account_balance
Investment manager · 13F filer · SEC CIK 712050
Altfest L J & Co Inc
Reported value$1.01Bas of Sep 30, 2026
Positions318 56 new, 49 sold out
Top 10 weight37.2%QQQM alone is 6%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQMInvesco Exch Traded Fd Tr II
5.8%
VTIPVanguard Malvern FDS
5.3%Added +26%
MINVMatthews Asia FDS
4.1%Trimmed −7%
STIPiShares Tr
4.1%Added +3%
EMLPFirst Tr Exchange-traded Fd
3.9%
UTENRBB Fd Inc
3.4%Added +2%
AAPLApple Inc
3.4%
SCHPSchwab Strategic Tr
2.9%Added +4%
VHTVanguard World Fd
2.5%Trimmed −3%
SPMBSPDR Series Trust
1.9%Added +3%
USARUSA Rare Earth Inc
1.8%
LTPZPimco ETF Tr
1.8%Added +38%
QQQMInvesco Exch Traded Fd Tr II
5.8%
VTIPVanguard Malvern FDS
5.3%Added +26%
MINVMatthews Asia FDS
4.1%Trimmed −7%
STIPiShares Tr
4.1%Added +3%
EMLPFirst Tr Exchange-traded Fd
3.9%
UTEN3.4%
AAPL3.4%SCHP2.9%
VHT2.5%
SPMB1.9%
USAR1.8%LTPZ1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQM Invesco Exch Traded Fd Tr II 5.8% Held
VTIP Vanguard Malvern FDS 5.3% Added +26%
MINV Matthews Asia FDS 4.1% Trimmed −7%
STIP iShares Tr 4.1% Added +3%
EMLP First Tr Exchange-traded Fd 3.9% Held
UTEN RBB Fd Inc 3.4% Added +2%
AAPL Apple Inc 3.4% HeldSCHP Schwab Strategic Tr 2.9% Added +4%
VHT Vanguard World Fd 2.5% Trimmed −3%
SPMB SPDR Series Trust 1.9% Added +3%
USAR USA Rare Earth Inc 1.8% HeldLTPZ Pimco ETF Tr 1.8% Added +38%
What changed