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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 16 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CVS CVS HEALTH CORP Healthcare 2,056.0 $213K 0.02% NEW $103.45 -8.3%
302 BP BP PLC Energy 5,756.0 $213K 0.02% $36.95 +17.5%
303 CDE COEUR MNG INC Basic Materials 12,827.0 $209K 0.02% $16.32 +13.4%
304 MS MORGAN STANLEY Financial Services 980.0 $205K 0.02% NEW $209.06 +4.1%
305 PANW PALO ALTO NETWORKS INC Technology 589.0 $201K 0.02% NEW $341.02 +9.7%
306 AGI ALAMOS GOLD INC Basic Materials 6,598.0 $200K 0.02% $30.34 +8.4%
307 SRG SERITAGE GROWTH PPTYS Real Estate 71,672.0 $188K 0.02% $2.63 -17.9%
308 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 15,739.0 $185K 0.02% $11.74 -3.7%
309 CNNE CANNAE HLDGS INC Consumer Cyclical 10,413.0 $150K 0.01% $14.40 +4.1%
310 TRIP TRIPADVISOR INC Consumer Cyclical 10,000.0 $137K 0.01% $13.71 -25.4%
311 ALIT ALIGHT INC Technology 72,042.0 $40K 0.00% $11.20 +19.9%
Page 16 of 16  ·  311 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%