IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Altfest L J & Co Inc

Q3 2020 Holdings

Filed 2020-10-29 | 228 holdings | $8.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Signature BK New York N Y(SBNY)COM82669G104$95511,5080.0%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$96930,8480.0%
Spdr Index SHS FDS(RWO)DJ GLB RL ES ETF78463X749$97924,7740.0%
Illumina Inc(ILMN)COM452327109$9803,1710.0%
Citizens Finl Group Inc(CFG)COM174610105$99039,1520.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$9922,9610.0%
BRT Apartments Corp(BRT)COM055645303$1.0K86,3480.0%
Ishares TR(DSI)MSCI KLD400 SOC464288570$1.0K8,0790.0%
SAP SE(SAP)SPON ADR803054204$1.0K6,7290.0%
Amgen Inc(AMGN)COM031162100$1.0K4,1220.0%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$1.1K4,9660.0%
GW Pharmaceuticals PLCADS36197T103$1.1K10,8890.0%
AT&T Inc(T)COM00206R102$1.1K39,3720.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$1.1K7800.0%
Walmart Inc(WMT)COM931142103$1.1K8,1970.0%
Abbott Labs(ABT)COM002824100$1.2K10,7320.0%
Taiwan Semiconductor MFG LTD(TSM)SPONSORED ADS874039100$1.2K14,7950.0%
3M Co(MMM)COM88579Y101$1.2K7,7210.0%
Exxon Mobil Corp(XOM)COM30231G102$1.3K37,1070.0%
Universal Health Rlty Incm T(UHT)SH BEN INT91359E105$1.3K23,4860.0%
Intel Corp(INTC)COM458140100$1.3K25,8820.0%
Schwab Charles Corp(SCHW)COM808513105$1.4K37,4680.0%
First TR Exchange Traded FD(SKYY)CLOUD COMPUTING33734X192$1.4K17,3620.0%
Lilly ELI & Co(LLY)COM532457108$1.4K9,3000.0%
Vmware Inc(VMWEUR)CL A COM928563402$1.4K9,9640.0%
Lockheed Martin Corp(LMT)COM539830109$1.4K3,7390.0%
Diageo PLC(DGED)SPON ADR NEW25243Q205$1.5K11,1780.0%
Facebook Inc(META)CL A30303M102$1.5K5,8810.0%
Merck & Co. Inc(MRK)COM58933Y105$1.6K18,8730.0%
Medtronic PLC(MDT)SHSG5960L103$1.6K15,5060.0%
Hdfc Bank LTD(HDB)SPONSORED ADS40415F101$1.7K34,0070.0%
International Business Machs(IBM)COM459200101$1.7K14,0020.0%
Verizon Communications Inc(VZ)COM92343V104$1.8K29,6570.0%
Ishares TR(IXC)GLOBAL ENERG ETF464287341$1.8K108,9580.0%
Pfizer Inc(PFE)COM717081103$1.8K48,7780.0%
Bristol-Myers Squibb Co(BMY)COM110122108$1.9K30,7010.0%
Raytheon Technologies Corp(RTX)COM75513E101$2.0K34,9350.0%
Ishares TR(ILF)LATN AMER 40 ETF464287390$2.1K98,4440.0%
Disney Walt Co(DIS)COM DISNEY254687106$2.2K17,8430.0%
Innovator Etfs TR(UJUL)S&P 500 ULTRA45782C839$2.4K92,9360.0%
S&P Global Inc(SPGI)COM78409V104$2.5K6,9010.0%
Johnson & Johnson(JNJ)COM478160104$2.6K17,2040.0%
Ishares TR(ITA)US AER DEF ETF464288760$2.8K17,7990.0%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$3.3K41,1820.0%
Ishares TR(TIP)TIPS BD ETF464287176$4.6K36,0900.1%
Ishares TR(IEUR)CORE MSCI EURO46434V738$4.6K103,2600.1%
Pepsico Inc(PEP)COM713448108$5.4K38,9660.1%
JPMorgan Chase & Co(JPM)COM46625H100$5.4K56,2130.1%
One Liberty Pptys Inc(OLP)COM682406103$5.6K343,8120.1%
Ishares TR(MBB)MBS ETF464288588$5.9K53,8830.1%
PreviousPage 4 of 5Next