Encompass More Asset Management AGOX — STARBOARD INVT TR

Ownership history in Encompass More Asset Management  ·  9 quarters on record

AI Ownership Summary

Encompass More Asset Management reported STARBOARD INVT TR (AGOX) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.88% in 2024 Q2. The latest visible filing shows AGOX at 1.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGOX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Encompass More Asset Management's position in STARBOARD INVT TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AGOX was reported at 1.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.88% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGOX stock page Encompass More Asset Management fund profile Encompass More Asset Management full holdings
How Encompass More Asset Management held AGOX — position size vs. price
% of Fund (quarterly)    AGOX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 374,909 -3,018 -0.8% 1.97% $10.7M 2026-02-14 (Est.) $29.64
2025 Q3 ADDED — — — 377,927 +107,044 +39.5% 2.22% $11.6M 2025-10-17 $29.88
2025 Q2 REDUCED — — — 270,883 -9,374 -3.3% 1.88% $8.0M 2025-08-07 $28.84
2025 Q1 ADDED — — — 280,257 +3,252 +1.2% 2.05% $6.9M 2025-05-09 $25.96
2024 Q4 ADDED — — — 277,005 +20,423 +8.0% 2.48% $7.5M 2025-01-21 $27.59
2024 Q3 ADDED — — — 256,582 +11,391 +4.6% 2.82% $7.4M 2024-11-14 $27.07
2024 Q2 ADDED — — — 245,191 +22,778 +10.2% 4.88% $6.8M 2024-07-26 $25.76
2024 Q1 ADDED — — — 222,413 +90,999 +69.2% 4.72% $5.7M 2024-05-10 $23.30
2023 Q4 INITIATED — — — 131,414 — — 3.59% $3.2M 2024-02-15 $23.17

🏢 Other funds also holding AGOX

As of 2026 Q1 — sorted by position size

Berman McAleer LLC 8.12% PARTNERS WEALTH MANAGEMENT, LLC 5.82% Octavia Wealth Advisors, LLC 3Y 0.62% FIRETHORN WEALTH PARTNERS, LLC 3Y 0.32% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.3% Goldstone Financial Group, LLC 0.09% Avior Wealth Management, LLC 3Y 7Y 0.02% WEBSTER BANK, N. A. 3Y 7Y 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0% Security National Bank 3Y 7Y 0.0%

FAQ About Encompass More Asset Management and AGOX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Encompass More Asset Management reported owning AGOX?

Encompass More Asset Management reported AGOX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AGOX position in Encompass More Asset Management's portfolio?

The largest reported portfolio weight for AGOX was 4.88% in 2024 Q2.

What is the latest reported AGOX position on this page?

The most recent filing on this page is 2025 Q4, when Encompass More Asset Management reported 374,909 shares, equal to 1.97% of portfolio, with an estimated market value of $10.7M.

What does the chart on this AGOX ownership page compare?

The chart compares Encompass More Asset Management's quarterly AGOX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Encompass More Asset Management time their AGOX position?

Based on 13F filing dates vs. subsequent AGOX price moves, Encompass More Asset Management correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on AGOX relative to SPY over the holding period was -4.3%.

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