Altfest L J & Co Inc. Investment Portfolio Changes
This report analyzes the investment portfolio changes of Altfest L J & Co Inc. for the latest quarter, highlighting significant holdings changes and sector distribution.
By Insiderset.Oct 29, 2026, 3:02 AM
Investment Changes by Investor: Altfest L J & Co Inc.
During the latest quarter, Altfest L J & Co Inc. made several notable changes to its investment portfolio. The company's holdings saw a total of 264 changes, with 18 holdings added and 86 holdings removed, reflecting a dynamic adjustment in its investment strategy.
Top Holdings Added
- Altfest L J & Co Inc. added significant positions in QQQ (QQQ) and TQQQ, increasing their portfolio allocation to 5.76% and 5.26% respectively, representing substantial increases of 100.00% and 100.00% in terms of percentage change from the previous quarter.
- VTI increased its allocation to 2.89%, while VOO and VOO increased to 2.69% and 2.38% respectively, showing strong confidence in the Technology sector.
- VTIAX was added with a 100.00% increase, now holding 1.25% of the portfolio. VTIP and VOO increased their allocations to 4.11% and 2.32% respectively, indicating continued confidence in the Technology sector.
- VTIAX was added with a 100.00% increase, now holding 0.99% of the portfolio. VOO increased its allocation to 2.22%, showing a slight increase in allocation.
- QQQ was added with a 100.00% increase, now holding 0.93% of the portfolio. The Technology sector remains a key focus for Altfest L J & Co Inc., with several additions and increases in holdings.
Top Holdings Sold
- Altfest L J & Co Inc. sold off holdings in MDT, which decreased its allocation to 0.00%, indicating a complete exit from this position.
- MSH was sold entirely, reducing its allocation to 0.00%. This suggests a complete exit from the consumer staples sector.
- MSM was sold, reducing its allocation to 0.00%, indicating a significant reduction in exposure to the Technology sector.
- Other notable exits include the complete removal of holdings in BABA, which was previously allocated at 0.93%, and a reduction in holdings of 99.99% in TSLA, now holding only 0.01%.
- Additionally, the investor reduced their position in VXX to 0.00%, effectively exiting that position entirely.
Overall Portfolio Changes
The portfolio saw a net increase in holdings, with more additions than reductions. The Technology sector remains a significant part of the portfolio, with multiple additions and increases in allocation, while some sectors saw reductions or exits.