StockDriftsStockDriftsTop 24 Adirondack Retirement Specialists, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TBIL | RBB FD INC | 15.72% | 403.9K | $20.2M | +66.11%(+160.76K) | — | 2023-09-30 | |
| CASH | PATHWARD FINANCIAL INC | 12.17% | 339.7K | $15.7M | +3.32%(+10.91K) | — | 2023-09-30 | |
| IDT | IDT CORP | 10.54% | 614.9K | $13.6M | +9.18%(+51.69K) | — | 2023-09-30 | |
| USFR | WISDOMTREE TR | 9.46% | 241.8K | $12.2M | +4.07%(+9.45K) | — | 2023-09-30 | |
| ESLT | ELBIT SYS LTD | 7.58% | 49.2K | $9.7M | +1.89%(+915) | — | 2023-09-30 | |
| KKR | KKR & CO INC | 6.13% | 128.1K | $7.9M | -24.78%(-42.20K) | — | 2023-09-30 | |
| XPEL | XPEL INC | 5.91% | 98.5K | $7.6M | -10.31%(-11.33K) | — | 2023-09-30 | |
| CWH | CAMPING WORLD HLDGS INC | 4.84% | 305.3K | $6.2M | +25.75%(+62.52K) | — | 2023-09-30 | |
| DAKT | DAKTRONICS INC | 4.03% | 581.7K | $5.2M | +56.42%(+209.83K) | — | 2023-09-30 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 3.23% | 46.1K | $4.2M | -6.64%(-3.28K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Adirondack Retirement Specialists, Inc. reports $128.65M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are TBIL (15.7%), CASH (12.2%) and IDT (10.5%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Adirondack Retirement Specialists, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841016). View Adirondack Retirement Specialists, Inc.’s 13F filings on SEC