AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: ALTFEST L J & CO INC
1. Portfolio Overview
ALTFEST L J & CO INC has reported a significant expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 83.9%, growing from $496.84M in the previous quarter to $913.55M. This dramatic increase in Assets Under Management (AUM) suggests substantial capital inflows or strong market performance across the underlying positions during Q4...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…