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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 5 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPIP SPDR SERIES TRUST 79,400.0 $2.0M 0.20% +4K +5.4% $25.68 -1.8%
82 VMC VULCAN MATLS CO Basic Materials 6,889.0 $2.0M 0.20% +3K +63.1% $295.00 -8.2%
83 WMT WALMART INC Consumer Defensive 17,822.0 $2.0M 0.20% +240.0 +1.4% $113.26 -8.3%
84 AZN ASTRAZENECA PLC Healthcare 10,599.0 $2.0M 0.20% -6K -35.0% $189.61 -13.3%
85 PYLD PIMCO ETF TR 75,368.0 $2.0M 0.19% +6K +8.2% $26.52 -1.3%
86 MINT PIMCO ETF TR 19,690.0 $2.0M 0.19% -895.0 -4.3% $100.81 -0.1%
87 RWO SPDR INDEX SHS FDS 39,817.0 $2.0M 0.19% +468.0 +1.2% $49.71 +1.5%
88 PGR PROGRESSIVE CORP Financial Services 9,034.0 $2.0M 0.19% +8K +656.0% $218.45 +0.9%
89 H HYATT HOTELS CORP Consumer Cyclical 9,562.0 $1.9M 0.18% NEW $193.85 -7.4%
90 VOX VANGUARD WORLD FD 9,722.0 $1.8M 0.17% $183.94 +0.3%
91 BBH VANECK ETF TRUST 8,706.0 $1.8M 0.17% +199.0 +2.3% $203.23 +16.7%
92 STM STMICROELECTRONICS N V Technology 23,167.0 $1.7M 0.17% -1K -5.6% $74.89 -33.3%
93 SLYV SPDR SERIES TRUST 15,820.0 $1.7M 0.17% +310.0 +2.0% $109.11 +0.5%
94 DEED FIRST TR EXCHNG TRADED FD VI 80,692.0 $1.7M 0.17% +4K +4.7% $21.38 -1.0%
95 VLO VALERO ENERGY CORP Energy 6,502.0 $1.7M 0.16% -3K -33.2% $260.43 +31.1%
96 AXP AMERICAN EXPRESS CO Financial Services 5,003.0 $1.7M 0.16% +2K +50.5% $338.27 -2.1%
97 TPC TUTOR PERINI CORP Industrials 20,382.0 $1.7M 0.16% +2K +11.9% $82.97 +8.9%
98 GLDM WORLD GOLD TR Financial Services 20,974.0 $1.7M 0.16% -11K -33.7% $79.42 +12.8%
99 IEFA ISHARES TR 17,223.0 $1.7M 0.16% +1K +8.5% $96.58 +3.5%
100 BMY BRISTOL-MYERS SQUIBB CO Healthcare 28,858.0 $1.7M 0.16% +996.0 +3.6% $57.62 +13.6%
Page 5 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%