ALTFEST L J & CO INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 712050
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.0B
Holdings
311
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ALTFEST L J & CO INC disclosed 311 positions worth $1.0B in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 5.6% of the equity portfolio. During the quarter the fund opened 36 new positions and exited 50. The portfolio is most concentrated in Other (59.6% of disclosed assets). All figures are sourced directly from ALTFEST L J & CO INC’s Form 13F-HR filing with the SEC under CIK 712050.
AI Fund Analysis
Stable
$IVZ5.6% weight
Held 6 quarters
MATTHEWS ASIA FDS - ASIA I
5.1% weight
Held 7 quarters
VANGUARD MALVERN FDS - STR
4.2% weight
Held 6 quarters
ISHARES TR - 0-5 YR TIPS E
4.0% weight
Held 7 quarters
FIRST TR EXCHANGE-TRADED F
3.9% weight
Held 7 quarters
SCHWAB STRATEGIC TR - SHT
7 quarters accumulating
ISHARES TR - CORE S&P TTL
7 quarters accumulating
SPDR SERIES TRUST - ST STR
6 quarters accumulating
FIRST TR EXCHNG TRADED FD
6 quarters accumulating
FLEXSHARES TR - STOXX GLOB
6 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareMaterialsIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$58.0M191,528 sh MATTHEWS ASIA FDS - ASIA INNOV ACTIV
—Quality
$52.8M913,380 shVANGUARD MALVERN FDS - STRM INFPROIDX
—Quality
$42.8M852,080 shISHARES TR - 0-5 YR TIPS ETF
—Quality
$41.0M401,268 shFIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY
—Quality
$40.6M933,490 shRBB FD INC - US TREASR 10 YR
—Quality
$35.9M831,674 sh- 76.4
Quality
$30.5M105,263 sh SCHWAB STRATEGIC TR - US TIPS ETF
—Quality
$29.4M1,108,301 shSPDR SERIES TRUST - ST STR BLO 1 ETF
—Quality
$27.5M300,149 sh- 16.0
Quality
$27.2M1,260,525 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $58.0M | 191,528 |
| MATTHEWS ASIA FDS - ASIA INNOV ACTIV | — | $52.8M | 913,380 |
| VANGUARD MALVERN FDS - STRM INFPROIDX | — | $42.8M | 852,080 |
| ISHARES TR - 0-5 YR TIPS ETF | — | $41.0M | 401,268 |
| FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $40.6M | 933,490 |
| RBB FD INC - US TREASR 10 YR | — | $35.9M | 831,674 |
 Apple Inc.$AAPL | 76.4 | $30.5M | 105,263 |
| SCHWAB STRATEGIC TR - US TIPS ETF | — | $29.4M | 1,108,301 |
| SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $27.5M | 300,149 |
 USA Rare Earth, Inc.$USAR | 16.0 | $27.2M | 1,260,525 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ALTFEST L J & CO INC's 311 positions.
Showing top 10 of 311 holdings.
