ADIRONDACK RETIREMENT SPECIALISTS, INC.

PrivateCIK: 1841016
Location

QUEENSBURY, NY

24
Positions
$128.65M
Total AUM (reported)
3.59M
Total Shares

Allocation by class

TOTAL AUM$128.65M24 positions
COM$55.33M43.0%
US TREAS 3 MNTH$20.23M15.7%
CL B NEW$13.56M10.5%
CL A$13.51M10.5%
FLOATNG RAT TREA$12.17M9.5%
ORD$9.75M7.6%
CLASS A COM$2.71M2.1%

Portfolio Concentration

Top 338.4%4–1041.2%11–2520.4%TOP 1079.6%0%100%
Top 3$49.44M38.4%
4–10$52.98M41.2%
11–25$26.23M20.4%

Top 3 weight

38.4%

Top 10 weight

79.6%

Voting Authority Distribution

Total shares with voting rights: 3.59M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.59M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole24
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings24
Rows:

RBB FD INC

SOLE
US TREAS 3 MNTH
Shares403.94K
TypeSH
Market value$20.23M
15.72%
Sole
0.00
Shared
0.00
None
403.94K

PATHWARD FINANCIAL INC

SOLE
COM
Shares339.71K
TypeSH
Market value$15.66M
12.17%
Sole
0.00
Shared
0.00
None
339.71K

IDT CORP

SOLE
CL B NEW
Shares614.93K
TypeSH
Market value$13.56M
10.54%
Sole
0.00
Shared
0.00
None
614.93K

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares241.81K
TypeSH
Market value$12.17M
9.46%
Sole
0.00
Shared
0.00
None
241.81K

ELBIT SYS LTD

SOLE
ORD
Shares49.24K
TypeSH
Market value$9.75M
7.58%
Sole
0.00
Shared
0.00
None
49.24K

KKR & CO INC

SOLE
COM
Shares128.09K
TypeSH
Market value$7.89M
6.13%
Sole
0.00
Shared
0.00
None
128.09K

XPEL INC

SOLE
COM
Shares98.55K
TypeSH
Market value$7.60M
5.91%
Sole
0.00
Shared
0.00
None
98.55K

CAMPING WORLD HLDGS INC

SOLE
CL A
Shares305.29K
TypeSH
Market value$6.23M
4.84%
Sole
0.00
Shared
0.00
None
305.29K

DAKTRONICS INC

SOLE
COM
Shares581.74K
TypeSH
Market value$5.19M
4.03%
Sole
0.00
Shared
0.00
None
581.74K

GUIDEWIRE SOFTWARE INC

SOLE
COM
Shares46.12K
TypeSH
Market value$4.15M
3.23%
Sole
0.00
Shared
0.00
None
46.12K

MOELIS & CO

SOLE
CL A
Shares81.12K
TypeSH
Market value$3.66M
2.85%
Sole
0.00
Shared
0.00
None
81.12K

SHOPIFY INC

SOLE
CL A
Shares66.24K
TypeSH
Market value$3.61M
2.81%
Sole
0.00
Shared
0.00
None
66.24K

VALERO ENERGY CORP

SOLE
COM
Shares22.66K
TypeSH
Market value$3.21M
2.50%
Sole
0.00
Shared
0.00
None
22.66K

BANCORP INC DEL

SOLE
COM
Shares84.33K
TypeSH
Market value$2.91M
2.26%
Sole
0.00
Shared
0.00
None
84.33K

TOPGOLF CALLAWAY BRANDS CORP

SOLE
COM
Shares197.50K
TypeSH
Market value$2.73M
2.12%
Sole
0.00
Shared
0.00
None
197.50K

GITLAB INC

SOLE
CLASS A COM
Shares59.95K
TypeSH
Market value$2.71M
2.11%
Sole
0.00
Shared
0.00
None
59.95K

DEVON ENERGY CORP NEW

SOLE
COM
Shares38.13K
TypeSH
Market value$1.82M
1.41%
Sole
0.00
Shared
0.00
None
38.13K

COSTCO WHSL CORP NEW

SOLE
COM
Shares2.48K
TypeSH
Market value$1.40M
1.09%
Sole
0.00
Shared
0.00
None
2.48K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares10.10K
TypeSH
Market value$1.04M
0.81%
Sole
0.00
Shared
0.00
None
10.10K

TEXAS PACIFIC LAND CORPORATI

SOLE
COM
Shares518.00
TypeSH
Market value$944.6K
0.73%
Sole
0.00
Shared
0.00
None
518.00

APPLE INC

SOLE
COM
Shares4.30K
TypeSH
Market value$736.2K
0.57%
Sole
0.00
Shared
0.00
None
4.30K

NVIDIA CORPORATION

SOLE
COM
Shares1.66K
TypeSH
Market value$722.5K
0.56%
Sole
0.00
Shared
0.00
None
1.66K

PAYSIGN INC

SOLE
COM
Shares186.85K
TypeSH
Market value$364.4K
0.28%
Sole
0.00
Shared
0.00
None
186.85K

VANECK MERK GOLD TR

SOLE
GOLD TRUST
Shares19.96K
TypeSH
Market value$357.2K
0.28%
Sole
0.00
Shared
0.00
None
19.96K