StockDriftsStockDriftsTop 50 Altfest L J & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 5.76% | 190.3K | $58.0M | -0.62%(-1.19K) | $212.78(+39.56%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 5.25% | 1.08M | $52.9M | +26.21%(+223.36K) | $49.72(-1.77%) | 2026-09-30 | |
| MINV | MATTHEWS ASIA FDS | 4.1% | 853.2K | $41.3M | -6.59%(-60.22K) | $24.59(+77.42%) | 2026-09-30 | |
| STIP | ISHARES TR | 4.09% | 413.8K | $41.3M | +3.12%(+12.50K) | $102.95(-2.08%) | 2026-09-30 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 3.85% | 946.4K | $38.8M | +1.38%(+12.88K) | $30.77(+42.76%) | 2026-09-30 | |
| UTEN | RBB FD INC | 3.43% | 852.4K | $34.5M | +2.49%(+20.72K) | $44.19(-6.30%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.42% | 103.6K | $34.5M | -1.60%(-1.68K) | $130.68(+165.62%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 2.87% | 1.15M | $28.9M | +3.80%(+42.10K) | $26.48(-3.18%) | 2026-09-30 | |
| VHT | VANGUARD WORLD FD | 2.47% | 78.9K | $24.9M | -3.15%(-2.56K) | $274.18(+21.51%) | 2026-09-30 | |
| SPMB | SPDR SERIES TRUST | 1.92% | 913.9K | $19.3M | +3.16%(+28.02K) | $22.05(-2.05%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.12% | +37.19% | +3.78% | +20.37% |
| Top 20 Holdings Unweighted | +11.37% | +38.13% | +4.46% | +24.40% |
Altfest L J & CO INC reports $1.01B in US-listed equity holdings across 318 positions in its most recent 13F filing. Its largest disclosed positions are QQQM (5.8%), VTIP (5.3%) and MINV (4.1%). The top 20 holdings account for 52.3% of reported assets. Its disclosed equity book has returned +37.19% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Altfest L J & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 712050). View Altfest L J & CO INC’s 13F filings on SEC