Ashford Capital Reports $851M in Q2 Equity Holdings

The Wilmington-based firm reported 102 equity positions in its latest portfolio update, reflecting active management and a strong tilt toward growth-oriented names.

August 19, 2025

Q2 Snapshot Shows Continued Focus on Diversified Equity Allocation

Ashford Capital Management ended the second quarter of 2025 with $851 million in disclosed equity holdings, spread across 102 positions. The portfolio snapshot, filed in August, gives a clear look at how the Wilmington-based firm is positioning itself in the current market.

This latest report confirms Ashford’s continued focus on actively managed strategies. The size and diversity of the portfolio point to a research-driven process, where each position is selected with a clear view on long-term value. While the filing doesn’t break down sector weights, the firm has historically leaned into growth-oriented names—particularly in areas like technology, healthcare, and industrials.

Ashford operates independently and reported no other institutional managers in this filing. That means the holdings listed are managed directly by the firm’s team, without overlap from other advisory relationships. It’s a direct window into how Ashford is thinking about risk, opportunity, and allocation as of midyear.

Comprehensive Filing Underscores Transparency and Active Management

The report includes a signed confirmation from Victoria Horan, Vice President of Operations, attesting to the accuracy of the data. The filing is comprehensive, covering all of Ashford’s U.S. equity investments that meet the SEC’s reporting threshold.

For anyone tracking institutional activity, this is the kind of update that provides both scale and clarity. It highlights where capital is moving and how a mid-sized investment manager like Ashford is navigating an environment shaped by inflation pressure, earnings variability, and shifting monetary policy. These reports come out quarterly, giving investors, counterparties, and analysts a reliable point of reference for how capital is being deployed across public markets.

Ashford’s Q2 2025 numbers reinforce a consistent, research-forward approach—grounded in diversification, conviction, and steady participation in U.S. equities.