ASHFORD CAPITAL MANAGEMENT INC Q2 2024 Filing

Filed August 15, 2024

Portfolio Value

$740.6M

Holdings

97

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (97 positions)

#StockSharesValue% PortfolioType
1
HACKAMPLIFY CYBERSECURITY ETF
14,441$934K0.13%
2
AAPLAPPLE, INC.
4,031$849K0.11%
3
VNMVANECK VIETNAM ETF
67,649$823K0.11%
4
VICRVICOR CORP
23,550$780K0.11%
5
KOCOCA-COLA CO
10,926$695K0.09%
6
ABBVABBVIE INC
3,980$682K0.09%
7
XYLDGLOBAL X S&P 500 COVERED CALL ETF
16,000$646K0.09%
8
BXMTBLACKSTONE MORTGAGE TRUST INC
35,000$609K0.08%
9
GGNGAMCO GLOBAL GOLD NATURAL RESOURCES AND INCOME TRU
146,000$591K0.08%
10
ASMLASML HOLDING NV / NETHERLANDS
556$568K0.08%
11
MLRMILLER INDUSTRIES RSUS
9,120$501K0.07%
12
VSATVIASAT INC.
38,000$482K0.07%
13
CVXCHEVRON CORPORATION
2,996$468K0.06%
14
GOOGALPHABET INC - CL C
2,450$449K0.06%
15
IWFISHARES RUSSELL 1000 GROWTH INDEX FUND
1,127$410K0.06%
16
LLYELI LILLY & COMPANY
427$386K0.05%
17
IAU*ISHARES GOLD TRUST
8,264$363K0.05%
18
DELLDELL TECHNOLOGIES - CLASS C
2,597$358K0.05%
19
DDOGDATADOG, INC.
2,500$324K0.04%
20
JNJJOHNSON & JOHNSON
2,100$306K0.04%
21
IBMINTERNATIONAL BUSINESS MACHINES CORP
1,426$246K0.03%
22
GLWCORNING INC
6,136$238K0.03%
23
SHOPSHOPIFY, INC. - CLASS A
3,600$237K0.03%
24
ISRGINTUITIVE SURGICAL, INC.
450$200K0.03%
25
AURAURORA INNOVATION, INC.
21,500$59K0.01%
26
AVPTAVEPOINT, INC.
991,725$00.00%
27
AQLTISHARES US TREASURY BOND ETF
183,033$00.00%
28
VICIVICI PROPERTIES
138,510$00.00%
29
LGNDLIGAND PHARMACEUTICALS - CL B
322,207$00.00%
30
AKAMAKAMAI TECHNOLOGIES INC
13,359$00.00%
31
CYBRCYBERARK SOFTWARE LTD/ISRAEL
71,710$00.00%
32
VNQVANGUARD REIT ETF
59,092$00.00%
33
LNTHLANTHEUS HOLDINGS, INC.
107,930$00.00%
34
AESIATLAS ENERGY SOLUTIONS, INC.
458,090$00.00%
35
GSATUSDGLOBALSTAR INC.
7,391,790$00.00%
36
SNEXSTONEX GROUP, INC.
303,975$00.00%
37
MSFTMICROSOFT CORPORATION
20,823$00.00%
38
SKWDSKYWARD SPECIALTY INSURANCE GROUP
750,760$00.00%
39
MRKMERCK & CO
56,518$00.00%
40
CLBTCELLEBRITE DI LTD/ISRAEL
1,904,280$00.00%
41
BRK/BBERKSHIRE HATHAWAY B
8,535$00.00%
42
GOOGLALPHABET INC. CLASS A
14,380$00.00%
43
SUPNSUPERNUS PHARMACEUTICALS INC.
711,894$00.00%
44
ETENERGY TRANSFER LP
243,703$00.00%
45
CPRTCOPART INC
554,262$00.00%
