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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 VTIP, QQQM, EMLP, STIP, UTEN, and represent 22.96% of Altfest L J & Co's stock portfolio.
Added to shares of these 10 stocks: VTIP (+$19M), EMLP (+$17M), GBIL (+$13M), QUAL (+$8.4M), GDX (+$7.7M), RSPD (+$6.3M), ARGT (+$6.2M), IYZ (+$5.1M), IHI (+$5.1M), IGV (+$5.0M).
Started 59 new stock positions in CIEN, ELIL, NAMS, MPC, XSD, GWRE, TRIP, IGV, PEO, BWA.
Reduced shares in these 10 stocks: GLDM (-$17M), XBI (-$14M), BIL (-$12M), SLV (-$9.4M), FHLC (-$9.3M), UTEN (-$7.9M), , KBWB (-$7.1M), ASHR (-$5.3M), .
Sold out of its positions in AMG, A, ALB, APP, ARQT, ASND, AstraZeneca, BX, BSX, CALY.
Altfest L J & Co was a net buyer of stock by $12M.
Altfest L J & Co has $935M in assets under management (AUM), dropping by 2.34%.
Central Index Key (CIK): 0000712050

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Portfolio Holdings for Altfest L J & Co

Altfest L J & Co holds 326 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP)	5.4	$50M	+60%	1.0M	49.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.0	$46M		195k	237.62	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	4.5	$42M	+67%	959k	43.66	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.3	$41M	+2%	392k	103.43	View chart
RBB Us Treasr 10 Yr (UTEN)	3.8	$36M	-18%	821k	43.60	View chart
Matthews Asia Fds Asia Innov Activ (MINV)	3.8	$35M	-3%	930k	38.04	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.0	$29M	+3%	1.1M	26.61	View chart
Apple (AAPL)	2.9	$27M	+12%	108k	253.79	View chart
Spdr Series Trust State Street Spd (SPMB)	2.1	$19M		863k	22.39	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.0	$19M		48k	383.40	View chart
USA Rare Earth Inc A (USAR)	1.9	$18M	-3%	1.2M	15.13	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.9	$18M	+295%	175k	100.19	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.6	$15M	-38%	214k	70.36	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	1.6	$15M	+2%	1.7M	8.66	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	1.5	$14M	+29%	275k	51.03	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.5	$14M	-22%	664k	21.10	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.4	$13M	+3%	256k	50.81	View chart
Spdr Series Trust State Street Spd (KRE)	1.3	$12M	+11%	184k	65.15	View chart
Eli Lilly & Co. (LLY)	1.2	$11M	-7%	12k	919.75	View chart
Amazon (AMZN)	1.1	$10M	-13%	48k	208.27	View chart
Ishares Msci Brazil Etf (EWZ)	1.1	$10M	+74%	260k	38.39	View chart
NVIDIA Corporation (NVDA)	1.0	$9.5M	+23%	55k	174.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$9.5M	+797%	49k	191.81	View chart
Microsoft Corporation (MSFT)	1.0	$9.3M	-16%	25k	370.18	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.9	$8.5M	+84%	21k	404.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.9	$8.5M	+958%	93k	91.77	View chart
One Liberty Properties (OLP)	0.8	$7.7M		357k	21.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.7	$6.3M	NEW	117k	53.53	View chart
Global X Fds Gb Msci Ar Etf (ARGT)	0.7	$6.2M	NEW	66k	93.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$6.0M	+46%	14k	430.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$6.0M	-4%	21k	286.86	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.6	$5.9M		177k	33.17	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.6	$5.8M	-15%	17k	337.95	View chart
JPMorgan Chase & Co. (JPM)	0.6	$5.5M	-2%	19k	294.16	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.6	$5.5M	+1515%	102k	53.35	View chart
Ishares Tr Msci India Etf (INDA)	0.6	$5.4M	+8%	115k	46.84	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$5.3M	-5%	210k	25.10	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.6	$5.3M	-2%	211k	25.02	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$5.2M	-23%	85k	61.26	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.5	$5.1M	NEW	131k	39.32	View chart