Sector Allocation
Other
$614.4M
Financials
$131.4M
Technology
$119.0M
Healthcare
$47.7M
Materials
$34.6M
Industrials
$24.3M
Consumer Discretionary
$21.4M
Real Estate
$13.0M
Top Holdings — ALTFEST L J & CO INC (Q2 2026)
Top 150 of 311 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $58.0M | 5.6% | -2% | — |
| 2 | — | MATTHEWS ASIA FDS - ASIA INNOV ACTIV | $52.8M | 5.1% | -2% | — |
| 3 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $42.8M | 4.2% | -15% | — |
| 4 | — | ISHARES TR - 0-5 YR TIPS ETF | $41.0M | 4.0% | +2% | — |
| 5 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $40.6M | 3.9% | -3% | — |
| 6 | — | RBB FD INC - US TREASR 10 YR | $35.9M | 3.5% | +1% | — |
| 7 | $AAPL | Apple Inc. | $30.5M | 3.0% | -2% | 76.4 |
| 8 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $29.4M | 2.9% | +4% | — |
| 9 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $27.5M | 2.7% | +1057% | — |
| 10 | $USAR | USA Rare Earth, Inc. | $27.2M | 2.6% | +8% | 16 |
| 11 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $24.4M | 2.4% | +1318% | — |
| 12 |  $GS | GOLDMAN SACHS GROUP INC | $21.9M | 2.1% | +25% | 73.5 |
| 13 | — | SPDR SERIES TRUST - ST STR BACKE ETF | $19.8M | 1.9% | +3% | — |
| 14 |  $LLY | ELI LILLY & Co | $18.4M | 1.8% | +30% | 87.5 |
| 15 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | $18.0M | 1.7% | +9% | — |
| 16 | — | GLOBAL X FDS - US INFR DEV ETF | $14.9M | 1.4% | -1% | — |
| 17 | — | PIMCO ETF TR - 15+ YR US TIPS | $14.4M | 1.4% | +3% | — |
| 18 | $IVZ | Invesco Ltd. | $14.4M | 1.4% | +119% | — |
| 19 | — | MATTHEWS ASIA FDS - CHIN INNO AC ETF | $13.8M | 1.3% | NEW | — |
| 20 | — | SPDR SERIES TRUST - STATE STREET SPD | $12.6M | 1.2% | NEW | — |
| 21 |  $AMZN | AMAZON COM INC | $12.5M | 1.2% | +10% | 68.7 |
| 22 | — | SPDR SERIES TRUST - ST STR SP REGBNK | $12.1M | 1.2% | -12% | — |
| 23 | — | SPDR SERIES TRUST - ST STR SP BIOT | $11.8M | 1.1% | +120% | — |
| 24 | — | SPDR SERIES TRUST - ST STR SP SEMI | $11.0M | 1.1% | +26% | — |
| 25 | — | ANGEL OAK FUNDS TRUST - MORTGAGE BACKED | $10.6M | 1.0% | -29% | — |
| 26 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | $10.5M | 1.0% | -23% | — |
| 27 |  $NVDA | NVIDIA CORP | $9.3M | 0.9% | -15% | 85.9 |
| 28 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.8M | 0.8% | +8% | — |
| 29 |  $OLP | ONE LIBERTY PROPERTIES INC | $8.7M | 0.8% | +0% | 55.6 |
| 30 | — | ISHARES TR - MSCI INDIA ETF | $8.2M | 0.8% | +45% | — |
| 31 |  $MSFT | MICROSOFT CORP | $7.9M | 0.8% | -15% | 79.8 |
| 32 | — | ISHARES TR - U.S. MED DVC ETF | $7.8M | 0.8% | +54% | — |
| 33 | — | ISHARES TR - MSCI JP VALUE | $7.8M | 0.8% | NEW | — |
| 34 | — | ISHARES TR - US TELECOM ETF | $7.6M | 0.7% | +37% | — |
| 35 |  $MU | MICRON TECHNOLOGY INC | $7.5M | 0.7% | +8% | 86.2 |
| 36 |  $ABBV | AbbVie Inc. | $6.5M | 0.6% | +30% | 72.6 |
| 37 | — | CAMBRIA ETF TR - GLOBAL VALUE ETF | $6.4M | 0.6% | +1% | — |
| 38 |  $JPM | JPMORGAN CHASE & CO | $6.1M | 0.6% | -1% | 70.7 |
