account_balance
Investment manager · 13F filer · SEC CIK 2131949
Altium Investment Strategies LLC
Reported value$87.4Mas of Sep 30, 2026
Positions25 6 new, 1 sold out
Top 10 weight90.6%BSJR alone is 19%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BSJRInvesco Exch TRD SLF Idx Fd
18.9%Added +57%
PGProcter & Gamble Co
17.6%
FTSMFirst Tr Exchange-Traded Fd
14.9%Trimmed −19%
XOMExxonMobil Holdings Corp
12.5%New
CLIPGlobal X FDS
10.6%Trimmed −25%
BOXXEa Series Trust
5.1%Added +27%
AAPLApple Inc.
3.2%New
BSJSInvesco Exch TRD SLF Idx Fd
3.0%Added +124%
BSJQInvesco Exch TRD SLF Idx Fd
2.8%
FSIG1.8%
FTCBFirst Tr Exchange-Traded Fd
1.8%
RPG
BSJRInvesco Exch TRD SLF Idx Fd
18.9%Added +57%
PGProcter & Gamble Co
17.6%
FTSMFirst Tr Exchange-Traded Fd
14.9%Trimmed −19%
XOMExxonMobil Holdings Corp
12.5%New
CLIPGlobal X FDS
10.6%Trimmed −25%
BOXX5.1%
AAPLBSJQ2.8%
FSIG
RPG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BSJR Invesco Exch TRD SLF Idx Fd 18.9% Added +57%
PG Procter & Gamble Co 17.6% HeldFTSM First Tr Exchange-Traded Fd 14.9% Trimmed −19%
XOM ExxonMobil Holdings Corp 12.5% NewCLIP Global X FDS 10.6% Trimmed −25%
BOXX Ea Series Trust 5.1% Added +27%
AAPL Apple Inc. 3.2% NewBSJS Invesco Exch TRD SLF Idx Fd 3.0% Added +124%
BSJQ Invesco Exch TRD SLF Idx Fd 2.8% Held
FSIG First Tr Exchange-Traded Fd 1.8% Held
FTCB First Tr Exchange-Traded Fd 1.8% Held
RPG Invesco Exchange Traded Fd T 1.1% Held
What changed
Biggest moves since Jun 30, 2026
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