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CIK: 0000712050
Total reported value
$1.0B
$1.0B
326 檔
20.8%
As reported in its official Q1 2026 Form 13F filing, Altfest L J & Co Inc's tracked investment portfolio stood at $1.0B with 326 total positions.
Altfest L J & Co Inc executed strategic sector rebalancing during Q1 2026, establishing 45 new positions while fully exiting 57 holdings and trimming 55 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTIP, QQQM, EMLP) accounted for 20.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 326 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.37% | -1.22% | +60.87% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.95% | +0.68% | +0.90% | |
| 3 | EMLP | First Trust North American E | ETF-Other | 4.48% | -0.54% | +67.60% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.33% | -0.35% | +2.62% | |
| 5 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 3.83% | -0.35% | -18.07% | |
| 6 | MINV | Matthews Asia Innovators Act | ETF-Other | 3.78% | +1.34% | -3.58% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.05% | -0.20% | +3.15% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.92% | +0.03% | +12.65% | |
| 9 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.07% | -0.15% | +1.13% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.98% | -1.49% | -1.93% | |
| 11 | USAR | USA Rare Earth Inc | Stock-Other | 1.89% | +0.75% | -3.71% | |
| 12 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.88% | +0.25% | +295.90% | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.61% | +0.13% | -38.16% | |
| 14 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-Other | 1.61% | -0.58% | +2.65% | |
| 15 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.50% | -0.10% | +29.92% | |
| 16 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.50% | -0.48% | -22.25% | |
| 17 | PAVE | Global X US Infrastructure | ETF-Other | 1.39% | +0.06% | +3.43% | |
| 18 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 1.28% | -0.11% | +11.15% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.62% | -7.13% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | +0.15% | -13.91% | |
| 21 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.07% | -1.07% | EXIT | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | -0.12% | +23.87% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.01% | -0.90% | +797.84% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.22% | -16.83% | |
| 25 | OIH | Vaneck Oil Services ETF | ETF-Other | 0.91% | -0.91% | EXIT | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.91% | -0.84% | +958.05% | |
| 27 | OLP | One Liberty Properties Inc | Stock-Other | 0.82% | +0.02% | — | |
| 28 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.67% | +0.73% | — | |
| 29 | ARGT | Global X Msci Argentina ETF | ETF-Other | 0.66% | -0.17% | — | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.57% | +46.57% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | -0.10% | -4.47% | |
| 32 | GVAL | Cambria Global Value ETF | ETF-Other | 0.63% | -0.01% | -0.67% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.23% | -15.26% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | — | -2.57% | |
| 35 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.58% | +0.17% | +1515.80% | |
| 36 | INDA | Ishares Msci India ETF | ETF-Other | 0.58% | +0.21% | +8.93% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | +0.02% | -5.93% | |
| 38 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-Other | 0.56% | -0.01% | -2.31% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | -0.53% | -23.15% | |
| 40 | IYZ | Ishares US Telecommunication | ETF-Other | 0.55% | +0.19% | — | |
| 41 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.54% | -0.50% | -16.16% | |
| 42 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.54% | -0.54% | EXIT | |
| 43 | SJB | Proshares Short High Yield | ETF-High Yield | 0.53% | -0.53% | EXIT | |
| 44 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.52% | -0.52% | EXIT | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.52% | +0.04% | +38.13% | |