Ishares Msci Sth Kor Etf (EWY)	0.5	$5.1M	-16%	41k	123.01	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$5.0M	NEW	63k	80.05	View chart
Proshares Tr Shrt Hgh Yield (SJB)	0.5	$5.0M	NEW	322k	15.49	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.5	$4.9M	NEW	58k	84.50	View chart
Ge Vernova (GEV)	0.5	$4.9M	+38%	5.6k	872.92	View chart
Spdr Series Trust State Street Spd (XSD)	0.5	$4.6M	NEW	14k	326.12	View chart
Abbvie (ABBV)	0.5	$4.3M	-22%	20k	217.49	View chart
Spdr Series Trust State Street Spd (XBI)	0.5	$4.3M	-76%	34k	127.73	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.3M		26k	169.66	View chart
Broadcom (AVGO)	0.5	$4.3M	+41%	14k	309.51	View chart
Ishares Msci Sth Afr Etf (EZA)	0.4	$3.9M	NEW	58k	67.80	View chart
Ishares Msci Taiwan Etf (EWT)	0.4	$3.9M	NEW	55k	70.92	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$3.8M	+81%	5.9k	650.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$3.7M		151k	24.75	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.4	$3.7M	-21%	66k	55.71	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$3.3M	+44%	63k	53.12	View chart
Johnson & Johnson (JNJ)	0.4	$3.3M	-2%	14k	244.44	View chart
Meta Platforms Cl A (META)	0.4	$3.3M	-12%	5.8k	572.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.3M		5.7k	577.18	View chart
At&t (T)	0.4	$3.3M	+67%	114k	28.99	View chart
Astrazeneca Ord (AZN)	0.3	$3.2M	NEW	16k	197.22	View chart
Philip Morris International (PM)	0.3	$3.2M	+7%	19k	165.34	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$3.1M	+9%	45k	69.40	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$2.9M	-84%	32k	92.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.9M		6.0k	479.20	View chart
Direxion Shares Etf Trust Dly Lly Bull 2x (ELIL)	0.3	$2.8M	NEW	143k	19.33	View chart
Direxion Shares Etf Trust Dly Nvda Bull 2x (NVDU)	0.3	$2.7M	NEW	28k	96.40	View chart
Axon Enterprise (AXON)	0.3	$2.7M	+2%	6.4k	424.69	View chart
S&p Global (SPGI)	0.3	$2.7M	-2%	6.4k	425.32	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$2.6M		21k	121.19	View chart
Valero Energy Corporation (VLO)	0.3	$2.4M	NEW	9.7k	247.07	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$2.4M	-83%	26k	91.64	View chart
Netflix (NFLX)	0.3	$2.3M	+179%	24k	96.15	View chart
Merck & Co (MRK)	0.2	$2.3M	-32%	19k	120.29	View chart
Kroger (KR)	0.2	$2.3M	+118%	31k	72.36	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$2.2M	-12%	47k	47.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$2.2M		52k	43.06	View chart
Vanguard World Utilities Etf (VPU)	0.2	$2.2M	-19%	11k	198.13	View chart
Wal-Mart Stores (WMT)	0.2	$2.2M	-10%	18k	124.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.2M	-5%	7.5k	287.55	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.1M	-50%	4.3k	491.58	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.1M		21k	100.57	View chart
Coca-Cola Company (KO)	0.2	$2.1M	-5%	27k	76.05	View chart
Citizens Financial (CFG)	0.2	$2.1M	-2%	34k	59.97	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$2.0M	-16%	21k	97.91	View chart
Micron Technology (MU)	0.2	$2.0M	-32%	6.0k	337.83	View chart
Danaher Corporation (DHR)	0.2	$2.0M	-20%	11k	189.60	View chart
Spdr Series Trust State Street Spd (SPIP)	0.2	$2.0M	+10%	75k	26.01	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.8M		70k	26.20	View chart
Spdr Series Trust State Street Spd (KIE)	0.2	$1.8M	NEW	33k	55.00	View chart
Lumentum Hldgs (LITE)	0.2	$1.8M	-35%	2.6k	702.76	View chart
International Business Machines (IBM)	0.2	$1.8M	-5%	7.5k	242.39	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.2	$1.8M		39k	45.77	View chart
CSX Corporation (CSX)	0.2	$1.8M	+336%	44k	41.05	View chart
Anglogold Ashanti Com Shs (AU)	0.2	$1.8M	+127%	18k	97.36	View chart
Cisco Systems (CSCO)	0.2	$1.8M	-3%	23k	77.59	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.7M	-7%	9.7k	179.84	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM)	0.2	$1.7M	-14%	21k	80.94	View chart
