Altfest L J & CO Inc Portfolio Holdings
Altfest L J & CO Inc
- $751 Million
- Q3 2024
Altfest L J & CO Inc has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $751 Million distributed in 332 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Iv with a value of $32.8M, Matthews Asia Fds Asia Innovat with a value of $32.2M, Apple Inc. with a value of $24.5M, Ishares Barclays 0 5 Year Tips with a value of $22.7M, and Spdr Bloomberg 1 3 Month T Bil with a value of $21.8M.
Examining the 13F form we can see an increase of $19.3M in the current position value, from $732M to 751M.
Below you can find more details about Altfest L J & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$751 Million
ETFs: $419 Million
Technology: $72.7 Million
Healthcare: $36.8 Million
Consumer Cyclical: $25.8 Million
Financial Services: $24.1 Million
Communication Services: $18.5 Million
Real Estate: $16 Million
Industrials: $11.3 Million
Other: $27.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 332
- Current Value $751 Million
- Prior Value $732 Million
- Filing
- Period Q3 2024
- Filing Date November 05, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 61 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks