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Portfolio (Quarterly) Guide ↗

ALTFEST L J & CO INC

· CIK 0000712050
13F Portfolio $934.9B AUM 328 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 83 Added 111 Reduced 63 Exited
Page 1 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UTEN RBB FD INC 821,155.0 $35.8M 3.83% -181K -18.1% $43.60 -2.4%
2 MINV MATTHEWS ASIA FDS 929,592.0 $35.4M 3.78% -34K -3.6% $38.04 +30.3%
3 SMH VANECK ETF TRUST 48,382.0 $18.5M 1.98% -951.0 -1.9% $383.40 +43.0%
4 USAR USA RARE EARTH INC Basic Materials 1,168,854.0 $17.7M 1.89% -45K -3.7% $15.13 +34.9%
5 FIDELITY COVINGTON TRUST 213,796.0 $15.0M 1.61% -132K -38.2% $70.36
6 TUA SIMPLIFY EXCHANGE TRADED FUN 663,501.0 $14.0M 1.50% -190K -22.2% $21.10 -3.0%
7 LLY ELI LILLY & CO Healthcare 11,788.0 $10.8M 1.16% -905.0 -7.1% $919.75 +10.1%
8 AMZN AMAZON COM INC Consumer Cyclical 47,985.0 $10.0M 1.07% -8K -13.9% $208.27 +23.9%
9 MSFT MICROSOFT CORP Technology 25,041.0 $9.3M 0.99% -5K -16.8% $370.18 +13.0%
10 GOOG ALPHABET INC Communication Services 20,924.0 $6.0M 0.64% -980.0 -4.5% $286.86 +34.8%
11 GVAL CAMBRIA ETF TR 176,506.0 $5.9M 0.63% -1K -0.7% $33.17 +4.5%
12 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 17,063.0 $5.8M 0.62% -3K -15.3% $337.95 +17.4%
13 JPM JPMORGAN CHASE & CO Financial Services 18,834.0 $5.5M 0.59% -496.0 -2.6% $294.16 +1.5%
14 SCHB SCHWAB STRATEGIC TR 210,351.0 $5.3M 0.56% -13K -5.9% $25.10 +12.7%
15 MFEM PIMCO EQUITY SER 210,692.0 $5.3M 0.56% -5K -2.3% $25.02 +8.7%
16 XLE SELECT SECTOR SPDR TR 84,461.0 $5.2M 0.55% -25K -23.1% $61.26 -0.2%
17 EWY ISHARES INC 41,159.0 $5.1M 0.54% -8K -16.2% $123.01 +44.7%
18 ABBV ABBVIE INC Healthcare 19,910.0 $4.3M 0.46% -6K -22.4% $217.49 -1.3%
19 XBI SPDR SERIES TRUST 33,901.0 $4.3M 0.46% -108K -76.2% $127.73 -0.3%
20 TAN INVESCO EXCH TRADED FD TR II 65,557.0 $3.7M 0.39% -18K -21.5% $55.71 +10.7%
Page 1 of 6  ·  111 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 26.9%
Financial Services 13.3%
Healthcare 13.1%
Basic Materials 10.1%
Communication Services 7.7%
Industrials 6.3%
Consumer Defensive 5.2%
Consumer Cyclical 4.8%
Energy 4.8%
Utilities 3.9%