Fund HoldingsALTFEST L J & CO INC

Total Portfolio Value
$934.89M
Total Bought
$208.76M
Total Sold
$198.28M
Net Transaction
+$10.48M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
0958,838+958,838041,8634.48%+41,863
VANGUARD MALVERN FDS01,004,638+1,004,638050,1825.37%+50,182
GOLDMAN SACHS ETF TR0175,067+175,067017,5401.88%+17,540
ISHARES TR
MSCI USA QLT FCT
049,417+49,41709,4791.01%+9,479
VANECK ETF TRUST
GOLD MINERS ETF
092,706+92,70608,5080.91%+8,508
INVESCO EXCHANGE TRADED FD T
S&P500 EQL DIS
0117,212+117,21206,2740.67%+6,274
GLOBAL X FDS065,929+65,92906,1520.66%+6,152
VANECK ETF TRUST
OIL SERVICES ETF
11,45521,147+9,6923,2628,5480.91%+5,286
ISHARES INC148,492259,547+111,0554,7189,9641.07%+5,246
ISHARES TR0130,765+130,76505,1420.55%+5,142
ISHARES TR0102,280+102,28005,4570.58%+5,457
ISHARES TR062,714+62,71405,0200.54%+5,020
PROSHARES TR
SHRT HGH YIELD
0322,259+322,25904,9930.53%+4,993
VANECK ETF TRUST
AGRIBUSINESS ETF
057,894+57,89404,8920.52%+4,892
SPDR SERIES TRUST
ST STR SP SEMI
013,962+13,96204,5530.49%+4,553
ISHARES INC058,074+58,07403,9370.42%+3,937
ISHARES INC
MSCI TAIWAN ETF
055,153+55,15303,9110.42%+3,911
USA RARE EARTH INC(USAR)1,213,8541,168,854-45,00014,44517,6911.89%+3,246
ASTRAZENECA PLC(AZN)016,309+16,30903,2160.34%+3,216
PIMCO ETF TR
15+ YR US TIPS
211,750275,103+63,35310,95814,0391.50%+3,080
DIREXION SHARES ETF TRUST
DLY LLY BULL 2X
0143,425+143,42502,7730.30%+2,773
DIREXION SHARES ETF TRUST
DLY NVDA BULL 2X
028,307+28,30702,7290.29%+2,729
VALERO ENERGY CORP(VLO)09,729+9,72902,4040.26%+2,404
SPDR GOLD TR(GLD)013,990+13,99006,0200.64%+6,020
GE VERNOVA INC(GEV)4,0415,582+1,5412,6414,8730.52%+2,232
SPDR SERIES TRUST
ST STR SP INS
033,173+33,17301,8250.20%+1,825
SPDR INDEX SHS FDS
ST DOW GLOBA ETF
039,349+39,34901,8010.19%+1,801
STATE STR SPDR S&P 500 ETF T(SPY)05,903+5,90303,8390.41%+3,839
AT&T INC(T)67,898113,787+45,8891,6873,2990.35%+1,612
NETFLIX INC.(NFLX)024,414+24,41402,3470.25%+2,347
BLOOM ENERGY CORP011,193+11,19301,5170.16%+1,517
ISHARES TR
0-5 YR TIPS ETF
0391,581+391,581040,5014.33%+40,501
CSX CORP(CSX)043,594+43,59401,7900.19%+1,790
KROGER CO(KR)14,28131,234+16,9538922,2600.24%+1,368
APPLE INC(AAPL)95,645107,743+12,09826,00227,3442.92%+1,342
MATTHEWS ASIA FDS0929,592+929,592035,3633.78%+35,363
NVIDIA CORPORATION(NVDA)054,709+54,70909,5411.02%+9,541
SPDR SERIES TRUST
ST STR SP REGBNK
165,754184,232+18,47810,74212,0031.28%+1,260
EXXON MOBIL CORP025,500+25,50004,3260.46%+4,326
LYONDELLBASELL INDUSTRIES NV
SHS - A -
015,444+15,44401,2440.13%+1,244
GLOBAL X FDS
US INFR DEV ETF
0255,977+255,977013,0061.39%+13,006
HALLIBURTON CO(HAL)029,755+29,75501,1600.12%+1,160
RBB FD INC
F/M US TREASURY
023,105+23,10501,1520.12%+1,152
VULCAN MATLS CO(VMC)04,223+4,22301,1500.12%+1,150
ANGLOGOLD ASHANTI PLC(AU)7,97418,130+10,1566801,7650.19%+1,085
NEXTERA ENERGY INC(NEE)011,246+11,24601,0450.11%+1,045
SERVICENOW INC(NOW)09,776+9,77601,0220.11%+1,022
