Altfest L J & Co. Inc.
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$1B
Holdings
326
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTIP
VANGUARD MALVERN FDS
Q1 2026: Sold 4.8% (46.7k → 44.4k shares)
5.4%
02
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: New position (1.3k shares)
5.0%
03
$EMLP
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
4.5%
04
$STIP
ISHARES TR
Q1 2026: Increased +2.6% (54.4k → 55.8k shares)
4.3%
05
$UTEN
RBB FD INC
Held since at least Q1 2024
3.8%
06
$MINV
MATTHEWS ASIA FDS
Held since at least Q1 2024
3.8%
07
$SCHP
SCHWAB STRATEGIC TR
Q1 2026: Increased +6.4% (153.9k → 163.8k shares)
3.0%
08
$AAPL
APPLE INC
Held since at least Q1 2024
2.9%
09
$SPMB
SPDR SERIES TRUST
Held since at least Q1 2024
2.1%
10
$SMH
VANECK ETF TRUST
Q1 2026: Sold 3.8% (46.4k → 44.7k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:55 UTC.