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CIK: 0000712050
Total reported value
$1.0B
$1.0B
330 檔
19.3%
During the Q3 2025 filing period, Altfest L J & Co Inc (CIK: 0000712050) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 330 reported positions.
In Q3 2025, Altfest L J & Co Inc displayed an active expansion posture, initiating 13 new positions and adding to 17 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 330 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.47% | +0.68% | -0.52% | |
| 2 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 4.78% | -0.35% | -8.49% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.38% | -0.35% | -12.80% | |
| 4 | MINV | Matthews Asia Innovators Act | ETF-Other | 4.00% | +1.34% | +1.07% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.62% | -1.22% | +78.30% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.04% | -0.20% | +2.49% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.03% | +1.75% | |
| 8 | EMLP | First Trust North American E | ETF-Other | 2.49% | -0.54% | -37.16% | |
| 9 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.16% | +0.13% | — | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.08% | -0.15% | +2.79% | |
| 11 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 2.05% | -0.48% | +2.53% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.85% | -1.49% | +0.08% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.22% | +1.20% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.77% | -0.15% | +6.31% | |
| 15 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-Other | 1.59% | -0.58% | +84.77% | |
| 16 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 1.53% | — | +166.85% | |
| 17 | USAR | USA Rare Earth Inc | Stock-Other | 1.51% | +0.75% | — | |
| 18 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.40% | +0.69% | +63.09% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.15% | -12.02% | |
| 20 | PAVE | Global X US Infrastructure | ETF-Other | 1.31% | +0.06% | +2.33% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.62% | +31.69% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.15% | +2.42% | +118.33% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.08% | -0.57% | -25.75% | |
| 24 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.01% | +0.25% | +171.07% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.12% | -22.94% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.90% | +0.23% | +14.22% | |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.89% | +0.02% | NEW | |
| 28 | OLP | One Liberty Properties Inc | Stock-Other | 0.88% | +0.02% | — | |
| 29 | AIS | Vistashares Ais ETF | ETF-Other | 0.87% | — | — | |
| 30 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.85% | -0.03% | EXIT | |
| 31 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.77% | -0.10% | +100.63% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | -0.10% | +5.12% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | -1.77% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.67% | — | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.17% | +42.01% | |
| 36 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.66% | — | — | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.66% | +0.02% | -0.06% | |
| 38 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-Other | 0.61% | -0.01% | +321.85% | |
| 39 | SLV | Ishares Silver Trust | ETF-Commodities | 0.61% | -0.05% | -38.10% | |
| 40 | GVAL | Cambria Global Value ETF | ETF-Other | 0.58% | -0.01% | +1.78% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.57% | -0.02% | -7.00% | |
| 42 | IHF | Ishares U.s. Healthcare Prov | ETF-Other | 0.56% | — | -5.11% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | -0.53% | — | |
| 44 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.54% | — | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.04% | -6.35% | |
| 46 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.53% | -0.50% | -33.77% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | -0.18% | -45.21% | |
| 48 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.49% | +0.12% | -25.58% | |
| 49 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.47% | +0.06% | -0.51% | |
| 50 | IYZ | Ishares US Telecommunication | ETF-Other | 0.44% | +0.19% | — |
According to official SEC Form 13F filings, Altfest L J & Co Inc reported a total U.S. public equity portfolio value of $1.0B across 330 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including QQQM, UTEN, STIP) accounted for 19.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
GLDM
市值: $15.9M
Top Position Liquidated / Trimmed
UDEC
前期市值: $21.4M
During Q3 2025, Altfest L J & Co Inc's top holdings by market value included QQQM (5.5%)、UTEN (4.8%)、STIP (4.4%). The largest single position, QQQM, represented 5.5% of total portfolio value.
In Q3 2025, Altfest L J & Co Inc made 50 total portfolio adjustments, initiating 13 new buys, adding to 17 positions, trimming 15 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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