ALTFEST L J & CO INC
Top Portfolio Positions
182 positions ·
$288,800,505 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
107,743 | $27,344,095 | 9.47% | |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
1,168,854 | $17,690,605 | 6.13% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,788 | $10,842,248 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,985 | $9,993,835 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
54,709 | $9,541,249 | 3.30% | |
| MSFT |
Microsoft Corp
Technology
|
25,041 | $9,269,426 | 3.21% | |
| OLP |
One Liberty Properties Inc
Real Estate
|
356,763 | $7,656,133 | 2.65% | |
| GLD |
Spdr Gold Trust
|
13,990 | $6,019,757 | 2.08% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
17,063 | $5,766,440 | 2.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,834 | $5,540,209 | 1.92% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UHT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $908,511 | 22,449 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $880,225 | 22,449 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $879,327 | 22,449 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $897,286 | 22,449 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $919,511 | 22,449 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $835,327 | 22,449 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,027,041 | 22,449 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $878,653 | 22,449 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $824,102 | 22,449 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $970,919 | 22,449 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $907,613 | 22,449 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,068,123 | 22,449 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,080,021 | 22,449 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,071,490 | 22,449 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $997,502 | 23,085 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,228,352 | 23,085 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,370,877 | 23,486 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,396,712 | 23,486 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,298,071 | 23,486 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,445,563 | 23,486 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,591,881 | 23,486 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,509,445 | 23,486 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,338,467 | 23,486 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,866,902 | 23,486 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,367,623 | 23,486 | Shares | Sole | 2020-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||