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Altfest L J & Co

Latest statistics and disclosures from Altfest L J & Co's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQM, UTEN, STIP, MINV, VTIP, and represent 21.56% of Altfest L J & Co's stock portfolio.
Added to shares of these 10 stocks: KRE (+$11M), XLP (+$7.3M), KBWB (+$7.1M), INDA (+$5.7M), USAR (+$5.1M), EWZ, RSPM, BIL, LTPZ, FHLC.
Started 46 new stock positions in RSPM, LAZ, JEF, AAP, ZSL, KRE, SLG, TOST, AU, INDA.
Reduced shares in these 10 stocks: ASHR (-$8.4M), AIS (-$7.8M), GLD (-$7.1M), , SIL (-$5.9M), KWEB (-$5.9M), IHF (-$5.0M), GBIL, IYZ, ARGT.
Sold out of its positions in AMKR, APH, BRKR, CTRA, CELH, CNP, CSGP, CRNX, DASH, DOUG.
Altfest L J & Co was a net buyer of stock by $6.8M.
Altfest L J & Co has $914M in assets under management (AUM), dropping by 1.92%.
Central Index Key (CIK): 0000712050

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Portfolio Holdings for Altfest L J & Co

Altfest L J & Co holds 330 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.3	$49M	-2%	193k	252.92	View chart
RBB Us Treasr 10 Yr (UTEN)	4.8	$44M	+3%	1.0M	44.05	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.3	$39M		382k	102.39	View chart
Matthews Asia Fds Asia Innov Activ (MINV)	3.7	$34M		964k	35.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.4	$31M	-2%	625k	49.46	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.0	$28M	+2%	1.0M	26.49	View chart
Apple (AAPL)	2.8	$26M		96k	271.86	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	2.8	$26M	+19%	346k	74.28	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	2.4	$22M		572k	37.87	View chart
Spdr Series Trust State Street Spd (SPMB)	2.1	$19M	+2%	853k	22.41	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	2.0	$19M		853k	21.90	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.0	$18M		209k	85.37	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.9	$18M	-2%	49k	360.13	View chart
Spdr Series Trust State Street Spd (XBI)	1.9	$17M	+13%	142k	121.93	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	1.6	$15M	+3%	1.7M	8.74	View chart
Spdr Series Trust State Street Spd (BIL)	1.6	$15M	+42%	159k	91.38	View chart
Microsoft Corporation (MSFT)	1.6	$15M	-3%	30k	483.62	View chart
USA Rare Earth Inc A (USAR)	1.6	$14M	+53%	1.2M	11.90	View chart
Eli Lilly & Co. (LLY)	1.5	$14M	-8%	13k	1074.68	View chart
Amazon (AMZN)	1.4	$13M		56k	230.82	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.3	$12M		248k	47.79	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	1.2	$11M	+62%	212k	51.75	View chart
Spdr Series Trust State Street Spd (KRE)	1.2	$11M	NEW	166k	64.81	View chart
Ishares Silver Tr Ishares (SLV)	1.1	$10M	+23%	159k	64.42	View chart
NVIDIA Corporation (NVDA)	0.9	$8.2M		44k	186.50	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.8	$7.3M	NEW	94k	77.68	View chart
One Liberty Properties (OLP)	0.8	$7.2M		357k	20.29	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.8	$7.1M	NEW	84k	84.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$6.9M	-15%	22k	313.80	View chart
JPMorgan Chase & Co. (JPM)	0.7	$6.2M		19k	322.22	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$6.1M	-30%	20k	303.89	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$5.9M	-2%	224k	26.23	View chart
Abbvie (ABBV)	0.6	$5.9M		26k	228.49	View chart
Ishares Tr Msci India Etf (INDA)	0.6	$5.7M	NEW	105k	54.05	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.6	$5.6M		178k	31.47	View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	0.6	$5.3M	-61%	162k	32.85	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.6	$5.1M	+105%	120k	42.69	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.6	$5.1M	+2%	33k	153.02	View chart
Thermo Fisher Scientific (TMO)	0.6	$5.0M	+47%	8.7k	579.46	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.5	$5.0M	-10%	216k	23.12	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$4.9M	+98%	110k	44.71	View chart
Ishares Msci Sth Kor Etf (EWY)	0.5	$4.8M	-17%	49k	97.22	View chart
