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Portfolio (Quarterly) Guide ↗

ALTFEST L J & CO INC

· CIK 0000712050
13F Portfolio $1.0B AUM 313 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 99 Added 100 Reduced 51 Exited
Page 2 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 25,963.0 $6.5M 0.63% +6K +30.4% $251.64 +2.9%
22 GVAL CAMBRIA ETF TR 178,176.0 $6.4M 0.62% +2K +0.9% $36.02 +5.8%
23 NYF ISHARES TR 92,584.0 $5.0M 0.48% +30K +46.9% $53.91 -2.2%
24 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,126.0 $3.6M 0.35% +3K +66.0% $501.34 +17.5%
25 JNJ JOHNSON & JOHNSON Healthcare 13,727.0 $3.5M 0.34% +179.0 +1.3% $253.96 +6.8%
26 UNH UNITEDHEALTH GROUP INC Healthcare 7,788.0 $3.2M 0.31% +7K +592.3% $415.60 -5.2%
27 DSI ISHARES TR 21,630.0 $3.1M 0.30% +456.0 +2.1% $142.39 +2.7%
28 DHR DANAHER CORP DEL Healthcare 15,425.0 $2.9M 0.28% +5K +45.1% $190.48 +4.8%
29 CSCO CISCO SYS INC Technology 23,858.0 $2.8M 0.27% +1K +5.3% $117.46 -5.0%
30 SPYG SPDR SERIES TRUST 21,734.0 $2.6M 0.25% +857.0 +4.1% $118.99 +1.6%
31 KLAC KLA CORP Technology 8,035.0 $2.4M 0.23% +7K +905.6% $301.69 -35.4%
32 BA BOEING CO Industrials 10,884.0 $2.4M 0.23% +3K +38.2% $216.48 +3.0%
33 CSX CSX CORP Industrials 49,166.0 $2.3M 0.23% +6K +12.8% $47.53 +5.7%
34 FERROVIAL NV 32,955.0 $2.3M 0.22% +12K +54.4% $68.61
35 SPIP SPDR SERIES TRUST 79,400.0 $2.0M 0.20% +4K +5.4% $25.68 -2.3%
36 VMC VULCAN MATLS CO Basic Materials 6,889.0 $2.0M 0.20% +3K +63.1% $295.00 -7.9%
37 WMT WALMART INC Consumer Defensive 17,822.0 $2.0M 0.20% +240.0 +1.4% $113.26 +1.7%
38 PYLD PIMCO ETF TR 75,368.0 $2.0M 0.19% +6K +8.2% $26.52 -1.4%
39 RWO SPDR INDEX SHS FDS 39,817.0 $2.0M 0.19% +468.0 +1.2% $49.71 +0.8%
40 PGR PROGRESSIVE CORP Financial Services 9,034.0 $2.0M 0.19% +8K +656.0% $218.45 -5.1%
Page 2 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Healthcare 17.3%
Financial Services 12.0%
Basic Materials 10.5%
Industrials 7.6%
Consumer Cyclical 5.8%
Communication Services 5.3%
Real Estate 4.1%
Utilities 3.5%
Energy 2.8%