Chartist as of Dec. 31, 2025
Portfolio Holdings for Chartist
Chartist holds 20 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 |
|---|---|---|---|---|---|
| Sherwin-Williams Company (SHW) | 40.2 | $59M | 87k | 681.92 | |
| PowerShares QQQ Trust, Series 1 | 22.4 | $33M | 54k | 614.31 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 19.9 | $29M | 61k | 480.57 | |
| iShares Russell 1000 Index (IWB) | 10.1 | $15M | 40k | 373.44 | |
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 2.1 | $3.1M | 5.2k | 603.28 | |
| iShares Russell 2000 Index (IWM) | 0.8 | $1.2M | 4.9k | 246.16 | |
| SPDR S&P Homebuilders (XHB) | 0.7 | $1.0M | 10k | 102.96 | |
| Amazon (AMZN) | 0.6 | $946k | 4.1k | 230.82 | |
| Industrial SPDR (XLI) | 0.5 | $780k | 5.0k | 155.11 | |
| TJX Companies (TJX) | 0.4 | $575k | 3.7k | 153.60 | |
| Allstate Corporation (ALL) | 0.3 | $501k | 2.4k | 208.16 | |
| Home Depot (HD) | 0.3 | $427k | 1.2k | 344.00 | |
| Public Service Enterprise (PEG) | 0.3 | $418k | 5.2k | 80.30 | |
| New Jersey Resources Corporation (NJR) | 0.3 | $391k | 8.5k | 46.12 | |
| Equinix | 0.2 | $338k | 441.00 | 766.71 | |
| Apple (AAPL) | 0.2 | $277k | 1.0k | 271.75 | |
| Visa (V) | 0.2 | $270k | 770.00 | 350.71 | |
| Microsoft Corp | 0.2 | $262k | 542.00 | 483.66 | |
| Vanguard Growth ETF (VUG) | 0.2 | $243k | 497.00 | 487.86 | |
| iShares S&P Global Technology Sect. (IXN) | 0.1 | $215k | 2.0k | 105.00 |
