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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, MINV, VTIP, STIP, EMLP, and represent 22.82% of Altfest L J & Co's stock portfolio.
Added to shares of these 10 stocks: BIL (+$25M), VHT (+$23M), MCHS (+$14M), Spdr Series Trust (+$13M), RSPD (+$7.8M), EWJV (+$7.8M), XBI (+$6.4M), RONB (+$5.6M), GBIL, LLY.
Started 36 new stock positions in RONB, Bitwise Hyperliquid Etf, H, FBTC, OSCR, CNC, AMAT, FTNJ, Roundhill Memory Etf, AMCR.
Reduced shares in these 10 stocks: SMH (-$27M), EWZ (-$10M), QUAL (-$9.7M), OIH (-$8.5M), EWY (-$7.9M), VTIP (-$7.7M), GDX (-$6.3M), EWT (-$5.8M), IGV (-$5.0M), .
Sold out of its positions in PEO, AEM, ALGM, ALNY, BWA, LNG, CCOI, CMCSA, ELIL, NVDU.
Altfest L J & Co was a net seller of stock by $-9.2M.
Altfest L J & Co has $1.0B in assets under management (AUM), dropping by 10.28%.
Central Index Key (CIK): 0000712050

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Portfolio Holdings for Altfest L J & Co

Altfest L J & Co holds 311 positions in its portfolio as reported in the June 2026 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)	5.6	$58M		192k	302.97	View chart
Matthews Asia Fds Asia Innov Activ (MINV)	5.1	$53M		913k	57.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.2	$43M	-15%	852k	50.23	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.0	$41M	+2%	401k	102.16	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	3.9	$41M	-2%	934k	43.50	View chart
RBB Us Treasr 10 Yr (UTEN)	3.5	$36M		832k	43.20	View chart
Apple (AAPL)	3.0	$31M	-2%	105k	289.36	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.8	$29M	+3%	1.1M	26.50	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.7	$28M	+1056%	300k	91.64	View chart
USA Rare Earth Inc A (USAR)	2.6	$27M	+7%	1.3M	21.58	View chart
Vanguard World Health Car Etf (VHT)	2.4	$24M	+1318%	81k	299.01	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	2.1	$22M	+25%	219k	100.16	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	1.9	$20M	+2%	886k	22.31	View chart
Eli Lilly & Co. (LLY)	1.8	$18M	+29%	15k	1199.41	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.7	$18M	+8%	233k	77.25	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.4	$15M		253k	58.92	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	1.4	$14M	+3%	284k	50.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	1.4	$14M	+119%	257k	56.00	View chart
Matthews Asia Fds Chin Inno Ac Etf (MCHS)	1.3	$14M	NEW	262k	52.62	View chart
Spdr Series Trust State Street Spd	1.2	$13M	NEW	507k	24.94	View chart
Amazon (AMZN)	1.2	$13M	+9%	53k	238.34	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	1.2	$12M	-12%	162k	74.85	View chart
Spdr Series Trust St Str Sp Biot (XBI)	1.1	$12M	+120%	75k	158.25	View chart
Spdr Series Trust St Str Sp Semi (XSD)	1.1	$11M	+26%	18k	623.71	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	1.0	$11M	-28%	1.2M	8.63	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.0	$11M	-22%	513k	20.43	View chart
NVIDIA Corporation (NVDA)	0.9	$9.3M	-15%	46k	200.09	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.9	$8.8M	+7%	18k	477.57	View chart
One Liberty Properties (OLP)	0.8	$8.7M		357k	24.42	View chart
Ishares Tr Msci India Etf (INDA)	0.8	$8.2M	+44%	166k	49.39	View chart
Microsoft Corporation (MSFT)	0.8	$7.9M	-15%	21k	373.02	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.8	$7.8M	+53%	157k	49.41	View chart
Ishares Tr Msci Jp Value (EWJV)	0.8	$7.8M	NEW	177k	43.96	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.7	$7.6M	+37%	180k	42.31	View chart
Micron Technology (MU)	0.7	$7.5M	+8%	6.5k	1154.27	View chart
Abbvie (ABBV)	0.6	$6.5M	+30%	26k	251.64	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.6	$6.4M		178k	36.02	View chart