Bristol Myers Squibb (BMY)	0.2	$1.7M		28k	60.65	View chart
Costco Wholesale Corporation (COST)	0.2	$1.7M	+12%	1.7k	996.16	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	0.2	$1.6M	+8%	77k	21.33	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.2	$1.6M		71k	22.49	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.2	$1.6M		8.5k	188.02	View chart
Boeing Company (BA)	0.2	$1.6M	-41%	7.9k	199.04	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.6M	-17%	5.7k	272.32	View chart
Walt Disney Company (DIS)	0.2	$1.5M		16k	96.38	View chart
Bloom Energy Corp Com Cl A (BE)	0.2	$1.5M	NEW	11k	135.49	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.2	$1.5M		24k	63.95	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$1.5M	-33%	1.9k	772.46	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.5M		48k	30.50	View chart
Oracle Corporation (ORCL)	0.2	$1.5M	-2%	10k	147.12	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$1.5M	-34%	16k	94.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.4M	-2%	16k	90.53	View chart
Amgen (AMGN)	0.2	$1.4M	+4%	4.1k	351.87	View chart
Celanese Corporation (CE)	0.2	$1.4M	-19%	22k	65.77	View chart
Tutor Perini Corporation (TPC)	0.2	$1.4M	+19%	18k	77.19	View chart
Ferrovial Se Ord Shs (FER)	0.1	$1.4M	+45%	21k	65.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.4M	+3%	2.1k	653.10	View chart
Chemours (CC)	0.1	$1.4M	+6%	62k	22.03	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.4M	-87%	20k	68.14	View chart
Darling International (DAR)	0.1	$1.3M	+32%	22k	61.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.3M	-5%	43k	30.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.3M	+2%	13k	99.27	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$1.3M	-8%	18k	71.41	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.1	$1.2M	NEW	15k	80.56	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$1.2M	-4%	47k	26.30	View chart
Pan American Silver Corp Can (PAAS)	0.1	$1.2M	+19%	22k	54.63	View chart
Tko Group Holdings Cl A (TKO)	0.1	$1.2M	+6%	5.9k	201.64	View chart
Kla Corp Com New (KLAC)	0.1	$1.2M	-3%	799.00	1472.70	View chart
Verizon Communications (VZ)	0.1	$1.2M		23k	50.20	View chart
Halliburton Company (HAL)	0.1	$1.2M	NEW	30k	38.99	View chart
RBB F/m Us Treasury (TBIL)	0.1	$1.2M		23k	49.86	View chart
BRT Realty Trust (BRT)	0.1	$1.2M		86k	13.34	View chart
Vulcan Materials Company (VMC)	0.1	$1.1M	NEW	4.2k	272.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.1M	-8%	3.4k	320.84	View chart
Pepsi (PEP)	0.1	$1.1M		7.1k	155.28	View chart
Nextera Energy (NEE)	0.1	$1.0M	NEW	11k	92.88	View chart
Servicenow (NOW)	0.1	$1.0M	NEW	9.8k	104.55	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.0M		21k	48.93	View chart
American Express Company (AXP)	0.1	$1.0M	+2%	3.3k	302.50	View chart
Visa Com Cl A (V)	0.1	$1.0M	-5%	3.3k	302.26	View chart
Antero Res (AR)	0.1	$985k		23k	42.44	View chart
Ypf Sociedad Anonima Spon Adr Cl D (YPF)	0.1	$980k	NEW	21k	46.22	View chart
Raytheon Technologies Corp (RTX)	0.1	$975k		5.1k	192.92	View chart
Freeport Mcmoran CL B (FCX)	0.1	$958k	-12%	16k	58.78	View chart
Ge Aerospace Com New (GE)	0.1	$958k		3.4k	283.76	View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH)	0.1	$944k	+5%	20k	47.41	View chart
EQT Corporation (EQT)	0.1	$936k	NEW	15k	63.64	View chart
Pfizer (PFE)	0.1	$927k		33k	28.08	View chart
Universal Health Rlty Income Sh Ben Int (UHT)	0.1	$909k		22k	40.47	View chart
Bbb Foods Cl A Com (TBBB)	0.1	$905k	NEW	26k	35.37	View chart
Exelon Corporation (EXC)	0.1	$900k	NEW	18k	49.02	View chart
Allegro Microsystems Ord (ALGM)	0.1	$888k	+72%	28k	31.53	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$863k	-5%	26k	32.95	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$848k	+16%	25k	34.55	View chart
Medtronic SHS (MDT)	0.1	$843k		9.7k	86.65	View chart
