ASHFORD CAPITAL MANAGEMENT INC Q2 2025 Filing

Filed August 18, 2025

Portfolio Value

$851.1M

Holdings

102

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (102 positions)

StockValue
ODDODDITY TECH, LTD. - CL A
$43K
LGNDLIGAND PHARMACEUTICALS - CL B
$34K
SNEXSTONEX GROUP, INC.
$33K
GSATGLOBALSTAR INC.
$32K
AXONAXON ENTERPRISE, INC.
$31K
HQYHEALTHEQUITY, INC.
$29K
RDVTRED VIOLET INC
$29K
VTIVANGUARD TOTAL STOCK MARKET ETF
$28K
CVCOCAVCO INDUSTRIES, INC.
$24K
SKWDSKYWARD SPECIALTY INSURANCE GROUP
$23K
CSGPCOSTAR GROUP INC
$23K
FNVFRANCO-NEVADA CORP
$23K
CPRTCOPART INC
$21K
CLBTCELLEBRITE DI LTD/ISRAEL
$20K
CWANCLEARWATER ANALYTICS HDS - CL A
$20K
TYLTYLER TECHNOLOGIES, INC
$20K
EQIXEQUINIX INC
$20K
KNSLKINSALE CAPITAL GROUP INC.
$19K
CYBRCYBERARK SOFTWARE LTD/ISRAEL
$19K
SUPNSUPERNUS PHARMACEUTICALS INC.
$18K
UFPTUFP TECHNOLOGIES, INC.
$17K
AYIACUITY, INC.
$17K
BRK-BBERKSHIRE HATHAWAY A
$16K
WGSGENEDX HOLDINGS - CL A.
$16K
PJ4AREPOSITRAK, INC.
$16K
SSENTINELONE, INC. - CLASS A
$15K
AESIATLAS ENERGY SOLUTIONS, INC.
$15K
AVPTAVEPOINT, INC.
$14K
FROGJFROG LTD
$14K
TTDTHE TRADE DESK - CL A
$12K
FLBLFRANKLIN SENIOR LOAN ETF
$11K
VICRVICOR CORP
$10K
NCNONCINO, INC.
$10K
INCYINCYTE CORP
$10K
UNPUNION PACIFIC CORP
$10K
MSFTMICROSOFT CORPORATION
$9K
FEZSPDR EURO STOXX 50 FUND
$7K
SPYSPDR S&P 500 ETF TRUST
$7K
IEURISHARES CORE MSCI EUROPE ETF
$7K
VICIVICI PROPERTIES
$7K
EPDENTERPRISE PRODUCTS PARTNERS
$5K
METAFACEBOOK INC - A
$4K
ETENERGY TRANSFER LP
$4K
VNQVANGUARD REIT ETF
$4K
ROPROPER TECHNOLOGIES, INC
$4K
FXIISHARES CHINA LARGE-CAP ETF
$4K
EWZISHARES MSCI BRAZIL
$4K
BRK/BBERKSHIRE HATHAWAY B
$4K
VRTXVERTEX PHARMACEUTICALS INC.
$3K
EWWISHARES MSCI MEXICO ETF
$3K
GSHDGOOSEHEAD INSURANCE INC-CL A
$3K
MLB1MERCADO LIBRE
$3K
REMXVANECK RARE EARTH & METALS ETF
$3K
SPGIS&P GLOBAL INC.
$2K
TKOTKO GROUP HOLDINGS, INC.
$2K
HACKAMPLIFY CYBERSECURITY ETF
$2K
ISRGINTUITIVE SURGICAL, INC.
$2K
CAHCARDINAL HEALTH
$2K
XOMEXXON MOBIL CORP
$2K
KMIKINDER MORGAN HOLDCO LLC
$2K
ACGLARCH CAPITAL GROUP LTD
$2K
MORNMORNINGSTAR INC
$2K
GOOGLALPHABET INC. CLASS A
$2K
FURYFURY GOLD MINES LTD
$2K
NVEEUSDNV5 GLOBAL, INC.
$2K
MKTXMARKETAXESS HOLDINGS INC
$2K
AFRMAFFIRM HOLDINGS - CL A.
$2K
AMZNAMAZON
$1K
MDTMEDTRONIC INC.
$1K
MRKMERCK & CO
$1K
EFXEQUIFAX, INC.
$1K
ADBEADOBE SYSTEMS
$1K
DHRDANAHER CORPORATION
$1K
PSTGPURE STORAGE
$1K
TERTERADYNE INC.
$995
TECHBIO-TECHNE CORP
$975
WMTWAL-MART STORES INC
$949
AVGOBROADCOM INC
$854
DELLDELL TECHNOLOGIES - CLASS C
$797
KOCOCA-COLA CO
$712
PGRPROGRESSIVE CORP/THE
$660
GGNGAMCO GLOBAL GOLD NATURAL RESOURCES AND INCOME TRU
$640
AAPLAPPLE, INC.
$618
RBLXROBLOX CORP. - CL A
$548
CVXCHEVRON CORPORATION
$428
SHOPSHOPIFY, INC. - CLASS A
$415
MLRMILLER INDUSTRIES RSUS
$405
VTSVITESSE ENERGY INC.
$393
DWDMORGAN STANLEY
$376
IBMINTERNATIONAL BUSINESS MACHINES CORP
$352
AIOTPOWERFLEET, INC.
$344
GLWCORNING INC
$322
AURAURORA INNOVATION, INC.
$298
IWFISHARES RUSSELL 1000 GROWTH INDEX FUND
$297
LLYELI LILLY & COMPANY
$261
JNJJOHNSON & JOHNSON
$259
IAU*ISHARES GOLD TRUST
$258
TAT&T
$253
GOOGALPHABET INC - CL C
$248
IBITISHARES BITCOIN TRUST
$214
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