Long-term investor
Altfest L J & Co. Inc. @altfestljcoinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000712050).
Record
- Tracked since 2025-06-30 (434 days), 310 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months +11.6% · 1 year +19.0% · all +19.0%
- Max drawdown 0.0% · Sharpe 1.49 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46138G649 · 5.6% · long · since 2025-06-30
- 577125826 · 5.1% · long · since 2025-06-30
- 922020805 · 4.2% · long · since 2025-06-30
- 46429B747 · 4.0% · long · since 2025-06-30
- 33738D101 · 3.9% · long · since 2025-06-30
- 74933W536 · 3.5% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- 808524870 · 2.8% · long · since 2025-06-30
- 78468R663 · 2.7% · long · since 2025-06-30
- USAR · 2.6% · long · since 2025-09-30
- 92204A504 · 2.4% · long · since 2025-06-30
- 381430529 · 2.1% · long · since 2025-06-30
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