ISHARES TR063,024+63,02403,3480.36%+3,348
SCHWAB STRATEGIC TR1,037,7711,070,411+32,64027,49128,4843.05%+993
YPF SOCIEDAD ANONIMA(YPF)021,207+21,20709800.10%+980
EQT CORP(EQT)014,701+14,70109360.10%+936
BBB FOODS INC(TBBB)025,584+25,58409050.10%+905
EXELON CORP(EXC)018,369+18,36909000.10%+900
BROADCOM INC(AVGO)013,838+13,83804,2830.46%+4,283
NUTRIEN LTD(NTR)011,167+11,16708430.09%+843
UBER TECHNOLOGIES INC(UBER)011,536+11,53608300.09%+830
KULICKE & SOFFA INDS INC(KLIC)012,130+12,13007970.09%+797
GUIDEWIRE SOFTWARE INC(GWRE)05,307+5,30707940.08%+794
VANECK ETF TRUST
SEMICONDUCTR ETF
49,33348,382-95117,76618,5501.98%+783
DIODES INC(DIOD)011,155+11,15507610.08%+761
VERTIV HOLDINGS CO(VRT)02,994+2,99407500.08%+750
DARLING INGREDIENTS INC(DAR)16,25721,577+5,3205851,3350.14%+749
GRUPO AEROPORTUNARIO DEL PAC(PAC)02,820+2,82006960.07%+696
CHEMOURS CO(CC)062,049+62,04901,3670.15%+1,367
IPG PHOTONICS CORP(IPGP)05,592+5,59206410.07%+641
BORGWARNER INC010,820+10,82005870.06%+587
SYMBOTIC INC(SYM)010,960+10,96005830.06%+583
SOLARIS ENERGY INFRAS INC(SEI)08,961+8,96105060.05%+506
CATERPILLAR INC(CAT)0671+67104760.05%+476
ALLEGRO MICROSYSTEMS INC(ALGM)16,28728,167+11,8804308880.09%+458
QXO INC(QXO)023,251+23,25104520.05%+452
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
013,934+13,93404460.05%+446
BANCO BRADESCO S A0174,525+174,52506370.07%+637
FERROVIAL SE
ORD SHS
021,351+21,35101,3890.15%+1,389
JOHNSON & JOHNSON(JNJ)013,548+13,54803,3120.35%+3,312
MP MATERIALS CORP(MP)08,706+8,70604200.04%+420
ONE LIBERTY PPTYS INC0356,763+356,76307,6560.82%+7,656
COSTCO WHOLESALE CORPORATION(COST)01,665+1,66501,6590.18%+1,659
TUTOR PERINI CORP(TPC)15,28918,217+2,9281,0251,4060.15%+381
COOPER-STANDARD HOLDINGS INC013,583+13,58303790.04%+379
MICROCHIP TECHNOLOGY INC.(MCHP)7,26312,759+5,4964638240.09%+362
LUMENTUM HLDGS INC(LITE)4,0062,595-1,4111,4771,8240.20%+347
STMICROELECTRONICS N V(STM)21,00524,544+3,5395458480.09%+303
PHILIP MORRIS INTL INC(PM)18,04819,316+1,2682,8953,1940.34%+299
VANGUARD INDEX FDS01,132+1,13202960.03%+296
MCDONALDS CORP(MCD)02,540+2,54007890.08%+789
ISHARES INC012,669+12,66902930.03%+293
ISHARES INC041,159+41,15905,0630.54%+5,063
PIMCO EQUITY SER
RAFI DYN EMERG
0210,692+210,69205,2710.56%+5,271
CELANESE CORP DEL(CE)26,83621,550-5,2861,1351,4170.15%+283
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
02,415+2,41502650.03%+265
CAMBRIA ETF TR177,688176,506-1,1825,5925,8550.63%+263
SELECT SECTOR SPDR TR
ST STR ENERG ETF
109,90184,461-25,4404,9145,1740.55%+260
PAN AMERN SILVER CORP(PAAS)022,121+22,12101,2080.13%+1,208
ANGEL OAK FUNDS TRUST
MORTGAGE BACKED
1,688,0141,732,772+44,75814,76215,0061.61%+244
COEUR MNG INC(CDE)012,827+12,82702410.03%+241
TARGET CORP(TGT)01,986+1,98602410.03%+241
CORNING INC(GLW)01,648+1,64802240.02%+224
MARATHON PETE CORP(MPC)0902+90202200.02%+220
VERIZON COMMUNICATIONS INC(VZ)023,118+23,11801,1610.12%+1,161
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