| 39 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $5.9M | 0.6% | -2% | — |
| 40 |  $GEV | GE Vernova Inc. | $5.8M | 0.6% | -12% | 81.1 |
| 41 | — | PIMCO EQUITY SER - RAFI DYN EMERG | $5.6M | 0.6% | -5% | — |
| 42 | — | BARON ETF TR - FIRST PRINC ETF | $5.6M | 0.6% | NEW | — |
| 43 |  $GOOGL | Alphabet Inc. | $5.5M | 0.5% | -25% | 78.2 |
| 44 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $5.1M | 0.5% | -84% | — |
| 45 | — | GLOBAL X FDS - GB MSCI AR ETF | $5.1M | 0.5% | -16% | — |
| 46 | — | ISHARES TR - NEW YORK MUN ETF | $5.0M | 0.5% | +47% | — |
| 47 |  $SPY | SPDR S&P 500 ETF TRUST | $4.3M | 0.4% | -2% | — |
| 48 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $4.1M | 0.4% | -2% | — |
| 49 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.0M | 0.4% | -5% | — |
| 50 |  $AXON | AXON ENTERPRISE, INC. | $3.6M | 0.3% | +0% | 56.6 |
| 51 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.6M | 0.3% | +66% | 65.1 |
| 52 |  $XOM.R34088 | EXXON MOBIL CORP | $3.5M | 0.3% | +0% | 57.9 |
| 53 |  $JNJ | JOHNSON & JOHNSON | $3.5M | 0.3% | +1% | 69 |
| 54 | — | FIDELITY COVINGTON TRUST - VLU FACTOR ETF | $3.4M | 0.3% | -2% | — |
| 55 |  $UNH | UNITEDHEALTH GROUP INC | $3.2M | 0.3% | +592% | 62.7 |
| 56 |  $META | Meta Platforms, Inc. | $3.2M | 0.3% | -2% | 79.6 |
| 57 | — | ROUNDHILL ETF TRUST - MEMORY ETF | $3.2M | 0.3% | NEW | — |
| 58 |  $BE | Bloom Energy Corp | $3.1M | 0.3% | -8% | 66.2 |
| 59 | — | ISHARES TR - ESG MSCI KLD ETF | $3.1M | 0.3% | +2% | — |
| 60 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.0M | 0.3% | +0% | 73.8 |
| 61 |  $DHR | DANAHER CORP /DE/ | $2.9M | 0.3% | +45% | 64.8 |
| 62 |  $AVGO | Broadcom Inc. | $2.9M | 0.3% | -45% | 84.5 |
| 63 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $2.9M | 0.3% | NEW | — |
| 64 |  $CSCO | CISCO SYSTEMS, INC. | $2.8M | 0.3% | +5% | 70.3 |
| 65 |  $GOOG | Alphabet Inc. | $2.7M | 0.3% | -0% | 78.2 |
| 66 |  $BHYP | Bitwise Hyperliquid ETF | $2.6M | 0.3% | NEW | — |
| 67 | — | SPDR SERIES TRUST - ST STR P500GRW | $2.6M | 0.3% | +4% | — |
| 68 |  $SPGI | S&P Global Inc. | $2.6M | 0.3% | -1% | 76.1 |
| 69 |  $KLAC | KLA CORP | $2.4M | 0.2% | +906% | 78.6 |
| 70 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $2.4M | 0.2% | +0% | — |
| 71 |  $MRK | Merck & Co., Inc. | $2.4M | 0.2% | -3% | 59.9 |
| 72 |  $BA | BOEING CO | $2.4M | 0.2% | +38% | 61.6 |
| 73 |  $CSX | CSX CORP | $2.3M | 0.2% | +13% | 65.2 |
| 74 |  $FER | Ferrovial N.V. | $2.3M | 0.2% | +54% | — |
| 75 |  $BX | Blackstone Inc. | $2.2M | 0.2% | NEW | 74.4 |
| 76 | — | VANGUARD WORLD FD - UTILITIES ETF | $2.2M | 0.2% | +0% | — |
| 77 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $2.2M | 0.2% | -3% | — |
| 78 |  $DE | DEERE & CO | $2.2M | 0.2% | NEW | 55.4 |
| 79 |  $INTC | INTEL CORP | $2.1M | 0.2% | +0% | 45.6 |
| 80 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.1M | 0.2% | -1% | 70 |
