Chartist as of March 31, 2026
Portfolio Holdings for Chartist
Chartist holds 20 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 |
|---|---|---|---|---|---|
| Sherwin-Williams Company (SHW) | 40.0 | $56M | 86k | 650.34 | |
| PowerShares QQQ Trust, Series 1 | 22.0 | $31M | 53k | 577.18 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 20.2 | $28M | 61k | 463.19 | |
| iShares Russell 1000 Index (IWB) | 10.1 | $14M | 39k | 356.56 | |
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 2.3 | $3.2M | 5.2k | 616.76 | |
| iShares Russell 2000 Index (IWM) | 0.9 | $1.2M | 5.0k | 248.00 | |
| SPDR S&P Homebuilders (XHB) | 0.7 | $971k | 9.8k | 98.72 | |
| Industrial SPDR (XLI) | 0.6 | $802k | 5.0k | 161.73 | |
| Amazon (AMZN) | 0.6 | $793k | 3.8k | 208.27 | |
| TJX Companies (TJX) | 0.4 | $598k | 3.7k | 159.69 | |
| Allstate Corporation (ALL) | 0.4 | $499k | 2.4k | 207.35 | |
| New Jersey Resources Corporation (NJR) | 0.3 | $466k | 8.5k | 54.92 | |
| Equinix | 0.3 | $431k | 439.00 | 980.97 | |
| Public Service Enterprise (PEG) | 0.3 | $421k | 5.2k | 80.95 | |
| Home Depot (HD) | 0.3 | $407k | 1.2k | 328.81 | |
| Apple (AAPL) | 0.2 | $244k | 963.00 | 253.82 | |
| Visa (V) | 0.2 | $233k | 770.00 | 302.24 | |
| Vanguard Growth ETF (VUG) | 0.2 | $217k | 497.00 | 436.79 | |
| iShares S&P Global Technology Sect. (IXN) | 0.1 | $205k | 2.0k | 99.97 | |
| Microsoft Corp | 0.1 | $201k | 543.00 | 370.22 |
