StockDriftsStockDriftsTop 20 Altium Investment Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FD | 23.24% | 269.8K | $16.1M | +45.41%(+84.25K) | $59.85(-0.10%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 21.32% | 100.7K | $14.8M | new | $145.68(-0.37%) | 2026-06-30 | |
| CLIP | GLOBAL X FDS | 17.79% | 123.4K | $12.4M | +92.35%(+59.23K) | $100.29(-0.13%) | 2026-06-30 | |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 15.33% | 475.6K | $10.6M | +75.48%(+204.56K) | $22.41(-0.16%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 5.02% | 29.7K | $3.5M | +60.97%(+11.24K) | $116.05(+1.49%) | 2026-06-30 | |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 3.6% | 108.7K | $2.5M | -20.88%(-28.69K) | $23.26(-1.46%) | 2026-06-30 | |
| FSIG | FIRST TR EXCHANGE-TRADED FD | 2.38% | 87.6K | $1.7M | +42.81%(+26.26K) | $19.00(-0.94%) | 2026-06-30 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 2.37% | 79.3K | $1.6M | +42.55%(+23.68K) | $21.03(-2.12%) | 2026-06-30 | |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 1.72% | 54.7K | $1.2M | +237.65%(+38.48K) | $21.70(+0.41%) | 2026-06-30 | |
| RPG | INVESCO EXCHANGE TRADED FD T | 1.39% | 15.9K | $964K | +0.00%(+0) | $46.71(+25.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.13% |
Altium Investment Strategies LLC reports $69.44M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are FTSM (23.2%), PG (21.3%) and CLIP (17.8%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +1.38% cumulatively over 1 quarter. Figures reflect the Q2 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 Altium Investment Strategies LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2131949). View Altium Investment Strategies LLC’s 13F filings on SEC