A.
$13.9B
AESIATLAS ENERGY SOLUTIONS, INC.
$12.7B
BROSDUTCH BROS INC.
$10.8B
SRADSPORTRADAR GROUP AG
$10.6B
QNTQUANTUM CORPORATION
$10.6B
FEZSPDR EURO STOXX 50 FUND
$8.9B
IEURISHARES CORE MSCI EUROPE ETF
$7.8B
PJ4AREPOSITRAK, INC.
$6.9B
TRNSTRANSCAT, INC.
$6.8B
ODDODDITY TECH, LTD. - CL A
$6.2B
PSTLPOSTAL REALTY TRUST INC CL A
$6.1B
ETENERGY TRANSFER LP
$6.0B
EPDENTERPRISE PRODUCTS PARTNERS
$5.4B
ICSHISHARES ULTRA SHORT DURATION BOND ETF
$5.2B
REMXVANECK RARE EARTH & METALS ETF
$3.4B
EWWISHARES MSCI MEXICO ETF
$3.4B
EWZISHARES MSCI BRAZIL
$3.4B
ADMAADMA BIOLOGICS, INC.
$2.8B
KMIKINDER MORGAN HOLDCO LLC
$2.8B
FXIISHARES CHINA LARGE-CAP ETF
$2.8B
PSTGEVERPURE, INC.
$2.7B
CSGPCOSTAR GROUP INC
$2.5B
TXTTEXTRON INC
$2.1B
FURYFURY GOLD MINES LTD
$2.0B
CPRTCOPART INC
$1.9B
MCHIISHARES CHINA MSCI ETF
$1.8B
PATHUIPATH, INC. - CLASS A
$1.7B
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$1.7B
BACVERIZON COMMUNICATIONS INC
$1.7B
KOCOCA-COLA CO
$1.6B
VICIVICI PROPERTIES
$1.5B
BKLNINVESCO SENIOR LOAN ETF
$1.2B
GGNGAMCO GLOBAL GOLD NATURAL RESOURCES AND INCOME TRU
$706.6M
KOPNKOPIN CORP.
$527.7M
MLRMILLER INDUSTRIES RSUS
$466.5M
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$368.6M
AURAURORA INNOVATION, INC.
$341.0M
MPMP MATERIALS CORP.
$336.1M
EWUISHARES MSCI UNITED KINGDOM ETF
$315.7M
RBLXROBLOX CORP. - CL A
$283.3M
CAGCONAGRA BRANDS, INC.
$178.3M
LGNDLIGAND PHARMACEUTICALS - CL B
$53.8M
VTIVANGUARD TOTAL STOCK MARKET ETF
$35.9M
SNEXSTONEX GROUP, INC.
$32.7M
VICRVICOR CORP
$28.5M
AYIACUITY, INC.
$27.9M
UFPTUFP TECHNOLOGIES, INC.
$27.8M
EQIXEQUINIX INC
$23.2M
IDIINTERDIGITAL INC.
$21.2M
INCYINCYTE CORP
$20.7M
AXONAXON ENTERPRISE, INC.
$16.5M
BRK-BBERKSHIRE HATHAWAY A
$16.5M
FNVFRANCO-NEVADA CORP
$16.1M
KNSLKINSALE CAPITAL GROUP INC.
$11.4M
UNPUNION PACIFIC CORP
$11.2M
PANWPALO ALTO NETWORKS, INC.
$10.6M
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$8.9M
GOOGLALPHABET INC. CLASS A
$8.5M
CVCOCAVCO INDUSTRIES, INC.
$8.4M
SPYSPDR S&P 500 ETF TRUST
$8.1M
TYLTYLER TECHNOLOGIES, INC
$5.9M
MSFTMICROSOFT CORPORATION
$5.6M
TERTERADYNE INC.
$5.1M
VRTXVERTEX PHARMACEUTICALS INC.
$4.5M
BRK/BBERKSHIRE HATHAWAY B
$3.7M
HACKAMPLIFY CYBERSECURITY ETF
$3.4M
ISRGINTUITIVE SURGICAL, INC.
$3.1M
IWOISHARES RUSSELL 2000 GROWTH INDEX FUND
$3.1M
TRVTHE TRAVELERS COMPANIES
$2.9M
RBCRBC BEARINGS INC.
$2.8M
TWLOTWILIO INC. - CLASS A
$2.7M
XOMEXXON MOBIL CORP
$2.5M
DWDMORGAN STANLEY
$2.5M
GLWCORNING INC
$2.4M
METAFACEBOOK INC - A
$2.3M
TKOTKO GROUP HOLDINGS, INC.
$2.2M
MLB1MERCADO LIBRE
$2.0M
DHRDANAHER CORPORATION
$1.9M
MRKMERCK & CO
$1.7M
AMZNAMAZON
$1.6M
WMTWAL-MART STORES INC
$1.1M
AAPLAPPLE, INC.
$838K
AVGOBROADCOM INC
$578K
CVXCHEVRON CORPORATION
$500K
GOOGALPHABET INC - CL C
$495K
VRTVERTIV HOLDINGS CO.
$435K
JNJJOHNSON & JOHNSON
$432K
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