Arkolith/Funds/Altfest L J & Co Inc

Altfest L J & Co Inc

CIK 712050
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Altfest L J & Co Inc holds a diversified book of 311 stocks worth $1.0B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Matthews Asia FDS and trimmed Invesco Nasdaq 100 ETF. Their largest long position is Invesco Nasdaq 100 ETF at 6% of the equity book.

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Use Arkolith to show ALTFEST L J & CO INC's latest
holdings, largest changes, and filing provenance.
Opened
36
new positions
Added to
122
existing
Trimmed
111
reduced
Sold out
51
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
37%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

31% mapped to company sectors

ETF / fund or unclassified
69%
Information Technology
11%
Health Care
5%
Materials
3%
Financials
3%
Consumer Discretionary
2%
Industrials
2%
Real Estate
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Altfest L J & Co Inc

Manager / fundShared namesTheir $ in those
MORGAN STANLEY75 / 80$501.1B
OSAIC HOLDINGS, INC.75 / 80$13.7B
LPL Financial LLC73 / 80$65.8B
Farther Finance Advisors, LLC73 / 80$1.8B
ROYAL BANK OF CANADA72 / 80$135.9B
WELLS FARGO & COMPANY/MN72 / 80$121.8B
UBS Group AG71 / 80$130.9B
ENVESTNET ASSET MANAGEMENT INC71 / 80$44.7B

Ranked by how many of Altfest L J & Co Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

311 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$58.0M191.5K
5.6%
−1.7%
Reduced · −3K sh
2Matthews Asia FDS
ASIA INNOV ACTIV
$52.8M913.4K
5.1%
−1.7%
Reduced · −16K sh
3Vanguard Malvern FDS
STRM INFPROIDX
$42.8M852.1K
4.2%
−15%
Reduced · −153K sh
4Ishares TR
0-5 YR TIPS ETF
$41.0M401.3K
4.0%
+2.5%
Added · +10K sh
5First TR Exchange-Traded FD
NO AMER ENERGY
$40.6M933.5K
3.9%
−2.6%
Reduced · −25K sh
6RBB FD Inc
US TREASR 10 YR
$35.9M831.7K
3.5%
+1.3%
Added · +11K sh
7Apple Inc
COM
$30.5M105.3K
3.0%
−2.3%
Reduced · −2K sh
8Schwab Strategic TR
US TIPS ETF
$29.4M1.11M
2.8%
+3.5%
Added · +38K sh
9SPDR Series Trust
ST STR BLO 1 ETF
$27.5M300.1K
2.7%
12×
Added · +274K sh
10USA Rare Earth Inc
COM
$27.2M1.26M
2.6%
+7.8%
Added · +92K sh
11Vanguard World FD
HEALTH CAR ETF
$24.4M81.4K
2.4%
14×
Added · +76K sh
12Goldman Sachs ETF TR
ACCES TREASURY
$21.9M218.9K
2.1%
+25%
Added · +44K sh
13SPDR Series Trust
ST STR BACKE ETF
$19.8M885.9K
1.9%
+2.7%
Added · +23K sh
14Eli Lilly & Co
COM
$18.4M15.3K
1.8%
+30%
Added · +4K sh
15Fidelity Covington Trust
MSCI HLTH CARE I
$18.0M232.6K
1.7%
+8.8%
Added · +19K sh
16Global X FDS
US INFR DEV ETF
$14.9M253.3K
1.4%
−1.1%
Reduced · −3K sh
17Pimco ETF TR
15+ YR US TIPS
$14.4M284.4K
1.4%
+3.4%
Added · +9K sh
18Invesco Exchange Traded FD T
S&P500 EQL DIS
$14.4M257.1K
1.4%
+119%
Added · +140K sh
19Matthews Asia FDS
CHIN INNO AC ETF
$13.8M261.5K
1.3%
New
New position
20SPDR Series Trust
STATE STREET SPD
$12.6M506.6K
1.2%
New
New position
21Amazon Com Inc
COM
$12.5M52.6K
1.2%
+9.6%
Added · +5K sh
22SPDR Series Trust
ST STR SP REGBNK
$12.1M161.6K
1.2%
−12%
Reduced · −23K sh
23SPDR Series Trust
ST STR SP BIOT
$11.8M74.6K
1.1%
+120%
Added · +41K sh
24SPDR Series Trust
ST STR SP SEMI
$11.0M17.6K
1.1%
+26%
Added · +4K sh
25Angel Oak Funds Trust
MORTGAGE BACKED
$10.6M1.23M
1.0%
−29%
Reduced · −502K sh
26Simplify Exchange Traded Fun
SHORT TERM TREA
$10.5M513.3K
1.0%
−23%
Reduced · −150K sh
27Nvidia Corporation
COM
$9.3M46.4K
0.9%
−15%
Reduced · −8K sh
28Taiwan Semiconductor Manufac
SPONSORED ADS
$8.8M18.4K
0.9%
+7.8%
Added · +1K sh
29One Liberty Pptys Inc
COM
$8.7M356.8K
0.8%
Held
30Ishares TR
MSCI INDIA ETF
$8.2M165.9K
0.8%
+45%
Added · +51K sh
31Microsoft Corp
COM
$7.9M21.2K
0.8%
−15%
Reduced · −4K sh
32Ishares TR
U.S. MED DVC ETF
$7.8M157.3K
0.8%
+54%
Added · +55K sh
33Ishares TR
MSCI JP VALUE
$7.8M176.7K
0.8%
New
New position
34Ishares TR
US TELECOM ETF
$7.6M179.8K
0.7%
+37%
Added · +49K sh
35Micron Technology Inc
COM
$7.5M6.5K
0.7%
+8.3%
Added · +498 sh
36Abbvie Inc
COM
$6.5M26.0K
0.6%
+30%
Added · +6K sh
37Cambria ETF TR
GLOBAL VALUE ETF
$6.4M178.2K
0.6%
+0.9%
Added · +2K sh
38JPMorgan Chase & Co
COM
$6.1M18.7K
0.6%
−0.8%
Reduced · −152 sh
39Schwab Strategic TR
US BRD MKT ETF
$5.9M205.1K
0.6%
−2.5%
Reduced · −5K sh
40Ge Vernova Inc
COM
$5.8M4.9K
0.6%
−12%
Reduced · −682 sh
41Pimco Equity Ser
RAFI DYN EMERG
$5.6M200.1K
0.5%
−5.0%
Reduced · −11K sh
42Baron ETF TR
FIRST PRINC ETF
$5.6M231.3K
0.5%
New
New position
43Alphabet Inc
CAP STK CL C
$5.5M15.7K
0.5%
−25%
Reduced · −5K sh
44Vaneck ETF Trust
SEMICONDUCTR ETF
$5.1M7.7K
0.5%
−84%
Reduced · −41K sh
45Global X FDS
GB MSCI AR ETF
$5.1M55.5K
0.5%
−16%
Reduced · −10K sh
46Ishares TR
NEW YORK MUN ETF
$5.0M92.6K
0.5%
+47%
Added · +30K sh
47State STR SPDR S&P 500 ETF T
TR UNIT
$4.3M5.8K
0.4%
−1.7%
Reduced · −99 sh
48Schwab Strategic TR
INTL EQTY ETF
$4.1M148.0K
0.4%
−1.8%
Reduced · −3K sh
49Invesco QQQ TR
UNIT SER 1
$4.0M5.4K
0.4%
−5.0%
Reduced · −284 sh
50Axon Enterprise Inc
COM
$3.6M6.4K
0.3%
Held
Showing 50 of 311 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026313$1.0B13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026328$934.9M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026330$913.5M13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025330$896.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.