Altium Investment Strategies
Altium Investment Strategies reported 25 stocks worth $87.4M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are BSJR (18.9%), PG (17.6%) and FTSM (14.9%). Compared with Q2 2026, the fund opened new positions in XOM, AAPL and IGLD, added to BSJR, BOXX and BSJS, trimmed FTSM and CLIP and sold out of MINT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BSJR Invesco Bulletshares 2027 High Yield Corporate Bond ETF | $16.5M | 18.9% | 744K | +269K (+57%) | 3 of 3 | |
| 2 |  PG Procter & Gamble Co | $15.4M | 17.6% | 101K | No change | 2 of 3 | |
| 3 |  FTSM First TR Exchange-Traded FD | $13.1M | 14.9% | 219K | −51K (−19%) | 3 of 3 | |
| 4 |  XOM Exxon Mobil Corp | $11M | 12.6% | 63K | New position | 1 of 3 | |
| 5 |  CLIP Global X | $9.3M | 10.6% | 92K | −31K (−25%) | 3 of 3 | |
| 6 |  BOXX EA Series Trust | $4.5M | 5.1% | 38K | +8,064 (+27%) | 3 of 3 | |
| 7 |  AAPL Apple Inc | $2.8M | 3.1% | 8,072 | New position | 1 of 3 | |
| 8 |  BSJS Invesco Bulletshares 2028 High Yield Corporate Bond ETF | $2.6M | 3.0% | 122K | +68K (+124%) | 3 of 3 | |
| 9 |  BSJQ Invesco Bulletshares 2026 High Yield Corp Bond ETF | $2.5M | 2.8% | 109K | No change | 3 of 3 | |
| 10 |  FSIG First TR Exchange-Traded FD | $1.6M | 1.9% | 88K | No change | 3 of 3 |
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 |
|---|---|---|
 MINT Pimco ETF TR | $362K | 3,602 |
Reported value
last 3 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 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Altium Investment Strategies 13F FAQ
What does Altium Investment Strategies own?
Altium Investment Strategies reported 25 stocks worth $87.4M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are BSJR (18.9%), PG (17.6%) and FTSM (14.9%). The table above lists every position in the filing (the top 10 without an account).
What did Altium Investment Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 9 added to, 2 trimmed and 1 sold out. New positions include XOM, AAPL and IGLD. It sold all of MINT.
When will Altium Investment Strategies 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 Altium Investment Strategies's portfolio worth?
The Q3 2026 filing reports $87.4M 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.