46
XOMEXXON MOBIL CORP
18,811$00.00%
47
DVDOUBLEVERIFY HOLDINGS, INC.
648,860$00.00%
48
ODDODDITY TECH, LTD. - CL A
702,070$00.00%
49
MOHMOLINA HEALTHCARE INC.
4,503$00.00%
50
ROPROPER TECHNOLOGIES, INC
7,761$00.00%
51
FURYFURY GOLD MINES LTD
3,011,015$00.00%
52
ADBEADOBE SYSTEMS
2,714$00.00%
53
FNVFRANCO-NEVADA CORP
169,564$00.00%
54
TYLTYLER TECHNOLOGIES, INC
54,408$00.00%
55
INCYINCYTE CORP
244,770$00.00%
56
SPGIS&P GLOBAL INC.
4,644$00.00%
57
TERTERADYNE INC.
20,395$00.00%
58
DHRDANAHER CORPORATION
7,217$00.00%
59
FEZSPDR EURO STOXX 50 FUND
121,487$00.00%
60
CVCOCAVCO INDUSTRIES, INC.
58,100$00.00%
61
RDVTRED VIOLET INC
954,317$00.00%
62
ILFISHARES LATIN AMERICA 40 ETF
155,044$00.00%
63
KNSLKINSALE CAPITAL GROUP INC.
41,305$00.00%
64
MORNMORNINGSTAR INC
6,171$00.00%
65
MKTXMARKETAXESS HOLDINGS INC
66,893$00.00%
66
HQYHEALTHEQUITY, INC.
307,682$00.00%
67
ACGLARCH CAPITAL GROUP LTD
35,452$00.00%
68
FROGJFROG LTD
286,630$00.00%
69
EQIXEQUINIX INC
7,547$00.00%
70
VRTXVERTEX PHARMACEUTICALS INC.
8,400$00.00%
71
QTRXQUANTERIX CORP
771,305$00.00%
72
NUNU HOLDINGS LTD/CAYMAN ISL
361,000$00.00%
73
CSGPCOSTAR GROUP INC
320,788$00.00%
74
UNPUNION PACIFIC CORP
41,345$00.00%
75
MUMICRON TECHNOLOGY INC.
18,895$00.00%
76
GSHDGOOSEHEAD INSURANCE INC-CL A
176,420$00.00%
77
NVEEUSDNV5 GLOBAL, INC.
139,210$00.00%
78
PGNYPROGYNY INC
387,224$00.00%
79
EPDENTERPRISE PRODUCTS PARTNERS
143,540$00.00%
80
TLTISHARES BARCLAYS 20 YEAR TREASURY BOND FUND
21,553$00.00%
81
SSENTINELONE, INC. - CLASS A
381,200$00.00%
82
REGNREGENERON PHARMACEUTICALS INC
1,572$00.00%
83
TECHBIO-TECHNE CORP
23,230$00.00%
84
SPYSPDR S&P 500 ETF TRUST
11,862$00.00%
85
MLB1MERCADO LIBRE
1,083$00.00%
86
TTDTHE TRADE DESK - CL A
205,069$00.00%
87
IEFISHARES BARCLAY 7-10 YEAR TREASURY BOND FUND
64,844$00.00%
88
CAHCARDINAL HEALTH
16,415$00.00%
89
SPTSPROUT SOCIAL INC
167,205$00.00%
90
NDQINVESCO QQQ TRUST SERIES 1
12,337$00.00%
91
VTIVANGUARD TOTAL STOCK MARKET ETF
86,430$00.00%
92
AXONAXON ENTERPRISE, INC.
88,456$00.00%
93
VGLTVANGUARD LONG-TERM TREASURY INDEX FUND ETF
55,987$00.00%
94
BRK-BBERKSHIRE HATHAWAY A
22$00.00%
95
METAFACEBOOK INC - A
8,415$00.00%
96
AMZNAMAZON
6,800$00.00%
97
IEURISHARES CORE MSCI EUROPE ETF
97,475$00.00%