JPMorgan Chase & Co. (JPM)	0.6	$6.1M		19k	327.33	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$5.9M	-2%	205k	28.96	View chart
Ge Vernova (GEV)	0.6	$5.8M	-12%	4.9k	1174.93	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.5	$5.6M	-5%	200k	28.23	View chart
Baron Etf Tr First Princ Etf (RONB)	0.5	$5.6M	NEW	231k	24.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$5.5M	-24%	16k	353.34	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$5.1M	-83%	7.7k	655.88	View chart
Global X Fds Gb Msci Ar Etf (ARGT)	0.5	$5.1M	-15%	56k	91.30	View chart
Ishares Tr New York Mun Etf (NYF)	0.5	$5.0M	+46%	93k	53.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$4.3M		5.8k	746.87	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$4.1M		148k	27.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$4.0M	-4%	5.4k	736.35	View chart
Axon Enterprise (AXON)	0.3	$3.6M		6.4k	560.61	View chart
Thermo Fisher Scientific (TMO)	0.3	$3.6M	+65%	7.1k	501.34	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.5M		26k	136.72	View chart
Johnson & Johnson (JNJ)	0.3	$3.5M		14k	253.96	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$3.4M	-2%	44k	77.93	View chart
UnitedHealth (UNH)	0.3	$3.2M	+592%	7.8k	415.60	View chart
Meta Platforms Cl A (META)	0.3	$3.2M		5.7k	563.26	View chart
Roundhill Etf Trust Memory Etf	0.3	$3.2M	NEW	43k	73.85	View chart
Bloom Energy Corp Com Cl A (BE)	0.3	$3.1M	-7%	10k	302.70	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.3	$3.1M	+2%	22k	142.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.0M		6.0k	500.39	View chart
Danaher Corporation (DHR)	0.3	$2.9M	+45%	15k	190.48	View chart
Broadcom (AVGO)	0.3	$2.9M	-45%	7.6k	377.77	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.3	$2.9M	NEW	35k	83.07	View chart
Cisco Systems (CSCO)	0.3	$2.8M	+5%	24k	117.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.7M		7.5k	357.36	View chart
Bitwise Hyperliquid Etf Com Shs Ben Int	0.3	$2.6M	NEW	71k	36.78	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$2.6M	+4%	22k	118.99	View chart
S&p Global (SPGI)	0.3	$2.6M		6.3k	407.24	View chart
Kla Corp Com New (KLAC)	0.2	$2.4M	+905%	8.0k	301.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$2.4M		52k	46.05	View chart
Merck & Co (MRK)	0.2	$2.4M	-2%	18k	128.50	View chart
Boeing Company (BA)	0.2	$2.4M	+38%	11k	216.48	View chart
CSX Corporation (CSX)	0.2	$2.3M	+12%	49k	47.53	View chart
Ferrovial Nv Ord Shs (FER)	0.2	$2.3M	+54%	33k	68.61	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.2M	NEW	19k	117.67	View chart
Vanguard World Utilities Etf (VPU)	0.2	$2.2M		11k	195.73	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.2	$2.2M	-3%	46k	47.96	View chart
Deere & Company (DE)	0.2	$2.2M	NEW	3.4k	634.31	View chart
Intel Corporation (INTC)	0.2	$2.1M		15k	139.63	View chart
International Business Machines (IBM)	0.2	$2.1M		7.4k	281.23	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.2	$2.0M	+5%	79k	25.68	View chart
Vulcan Materials Company (VMC)	0.2	$2.0M	+63%	6.9k	295.00	View chart
Wal-Mart Stores (WMT)	0.2	$2.0M		18k	113.26	View chart
Astrazeneca Ord (AZN)	0.2	$2.0M	-35%	11k	189.61	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$2.0M	+8%	75k	26.52	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.0M	-4%	20k	100.81	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.2	$2.0M		40k	49.71	View chart
Progressive Corporation (PGR)	0.2	$2.0M	+655%	9.0k	218.45	View chart
Hyatt Hotels Corp Com Cl A (H)	0.2	$1.9M	NEW	9.6k	193.85	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.8M		9.7k	183.94	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.2	$1.8M	+2%	8.7k	203.23	View chart
