ASHFORD CAPITAL MANAGEMENT INC Q3 2024 Filing

Filed November 18, 2024

Portfolio Value

$801.3M

Holdings

102

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (102 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE, INC.
4,276$996K0.12%
2
VICRVICOR CORP
23,550$991K0.12%
3
HACKAMPLIFY CYBERSECURITY ETF
13,789$941K0.12%
4
WMTWAL-MART STORES INC
9,920$801K0.10%
5
PGRPROGRESSIVE CORP/THE
3,074$780K0.10%
6
KOCOCA-COLA CO
10,816$777K0.10%
7
BXMTBLACKSTONE MORTGAGE TRUST INC
35,000$665K0.08%
8
XYLDGLOBAL X S&P 500 COVERED CALL ETF
16,000$664K0.08%
9
GGNGAMCO GLOBAL GOLD NATURAL RESOURCES AND INCOME TRU
146,000$624K0.08%
10
VTSVITESSE ENERGY INC.
23,820$572K0.07%
11
MLRMILLER INDUSTRIES RSUS
9,120$556K0.07%
12
AIOTPOWERFLEET, INC.
128,571$533K0.07%
13
VSATVIASAT INC.
38,000$453K0.06%
14
CVXCHEVRON CORPORATION
2,996$441K0.06%
15
IAU*ISHARES GOLD TRUST
8,711$432K0.05%
16
GOOGALPHABET INC - CL C
2,400$401K0.05%
17
IWFISHARES RUSSELL 1000 GROWTH INDEX FUND
1,052$394K0.05%
18
LLYELI LILLY & COMPANY
387$342K0.04%
19
JNJJOHNSON & JOHNSON
2,100$340K0.04%
20
IBMINTERNATIONAL BUSINESS MACHINES CORP
1,426$315K0.04%
21
SHOPSHOPIFY, INC. - CLASS A
3,600$288K0.04%
22
DDOGDATADOG, INC.
2,500$287K0.04%
23
GLWCORNING INC
6,136$277K0.03%
24
ISRGINTUITIVE SURGICAL, INC.
450$221K0.03%
25
TKOTKO GROUP HOLDINGS, INC.
1,792$221K0.03%
26
PYPLPAYPAL HOLDINGS INC.
2,630$205K0.03%
27
AURAURORA INNOVATION, INC.
22,500$133K0.02%
28
LGNDLIGAND PHARMACEUTICALS - CL B
310,407$00.00%
29
CYBRCYBERARK SOFTWARE LTD/ISRAEL
65,750$00.00%
30
VNQVANGUARD REIT ETF
60,824$00.00%
31
LNTHLANTHEUS HOLDINGS, INC.
94,650$00.00%
32
AESIATLAS ENERGY SOLUTIONS, INC.
586,000$00.00%
33
HUMHUMANA INC.
4,280$00.00%
34
GSATUSDGLOBALSTAR INC.
7,321,740$00.00%
35
SNEXSTONEX GROUP, INC.
280,230$00.00%
36
MSFTMICROSOFT CORPORATION
19,610$00.00%
37
EFXEQUIFAX, INC.
6,090$00.00%
38
SKWDSKYWARD SPECIALTY INSURANCE GROUP
633,836$00.00%
39
MRKMERCK & CO
44,709$00.00%
40
KMIKINDER MORGAN HOLDCO LLC
78,450$00.00%
41
CLBTCELLEBRITE DI LTD/ISRAEL
1,889,210$00.00%
42
BRK/BBERKSHIRE HATHAWAY B
7,901$00.00%
43
GOOGLALPHABET INC. CLASS A
13,920$00.00%
44
SUPNSUPERNUS PHARMACEUTICALS INC.
544,035$00.00%
45
ETENERGY TRANSFER LP
243,703$00.00%
46
CPRTCOPART INC
479,581$00.00%
47
XOMEXXON MOBIL CORP
18,811$00.00%
48
DVDOUBLEVERIFY HOLDINGS, INC.