Nutrien (NTR)	0.1	$843k	NEW	11k	75.46	View chart
Us Bancorp Com New (USB)	0.1	$842k		16k	52.01	View chart
Uber Technologies (UBER)	0.1	$830k	NEW	12k	71.93	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$825k	+6%	11k	77.11	View chart
Microchip Technology (MCHP)	0.1	$824k	+75%	13k	64.61	View chart
Spdr Series Trust State Street Spd (KBE)	0.1	$824k		14k	59.55	View chart
3M Company (MMM)	0.1	$817k	-3%	5.6k	145.24	View chart
Abbott Laboratories (ABT)	0.1	$816k		7.9k	102.67	View chart
Vanguard World Energy Etf (VDE)	0.1	$808k	-29%	4.7k	173.03	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$801k	-5%	12k	66.86	View chart
Kulicke and Soffa Industries (KLIC)	0.1	$797k	NEW	12k	65.72	View chart
Guidewire Software (GWRE)	0.1	$794k	NEW	5.3k	149.56	View chart
McDonald's Corporation (MCD)	0.1	$790k	+57%	2.5k	310.82	View chart
Johnson Controls Internation SHS (JCI)	0.1	$789k	-2%	6.0k	130.95	View chart
Southwest Airlines (LUV)	0.1	$787k	-38%	21k	37.57	View chart
Lockheed Martin Corporation (LMT)	0.1	$784k	-5%	1.3k	604.17	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$764k	+3%	32k	24.27	View chart
Diodes Incorporated (DIOD)	0.1	$761k	NEW	11k	68.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$753k		26k	29.13	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$750k	NEW	3.0k	250.58	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$735k	-5%	16k	46.74	View chart
Chevron Corporation (CVX)	0.1	$733k		3.5k	206.89	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$717k	-23%	13k	55.36	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$711k		33k	21.49	View chart
Alliant Energy Corporation (LNT)	0.1	$711k		9.9k	71.76	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$710k	-2%	9.5k	74.35	View chart
Sl Green Realty Corp (SLG)	0.1	$710k	-3%	19k	36.94	View chart
Citigroup Com New (C)	0.1	$696k		6.1k	113.42	View chart
Grupo Aeroportunario Del Pac Spon Ads B (PAC)	0.1	$696k	NEW	2.8k	246.87	View chart
CMS Energy Corporation (CMS)	0.1	$695k	-21%	9.0k	77.58	View chart
Cognex Corporation (CGNX)	0.1	$695k	+2%	14k	48.99	View chart
Procter & Gamble Company (PG)	0.1	$682k	+3%	4.7k	144.43	View chart
Bank of New York Mellon Corporation (BK)	0.1	$671k		5.7k	118.63	View chart
Intel Corporation (INTC)	0.1	$669k	-10%	15k	44.13	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$664k		3.0k	218.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$643k	-5%	22k	29.08	View chart
IPG Photonics Corporation (IPGP)	0.1	$641k	NEW	5.6k	114.59	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.1	$637k	+200%	175k	3.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$636k		7.7k	82.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$630k		5.6k	113.11	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$629k	+2%	13k	46.95	View chart
DTE Energy Company (DTE)	0.1	$628k	-29%	4.3k	146.21	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$627k	-88%	14k	45.89	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$624k		26k	23.96	View chart
Wells Fargo & Company (WFC)	0.1	$623k	-24%	7.8k	79.61	View chart
Evergy (EVRG)	0.1	$615k		7.5k	81.92	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$598k	-2%	8.2k	72.60	View chart
Aon Shs Cl A (AON)	0.1	$588k	-60%	1.8k	322.78	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$588k		14k	42.72	View chart
BorgWarner (BWA)	0.1	$587k	NEW	11k	54.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$587k		13k	45.97	View chart
Symbotic Class A Com (SYM)	0.1	$583k	NEW	11k	53.20	View chart
Novartis Sponsored Adr (NVS)	0.1	$577k		3.8k	152.74	View chart
Cogent Comm Holdings Com New (CCOI)	0.1	$571k	+30%	30k	18.84	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$566k		11k	49.69	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$559k	-3%	5.8k	95.97	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$557k		5.8k	96.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$550k	+15%	921.00	597.36	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$547k	-19%	414.00	1320.83	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$540k		9.5k	56.58	View chart
Southern Company (SO)	0.1	$539k	+5%	5.6k	96.53	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.1	$528k		4.2k	124.91	View chart
Consolidated Edison (ED)	0.1	$518k		4.6k	113.18	View chart
Solaris Energy Infras Com Cl A (SEI)	0.1	$506k	NEW	9.0k	56.51	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$503k		3.2k	155.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$501k		2.4k	211.11	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$501k		3.6k	138.36	View chart
Caterpillar (CAT)	0.1	$476k	NEW	671.00	708.64	View chart
First Solar (FSLR)	0.1	$474k	-9%	2.4k	197.26	View chart
Copart (CPRT)	0.1	$474k		14k	33.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$468k		936.00	499.70	View chart
Rocket Cos Com Cl A (RKT)	0.0	$463k	-50%	33k	14.25	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$460k	-10%	16k	29.18	View chart
Talen Energy Corp (TLN)	0.0	$454k	+13%	1.4k	319.23	View chart
Qxo Com New (QXO)	0.0	$452k	NEW	23k	19.42	View chart
Newamsterdam Pharma Company Ordinary Shares (NAMS)	0.0	$446k	NEW	14k	32.01	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$446k		9.6k	46.36	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$436k	-8%	10k	43.20	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$436k	-4%	1.3k	330.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$428k		17k	25.64	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$423k		2.3k	181.42	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$420k	NEW	8.7k	48.26	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$419k	+3%	7.4k	56.86	View chart
Automatic Data Processing (ADP)	0.0	$412k	+34%	2.0k	203.18	View chart
Urban Edge Pptys (UE)	0.0	$412k		21k	19.98	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$411k	+16%	2.1k	196.24	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$409k		5.2k	78.66	View chart
Intuitive Surgical Com New (ISRG)	0.0	$403k	+12%	874.00	460.99	View chart
Home Depot (HD)	0.0	$402k		1.2k	328.80	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$400k	+4%	3.4k	118.61	View chart
Cooper Standard Holdings (CPS)	0.0	$379k	NEW	14k	27.87	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$377k		7.1k	53.37	View chart
Bank of America Corporation (BAC)	0.0	$375k	-24%	7.7k	48.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$366k	-2%	6.9k	52.78	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$364k	-2%	4.7k	76.82	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$360k		584.00	617.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$354k	-3%	4.0k	88.71	View chart
Vanguard World Industrial Etf (VIS)	0.0	$349k		1.1k	312.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$349k		5.2k	67.53	View chart
Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)	0.0	$348k	-7%	18k	19.90	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$346k		2.1k	168.81	View chart
Advance Auto Parts (AAP)	0.0	$345k	-2%	6.5k	52.75	View chart
American Electric Power Company (AEP)	0.0	$343k		2.6k	131.08	View chart
Starbucks Corporation (SBUX)	0.0	$331k		3.7k	89.59	View chart
Lam Research Corp Com New (LRCX)	0.0	$330k		1.5k	213.66	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$329k		8.6k	38.30	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$329k		5.6k	58.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$316k		2.2k	142.45	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$309k	+36%	9.1k	33.86	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$308k	+15%	11k	28.43	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$305k		3.6k	84.79	View chart
UnitedHealth (UNH)	0.0	$305k	-34%	1.1k	270.68	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$304k		2.3k	132.91	View chart