| 81 | — | SPDR SERIES TRUST - ST STR TIPS ETF | $2.0M | 0.2% | +5% | — |
| 82 |  $VMC | Vulcan Materials CO | $2.0M | 0.2% | +63% | 63.5 |
| 83 |  $WMT | Walmart Inc. | $2.0M | 0.2% | +1% | 60.2 |
| 84 |  $AZN | ASTRAZENECA PLC | $2.0M | 0.2% | -35% | — |
| 85 | — | PIMCO ETF TR - MULTISECTOR BD | $2.0M | 0.2% | +8% | — |
| 86 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $2.0M | 0.2% | -4% | — |
| 87 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | $2.0M | 0.2% | +1% | — |
| 88 |  $PGR | PROGRESSIVE CORP/OH/ | $2.0M | 0.2% | +656% | 80.1 |
| 89 |  $H | Hyatt Hotels Corp | $1.9M | 0.2% | NEW | 47.9 |
| 90 | — | VANGUARD WORLD FD - COMM SRVC ETF | $1.8M | 0.2% | +0% | — |
| 91 | — | VANECK ETF TRUST - BIOTECH ETF | $1.8M | 0.2% | +2% | — |
| 92 |  $STM | STMicroelectronics N.V. | $1.7M | 0.2% | -6% | — |
| 93 | — | SPDR SERIES TRUST - ST STR SP600SM C | $1.7M | 0.2% | +2% | — |
| 94 | — | FIRST TR EXCHNG TRADED FD VI - SECUR PLUS ETF | $1.7M | 0.2% | +5% | — |
| 95 |  $VLO | VALERO ENERGY CORP/TX | $1.7M | 0.2% | -33% | 57.8 |
| 96 |  $AXP | AMERICAN EXPRESS CO | $1.7M | 0.2% | +51% | 69.4 |
| 97 |  $TPC | TUTOR PERINI CORP | $1.7M | 0.2% | +12% | 66.2 |
| 98 |  $GLDM | World Gold Trust | $1.7M | 0.2% | -34% | — |
| 99 | — | ISHARES TR - CORE MSCI EAFE | $1.7M | 0.2% | +8% | — |
| 100 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.7M | 0.2% | +4% | 70.4 |
| 101 |  $MCHP | MICROCHIP TECHNOLOGY INC | $1.6M | 0.2% | +40% | 52.9 |
| 102 | — | ISHARES TR - CORE S&P500 ETF | $1.6M | 0.2% | +3% | — |
| 103 | — | FIRST TR EXCHNG TRADED FD VI - FT ENER INCO ETF | $1.6M | 0.2% | +3% | — |
| 104 | — | FLEXSHARES TR - STOXX GLOBR INF | $1.6M | 0.1% | +5% | — |
| 105 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $1.6M | 0.1% | -5% | — |
| 106 |  $SQM | CHEMICAL & MINING CO OF CHILE INC | $1.6M | 0.1% | +2% | — |
| 107 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.6M | 0.1% | -1% | — |
| 108 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.6M | 0.1% | +0% | 66.2 |
| 109 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.5M | 0.1% | +21% | — |
| 110 |  $DIS | Walt Disney Co | $1.5M | 0.1% | +1% | 60.1 |
| 111 |  $AMGN | AMGEN INC | $1.5M | 0.1% | +1% | 79.2 |
| 112 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.5M | 0.1% | +309% | 66.8 |
| 113 |  $ORCL | ORACLE CORP | $1.5M | 0.1% | -0% | 66.2 |
| 114 |  $HXL | HEXCEL CORP /DE/ | $1.4M | 0.1% | NEW | 58.1 |
| 115 |  $CNC | CENTENE CORP | $1.4M | 0.1% | NEW | 58.2 |
| 116 |  $BRT | BRT Apartments Corp. | $1.3M | 0.1% | +0% | — |
| 117 | — | ISHARES TR - CORE US AGGBD ET | $1.3M | 0.1% | +0% | — |
| 118 |  $KO | COCA COLA CO | $1.3M | 0.1% | -40% | 69.5 |
| 119 |  $WAT | WATERS CORP /DE/ | $1.2M | 0.1% | NEW | 60.4 |
| 120 |  $GE | GENERAL ELECTRIC CO | $1.2M | 0.1% | -4% | 73.8 |
| 121 |  $A | AGILENT TECHNOLOGIES, INC. | $1.2M | 0.1% | NEW | 67.1 |
| 122 | — | RBB FD INC - F/M US TREASURY | $1.2M | 0.1% | +0% | — |
| 123 |  $V | VISA INC. | $1.1M | 0.1% | -0% | 82.9 |
