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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ALTFEST L J & CO INC

Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0002063364-26-000018

Total Value
$913.5M
Positions
330
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (330)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCH TRADED FD TR IIIVZ193,159$48.9M5.35%
2RBB FD INC74933W5361,002,268$44.2M4.83%
3ISHARES TR46429B747381,591$39.1M4.28%
4MATTHEWS ASIA FDS577125826964,057$34.0M3.73%
5VANGUARD MALVERN FDS922020805624,486$30.9M3.38%
6SCHWAB STRATEGIC TR8085248701,037,771$27.5M3.01%
7APPLE INCAAPL95,645$26.0M2.85%
8FIDELITY COVINGTON TRUST316092600345,718$25.7M2.81%
9FIRST TR EXCHANGE-TRADED FD33738D101572,085$21.7M2.37%
10SPDR SERIES TRUST78464A383852,979$19.1M2.09%
11SIMPLIFY EXCHANGE TRADED FUN82889N657853,327$18.7M2.05%
12WORLD GOLD TRGLDW209,138$17.9M1.95%
13VANECK ETF TRUST92189F67649,333$17.8M1.94%
14SPDR SERIES TRUST78464A870142,171$17.3M1.90%
15ANGEL OAK FUNDS TRUST03463K7371,688,014$14.8M1.62%
16SPDR SERIES TRUST78468R663159,389$14.6M1.59%
17MICROSOFT CORPMSFT30,110$14.6M1.59%
18USA RARE EARTH INCUSAR1,213,854$14.4M1.58%
19ELI LILLY & COLLY12,693$13.6M1.49%
20AMAZON COM INCAMZN55,736$12.9M1.41%
21GLOBAL X FDS37954Y673247,497$11.8M1.29%
22PIMCO ETF TR72201R304211,750$11.0M1.20%
23SPDR SERIES TRUST78464A698165,754$10.7M1.18%
24ISHARES SILVER TRSLV158,665$10.2M1.12%
25NVIDIA CORPORATIONNVDA44,165$8.2M0.90%
26SELECT SECTOR SPDR TR81369Y30893,899$7.3M0.80%
27ONE LIBERTY PPTYS INC682406103356,763$7.2M0.79%
28INVESCO EXCH TRADED FD TR IIIVZ83,815$7.1M0.77%
29ALPHABET INCGOOG21,904$6.9M0.75%
30JPMORGAN CHASE & CO.VYLD19,330$6.2M0.68%
31TAIWAN SEMICONDUCTOR MFG LTD87403910020,135$6.1M0.67%
32SCHWAB STRATEGIC TR808524102223,610$5.9M0.64%
33ABBVIE INCABBV25,659$5.9M0.64%
34ISHARES TR46429B598105,405$5.7M0.62%
35CAMBRIA ETF TR132061409177,688$5.6M0.61%
36DBX ETF TR233051879162,254$5.3M0.58%
37SELECT SECTOR SPDR TR81369Y886119,517$5.1M0.56%
38FIRST TR EXCHANGE TRADED FD33737A10833,090$5.1M0.55%
39THERMO FISHER SCIENTIFIC INCTMO8,689$5.0M0.55%
40PIMCO EQUITY SER72202L389215,678$5.0M0.55%
41SELECT SECTOR SPDR TR81369Y506109,901$4.9M0.54%
42ISHARES INC46428677249,090$4.8M0.52%
43ISHARES INC464286400148,492$4.7M0.52%
44INVESCO EXCHANGE TRADED FD TIVZ129,829$4.4M0.48%
45GOLDMAN SACHS ETF TRNVGLF44,220$4.4M0.48%
46META PLATFORMS INCMETA6,642$4.4M0.48%
47FIDELITY WISE ORIGIN BITCOINFBTC54,197$4.1M0.45%
48INVESCO EXCH TRADED FD TR IIIVZ83,473$4.1M0.45%
49SPDR GOLD TRGLD9,545$3.8M0.41%
50SCHWAB STRATEGIC TR808524805148,069$3.6M0.39%
51AXON ENTERPRISE INCAXON6,235$3.5M0.39%
52INVESCO QQQ TRIVZ5,714$3.5M0.38%
53S&P GLOBAL INCSPGI6,550$3.4M0.37%
54BROADCOM INCAVGO9,806$3.4M0.37%
