CHARTIST INC /CA/: 13F holdings
CIK 11297702026Q2
| Positions | 21 |
|---|---|
| Reported value | $160.2m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SHW SPDR S&P 500 | 83,583 | $62.4m | 39.0% |
| QQQ Invesco QQQ TRUST | 52,079 | $38.4m | 23.9% |
| DIA SPDR Dow Jones Ind | 59,471 | $31.1m | 19.4% |
| IWB Ishares Russell | 38,886 | $15.9m | 9.9% |
| MDYG SPDR S&P Mid-Cap 4 | 5,183 | $3.6m | 2.3% |
| IWM iShares Russell 20 | 4,965 | $1.5m | 0.9% |
| XHB SPDR S&P Homebuild | 9,785 | $1.1m | 0.7% |
| XLI SPDR Industrial Se | 4,894 | $906,505 | 0.6% |
| AMZN Amazon Com Inc | 3,653 | $870,624 | 0.5% |
| ALL Allstate Corporati | 2,368 | $563,493 | 0.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1129770")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.