| 46 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.49% | +0.58% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.17% | -22.41% | |
| 48 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.46% | +0.69% | -76.15% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.12% | -0.14% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | -0.18% | +41.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMLP | First Trust North American E | +2.1% | +67.60% | Add |
| 2 | VTIP | Vanguard Short-term Tips | +2% | +60.87% | Add |
| 3 | GBIL | Goldman Sachs Access Treasur | +1.4% | +295.90% | Add |
| 4 | QUAL | Ishares Msci USA Quality Fac | +0.9% | +797.84% | Add |
| 5 | GDX | Vaneck Gold Miners ETF | +0.8% | +958.05% | Add |
| 6 | OIH | Vaneck Oil Services ETF | +0.6% | +84.61% | Add |
| 7 | EWZ | Ishares Msci Brazil ETF | +0.6% | +74.79% | Add |
| 8 | IHI | Ishares U.s. Medical Devices | +0.5% | +1515.80% | Add |
| 9 | USAR | USA Rare Earth Inc | +0.3% | -3.71% | Trim |
| 10 | LTPZ | Pimco 15+ Yr US Tips Indx | +0.3% | +29.92% | Add |
| 11 | GLD | Spdr Gold Shares | +0.2% | +46.57% | Add |
| 12 | GEV | GE Vernova Inc | +0.2% | +38.13% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +81.30% | Add |
| 14 | T | At&t Inc | +0.2% | +67.59% | Add |
| 15 | NFLX | Netflix Inc | +0.2% | +179.27% | Add |
| 16 | CSX | Csx CORP | +0.2% | +336.73% | Add |
| 17 | KR | Kroger Co | +0.1% | +118.71% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +23.87% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -0.14% | Trim |
| 20 | AU | AngloGold Ashanti plc | +0.1% | +127.36% | Add |
| 21 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +11.15% | Add |
| 22 | PAVE | Global X US Infrastructure | +0.1% | +3.43% | Add |
| 23 | NYF | Ishares New York Muni Bond E | +0.1% | +44.01% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | +41.12% | Add |
| 25 | DAR | Darling Ingredients Inc | +0.1% | +32.72% | Add |
| 26 | AAPL | Apple Inc | +0.1% | +12.65% | Add |
| 27 | CC | Chemours Co/the | +0.1% | +6.40% | Add |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +2.62% | Add |
| 29 | MINV | Matthews Asia Innovators Act | +0.1% | -3.58% | Trim |
| 30 | ALGM | Allegro Microsystems Inc | +0.1% | +72.94% | Add |
| 31 | BBD | Banco Bradesco-adr | +0.1% | +200.54% | Add |
| 32 | ✓ | Ferrovial Se | +0.1% | +45.27% | Add |
| 33 | SCHP | Schwab U.s. Tips ETF | 0% | +3.15% | Add |
| 34 | SMH | Vaneck Semiconductor ETF | 0% | -1.93% | Trim |
| 35 | COST | Costco Wholesale CORP | 0% | +12.80% | Add |
| 36 | TPC | Tutor Perini CORP | 0% | +19.15% | Add |
| 37 | MCHP | Microchip Technology Inc | 0% | +75.67% | Add |
| 38 | LITE | Lumentum Holdings Inc | 0% | -35.22% | Trim |
| 39 | JNJ | Johnson & Johnson | 0% | -2.61% | Trim |
| 40 | OLP | One Liberty Properties Inc | 0% | — | Unchanged |
| 41 | STM | Stmicroelectronics Nv-ny Shs | 0% | +16.85% | Add |
| 42 | MCD | Mcdonald's CORP | 0% | +57.28% | Add |
| 43 | CE | Celanese CORP | 0% | -19.70% | Trim |
| 44 | PAAS | Pan American Silver CORP | 0% | +19.99% | Add |
| 45 | PM | Philip Morris International | 0% | +7.03% | Add |
| 46 | EWY | Ishares Msci South Korea ETF | 0% | -16.16% | Trim |
| 47 | GVAL | Cambria Global Value ETF | 0% | -0.67% | Trim |
| 48 | MFEM | Pimco Rafi Dynamic Multi-fac | 0% | -2.31% | Trim |
| 49 | XLE | Ss Energy Select Sector | 0% | -23.15% | Trim |
| 50 | MBS | Angel Oak Mortg-bcked Se ETF | 0% | +2.65% | Add |
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 326 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
RSPD
市值: $6.3M
Top Position Liquidated / Trimmed
XLP
前期市值: $7.3M
During Q1 2026, Altfest L J & Co Inc's top holdings by market value included VTIP (5.4%)、QQQM (5.0%)、EMLP (4.5%). The largest single position, VTIP, represented 5.4% of total portfolio value.
In Q1 2026, Altfest L J & Co Inc made 199 total portfolio adjustments, initiating 45 new buys, adding to 42 positions, trimming 55 holdings, and fully liquidating 57 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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