account_balance

Investment manager · 13F filer · SEC CIK 712050

Altfest L J & Co Inc

Reported value$1.01Bas of Sep 30, 2026
Positions318 56 new, 49 sold out
Top 10 weight37.2%QQQM alone is 6%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
QQQM Invesco Exch Traded Fd Tr II 5.8% Held
VTIP Vanguard Malvern FDS 5.3% Added +26%
MINV Matthews Asia FDS 4.1% Trimmed −7%
STIP iShares Tr 4.1% Added +3%
EMLP First Tr Exchange-traded Fd 3.9% Held
UTEN RBB Fd Inc 3.4% Added +2%
AAPL Apple Inc 3.4% Held
SCHP Schwab Strategic Tr 2.9% Added +4%
VHT Vanguard World Fd 2.5% Trimmed −3%
SPMB SPDR Series Trust 1.9% Added +3%
USAR USA Rare Earth Inc 1.8% Held
LTPZ Pimco ETF Tr 1.8% Added +38%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 30, 2026 filing
add_circleNew
  • XLG $16.7M
  • CARY $12.6M
  • AIS $9.1M
  • TZA $8.79M
arrow_upwardAdded
  • EWT +3492%
  • XLE +2718%
  • GLD +444%
  • ASML +432%
arrow_downwardTrimmed
  • BIL −55%
  • MU −52%
  • INDA −50%
  • EWJV −45%
remove_circleSold out
  • RSPD $14.4M
  • QNDX $12.6M
  • IYZ $7.61M
  • RONB $5.64M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

This is data, not investment advice. About StockToast