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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 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 52,610.0 $12.5M 1.22% +5K +9.6% $238.34 +8.9%
22 KRE SPDR SERIES TRUST 161,570.0 $12.1M 1.17% -23K -12.3% $74.85 +2.7%
23 XBI SPDR SERIES TRUST 74,627.0 $11.8M 1.15% +41K +120.1% $158.25 +1.2%
24 XSD SPDR SERIES TRUST 17,606.0 $11.0M 1.06% +4K +26.1% $623.71 -17.0%
25 MBS ANGEL OAK FUNDS TRUST 1,231,070.0 $10.6M 1.03% -502K -28.9% $8.63 -1.1%
26 TUA SIMPLIFY EXCHANGE TRADED FUN 513,278.0 $10.5M 1.02% -150K -22.6% $20.43 +0.2%
27 NVDA NVIDIA CORPORATION Technology 46,418.0 $9.3M 0.90% -8K -15.2% $200.09 +9.8%
28 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 18,392.0 $8.8M 0.85% +1K +7.8% $477.57 -13.4%
29 OLP ONE LIBERTY PPTYS INC Real Estate 356,763.0 $8.7M 0.84% $24.42 -1.3%
30 INDA ISHARES TR 165,943.0 $8.2M 0.80% +51K +44.5% $49.39 -0.0%
31 MSFT MICROSOFT CORP Technology 21,240.0 $7.9M 0.77% -4K -15.2% $373.02 +29.1%
32 IHI ISHARES TR 157,345.0 $7.8M 0.75% +55K +53.8% $49.41 +12.2%
33 EWJV ISHARES TR 176,673.0 $7.8M 0.75% NEW $43.96 +6.9%
34 IYZ ISHARES TR 179,776.0 $7.6M 0.74% +49K +37.5% $42.31 +2.0%
35 MU MICRON TECHNOLOGY INC Technology 6,470.0 $7.5M 0.72% +498.0 +8.3% $1154.27 -18.5%
36 ABBV ABBVIE INC Healthcare 25,963.0 $6.5M 0.63% +6K +30.4% $251.64 +2.9%
37 GVAL CAMBRIA ETF TR 178,176.0 $6.4M 0.62% +2K +0.9% $36.02 +5.8%
38 JPM JPMORGAN CHASE & CO Financial Services 18,682.0 $6.1M 0.59% -152.0 -0.8% $327.33 +11.0%
39 SCHB SCHWAB STRATEGIC TR 205,124.0 $5.9M 0.58% -5K -2.5% $28.96 +2.5%
40 GEV GE VERNOVA INC Utilities 4,900.0 $5.8M 0.56% -682.0 -12.2% $1174.93 -14.5%
Page 2 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%