ASHFORD CAPITAL MANAGEMENT INC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$897.7M

Holdings

109

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (109 positions)

StockValue
AVGOBROADCOM INC
$899K
AAPLAPPLE, INC.
$787K
GGNGAMCO GLOBAL GOLD NATURAL RESOURCES AND INCOME TRU
$753K
SHOPSHOPIFY, INC. - CLASS A
$753K
KOCOCA-COLA CO
$704K
GLWCORNING INC
$537K
AFRMAFFIRM HOLDINGS - CL A.
$504K
DWDMORGAN STANLEY
$495K
CVXCHEVRON CORPORATION
$456K
GOOGALPHABET INC - CL C
$439K
RBLXROBLOX CORP. - CL A
$422K
MKTXMARKETAXESS HOLDINGS INC
$362K
LLYELI LILLY & COMPANY
$361K
IBMINTERNATIONAL BUSINESS MACHINES CORP
$354K
JNJJOHNSON & JOHNSON
$351K
MLRMILLER INDUSTRIES RSUS
$340K
IWFISHARES RUSSELL 1000 GROWTH INDEX FUND
$331K
RHLDRESOLUTE HOLDINGS MANAGEMENT
$260K
CLSCELESTICA
$257K
QUREUNIQURE NV
$239K
IAU*ISHARES GOLD TRUST
$231K
VTSVITESSE ENERGY INC.
$230K
TAT&T
$217K
VRTVERTIV HOLDINGS CO.
$210K
EWUISHARES MSCI UNITED KINGDOM ETF
$203K
NDQINVESCO QQQ TRUST SERIES 1
$201K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$176K
AURAURORA INNOVATION, INC.
$109K
GSATGLOBALSTAR INC.
$61K
LGNDLIGAND PHARMACEUTICALS - CL B
$40K
VICRVICOR CORP
$39K
RDVTRED VIOLET INC
$34K
VTIVANGUARD TOTAL STOCK MARKET ETF
$31K
SUPNSUPERNUS PHARMACEUTICALS INC.
$30K
CLBTCELLEBRITE DI LTD/ISRAEL
$30K
SNEXSTONEX GROUP, INC.
$28K
ODDODDITY TECH, LTD. - CL A
$28K
HQYHEALTHEQUITY, INC.
$25K
AYIACUITY, INC.
$24K
UFPTUFP TECHNOLOGIES, INC.
$21K
SKWDSKYWARD SPECIALTY INSURANCE GROUP
$20K
FROGJFROG LTD
$19K
FNVFRANCO-NEVADA CORP
$19K
EQIXEQUINIX INC
$18K
WGSGENEDX HOLDINGS - CL A.
$17K
CVCOCAVCO INDUSTRIES, INC.
$17K
CSGPCOSTAR GROUP INC
$17K
BRK-BBERKSHIRE HATHAWAY A
$17K
AXONAXON ENTERPRISE, INC.
$17K
VOXRVOX ROYALTY CORP.
$15K
KNSLKINSALE CAPITAL GROUP INC.
$15K
TYLTYLER TECHNOLOGIES, INC
$15K
CYBRCYBERARK SOFTWARE LTD/ISRAEL
$14K
INCYINCYTE CORP
$14K
SRADSPORTRADAR GROUP AG
$13K
CWANCLEARWATER ANALYTICS HDS - CL A
$12K
AVPTAVEPOINT, INC.
$11K
NCNONCINO, INC.
$10K
BROSDUTCH BROS INC.
$10K
UNPUNION PACIFIC CORP
$10K
YOUCLEAR SECURE, INC. -CLASS A
$9K
IDIINTERDIGITAL INC.
$9K
SSENTINELONE, INC. - CLASS A
$9K
MSFTMICROSOFT CORPORATION
$9K
PJ4AREPOSITRAK, INC.
$8K
FEZSPDR EURO STOXX 50 FUND
$8K
SPYSPDR S&P 500 ETF TRUST
$8K
IEURISHARES CORE MSCI EUROPE ETF
$7K
FALNISHARES FALLEN ANGELS USD BOND ETF
$7K
CPRTCOPART INC
$6K
VICIVICI PROPERTIES
$6K
VIAVIA TRANSPORTATION, INC. - CL A
$6K
FXIISHARES CHINA LARGE-CAP ETF
$5K
EPDENTERPRISE PRODUCTS PARTNERS
$5K
TTDTHE TRADE DESK - CL A
$4K
EWWISHARES MSCI MEXICO ETF
$4K
EWZISHARES MSCI BRAZIL
$4K
ISRGINTUITIVE SURGICAL, INC.
$4K
METAFACEBOOK INC - A
$4K
TERTERADYNE INC.
$4K
IWOISHARES RUSSELL 2000 GROWTH INDEX FUND
$4K
REMXVANECK RARE EARTH & METALS ETF
$4K
VRTXVERTEX PHARMACEUTICALS INC.
$4K
PRCHPORCH GROUP INC
$4K
GOOGLALPHABET INC. CLASS A
$4K
BRK/BBERKSHIRE HATHAWAY B
$4K
ETENERGY TRANSFER LP
$3K
ROPROPER TECHNOLOGIES, INC
$3K
MRKMERCK & CO
$3K
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$3K
HACKAMPLIFY CYBERSECURITY ETF
$3K
TKOTKO GROUP HOLDINGS, INC.
$3K
DHRDANAHER CORPORATION
$2K
TRVTHE TRAVELERS COMPANIES
$2K
TECHBIO-TECHNE CORP
$2K
XOMEXXON MOBIL CORP
$2K
FURYFURY GOLD MINES LTD
$2K
PATHUIPATH, INC. - CLASS A
$2K
KMIKINDER MORGAN HOLDCO LLC
$2K
MODMODINE MANUFACTURING CO
$2K
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