ALTFEST L J & CO INC
•CIK: 712050•Filing: Q4 2025
**ALTFEST L J & CO INC** manages $914M across a diversified portfolio of 330 positions. The fund exhibits significant concentration in core market exposure, notably holding QQQM at $48.9M and UTEN at $44.2M. Further top allocations include STIP ($39.1M), MINV ($34.0M), and VTIP ($30.9M), suggesting a focus on broad market indices and fixed income strategies. This positioning indicates a systematic, large-cap oriented approach to capital preservation and growth.
Total AUM
$913.5M
QoQ Performance
+1.9%
Positions
231
Top 10 Concentration
36.6%
Latest Filing
Q4 2025
Top Holdings Allocation
QQQM
QQQM5.3%
UTEN4.8%
STIP4.3%
MINV3.7%
VTIP3.4%
SCHP3.0%
AAPL2.8%
FHLC2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.0%
Technology8.4%
Healthcare4.5%
Financial2.2%
Consumer1.9%
Industrial0.8%
Communication0.5%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
+150 more exited positions
Changes from Q3 2025
NEW25 new positions
↑83 increased
↓81 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023