Stmicroelectronics N V Ny Registry (STM)	0.2	$1.7M	-5%	23k	74.89	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$1.7M		16k	109.11	View chart
First Tr Exchng Traded Fd Vi Secur Plus Etf (DEED)	0.2	$1.7M	+4%	81k	21.38	View chart
Valero Energy Corporation (VLO)	0.2	$1.7M	-33%	6.5k	260.43	View chart
American Express Company (AXP)	0.2	$1.7M	+50%	5.0k	338.27	View chart
Tutor Perini Corporation (TPC)	0.2	$1.7M	+11%	20k	82.97	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.7M	-33%	21k	79.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.7M	+8%	17k	96.58	View chart
Bristol Myers Squibb (BMY)	0.2	$1.7M	+3%	29k	57.62	View chart
Microchip Technology (MCHP)	0.2	$1.6M	+40%	18k	91.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.6M	+2%	2.2k	748.91	View chart
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI)	0.2	$1.6M	+3%	74k	21.84	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.2	$1.6M	+5%	25k	64.12	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.6M	-5%	46k	34.81	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM)	0.2	$1.6M	+2%	21k	74.04	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.6M		42k	36.87	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M		1.7k	935.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.5M	+20%	4.2k	370.08	View chart
Walt Disney Company (DIS)	0.1	$1.5M		16k	96.25	View chart
Amgen (AMGN)	0.1	$1.5M		4.1k	362.16	View chart
American Electric Power Company (AEP)	0.1	$1.5M	+308%	11k	136.81	View chart
Oracle Corporation (ORCL)	0.1	$1.5M		10k	146.55	View chart
Hexcel Corporation (HXL)	0.1	$1.4M	NEW	14k	100.06	View chart
Centene Corporation (CNC)	0.1	$1.4M	NEW	21k	64.19	View chart
BRT Realty Trust (BRT)	0.1	$1.3M		86k	15.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.3M		13k	98.98	View chart
Coca-Cola Company (KO)	0.1	$1.3M	-40%	16k	81.27	View chart
Waters Corporation (WAT)	0.1	$1.2M	NEW	3.2k	375.04	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M	-4%	3.2k	373.73	View chart
Agilent Technologies Inc C ommon (A)	0.1	$1.2M	NEW	8.7k	132.83	View chart
RBB F/m Us Treasury (TBIL)	0.1	$1.2M		23k	49.86	View chart
Visa Com Cl A (V)	0.1	$1.1M		3.3k	343.09	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.1M	+2%	21k	52.76	View chart
Citizens Financial (CFG)	0.1	$1.1M	-53%	16k	70.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.1M	-89%	5.0k	219.43	View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH)	0.1	$1.1M	+16%	23k	47.30	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$1.1M	-11%	41k	26.23	View chart
Cognex Corporation (CGNX)	0.1	$1.0M		14k	72.42	View chart
Tko Group Holdings Cl A (TKO)	0.1	$1.0M	-13%	5.1k	201.30	View chart
Synopsys (SNPS)	0.1	$1.0M	+221%	2.3k	446.07	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.0M	+306%	2.0k	496.73	View chart
Universal Health Rlty Income Sh Ben Int (UHT)	0.1	$985k		22k	43.86	View chart
Southwest Airlines (LUV)	0.1	$983k	-8%	19k	51.42	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$982k	-8%	18k	53.47	View chart
Us Bancorp Com New (USB)	0.1	$981k		16k	60.40	View chart
Sl Green Realty Corp (SLG)	0.1	$980k		19k	51.77	View chart
Spdr Series Trust St Str Sp Bank (KBE)	0.1	$971k	+2%	14k	68.22	View chart
Raytheon Technologies Corp (RTX)	0.1	$965k		5.1k	189.73	View chart
Pepsi (PEP)	0.1	$964k		7.1k	135.40	View chart
Verizon Communications (VZ)	0.1	$960k		23k	42.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$944k	+3%	11k	85.49	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$935k	-31%	12k	77.43	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$911k	-4%	25k	36.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$889k		26k	33.84	View chart
Johnson Controls Internation SHS (JCI)	0.1	$881k		6.0k	146.11	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.1	$873k	+44%	251k	3.47	View chart
Pfizer (PFE)	0.1	$872k	+9%	36k	24.08	View chart
Citigroup Com New (C)	0.1	$861k		6.2k	139.95	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$859k	+4%	5.9k	144.61	View chart
Evergy (EVRG)	0.1	$828k	+27%	9.6k	86.43	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$828k		12k	69.08	View chart
Cadence Design Systems (CDNS)	0.1	$823k	NEW	2.2k	375.32	View chart
Rh (RH)	0.1	$814k	NEW	4.9k	164.73	View chart
Lam Research Corp Com New (LRCX)	0.1	$813k	+21%	1.9k	433.33	View chart
Antero Res (AR)	0.1	$798k	-2%	23k	35.14	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$791k	+4%	33k	24.14	View chart
Cooper Standard Holdings (CPS)	0.1	$785k	+113%	29k	27.05	View chart
Diodes Incorporated (DIOD)	0.1	$784k	-35%	7.2k	109.44	View chart
Medtronic SHS (MDT)	0.1	$767k		9.8k	78.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$766k		5.6k	137.53	View chart
Kulicke and Soffa Industries (KLIC)	0.1	$765k	-52%	5.7k	133.75	View chart
Alliant Energy Corporation (LNT)	0.1	$757k		9.9k	76.29	View chart
Lattice Semiconductor (LSCC)	0.1	$751k	NEW	4.9k	152.96	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
3M Company (MMM)	0.1	$748k	-17%	4.6k	161.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$744k	-6%	21k	36.13	View chart
EQT Corporation (EQT)	0.1	$738k	-5%	14k	53.17	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$732k	-11%	368.00	1989.44	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$731k	-3%	15k	48.12	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$726k		9.5k	76.55	View chart
Abbott Laboratories (ABT)	0.1	$724k		8.0k	90.73	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$716k	+56%	25k	29.01	View chart
Caterpillar (CAT)	0.1	$715k		671.00	1065.18	View chart
Procter & Gamble Company (PG)	0.1	$691k		4.7k	146.63	View chart
CMS Energy Corporation (CMS)	0.1	$688k		9.0k	76.50	View chart
Grupo Financiero Galicia Sponsored Adr (GGAL)	0.1	$681k	NEW	14k	50.03	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$680k	-90%	9.0k	75.45	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$672k	-86%	1.8k	368.38	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$671k	-14%	28k	23.68	View chart
At&t (T)	0.1	$666k	-71%	32k	20.70	View chart
Celanese Corporation (CE)	0.1	$665k	-32%	14k	46.00	View chart
Lockheed Martin Corporation (LMT)	0.1	$661k		1.3k	509.34	View chart
DTE Energy Company (DTE)	0.1	$658k		4.3k	152.36	View chart
Novartis Sponsored Adr (NVS)	0.1	$657k	+11%	4.2k	156.70	View chart
Chevron Corporation (CVX)	0.1	$652k	+10%	3.9k	165.75	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$649k	-17%	21k	30.37	View chart
Wells Fargo & Company (WFC)	0.1	$645k		7.8k	82.64	View chart
Chemours (CC)	0.1	$640k	-49%	31k	20.52	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$640k		5.7k	112.08	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$635k		14k	46.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$634k		7.7k	82.65	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$628k		14k	45.64	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$628k	+2%	12k	53.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$623k		13k	48.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$617k	-2%	898.00	686.71	View chart
Philip Morris International (PM)	0.1	$611k	-82%	3.4k	180.90	View chart
Netflix (NFLX)	0.1	$610k	-64%	8.5k	71.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$610k		3.2k	188.09	View chart
Aon Shs Cl A (AON)	0.1	$605k		1.8k	331.69	View chart
Darling International (DAR)	0.1	$593k	-49%	11k	54.62	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$590k	-17%	11k	55.18	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$588k		2.3k	252.23	View chart
Vanguard World Energy Etf (VDE)	0.1	$587k	-16%	3.9k	150.14	View chart
