ALTFEST L J & CO INC: 13F holdings
CIK 7120502026Q2
| Positions | 311 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 311 (-15 vs prior quarter) |
|---|
| Reported value | $1.0bn (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQM INVESCO EXCH TRADED FD TR II | 191,528 | $58.0m | 5.6% |
| MATTHEWS ASIA FDS | 913,380 | $52.8m | 5.1% |
| VTIP VANGUARD MALVERN FDS | 852,080 | $42.8m | 4.2% |
| STIP ISHARES TR | 401,268 | $41.0m | 4.0% |
| EMLP FIRST TR EXCHANGE-TRADED FD | 933,490 | $40.6m | 3.9% |
| UTEN RBB FD INC | 831,674 | $35.9m | 3.5% |
| AAPL APPLE INC | 105,263 | $30.5m | 3.0% |
| SCHP SCHWAB STRATEGIC TR | 1,108,301 | $29.4m | 2.8% |
| BIL SPDR SERIES TRUST | 300,149 | $27.5m | 2.7% |
| USAR USA RARE EARTH INC | 1,260,525 | $27.2m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="712050")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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