ASHFORD CAPITAL MANAGEMENT INC Q4 2018 Filing

Filed February 15, 2019

Portfolio Value

$611K

Holdings

114

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (114 positions)

StockValue
CHGGCHEGG INC.
$37.5M
VICRVICOR CORP
$28.1M
AGXARGAN INC.
$28.0M
TTDTHE TRADE DESK - CL A
$25.4M
SUPNSUPERNUS PHARMACEUTICALS INC.
$24.9M
CPRTCOPART INC
$21.2M
VSATVIASAT INC.
$21.1M
SIVBEURSVB FINANCIAL GROUP
$19.0M
CASHMETA FINANCIAL GROUP INC
$18.1M
MKTXMARKETAXESS HOLDINGS INC
$17.8M
EBIXEUREBIX INC.
$16.3M
AGGYWISDOMTREE BARCLAYS YIELD ENHANCED U.S. AGGREGATE
$16.3M
AXONAXON ENTERPRISE, INC.
$15.8M
MEDIDATA SOLUTIONS INC
$15.4M
ENVUSDENVESTNET INC
$14.5M
HEALTH INSURANCE INNOVATIONS INC - CL A
$13.8M
BOOMDMC GLOBAL INC.
$13.6M
NVEEUSDNV5 GLOBAL, INC.
$12.9M
PLURALSIGHT INC
$12.9M
CSGPCOSTAR GROUP INC
$12.6M
TYLTYLER TECHNOLOGIES, INC
$12.2M
LGNDLIGAND PHARMACEUTICALS - CL B
$11.9M
CVCOCAVCO INDUSTRIES, INC.
$11.1M
STAMPS.COM INC.
$10.5M
ACICUNITED INSURANCE HOLDINGS CO
$10.5M
LMNRLIMONEIRA CO.
$10.4M
SHOPSHOPIFY, INC. - CLASS A
$9.6M
FNVFRANCO-NEVADA CORP
$8.9M
HQYHEALTHEQUITY, INC.
$8.7M
LFUSLITTELFUSE INC.
$8.6M
INCYINCYTE CORP
$7.5M
IEFISHARES BARCLAY 7-10 YEAR TREASURY BOND FUND
$7.5M
NEWREURNEW RELIC, INC.
$6.5M
UNPUNION PACIFIC CORP
$5.8M
SENDGRID INC.
$5.3M
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
$3.8M
VTIVANGUARD TOTAL STOCK MARKET ETF
$3.8M
IEIISHARES BARCLAYS 3-7 YEAR TREASURY BOND FUND
$3.6M
NDQINVESCO QQQ TRUST SERIES 1
$3.6M
ITA*ISHARES U.S. AEROSPACE & DEFENCE ETF
$3.4M
XSLVINVESCO S&P SMALL CAP LOW VOLATILITY ETF
$2.7M
ROPROPER TECHNOLOGIES, INC
$2.6M
SPPIUSDSPECTRUM PHARMACEUTICALS INC.
$2.6M
XOMEXXON MOBIL CORP
$2.5M
DJCODAILY JOURNAL CORP
$2.4M
EQIXEQUINIX INC
$2.4M
HACKUSDPUREFUNDS ISE CYBER SECURITY ETF
$2.3M
REMARK HOLDINGS, INC.
$2.2M
EFTTECHTARGET, INC
$2.1M
BRK/BBERKSHIRE HATHAWAY B
$2.1M
IYZISHARES US TELECOMMUNICATIONS ETF
$1.9M
AMSWAUSDAMERICAN SOFTWARE INC.
$1.7M
ADBEADOBE SYSTEMS
$1.6M
MSFTMICROSOFT CORPORATION
$1.6M
LVLNSPDR S&P REGIONAL BANKING ETF
$1.5M
BDJBLACKROCK ENHANCED EQUITY DIVIDEND TRUST
$1.4M
DHRDANAHER CORPORATION
$1.1M
ETENERGY TRANSFER LP
$1.1M
XLEENERGY SELECT SECTOR SPDR
$1.1M
KOCOCA-COLA CO
$1.0M
NSCNORFOLK SOUTHERN CORP
$1.0M
KMIKINDER MORGAN HOLDCO LLC
$1.0M
XLNXEURXILINX INC
$979K
HCSGHEALTHCARE SERVICES GROUP
$919K
RHT1EURRED HAT INC
$910K
UNHUNITED HEALTH GROUP
$780K
RUNSUNRUN INC
$762K
ULTAULTA SALON COSMETICS AND FRAGRANCE, INC.
$738K
PEPPEPSICO INC
$717K
WWDWOODWARD INC
$704K
INFOIHS MARKIT LTD
$695K
VRTXVERTEX PHARMACEUTICALS INC.
$693K
UDRUDR INC.
$624K
SYYSYSCO CORPORATION
$623K
EEMVISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY E
$617K
MORNMORNINGSTAR INC
$609K
PPGPPG INDUSTRIES INC
$584K
ISHARES EDGE MSCI MIN VOL EUROPE ETF
$573K
BCPCBALCHEM CORP
$561K
LOGMEURLOGMEIN, INC
$551K
RABROOKFIELD REAL ASSETS INCOME FUND INC
$550K
MOHMOLINA HEALTHCARE INC.
$540K
EXPDEXPEDITORS INTL
$524K
MLB1MERCADO LIBRE
$507K
WISCONSIN ENERGY CORP
$506K
MDLZMONDELEZ INTERNATIONAL INC.
$460K
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF
$433K
EASTSIDE DISTILLING
$433K
MOALTRIA GROUP INC
$431K
JNJJOHNSON & JOHNSON
$419K
CLBCORE LABORATORIES NV
$418K
LQDISHARES IBOXX INV. GRADE CORP. BOND FUND
$411K
CGCARLYLE GROUP
$410K
MRKMERCK & CO
$405K
BACVERIZON COMMUNICATIONS INC
$389K
BROOKFIELD GLOBAL LISTED INFRASTRUCTURE INCOME FUN
$375K
MMM3M CO
$359K
BMYBRISTOL-MYERS SQUIBB CO
$343K
BXUSDBLACKSTONE GROUP
$322K
CVXCHEVRON CORPORATION
$315K
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