Altfest L J & Co
Altfest L J & Co reported 318 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are QQQM (5.8%), VTIP (5.3%) and MINV (4.1%). Compared with Q2 2026, the fund opened new positions in XLG, CARY and AIS, added to VTIP, STIP and EMLP, trimmed QQQM, MINV and AAPL and sold out of RSPD, QNDX and IYZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQM Invesco Nasdaq | $58M | 5.8% | 190K | −1,186 (−1%) | 7 of 8 | |
| 2 |  VTIP Vanguard Shrt Inf Prot | $52.9M | 5.3% | 1.1M | +223K (+26%) | 7 of 8 | |
| 3 |  MINV Matthews Asia Fds | $41.3M | 4.1% | 853K | −60K (−7%) | 8 of 8 | |
| 4 |  STIP Ishares 0-5 | $41.3M | 4.1% | 414K | +13K (+3%) | 8 of 8 | |
| 5 |  EMLP First TR Exchange-Traded FD | $38.8M | 3.9% | 946K | +13K (+1%) | 8 of 8 | |
| 6 |  UTEN U S Treasury | $34.5M | 3.4% | 852K | +21K (+2%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $34.5M | 3.4% | 104K | −1,681 (−2%) | 8 of 8 | |
| 8 |  SCHP Schwab US Tips ETF | $28.9M | 2.9% | 1.2M | +42K (+4%) | 8 of 8 | |
| 9 |  VHT Vanguard World FD | $24.9M | 2.5% | 79K | −2,564 (−3%) | 8 of 8 | |
| 10 |  SPMB Spdr Series Trust | $19.3M | 1.9% | 914K | +28K (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 RSPD Invesco Exchange Traded FD T | $14.4M | 257K |
 QNDX Spdr Series Trust | $12.6M | 507K |
 IYZ Ishares TR | $7.6M | 180K |
 RONB Baron ETF TR | $5.6M | 231K |
 ARGT Global X Fds | $5.1M | 56K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Altfest L J & Co 13F FAQ
What does Altfest L J & Co own?
Altfest L J & Co reported 318 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are QQQM (5.8%), VTIP (5.3%) and MINV (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Altfest L J & Co buy and sell in Q3 2026?
Compared with Q2 2026: 57 new positions, 102 added to, 106 trimmed and 50 sold out. New positions include XLG, CARY and AIS. It sold all of RSPD, QNDX and IYZ.
When will Altfest L J & Co file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Altfest L J & Co's portfolio worth?
The Q3 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.