Ishares Msci Brazil Etf (EWZ)	0.5	$4.7M	NEW	149k	31.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.5	$4.4M	NEW	130k	34.08	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$4.4M	-51%	44k	99.94	View chart
Meta Platforms Cl A (META)	0.5	$4.4M		6.6k	660.09	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$4.1M	-32%	54k	76.23	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.4	$4.1M	NEW	84k	49.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$3.8M	-65%	9.5k	396.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$3.6M	+3%	148k	24.04	View chart
Axon Enterprise (AXON)	0.4	$3.5M	+5%	6.2k	567.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.5M		5.7k	614.30	View chart
S&p Global (SPGI)	0.4	$3.4M		6.6k	522.57	View chart
Broadcom (AVGO)	0.4	$3.4M	-27%	9.8k	346.11	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.4	$3.3M	NEW	12k	284.77	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.1M		26k	120.34	View chart
Danaher Corporation (DHR)	0.3	$3.1M	+135%	13k	228.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.0M		6.0k	502.65	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$3.0M	+3%	41k	72.27	View chart
Merck & Co (MRK)	0.3	$2.9M	+2%	28k	105.26	View chart
Boeing Company (BA)	0.3	$2.9M	+56%	14k	217.13	View chart
Philip Morris International (PM)	0.3	$2.9M	+420%	18k	160.40	View chart
Johnson & Johnson (JNJ)	0.3	$2.9M	-19%	14k	206.94	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$2.8M	-2%	21k	128.83	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$2.7M	+5%	25k	106.70	View chart
Ge Vernova (GEV)	0.3	$2.6M	+217%	4.0k	653.58	View chart
Proshares Tr Ii Ultra Short Silv (ZSL)	0.3	$2.6M	NEW	483k	5.34	View chart
Spdr Series Trust State Street Spd (SHM)	0.3	$2.6M		54k	47.99	View chart
Vanguard World Utilities Etf (VPU)	0.3	$2.6M	-4%	14k	185.04	View chart
Micron Technology (MU)	0.3	$2.5M	+71%	8.9k	285.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.5M		8.0k	312.98	View chart
Ishares Tr New York Mun Etf (NYF)	0.3	$2.3M	-47%	44k	53.51	View chart
International Business Machines (IBM)	0.3	$2.3M		7.9k	296.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$2.3M		52k	43.72	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$2.2M	+77%	2.9k	771.98	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.2M	+3%	3.3k	681.84	View chart
Wal-Mart Stores (WMT)	0.2	$2.2M	-2%	20k	111.41	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$2.1M	+63%	24k	90.97	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.1M		20k	100.34	View chart
Citizens Financial (CFG)	0.2	$2.1M	+132%	35k	58.41	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$2.0M	-3%	11k	193.63	View chart
Coca-Cola Company (KO)	0.2	$2.0M	+78%	29k	69.91	View chart
Vanguard World Health Car Etf (VHT)	0.2	$2.0M	-29%	7.0k	287.87	View chart
Oracle Corporation (ORCL)	0.2	$2.0M		10k	194.91	View chart
Jefferies Finl Group (JEF)	0.2	$1.9M	NEW	31k	61.97	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.8M		68k	26.68	View chart
Cisco Systems (CSCO)	0.2	$1.8M		23k	77.03	View chart
Walt Disney Company (DIS)	0.2	$1.8M		16k	113.77	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$1.8M		40k	45.02	View chart
Spdr Series Trust State Street Spd (SPIP)	0.2	$1.8M		68k	25.95	View chart
At&t (T)	0.2	$1.7M	+106%	68k	24.84	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM)	0.2	$1.7M	+86%	24k	68.80	View chart
Boston Scientific Corporation (BSX)	0.2	$1.7M	+38%	17k	95.35	View chart
Aon Shs Cl A (AON)	0.2	$1.6M	+155%	4.7k	352.88	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.2	$1.6M	-2%	8.6k	189.26	View chart
Chubb (CB)	0.2	$1.6M	+6%	5.0k	312.11	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	0.2	$1.5M		71k	21.60	View chart
Bristol Myers Squibb (BMY)	0.2	$1.5M		28k	53.94	View chart
Lumentum Hldgs (LITE)	0.2	$1.5M	+7%	4.0k	368.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.5M		16k	89.46	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.4M		48k	29.61	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.2	$1.4M	+2%	24k	60.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.4M		2.1k	684.80	View chart
