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Portfolio (Quarterly) Guide ↗

ALTFEST L J & CO INC

· CIK 0000712050
13F Portfolio $935M AUM 328 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 83 Added 111 Reduced 63 Exited
Page 9 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCHP MICROCHIP TECHNOLOGY INC. Technology 12,759.0 $824K 0.09% +5K +75.7% $64.61 +43.6%
162 KBE SPDR SERIES TRUST 13,839.0 $824K 0.09% +98.0 +0.7% $59.55 +4.1%
163 MMM 3M CO Industrials 5,623.0 $817K 0.09% -223.0 -3.8% $145.24 +5.0%
164 ABT ABBOTT LABORATORIES Healthcare 7,947.0 $816K 0.09% -48.0 -0.6% $102.67 -13.5%
165 VDE VANGUARD WORLD FD 4,668.0 $808K 0.09% -2K -29.3% $173.03 +0.1%
166 PHO INVESCO EXCHANGE TRADED FD T 11,981.0 $801K 0.09% -647.0 -5.1% $66.86 -4.1%
167 KLIC KULICKE & SOFFA INDS INC Technology 12,130.0 $797K 0.09% NEW $65.72 +51.2%
168 GWRE GUIDEWIRE SOFTWARE INC Technology 5,307.0 $794K 0.09% NEW $149.56 -8.3%
169 MCD MCDONALDS CORP Consumer Cyclical 2,540.0 $789K 0.08% +925.0 +57.3% $310.82 -9.1%
170 JCI JOHNSON CONTROLS INTERNATION Industrials 6,028.0 $789K 0.08% -173.0 -2.8% $130.95 +4.9%
171 LUV SOUTHWEST AIRLS CO Industrials 20,945.0 $787K 0.08% -13K -38.3% $37.57 +2.1%
172 LMT LOCKHEED MARTIN CORP Industrials 1,298.0 $784K 0.08% -76.0 -5.5% $604.17 -12.6%
173 SCHO SCHWAB STRATEGIC TR 31,463.0 $764K 0.08% +1K +3.8% $24.27 -0.7%
174 DIOD DIODES INC Technology 11,155.0 $761K 0.08% NEW $68.26 +38.9%
175 SCHG SCHWAB STRATEGIC TR 25,842.0 $753K 0.08% $29.13 +16.3%
176 VRT VERTIV HOLDINGS CO Industrials 2,994.0 $750K 0.08% NEW $250.58 +35.6%
177 SCHC SCHWAB STRATEGIC TR 15,719.0 $735K 0.08% -839.0 -5.1% $46.74 +5.5%
178 CVX CHEVRON CORPORATION Energy 3,545.0 $733K 0.08% -22.0 -0.6% $206.89 -5.2%
179 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.08% $718140.00
180 VGLT VANGUARD SCOTTSDALE FDS 12,952.0 $717K 0.08% -4K -23.6% $55.36 -3.9%
Page 9 of 17  ·  326 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%