Altfest L J & CO Inc Portfolio Holdings
Altfest L J & CO Inc
- $735 Million
- Q3 2025
Altfest L J & CO Inc has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $735 Million distributed in 330 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $49M, Ishares Barclays 0 5 Year Tips with a value of $39.3M, Vanguard Sht Trm Inflt Prot Fd with a value of $32.4M, Schwab Strategic Us Tips ETF with a value of $27.2M, and Apple Inc. with a value of $24.4M.
Examining the 13F form we can see an increase of $23.4M in the current position value, from $712M to 735M.
Below you can find more details about Altfest L J & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$735 Million
ETFs: $476 Million
Technology: $83.5 Million
Healthcare: $47.6 Million
Financial Services: $27.7 Million
Communication Services: $21.9 Million
Consumer Cyclical: $19.8 Million
Industrials: $15 Million
Real Estate: $12.4 Million
Other: $28.8 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 330
- Current Value $735 Million
- Prior Value $712 Million
- Filing
- Period Q3 2025
- Filing Date October 21, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 45 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks