Arkolith/Funds/Ashford Capital Management Inc

Ashford Capital Management Inc

CIK 897070
Holdings as of Jun 30, 2026·disclosed Aug 21, 2026·~52-day 13F lag·13F-HR
Active Filer

Ashford Capital Management Inc holds a diversified book of 107 reported positions worth $932.6M as of Q2 2026 (disclosed Aug 21, 2026, a ~52-day 13F lag). This quarter they opened Quantum Corp and trimmed Ligand Pharmaceuticals. Their largest long position is Ligand Pharmaceuticals at 6% of the reported non-option book. Cloning the disclosed picks since 2013 would be +125% (+6.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+124.6%
+6.5%/yr · since Nov '13
Their reported book
+177.4%
held from quarter-end
S&P 500
+426.6%
same window
$5K$17K$29K$41K$53KNov '13Jun '16Jan '19Jul '21Feb '24Sep '26
Ashford Capital Management Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +177.4%, a 52.8-point gap that is the cost of the ~52-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Ashford Capital Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~52 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
36%
Top 20 holdings
59%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

89% mapped to company sectors

Information Technology
26%
Health Care
17%
Financials
16%
ETFs / funds
10%
Industrials
9%
Materials
6%
Communication Services
5%
Energy
3%

+5 sectors below the cut, 8% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ashford Capital Management Inc

Manager / fundShared namesTheir $ in those
Mirae Asset Global Investments Co., Ltd.46 / 80$270.1B
Hikari Tsushin, Inc.8 / 80$1.1B
Armstrong Henry H Associates Inc9 / 80$656.0M
Trust Asset Management LLC15 / 80$973.3M
Shulman DeMeo Asset Management LLC10 / 80$288.5M
CV Advisors LLC10 / 80$282.3M
Baldwin Investment Management, LLC21 / 80$511.3M
Washburn Capital Management, Inc.10 / 80$97.1M

Ranked by the share of each fund's own book sitting in the names it shares with Ashford Capital Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