American Tower Reit (AMT)	0.0	$299k	-76%	1.7k	172.55	View chart
Booking Holdings (BKNG)	0.0	$299k		71.00	4210.32	View chart
Tesla Motors (TSLA)	0.0	$299k	+14%	804.00	371.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$296k	NEW	1.1k	261.82	View chart
Alamos Gold Com Cl A (AGI)	0.0	$293k		6.6k	44.43	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$293k	NEW	13k	23.09	View chart
ConocoPhillips (COP)	0.0	$290k		2.2k	131.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$290k	-52%	2.0k	148.06	View chart
Chubb (CB)	0.0	$286k	-82%	876.00	325.91	View chart
New York Times Co Mtn Be Cl A (NYT)	0.0	$284k	+4%	3.4k	83.73	View chart
Brown Forman Corp CL B (BF.B)	0.0	$284k		11k	26.44	View chart
Synopsys (SNPS)	0.0	$281k	+19%	708.00	396.48	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$275k		2.5k	111.37	View chart
BP Sponsored Adr (BP)	0.0	$270k		5.7k	47.00	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$267k		5.1k	52.85	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$265k	NEW	2.4k	109.71	View chart
Gilead Sciences (GILD)	0.0	$258k	-3%	1.8k	139.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$257k		1.2k	215.15	View chart
Parker-Hannifin Corporation (PH)	0.0	$256k		286.00	895.69	View chart
Travelers Companies (TRV)	0.0	$252k		862.00	291.72	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$250k		4.8k	52.19	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.0	$250k		5.0k	49.75	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$250k		2.3k	106.69	View chart
Agnico (AEM)	0.0	$246k		1.2k	203.02	View chart
Spdr Series Trust State Street Spd (XHB)	0.0	$244k	-2%	2.5k	98.72	View chart
Spdr Series Trust State Street Spd (EFIV)	0.0	$244k	-2%	3.9k	63.09	View chart
Coeur Mng Com New (CDE)	0.0	$241k	NEW	13k	18.77	View chart
Target Corporation (TGT)	0.0	$241k	NEW	2.0k	121.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$240k		2.7k	88.16	View chart
Progressive Corporation (PGR)	0.0	$237k		1.2k	198.24	View chart
Matthews Asia Fds China Active Etf (MCH)	0.0	$234k	-11%	8.9k	26.33	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$226k		531.00	426.40	View chart
Anthem (ELV)	0.0	$225k		767.00	292.85	View chart
Corning Incorporated (GLW)	0.0	$224k	NEW	1.6k	135.95	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$223k	-72%	500.00	446.54	View chart
Marathon Petroleum Corp (MPC)	0.0	$220k	NEW	902.00	244.18	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$219k		1.6k	135.34	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$215k	-2%	4.5k	47.55	View chart
Altria (MO)	0.0	$214k	NEW	3.2k	66.00	View chart
Ciena Corp Com New (CIEN)	0.0	$214k	NEW	550.00	388.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$210k	NEW	3.3k	64.08	View chart
Spdr Index Shs Fds State Street Spd (GII)	0.0	$207k	NEW	2.7k	76.03	View chart
Shell Spon Ads (SHEL)	0.0	$207k	NEW	2.2k	92.98	View chart
Petroleum & Res Corp Com cef (PEO)	0.0	$206k	NEW	7.4k	27.80	View chart
Comcast Corp Cl A (CMCSA)	0.0	$205k	-2%	7.1k	28.71	View chart
Cheniere Energy Com New (LNG)	0.0	$205k	NEW	721.00	283.74	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$204k	NEW	439.00	463.55	View chart
Dow (DOW)	0.0	$203k	NEW	4.9k	41.65	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$202k		2.1k	94.94	View chart
Seritage Growth Pptys Cl A (SRG)	0.0	$201k		72k	2.81	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$177k		16k	11.23	View chart
Magnachip Semiconductor Corp (MX)	0.0	$134k		48k	2.80	View chart
Cannae Holdings (CNNE)	0.0	$118k	NEW	10k	11.37	View chart
Stubhub Hldgs Cl A (STUB)	0.0	$110k	NEW	18k	6.24	View chart
Tripadvisor (TRIP)	0.0	$107k	NEW	10k	10.66	View chart
Alight Com Cl A (ALIT)	0.0	$42k		72k	0.58	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 2026 Q1 filed April 28, 2026
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

View all past filings

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