Southwest Airlines (LUV)	0.2	$1.4M	NEW	34k	41.33	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.2	$1.4M		71k	19.87	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$1.4M	-15%	19k	72.62	View chart
Astrazeneca Sponsored Adr	0.1	$1.4M	-11%	15k	91.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.4M		45k	30.07	View chart
Linde SHS (LIN)	0.1	$1.3M	NEW	3.2k	426.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.3M		13k	99.88	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$1.3M	-15%	49k	26.47	View chart
American Tower Reit (AMT)	0.1	$1.3M	+344%	7.3k	175.57	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	-2%	1.5k	862.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.3M	-56%	3.8k	335.31	View chart
BRT Realty Trust (BRT)	0.1	$1.3M		86k	14.70	View chart
Amgen (AMGN)	0.1	$1.3M		3.9k	327.32	View chart
Rocket Cos Com Cl A (RKT)	0.1	$1.3M	-19%	65k	19.36	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$1.2M	+456%	4.8k	258.80	View chart
Visa Com Cl A (V)	0.1	$1.2M	-2%	3.5k	350.76	View chart
American Express Company (AXP)	0.1	$1.2M	-5%	3.2k	369.97	View chart
Affiliated Managers (AMG)	0.1	$1.2M	NEW	4.1k	288.28	View chart
Tko Group Holdings Cl A (TKO)	0.1	$1.2M		5.5k	209.02	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$1.2M	-32%	23k	49.88	View chart
Lazard Ltd Shs -a - (LAZ)	0.1	$1.1M	NEW	23k	48.56	View chart
Celanese Corporation (CE)	0.1	$1.1M	NEW	27k	42.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.1M		5.5k	198.63	View chart
Albemarle Corporation (ALB)	0.1	$1.1M	NEW	7.5k	141.43	View chart
Ge Aerospace Com New (GE)	0.1	$1.0M		3.3k	308.01	View chart
Tutor Perini Corporation (TPC)	0.1	$1.0M	NEW	15k	67.02	View chart
Pepsi (PEP)	0.1	$1.0M		7.1k	143.51	View chart
Kla Corp Com New (KLAC)	0.1	$1.0M		827.00	1215.27	View chart
Abbott Laboratories (ABT)	0.1	$1.0M	-13%	8.0k	125.29	View chart
Novo-nordisk A S Adr (NVO)	0.1	$986k		19k	50.88	View chart
Wells Fargo & Company (WFC)	0.1	$959k	+3%	10k	93.20	View chart
Pan American Silver Corp Can (PAAS)	0.1	$955k	-57%	18k	51.81	View chart
Freeport-mcmoran CL B (FCX)	0.1	$950k	NEW	19k	50.79	View chart
Ferrovial Se Ord Shs (FER)	0.1	$950k	-20%	15k	64.61	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$946k	-11%	17k	55.80	View chart
Verizon Communications (VZ)	0.1	$943k	-48%	23k	40.73	View chart
3M Company (MMM)	0.1	$936k		5.8k	160.10	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$933k		21k	45.21	View chart
Medtronic SHS (MDT)	0.1	$931k	+5%	9.7k	96.06	View chart
Raytheon Technologies Corp (RTX)	0.1	$924k		5.0k	183.41	View chart
Hexcel Corporation (HXL)	0.1	$914k	NEW	12k	73.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$911k	-7%	28k	32.75	View chart
Sl Green Realty Corp (SLG)	0.1	$911k	NEW	20k	45.87	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$899k	+253%	25k	36.54	View chart
Kroger (KR)	0.1	$892k	NEW	14k	62.48	View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH)	0.1	$891k		19k	47.18	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$889k	+5%	13k	70.41	View chart
Universal Health Rlty Income Sh Ben Int (UHT)	0.1	$880k		22k	39.21	View chart
Us Bancorp Del Com New (USB)	0.1	$862k	-5%	16k	53.36	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$841k		26k	32.62	View chart
Spdr Series Trust State Street Spd (KBE)	0.1	$834k	-4%	14k	60.69	View chart
Vanguard World Energy Etf (VDE)	0.1	$832k	-15%	6.6k	125.93	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$827k	+3%	1.8k	453.36	View chart
Pfizer (PFE)	0.1	$825k	-46%	33k	24.90	View chart
Netflix (NFLX)	0.1	$820k	+287%	8.7k	93.76	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$819k		2.0k	412.77	View chart
Mercury Computer Systems (MRCY)	0.1	$796k		11k	73.01	View chart
CMS Energy Corporation (CMS)	0.1	$795k		11k	69.93	View chart
Antero Res (AR)	0.1	$788k	-3%	23k	34.46	View chart
Cameco Corporation (CCJ)	0.1	$783k	-22%	8.6k	91.49	View chart