107 positions
#SecurityValueShares% PortLast moveHistory
1Ligand Pharmaceuticals - CL B
COM
$53.8M170.2K
5.8%
−18%
Reduced · −37K sh
2Globalstar Inc.
COM
$41.4M509.7K
4.4%
−44%
Reduced · −398K sh
3Red Violet Inc
COM
$36.7M575.2K
3.9%
−16%
Reduced · −112K sh
4Vanguard Total Stock Market ETF
COM
$35.9M97.1K
3.9%
+1.5%
Added · +1K sh
5Stonex Group, Inc.
COM
$32.7M276.0K
3.5%
−41%
Reduced · −191K sh
6Supernus Pharmaceuticals Inc.
COM
$28.5M613.8K
3.1%
−4.9%
Reduced · −32K sh
7Vicor Corp
COM
$28.5M74.9K
3.1%
−34%
Reduced · −39K sh
8Acuity, Inc.
COM
$27.9M74.0K
3.0%
+16%
Added · +10K sh
9Ufp Technologies, Inc.
COM
$27.8M105.0K
3.0%
−2.8%
Reduced · −3K sh
10Clear Secure, Inc. -Class A
COM
$26.7M479.1K
2.9%
−10%
Reduced · −54K sh
11Cellebrite Di Ltd/israel
COM
$26.0M1.78M
2.8%
+0.9%
Added · +15K sh
12Jfrog Ltd
COM
$24.7M271.7K
2.6%
−5.0%
Reduced · −14K sh
13Equinix Inc
COM
$23.2M22.3K
2.5%
−4.7%
Reduced · −1K sh
14Healthequity, Inc.
COM
$22.9M253.4K
2.5%
−4.9%
Reduced · −13K sh
15Skyward Specialty Insurance Group
COM
$21.5M368.1K
2.3%
−5.7%
Reduced · −22K sh
16Interdigital Inc.
COM
$21.2M75.0K
2.3%
+35%
Added · +19K sh
17Incyte Corp
COM
$20.7M182.2K
2.2%
+10%
Added · +17K sh
18Landbridge Company, LLC
COM
$18.6M234.9K
2.0%
−5.5%
Reduced · −14K sh
19Viper Energy, Inc.
COM
$18.1M426.1K
1.9%
+24%
Added · +83K sh
20Abacus Global Management, Inc
COM
$17.9M1.67M
1.9%
+93%
Added · +806K sh
21Axon Enterprise, Inc.
COM
$16.5M29.5K
1.8%
−4.7%
Reduced · −1K sh
22Berkshire Hathaway A
COM
$16.5M22
1.8%
Held
23Franco-Nevada Corp
COM
$16.1M77.2K
1.7%
−5.4%
Reduced · −4K sh
24Vox Royalty Corp.
COM
$16.0M3.39M
1.7%
−5.4%
Reduced · −194K sh
25Porch Group Inc
COM
$14.7M976.3K
1.6%
+40%
Added · +280K sh
26Genedx Holdings - CL A.
COM
$13.9M202.0K
1.5%
+16%
Added · +27K sh
27Atlas Energy Solutions, Inc.
COM
$12.7M762.3K
1.4%
+369%
Added · +600K sh
28Kinsale Capital Group Inc.
COM
$11.4M34.5K
1.2%
−22%
Reduced · −10K sh
29Union Pacific Corp
COM
$11.2M41.3K
1.2%
Held
30Dutch Bros Inc.
COM
$10.8M150.7K
1.2%
−5.3%
Reduced · −9K sh
31Palo Alto Networks, Inc.
COM
$10.6M31.2K
1.1%
−6.8%
Reduced · −2K sh
32Sportradar Group AG
COM
$10.6M705.7K
1.1%
−1.9%
Reduced · −14K sh
33Quantum Corporation
COM
$10.6M1.04M
1.1%
New
New position
34SPDR Euro Stoxx 50 Fund
COM
$8.9M129.0K
1.0%
−8.6%
Reduced · −12K sh
35Ishares 0-3 Month Treasury Bond ETF
COM
$8.9M88.0K
0.9%
New
New position
36Alphabet Inc. Class A
COM
$8.5M23.7K
0.9%
+18%
Added · +4K sh
37Cavco Industries, Inc.
COM
$8.4M13.7K
0.9%
−53%
Reduced · −15K sh
38SPDR S&P 500 ETF Trust
COM
$8.1M10.8K
0.9%
−3.0%
Reduced · −341 sh
39Ishares Core Msci Europe ETF
COM
$7.8M104.0K
0.8%
−4.6%
Reduced · −5K sh
40Repositrak, Inc.
COM
$6.9M768.8K
0.7%
−24%
Reduced · −245K sh
41Transcat, Inc.
COM
$6.8M73.5K
0.7%
New
New position
42Oddity Tech, LTD. - CL A
COM
$6.2M411.7K
0.7%
−37%
Reduced · −243K sh
43Postal Realty Trust Inc CL A
COM
$6.1M248.7K
0.7%
New
New position
44Energy Transfer LP
COM
$6.0M315.2K
0.6%
+61%
Added · +120K sh
45Tyler Technologies, Inc
COM
$5.9M20.2K
0.6%
−6.6%
Reduced · −1K sh
46Microsoft Corporation
COM
$5.6M14.9K
0.6%
Held
47Enterprise Products Partners
COM
$5.4M146.6K
0.6%
Held
48Ishares Ultra Short Duration Bond ETF
COM
$5.2M103.7K
0.6%
New
New position
49Teradyne Inc.
COM
$5.1M10.5K
0.5%
−10%
Reduced · −1K sh
50Vertex Pharmaceuticals Inc.
COM
$4.5M9.1K
0.5%
Held
Showing 50 of 107 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.1B · Q2 2021Q3 2020 · $841.4MQ2 2026 · $932.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 21, 202652d108$932.6M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d99$809.2M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d109$897.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d110$897.8M13F-HR
Q2 2025Jun 30, 2025Aug 18, 202549d102$851.1M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d99$775.5M13F-HR
Q4 2024Dec 31, 2024Feb 18, 202549d101$847.6M13F-HR
Q3 2024Sep 30, 2024Nov 18, 202449d102$801.3M13F-HR
Q2 2024Jun 30, 2024Aug 15, 202446d97$740.6M13F-HR
Q1 2024Mar 31, 2024May 15, 202445d91$739.3M13F-HR
Q4 2023Dec 31, 2023Feb 15, 202446d93$746.4M13F-HR
Q3 2023Sep 30, 2023Nov 15, 202346d91$679.3M13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d90$715.5M13F-HR
Q1 2023Mar 31, 2023May 15, 202345d90$668.0M13F-HR
Q4 2022Dec 31, 2022Feb 15, 202346d90$644.9M13F-HR
Q3 2022Sep 30, 2022Nov 16, 202247d92$655.6M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202246d92$703.7M13F-HR
Q1 2022Mar 31, 2022May 16, 202246d101$928.5M13F-HR
Q4 2021Dec 31, 2021Feb 15, 202246d107$1.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202146d113$1.1B13F-HR
Q2 2021Jun 30, 2021Aug 26, 202157d110$1.1B13F-HR
Q1 2021Mar 31, 2021May 14, 202144d106$1.1B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d110$1.0B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202047d98$841.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.