| 124 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $1.1M | 0.1% | +3% | — |
| 125 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $1.1M | 0.1% | -54% | 62.9 |
| 126 | — | ISHARES TR - MSCI USA QLT FCT | $1.1M | 0.1% | -90% | — |
| 127 | — | INVESCO EXCHANGE TRADED FD T - INVESCO MSCI | $1.1M | 0.1% | +17% | — |
| 128 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $1.1M | 0.1% | -12% | — |
| 129 |  $CGNX | COGNEX CORP | $1.0M | 0.1% | +1% | 66.9 |
| 130 |  $TKO | TKO Group Holdings, Inc. | $1.0M | 0.1% | -13% | 68.1 |
| 131 |  $SNPS | SYNOPSYS INC | $1.0M | 0.1% | +222% | 67.9 |
| 132 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.0M | 0.1% | +306% | 75.4 |
| 133 |  $UHT | UNIVERSAL HEALTH REALTY INCOME TRUST | $984,613 | 0.1% | +0% | 53.6 |
| 134 |  $LUV | SOUTHWEST AIRLINES CO | $982,980 | 0.1% | -9% | 55.9 |
| 135 |  $SLV | iShares Silver Trust | $981,789 | 0.1% | -8% | — |
| 136 |  $USB | US BANCORP \DE\ | $981,214 | 0.1% | +0% | 65.3 |
| 137 |  $SLG | SL GREEN REALTY CORP | $980,174 | 0.1% | -1% | 42.5 |
| 138 | — | SPDR SERIES TRUST - ST STR SP BANK | $970,883 | 0.1% | +3% | — |
| 139 |  $RTX | RTX Corp | $965,362 | 0.1% | +1% | 73.2 |
| 140 |  $PEP | PEPSICO INC | $963,743 | 0.1% | +0% | 63.4 |
| 141 |  $VZ | VERIZON COMMUNICATIONS INC | $959,494 | 0.1% | -2% | 65.8 |
| 142 | — | VANGUARD STAR FDS - VG TL INTL STK F | $944,328 | 0.1% | +3% | — |
| 143 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BUF | $935,122 | 0.1% | -31% | — |
| 144 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $911,400 | 0.1% | -4% | — |
| 145 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $888,473 | 0.1% | +2% | — |
| 146 |  $JCI | Johnson Controls International plc | $880,751 | 0.1% | +0% | — |
| 147 |  $SOBO | South Bow Corp | $872,465 | 0.1% | +44% | — |
| 148 |  $PFE | PFIZER INC | $872,078 | 0.1% | +10% | 62 |
| 149 |  $C | CITIGROUP INC | $860,998 | 0.1% | +0% | 65 |
| 150 |  $BNY | Bank of New York Mellon Corp | $858,550 | 0.1% | +5% | 74.1 |
New Positions (36)
MATTHEWS ASIA FDS - CHIN INNO AC ETF$13.8M
SPDR SERIES TRUST - STATE STREET SPD$12.6M
ISHARES TR - MSCI JP VALUE$7.8M
BARON ETF TR - FIRST PRINC ETF$5.6M
ROUNDHILL ETF TRUST - MEMORY ETF$3.2M
SELECT SECTOR SPDR TR - ST STR STAPL ETF$2.9M
$BHYP Bitwise Hyperliquid ETF$2.6M$BX Blackstone Inc.$2.2M$DE DEERE & CO$2.2M$H Hyatt Hotels Corp$1.9M$HXL HEXCEL CORP /DE/$1.4M$CNC CENTENE CORP$1.4M$WAT WATERS CORP /DE/$1.2M$A AGILENT TECHNOLOGIES, INC.$1.2M
$CDNS CADENCE DESIGN SYSTEMS INC$822,701Exited Positions (50)
ISHARES INC
VANECK ETF TRUST
ISHARES TR
PROSHARES TR
VANECK ETF TRUST
ISHARES INC
DIREXION SHARES ETF TRUST
DIREXION SHARES ETF TRUST
$KR KROGER CO SPDR SERIES TRUST
$LITE Lumentum Holdings Inc.
$AU AngloGold Ashanti PLC
$REGN REGENERON PHARMACEUTICALS, INC.
$PAAS PAN AMERICAN SILVER CORP
$HAL HALLIBURTON COBrowse Top Institutional Investors
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