Automatic Data Processing (ADP)	0.1	$573k	+26%	2.6k	223.99	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$570k		9.4k	60.79	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$569k		3.6k	156.95	View chart
Oscar Health Cl A (OSCR)	0.1	$560k	NEW	20k	28.52	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$559k	-9%	12k	45.34	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$555k	-17%	6.8k	81.36	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$550k		3.0k	181.12	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$547k	-20%	4.6k	119.32	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$542k	+27%	9.4k	57.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$540k		2.4k	227.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$531k		5.2k	102.30	View chart
Sinclair Cl A (SBGI)	0.0	$499k	NEW	35k	14.25	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$496k		17k	29.43	View chart
Intuitive Surgical Com New (ISRG)	0.0	$480k	+38%	1.2k	397.68	View chart
Mastercard Incorporated Cl A (MA)	0.0	$479k		933.00	513.64	View chart
Ypf Sociedad Anonima Spon Adr Cl D (YPF)	0.0	$478k	-50%	11k	45.47	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.0	$477k	-41%	9.1k	52.65	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$474k	+29%	12k	40.21	View chart
Urban Edge Pptys (UE)	0.0	$471k		21k	22.88	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$467k		9.6k	48.56	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.0	$465k		4.2k	109.84	View chart
Nxp Semiconductors N V (NXPI)	0.0	$462k	NEW	1.6k	281.03	View chart
Consolidated Edison (ED)	0.0	$459k	-9%	4.1k	110.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$457k		2.1k	217.94	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$455k	NEW	1.3k	354.57	View chart
McDonald's Corporation (MCD)	0.0	$440k	-35%	1.6k	270.36	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$439k	-94%	2.2k	201.88	View chart
Bank of America Corporation (BAC)	0.0	$438k		7.7k	56.98	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$436k		2.3k	190.55	View chart
Home Depot (HD)	0.0	$436k		1.2k	352.70	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$429k	-18%	8.2k	52.00	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$426k	+10%	3.7k	114.17	View chart
Advance Auto Parts (AAP)	0.0	$413k		6.6k	62.22	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$411k	+12%	5.4k	76.79	View chart
Southern Company (SO)	0.0	$409k	-23%	4.3k	95.70	View chart
Copart (CPRT)	0.0	$402k		14k	28.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$399k		5.2k	77.11	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$390k		2.1k	190.15	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$389k	+3%	7.2k	54.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$368k	-4%	3.8k	96.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$366k		2.2k	164.28	View chart
Nexstar Media Group Common Stock (NXST)	0.0	$358k	NEW	2.0k	178.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$358k	+4%	1.2k	303.22	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$357k	NEW	468.00	763.14	View chart
Guidewire Software (GWRE)	0.0	$355k	-45%	2.9k	123.05	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$351k	-14%	499.00	703.84	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$347k		8.5k	40.77	View chart
Tesla Motors (TSLA)	0.0	$336k		798.00	420.60	View chart
Starbucks Corporation (SBUX)	0.0	$334k	-11%	3.3k	102.19	View chart
Hewlett Packard Enterprise (HPE)	0.0	$331k	NEW	7.3k	45.11	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$329k		3.6k	91.38	View chart
First Solar (FSLR)	0.0	$329k	-41%	1.4k	235.96	View chart
Vanguard World Industrial Etf (VIS)	0.0	$326k	-19%	904.00	360.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$319k	+3%	2.0k	158.04	View chart
