Altfest L J &
$1.0B 13F equity value
363 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Altfest L J & covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 191,528 | $58M | 5.6% |
| MINV | MATTHEWS ASIA FDS | 913,380 | $53M | 5.1% |
| VTIP | VANGUARD MALVERN FDS | 852,080 | $43M | 4.2% |
| STIP | ISHARES TR | 401,268 | $41M | 4.0% |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 933,490 | $41M | 3.9% |
| UTEN | RBB FD INC | 831,674 | $36M | 3.5% |
| AAPL | APPLE INC | 105,263 | $30M | 3.0% |
| SCHP | SCHWAB STRATEGIC TR | 1,108,301 | $29M | 2.8% |
| BIL | SPDR SERIES TRUST | 300,149 | $28M | 2.7% |
| USAR | USA RARE EARTH INC | 1,260,525 | $27M | 2.6% |
Track Altfest L J &'s 13F portfolio: $1.0B in reported holdings, 363 positions. Top holdings and quarterly changes on SentiSense.
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