740,880$00.00%
49
ODDODDITY TECH, LTD. - CL A
697,660$00.00%
50
MOHMOLINA HEALTHCARE INC.
5,013$00.00%
51
ROPROPER TECHNOLOGIES, INC
7,701$00.00%
52
FURYFURY GOLD MINES LTD
3,111,015$00.00%
53
ADBEADOBE SYSTEMS
3,124$00.00%
54
FNVFRANCO-NEVADA CORP
166,304$00.00%
55
ABBVABBVIE INC
5,390$00.00%
56
TYLTYLER TECHNOLOGIES, INC
43,298$00.00%
57
INCYINCYTE CORP
240,640$00.00%
58
SPGIS&P GLOBAL INC.
4,354$00.00%
59
TERTERADYNE INC.
13,061$00.00%
60
DHRDANAHER CORPORATION
6,147$00.00%
61
FEZSPDR EURO STOXX 50 FUND
113,658$00.00%
62
CVCOCAVCO INDUSTRIES, INC.
57,670$00.00%
63
RDVTRED VIOLET INC
799,587$00.00%
64
ILFISHARES LATIN AMERICA 40 ETF
120,458$00.00%
65
KNSLKINSALE CAPITAL GROUP INC.
40,865$00.00%
66
MORNMORNINGSTAR INC
5,431$00.00%
67
MKTXMARKETAXESS HOLDINGS INC
60,290$00.00%
68
HQYHEALTHEQUITY, INC.
305,222$00.00%
69
ACGLARCH CAPITAL GROUP LTD
32,042$00.00%
70
DELLDELL TECHNOLOGIES - CLASS C
15,030$00.00%
71
FROGJFROG LTD
381,470$00.00%
72
EQIXEQUINIX INC
24,394$00.00%
73
VRTXVERTEX PHARMACEUTICALS INC.
7,919$00.00%
74
QTRXQUANTERIX CORP
734,115$00.00%
75
NUNU HOLDINGS LTD/CAYMAN ISL
214,670$00.00%
76
CSGPCOSTAR GROUP INC
320,088$00.00%
77
UNPUNION PACIFIC CORP
41,345$00.00%
78
MUMICRON TECHNOLOGY INC.
15,480$00.00%
79
GSHDGOOSEHEAD INSURANCE INC-CL A
174,690$00.00%
80
NVEEUSDNV5 GLOBAL, INC.
137,690$00.00%
81
PGNYPROGYNY INC
229,090$00.00%
82
EPDENTERPRISE PRODUCTS PARTNERS
143,540$00.00%
83
TLTISHARES BARCLAYS 20 YEAR TREASURY BOND FUND
12,604$00.00%
84
SSENTINELONE, INC. - CLASS A
658,435$00.00%
85
REGNREGENERON PHARMACEUTICALS INC
1,483$00.00%
86
TECHBIO-TECHNE CORP
20,960$00.00%
87
SPYSPDR S&P 500 ETF TRUST
12,463$00.00%
88
MLB1MERCADO LIBRE
1,203$00.00%
89
TTDTHE TRADE DESK - CL A
200,301$00.00%
90
IEFISHARES BARCLAY 7-10 YEAR TREASURY BOND FUND
80,856$00.00%
91
CAHCARDINAL HEALTH
17,585$00.00%
92
NDQINVESCO QQQ TRUST SERIES 1
11,300$00.00%
93
VTIVANGUARD TOTAL STOCK MARKET ETF
101,519$00.00%
94
AXONAXON ENTERPRISE, INC.
86,716$00.00%
95
VGLTVANGUARD LONG-TERM TREASURY INDEX FUND ETF
31,691$00.00%
96
BRK-BBERKSHIRE HATHAWAY A
22$00.00%
97
METAFACEBOOK INC - A
8,415$00.00%
98
AMZNAMAZON
6,800$00.00%
99
IEURISHARES CORE MSCI EUROPE ETF
96,945$00.00%
100
AVPTAVEPOINT, INC.
1,091,230$00.00%
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