DTE Energy Company (DTE)	0.1	$781k		6.1k	128.97	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$760k	-48%	10k	75.44	View chart
Rh (RH)	0.1	$756k	NEW	4.2k	179.15	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$754k		17k	45.53	View chart
Agilent Technologies Inc C ommon (A)	0.1	$752k	-2%	5.5k	136.08	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$752k		8.8k	85.77	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$743k		6.2k	119.75	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$739k		30k	24.37	View chart
Crown Castle Intl (CCI)	0.1	$737k	NEW	8.3k	88.87	View chart
Citigroup Com New (C)	0.1	$715k		6.1k	116.68	View chart
Teradyne (TER)	0.1	$707k	-62%	3.7k	193.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$696k		9.7k	71.41	View chart
First Solar (FSLR)	0.1	$694k		2.7k	261.23	View chart
Franco-Nevada Corporation (FNV)	0.1	$694k	-55%	3.3k	207.25	View chart
Chemours (CC)	0.1	$688k	+29%	58k	11.79	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$687k		33k	20.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$686k		5.6k	123.26	View chart
Anglogold Ashanti Com Shs (AU)	0.1	$680k	NEW	8.0k	85.28	View chart
Aptiv Com Shs (APTV)	0.1	$675k	-5%	8.9k	76.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$670k	-4%	24k	28.48	View chart
Lockheed Martin Corporation (LMT)	0.1	$665k	-2%	1.4k	483.69	View chart
Bank of New York Mellon Corporation (BK)	0.1	$660k		5.7k	116.09	View chart
Valaris Cl A (VAL)	0.1	$653k	-12%	13k	50.40	View chart
Procter & Gamble Company (PG)	0.1	$653k		4.6k	143.30	View chart
Alliant Energy Corporation (LNT)	0.1	$653k	-19%	10k	65.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$644k	+9%	7.7k	83.75	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$641k		8.5k	75.59	View chart
Intel Corporation (INTC)	0.1	$627k	-70%	17k	36.90	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$624k	-2%	3.0k	205.57	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$616k	+4%	13k	47.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$597k		4.2k	143.53	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$595k		14k	43.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$592k		13k	46.43	View chart
Technipfmc (FTI)	0.1	$590k	-15%	13k	44.56	View chart
Ascendis Pharma A/s Sponsored Adr (ASND)	0.1	$588k	+27%	2.8k	213.24	View chart
Darling International (DAR)	0.1	$585k	NEW	16k	36.00	View chart
Grab Holdings Class A Ord (GRAB)	0.1	$569k		114k	4.99	View chart
UnitedHealth (UNH)	0.1	$568k	-72%	1.7k	330.16	View chart
Bank of America Corporation (BAC)	0.1	$561k	-4%	10k	55.00	View chart
Copart (CPRT)	0.1	$558k	-11%	14k	39.15	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$557k		6.0k	92.42	View chart
Evergy (EVRG)	0.1	$555k	-33%	7.7k	72.49	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$553k	-7%	517.00	1069.86	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$550k		26k	21.10	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$548k	NEW	1.4k	397.65	View chart
Construction Partners Com Cl A (ROAD)	0.1	$547k	-33%	5.0k	108.55	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$545k	NEW	21k	25.94	View chart
ON Semiconductor (ON)	0.1	$545k	NEW	10k	54.15	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$545k		3.2k	167.94	View chart
Chevron Corporation (CVX)	0.1	$544k	+2%	3.6k	152.40	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$543k	+41%	5.8k	93.12	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$541k	-5%	15k	36.16	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$537k	-9%	9.5k	56.81	View chart
Mastercard Incorporated Cl A (MA)	0.1	$532k		932.00	570.92	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$525k		11k	46.71	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$519k		3.2k	160.96	View chart
Novartis Sponsored Adr (NVS)	0.1	$518k		3.8k	137.87	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$518k	-17%	18k	29.28	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$512k		3.6k	141.48	View chart