Applied Materials (AMAT)	0.0	$312k	NEW	432.00	722.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$311k	+33%	4.4k	71.26	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$308k		2.5k	124.42	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$307k		2.4k	127.82	View chart
Corning Incorporated (GLW)	0.0	$307k	-27%	1.2k	255.43	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$306k	+21%	5.8k	52.60	View chart
Dow (DOW)	0.0	$299k	+124%	11k	27.36	View chart
Anthem (ELV)	0.0	$297k		767.00	386.86	View chart
Chubb (CB)	0.0	$296k		869.00	340.76	View chart
Servicenow (NOW)	0.0	$293k	-69%	3.0k	99.28	View chart
Travelers Companies (TRV)	0.0	$290k		877.00	330.28	View chart
American Tower Reit (AMT)	0.0	$288k		1.8k	163.61	View chart
Union Pacific Corporation (UNP)	0.0	$288k	NEW	1.1k	272.00	View chart
Brown Forman Corp CL B (BF.B)	0.0	$287k		11k	26.65	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.0	$286k		2.5k	115.54	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$286k		1.6k	176.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$283k		1.2k	236.66	View chart
Parker-Hannifin Corporation (PH)	0.0	$281k		287.00	977.30	View chart
Amphenol Corp Cl A (APH)	0.0	$272k	NEW	1.5k	176.32	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$269k		5.1k	53.19	View chart
Booking Holdings (BKNG)	0.0	$268k	+2015%	1.5k	178.24	View chart
Ciena Corp Com New (CIEN)	0.0	$267k		545.00	490.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$264k	+300%	2.1k	124.17	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.0	$250k		5.0k	49.77	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$247k		2.3k	105.44	View chart
Linde SHS (LIN)	0.0	$240k	NEW	462.00	519.27	View chart
Altria (MO)	0.0	$239k	+2%	3.3k	71.96	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$238k	-94%	4.5k	53.11	View chart
New York Times Co Mtn Be Cl A (NYT)	0.0	$238k		3.4k	69.98	View chart
Marathon Petroleum Corp (MPC)	0.0	$231k		902.00	255.67	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$230k	-96%	2.1k	108.60	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$230k		440.00	522.29	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$229k	-44%	3.9k	59.02	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$229k	NEW	4.5k	51.05	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$229k	-13%	11k	20.92	View chart
ConocoPhillips (COP)	0.0	$228k		2.2k	103.95	View chart
Gilead Sciences (GILD)	0.0	$225k	-3%	1.8k	126.35	View chart
Amcor Com New (AMCR)	0.0	$220k	NEW	5.1k	43.35	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.0	$218k	-22%	3.0k	72.93	View chart
MetLife (MET)	0.0	$216k	NEW	2.5k	84.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$216k	+4%	2.9k	75.51	View chart
Putnam Etf Trust Fran New Jer Etf (FTNJ)	0.0	$215k	NEW	24k	8.85	View chart
CVS Caremark Corporation (CVS)	0.0	$213k	NEW	2.1k	103.45	View chart
BP Sponsored Adr (BP)	0.0	$213k		5.8k	36.95	View chart
Coeur Mng Com New (CDE)	0.0	$209k		13k	16.32	View chart
Morgan Stanley Com New (MS)	0.0	$205k	NEW	980.00	209.06	View chart
Palo Alto Networks (PANW)	0.0	$201k	NEW	589.00	341.02	View chart
Alamos Gold Com Cl A (AGI)	0.0	$200k		6.6k	30.34	View chart
Seritage Growth Pptys Cl A (SRG)	0.0	$189k		72k	2.63	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$185k		16k	11.74	View chart
Cannae Holdings (CNNE)	0.0	$150k		10k	14.40	View chart
Tripadvisor (TRIP)	0.0	$137k		10k	13.71	View chart
Alight Com Cl A (ALIT)	0.0	$40k		72k	0.56	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 Q2 filed July 30, 2026
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

View all past filings

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