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CIK: 0002131949
Total reported value
$69.4M
$69.4M
13 檔
41.7%
At the close of Q1 2026, Altium Investment Strategies LLC disclosed equity holdings valued at approximately $69.4M, spread across 13 reported holdings.
During Q1 2026, Altium Investment Strategies LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 32.66% | -9.42% | — | |
| 2 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 18.89% | -1.10% | — | |
| 3 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 17.91% | -2.58% | — | |
| 4 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 9.39% | -5.79% | — | |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.30% | -1.28% | — | |
| 6 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 3.44% | -1.07% | — | |
| 7 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 3.43% | -1.05% | — | |
| 8 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 2.39% | -1.00% | — | |
| 9 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.83% | -0.85% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | -0.63% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | -0.55% | — | |
| 12 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.04% | +0.68% | — | |
| 13 | GLNK | Grayscale Chainlink Trust Et | ETF-Other | 0.24% | -0.09% | — |
According to official SEC Form 13F filings, Altium Investment Strategies LLC reported a total U.S. public equity portfolio value of $69.4M across 13 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including FTSM, CLIP, BSJR) accounted for 41.7% of total reported equity market value during Q1 2026.
During Q1 2026, Altium Investment Strategies LLC's top holdings by market value included FTSM (32.7%)、CLIP (18.9%)、BSJR (17.9%). The largest single position, FTSM, represented 32.7% of total portfolio value.
In Q1 2026, Altium Investment Strategies LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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