Coupang Cl A (CPNG)	0.1	$512k	-17%	22k	23.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$503k	-3%	2.4k	212.09	View chart
Cogent Communications Hldgs Com New (CCOI)	0.1	$502k	NEW	23k	21.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$499k	+41%	796.00	626.80	View chart
Cognex Corporation (CGNX)	0.1	$497k	-13%	14k	35.98	View chart
McDonald's Corporation (MCD)	0.1	$494k	+5%	1.6k	305.69	View chart
International Paper Company (IP)	0.1	$488k	NEW	12k	39.39	View chart
Toast Cl A (TOST)	0.1	$477k	NEW	13k	35.51	View chart
Talen Energy Corp (TLN)	0.1	$472k		1.3k	374.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$465k		2.3k	199.68	View chart
Microchip Technology (MCHP)	0.1	$463k	NEW	7.3k	63.72	View chart
Southern Company (SO)	0.1	$461k	-4%	5.3k	87.21	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$459k		11k	41.62	View chart
Consolidated Edison (ED)	0.0	$455k		4.6k	99.32	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$454k	-74%	3.9k	117.51	View chart
Immunovant (IMVT)	0.0	$454k		18k	25.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$444k		17k	26.91	View chart
Intuitive Surgical Com New (ISRG)	0.0	$439k		775.00	566.36	View chart
Allegro Microsystems Ord (ALGM)	0.0	$430k	NEW	16k	26.38	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$428k		9.6k	44.55	View chart
MaxLinear (MXL)	0.0	$424k	NEW	24k	17.43	View chart
Goldman Sachs (GS)	0.0	$420k		478.00	878.70	View chart
Home Depot (HD)	0.0	$419k	+2%	1.2k	344.17	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$411k	+15%	7.1k	57.46	View chart
Neurocrine Biosciences (NBIX)	0.0	$402k	+8%	2.8k	141.83	View chart
Urban Edge Pptys (UE)	0.0	$395k		21k	19.19	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$393k	+21%	6.3k	62.15	View chart
Automatic Data Processing (ADP)	0.0	$388k		1.5k	257.23	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$388k	-32%	7.1k	54.92	View chart
Booking Holdings (BKNG)	0.0	$380k		71.00	5355.32	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$377k		5.2k	72.68	View chart
Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)	0.0	$377k	-40%	19k	19.91	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$377k		4.9k	77.64	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.0	$377k		4.2k	89.26	View chart
Exelixis (EXEL)	0.0	$373k	NEW	8.5k	43.83	View chart
Arcutis Biotherapeutics (ARQT)	0.0	$373k	-23%	13k	29.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$372k		494.00	753.90	View chart
Xenon Pharmaceuticals (XENE)	0.0	$369k	+6%	8.2k	44.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$367k	-36%	4.1k	88.49	View chart
CSX Corporation (CSX)	0.0	$362k	+3%	10k	36.25	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$357k	-4%	592.00	603.64	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$353k	+4%	7.1k	49.90	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$347k	-3%	6.3k	54.77	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$346k	-10%	2.1k	168.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$343k		1.8k	191.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$341k	+2%	5.2k	66.00	View chart
Vanguard World Industrial Etf (VIS)	0.0	$335k	-3%	1.1k	298.44	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$334k		2.2k	154.17	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$333k		8.6k	38.75	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$332k	NEW	5.1k	65.51	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$331k	+63%	2.3k	143.98	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$330k	-29%	5.6k	58.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$329k		2.2k	148.71	View chart
Oruka Therapeutics (ORKA)	0.0	$329k	-18%	11k	30.31	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$327k	+44%	5.0k	65.96	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$318k	-94%	9.3k	34.05	View chart
Tesla Motors (TSLA)	0.0	$317k	+9%	704.00	449.72	View chart
Starbucks Corporation (SBUX)	0.0	$313k	-15%	3.7k	84.21	View chart
Morningstar (MORN)	0.0	$309k	NEW	1.4k	217.31	View chart
Miragen Therapeutics (VRDN)	0.0	$304k	-27%	9.8k	31.12	View chart
