ALTFEST L J & CO INC
Top Portfolio Positions
181 positions ·
$285,931,535 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
107,743 | $27,344,095 | 9.56% |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
1,168,854 | $17,690,605 | 6.19% |
| LLY |
ELI LILLY & Co
Healthcare
|
11,788 | $10,842,248 | 3.79% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,985 | $9,993,835 | 3.50% |
| NVDA |
Nvidia Corp
Technology
|
54,709 | $9,541,249 | 3.34% |
| MSFT |
Microsoft Corp
Technology
|
25,041 | $9,269,426 | 3.24% |
| OLP |
One Liberty Properties Inc
Real Estate
|
356,763 | $7,656,133 | 2.68% |
| GLD |
Spdr Gold Trust
|
13,990 | $6,019,757 | 2.11% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
17,063 | $5,766,440 | 2.02% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,834 | $5,540,209 | 1.94% |
Portfolio Trend
Holdings in CPS
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $378,558 | 13,583 | Shares | Sole | 2026-04-28 | |
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