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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 3 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MFEM PIMCO EQUITY SER 200,092.0 $5.6M 0.55% -11K -5.0% $28.23 -1.1%
42 BARON ETF TR 231,295.0 $5.6M 0.55% NEW $24.40
43 GOOG ALPHABET INC Communication Services 15,695.0 $5.5M 0.54% -5K -25.0% $353.34 -3.4%
44 SMH VANECK ETF TRUST 7,744.0 $5.1M 0.49% -41K -84.0% $655.88 -13.1%
45 ARGT GLOBAL X FDS 55,524.0 $5.1M 0.49% -10K -15.8% $91.30 -2.4%
46 NYF ISHARES TR 92,584.0 $5.0M 0.48% +30K +46.9% $53.91 -2.2%
47 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,804.0 $4.3M 0.42% -99.0 -1.7% $746.83 +2.7%
48 SCHF SCHWAB STRATEGIC TR 148,044.0 $4.1M 0.40% -3K -1.8% $27.70 +1.3%
49 QQQ INVESCO QQQ TR Financial Services 5,438.0 $4.0M 0.39% -284.0 -5.0% $736.35 -2.6%
50 AXON AXON ENTERPRISE INC Industrials 6,405.0 $3.6M 0.35% $560.61 +10.6%
51 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,126.0 $3.6M 0.35% +3K +66.0% $501.34 +17.5%
52 XOM EXXON MOBIL CORP Energy 25,521.0 $3.5M 0.34% $136.72 +21.1%
53 JNJ JOHNSON & JOHNSON Healthcare 13,727.0 $3.5M 0.34% +179.0 +1.3% $253.96 +6.8%
54 FVAL FIDELITY COVINGTON TRUST 44,159.0 $3.4M 0.33% -915.0 -2.0% $77.93 +5.8%
55 UNH UNITEDHEALTH GROUP INC Healthcare 7,788.0 $3.2M 0.31% +7K +592.3% $415.60 -5.2%
56 META META PLATFORMS INC Communication Services 5,682.0 $3.2M 0.31% -97.0 -1.7% $563.26 -3.5%
57 DRAM ROUNDHILL ETF TRUST 42,768.0 $3.2M 0.31% NEW $73.85 -25.4%
58 BE BLOOM ENERGY CORP Industrials 10,318.0 $3.1M 0.30% -875.0 -7.8% $302.70 -31.0%
59 DSI ISHARES TR 21,630.0 $3.1M 0.30% +456.0 +2.1% $142.39 +2.7%
60 BERKSHIRE HATHAWAY INC DEL 5,987.0 $3.0M 0.29% $500.39
Page 3 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%