American Electric Power Company (AEP)	0.0	$302k		2.6k	115.31	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$301k	-8%	8.9k	33.79	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$297k		3.6k	82.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$282k		2.5k	113.92	View chart
Matthews Asia Fds China Active Etf (MCH)	0.0	$281k	-9%	10k	28.21	View chart
Brown Forman Corp CL B (BF.B)	0.0	$280k		11k	26.06	View chart
Synopsys (SNPS)	0.0	$279k		594.00	469.72	View chart
Qualcomm (QCOM)	0.0	$272k		1.6k	171.04	View chart
Progressive Corporation (PGR)	0.0	$271k		1.2k	227.72	View chart
Intuit (INTU)	0.0	$271k		409.00	662.42	View chart
Anthem (ELV)	0.0	$269k		767.00	350.67	View chart
Lam Research Corp Com New (LRCX)	0.0	$265k		1.5k	171.18	View chart
Advance Auto Parts (AAP)	0.0	$264k	NEW	6.7k	39.30	View chart
Spdr Series Trust State Street Spd (EFIV)	0.0	$263k		4.0k	66.15	View chart
Spdr Series Trust State Street Spd (XHB)	0.0	$261k		2.5k	102.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$261k		1.2k	219.80	View chart
Travelers Companies (TRV)	0.0	$255k		878.00	289.99	View chart
Alamos Gold Com Cl A (AGI)	0.0	$255k		6.6k	38.58	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$254k	NEW	2.3k	108.46	View chart
MercadoLibre (MELI)	0.0	$254k	-87%	126.00	2014.31	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$252k		4.8k	52.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$251k		531.00	473.30	View chart
Parker-Hannifin Corporation (PH)	0.0	$251k	+4%	286.00	877.77	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.0	$251k	+11%	5.0k	49.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$243k	-9%	4.5k	53.76	View chart
Gilead Sciences (GILD)	0.0	$235k	-72%	1.9k	122.76	View chart
Seritage Growth Pptys Cl A (SRG)	0.0	$233k	+66%	72k	3.25	View chart
Alcon Ord Shs (ALC)	0.0	$228k	-32%	2.9k	78.81	View chart
New York Times Cl A (NYT)	0.0	$227k	NEW	3.3k	69.42	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$221k		4.6k	47.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$220k	NEW	2.7k	81.17	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$218k	NEW	6.7k	32.57	View chart
Comcast Corp Cl A (CMCSA)	0.0	$218k	-24%	7.3k	29.89	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$210k		1.6k	129.79	View chart
Applovin Corp Com Cl A (APP)	0.0	$208k	NEW	308.00	673.82	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$207k	NEW	3.0k	69.32	View chart
ConocoPhillips (COP)	0.0	$206k		2.2k	93.59	View chart
Agnico (AEM)	0.0	$206k	-5%	1.2k	169.56	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$203k		2.1k	95.24	View chart
BP Sponsored Adr (BP)	0.0	$203k		5.8k	34.73	View chart
MetLife (MET)	0.0	$201k		2.5k	78.94	View chart
New Gold Inc Cda (NGD)	0.0	$200k	-19%	23k	8.71	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.0	$193k	NEW	58k	3.33	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$183k	-8%	16k	11.63	View chart
Alight Com Cl A (ALIT)	0.0	$141k	+118%	72k	1.95	View chart
Callaway Golf Company (CALY)	0.0	$123k	NEW	11k	11.67	View chart
Magnachip Semiconductor Corp (MX)	0.0	$122k		48k	2.55	View chart

Past Filings by Altfest L J & Co

SEC 13F filings are viewable for Altfest L J & Co going back to 2013

Altfest L J & Co 2025 Q4 filed Jan. 23, 2026
Altfest L J & Co 2025 Q3 filed Oct. 21, 2025
Altfest L J & Co 2025 Q2 filed Aug. 8, 2025
Altfest L J & Co 2025 Q1 filed May 9, 2025
Altfest L J & Co 2024 Q4 filed Feb. 7, 2025
Altfest L J & Co 2024 Q3 filed Nov. 5, 2024
Altfest L J & Co 2024 Q2 filed Aug. 7, 2024
Altfest L J & Co 2024 Q1 filed April 22, 2024
Altfest L J & Co 2023 Q4 filed Jan. 18, 2024
Altfest L J & Co 2023 Q3 filed Oct. 26, 2023
Altfest L J & Co 2023 Q2 filed Aug. 9, 2023
Altfest L J & Co 2023 Q1 filed April 20, 2023
Altfest L J & Co 2022 Q4 filed Feb. 2, 2023
Altfest L J & Co 2022 Q3 filed Nov. 15, 2022
Altfest L J & Co 2022 Q2 filed Aug. 4, 2022
Altfest L J & Co 2022 Q1 filed May 2, 2022

View all past filings

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