Chartist Inc Portfolio Holdings

Chartist Inc

  • $82.3 Million
  • Q3 2025

Chartist Inc has filed its 13F form on November 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $82.3 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sherwin Williams CO with a value of $30.6M, Spdr Dow Jones Industrial Average ETF Trust with a value of $28.6M, Ishares Tr Russell 1000 ETF with a value of $14.9M, Ishares Russell 2000 ETF with a value of $1.13M, and Spdr Series Tr Spdr S&P Homebu with a value of $1.14M.

Examining the 13F form we can see an decrease of $45.4M in the current position value, from $128M to 82.3M.

Chartist Inc is based out at Seal Beach, CA

Below you can find more details about Chartist Inc portfolio as well as his latest detailed transactions.

Portfolio value $82.3 Million
ETFs: $47.9 Million
Basic Materials: $30.6 Million
Consumer Cyclical: $1.96 Million
Utilities: $842,000
Financial Services: $780,000
Technology: $261,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $82.3 Million
  • Prior Value $128 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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