55VANECK ETF TRUST92189H60711,455$3.3M0.36%
56EXXON MOBIL CORPXOM25,535$3.1M0.34%
57DANAHER CORPORATION23585110213,357$3.1M0.33%
58BERKSHIRE HATHAWAY INC DELBRK-A6,006$3.0M0.33%
59FIDELITY COVINGTON TRUST31609278241,268$3.0M0.33%
60MERCK & CO INCMRK27,949$2.9M0.32%
61BOEING COBA-PA13,510$2.9M0.32%
62PHILIP MORRIS INTL INC71817210918,048$2.9M0.32%
63JOHNSON & JOHNSONJNJ13,911$2.9M0.32%
64ISHARES TR46428857021,374$2.8M0.30%
65SPDR SERIES TRUST78464A40925,100$2.7M0.29%
66GE VERNOVA INCGEV4,041$2.6M0.29%
67PROSHARES TR II74347Y722482,922$2.6M0.28%
68SPDR SERIES TRUST78468R73953,600$2.6M0.28%
69VANGUARD WORLD FD92204A87613,808$2.6M0.28%
70MICRON TECHNOLOGY INCMU8,867$2.5M0.28%
71ALPHABET INCGOOG7,952$2.5M0.27%
72ISHARES TR46428832343,765$2.3M0.26%
73INTERNATIONAL BUSINESS MACHSINTR7,874$2.3M0.26%
74INNOVATOR ETFS TRUSTINHD51,787$2.3M0.25%
75REGENERON PHARMACEUTICALSREGN2,912$2.2M0.25%
76SPDR S&P 500 ETF TRSPY3,256$2.2M0.24%
77WALMART INCWMT19,610$2.2M0.24%
78SPDR SERIES TRUST78464A30023,586$2.1M0.23%
79PIMCO ETF TR72201R83320,438$2.1M0.22%
80CITIZENS FINL GROUP INCCIA35,104$2.1M0.22%
81VANGUARD WORLD FD92204A88410,473$2.0M0.22%
82COCA COLA COKO28,930$2.0M0.22%
83VANGUARD WORLD FD92204A5046,970$2.0M0.22%
84ORACLE CORPORCL-PD10,223$2.0M0.22%
85JEFFERIES FINL GROUP INC47233W10930,578$1.9M0.21%
86PIMCO ETF TR72201R58568,447$1.8M0.20%
87CISCO SYS INCCSCO23,431$1.8M0.20%
88DISNEY WALT CO25468710615,778$1.8M0.20%
89SPDR INDEX SHS FDS78463X74939,469$1.8M0.19%
90SPDR SERIES TRUST78464A65668,307$1.8M0.19%
91AT&T INCT-PC67,898$1.7M0.18%
92SOCIEDAD QUIMICA Y MINERA DE83363510524,430$1.7M0.18%
93BOSTON SCIENTIFIC CORPBSX17,376$1.7M0.18%
94AON PLCAON4,660$1.6M0.18%
95VANECK ETF TRUST92189F7268,613$1.6M0.18%
96CHUBB LIMITEDCB4,975$1.6M0.17%
97FIRST TR EXCHNG TRADED FD VI33740U10971,218$1.5M0.17%
98BRISTOL-MYERS SQUIBB COCELG-RI28,095$1.5M0.17%
99LUMENTUM HLDGS INCLITE4,006$1.5M0.16%
100ISHARES TR46432F84216,209$1.5M0.16%
101SCHWAB STRATEGIC TR80852440948,194$1.4M0.16%
102FLEXSHARES TRFLEX23,456$1.4M0.16%
103ISHARES TR4642872002,058$1.4M0.15%
104SOUTHWEST AIRLS CO84474110833,943$1.4M0.15%
105FIRST TR EXCHNG TRADED FD VI33740F27670,481$1.4M0.15%
106INNOVATOR ETFS TRUSTINHD19,280$1.4M0.15%
107ASTRAZENECA PLCAZN14,788$1.4M0.15%
108SCHWAB STRATEGIC TR80852450845,136$1.4M0.15%
109LINDE PLCLIN3,150$1.3M0.15%
110ISHARES TR46428722613,089$1.3M0.14%
111SPDR SERIES TRUST78464A66448,789$1.3M0.14%
112AMERICAN TOWER CORP NEW03027X1007,297$1.3M0.14%
113COSTCO WHSL CORP NEW22160K1051,476$1.3M0.14%
114VANGUARD INDEX FDS9229087693,786$1.3M0.14%
115BRT APARTMENTS CORPBRT86,348$1.3M0.14%
116AMGEN INCAMGN3,874$1.3M0.14%
117ROCKET COS INC77311W10165,099$1.3M0.14%
118GALLAGHER ARTHUR J & CO3635761094,816$1.2M0.14%
119VISA INCV3,524$1.2M0.14%
120AMERICAN EXPRESS COAXP3,232$1.2M0.13%
121AFFILIATED MANAGERS GROUP INMGRE4,089$1.2M0.13%
122TKO GROUP HOLDINGS INCTKO5,519$1.2M0.13%
123RBB FD INC74933W45223,104$1.2M0.13%
124LAZARD INCLAZ23,392$1.1M0.12%
125CELANESE CORP DELCE26,836$1.1M0.12%
126ISHARES TR46432F3395,504$1.1M0.12%
127ALBEMARLE CORPALB-PA7,460$1.1M0.12%
128GE AEROSPACE3696043013,339$1.0M0.11%
129TUTOR PERINI CORPTPC15,289$1.0M0.11%
130PEPSICO INCPEP7,138$1.0M0.11%
131KLA CORPKLAC827$1.0M0.11%
132ABBOTT LABSABLZF7,995$1.0M0.11%
133NOVO-NORDISK A SNONOF19,377$985,8970.11%
134WELLS FARGO CO NEW94974610110,293$959,3290.11%
135PAN AMERN SILVER CORP69790010818,436$955,1710.10%
136FREEPORT-MCMORAN INCFCX18,696$949,5920.10%
137FERROVIAL SEFER14,697$949,5680.10%
138VANGUARD SCOTTSDALE FDS92206C84716,945$945,5380.10%
139VERIZON COMMUNICATIONS INCVZ23,144$942,6660.10%
1403M COMMM5,846$935,9370.10%
141SCHWAB STRATEGIC TR80852475520,632$932,7570.10%
142MEDTRONIC PLCMDT9,689$930,7130.10%
143RTX CORPORATIONRTX5,040$924,3690.10%
144HEXCEL CORP NEW42829110812,373$914,3830.10%
145SCHWAB STRATEGIC TR80852470627,827$911,3490.10%
146SL GREEN RLTY CORP78440X88719,856$910,7950.10%
147HDFC BANK LTDHDB24,600$898,8750.10%
148KROGER COKR14,281$892,2540.10%
149INVESCO EXCHANGE TRADED FD TIVZ18,884$890,8800.10%
150INVESCO EXCHANGE TRADED FD TIVZ12,628$889,1330.10%
151UNIVERSAL HEALTH RLTY INCOME91359E10522,449$880,2250.10%
152US BANCORP DELUSB-PS16,149$861,7210.09%
153SCHWAB STRATEGIC TR80852430025,786$841,1240.09%
154SPDR SERIES TRUST78464A79713,741$833,9220.09%
155VANGUARD WORLD FD92204A3066,606$831,8820.09%
156VERTEX PHARMACEUTICALS INCVRTX1,824$826,9290.09%
157PFIZER INCPFE33,119$824,6510.09%
158NETFLIX INCNFLX8,742$819,6500.09%
159VANGUARD WORLD FD9219108161,985$819,3480.09%
160MERCURY SYS INCMRCY10,898$795,6630.09%
161CMS ENERGY CORPCMS-PC11,363$794,6030.09%
162ANTERO RESOURCES CORPAR22,875$788,2730.09%
163CAMECO CORPCCJ8,554$782,6150.09%
164DTE ENERGY CODTK6,059$781,4370.09%
165VANGUARD STAR FDS92190976810,067$759,4900.08%
166RHRH4,217$755,4760.08%
167BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.08%
168SCHWAB STRATEGIC TR80852488816,558$753,9050.08%
169AGILENT TECHNOLOGIES INCA5,524$751,6990.08%
170VANECK ETF TRUST92189F1068,762$751,4830.08%
171JOHNSON CTLS INTL PLCG515021056,201$742,5700.08%
172SCHWAB STRATEGIC TR80852486230,311$738,6670.08%
173CROWN CASTLE INCCCI8,288$736,5550.08%
174CITIGROUP INCC-PR6,128$715,0210.08%
175TERADYNE INCTER3,655$707,4300.08%
176ISHARES TR4642888779,744$695,8510.08%
177FIRST SOLAR INCFSLR2,656$693,8270.08%
178FRANCO NEV CORPFNV3,346$693,4630.08%
179CHEMOURS COCC58,317$687,5600.08%
180SCHWAB STRATEGIC TR80852484732,864$686,5210.08%
181ISHARES TR4642873095,566$686,0650.08%
182ANGLOGOLD ASHANTI PLCAU7,974$680,0560.07%
183APTIV PLCAPTV8,874$675,2230.07%
184SCHWAB STRATEGIC TR80852460723,519$669,8150.07%
185LOCKHEED MARTIN CORPLMT1,374$664,5920.07%
186BANK NEW YORK MELLON CORP0640581005,681$659,5070.07%
187VALARIS LTDVAL-WT12,958$653,0830.07%
188PROCTER AND GAMBLE CO7427181094,555$652,7220.07%
189ALLIANT ENERGY CORPLNT10,037$652,5210.07%
190VANGUARD SCOTTSDALE FDS92206C8707,686$643,7030.07%
191FIDELITY COVINGTON TRUST3160927908,475$640,6240.07%
192INTEL CORPINTC16,980$626,5540.07%
193ABRDN PRECIOUS METALS BASKETGLTR3,035$623,8930.07%
194VANGUARD SCOTTSDALE FDS92206C77113,074$615,5120.07%
195VANGUARD WHITEHALL FDS9219464064,156$596,5030.07%
196INNOVATOR ETFS TRUSTINHD13,767$595,4230.07%
197INNOVATOR ETFS TRUSTINHD12,758$592,3540.06%
198TECHNIPFMC PLCFTI13,245$590,2030.06%
199ASCENDIS PHARMA A/SASND2,756$587,6890.06%
200DARLING INGREDIENTS INCDAR16,257$585,2520.06%
201GRAB HOLDINGS LIMITEDGRABW114,065$569,1840.06%
202UNITEDHEALTH GROUP INCUNH1,721$568,1990.06%
203BANK AMERICA CORP06050510410,198$560,8640.06%
204COPART INCCPRT14,264$558,4360.06%
205SPDR SERIES TRUST78464A8216,031$557,4020.06%
206EVERGY INCEVRG7,659$555,1940.06%
207ASML HOLDING N VASMLF517$553,1180.06%
208GLOBAL X FDS37954Y23626,044$549,5230.06%
209ALNYLAM PHARMACEUTICALS INCALNY1,378$547,9620.06%
210CONSTRUCTION PARTNERS INCROAD5,036$546,6580.06%
211STMICROELECTRONICS N VSTMEF21,005$544,8700.06%
212ON SEMICONDUCTOR CORPON10,059$544,6950.06%
213ISHARES TR4642876713,243$544,6290.06%
214CHEVRON CORP NEWCVX3,567$543,6190.06%
215ISHARES TR4642881825,830$542,9110.06%
216INNOVATOR ETFS TRUSTINHD14,957$540,8450.06%
217SPDR SERIES TRUST78464A5089,453$537,0140.06%
218MASTERCARD INCORPORATEDMA932$532,0950.06%
219WISDOMTREE TRWT11,229$524,4840.06%
220SHOPIFY INCSHOP3,222$518,6020.06%
221NOVARTIS AGNVSEF3,758$518,1150.06%
222SPDR SERIES TRUST78468R10117,681$517,6900.06%
223ISHARES TR4642882573,618$511,8660.06%
224COUPANG INCCPNG21,690$511,6670.06%
225ISHARES TR4642874082,371$502,8700.06%
226COGENT COMMUNICATIONS HLDGSCCOI23,265$501,5930.05%
227VANGUARD INDEX FDS922908363796$498,9300.05%
228COGNEX CORPCGNX13,799$496,4940.05%
229MCDONALDS CORPMCD1,615$493,6940.05%
230INTERNATIONAL PAPER CO46014610312,386$487,8850.05%
231TOAST INCTOST13,439$477,2190.05%
232TALEN ENERGY CORPTLN1,259$471,9240.05%
233ISHARES TR4642877212,330$465,2540.05%
234MICROCHIP TECHNOLOGY INC.MCHPP7,263$462,7980.05%
235SOUTHERN COSOMN5,290$461,3310.05%
236GOLDMAN SACHS ETF TRNVGLF11,019$458,5940.05%
237CONSOLIDATED EDISON INCED4,579$454,7670.05%
238WHEATON PRECIOUS METALS CORPWPM3,866$454,2950.05%
239IMMUNOVANT INCIMVT17,867$454,1790.05%
240SCHWAB STRATEGIC TR80852420116,508$444,2170.05%
241INTUITIVE SURGICAL INCISRG775$438,9290.05%
242ALLEGRO MICROSYSTEMS INCALGM16,287$429,6510.05%
243SCHWAB STRATEGIC TR8085247489,612$428,2150.05%
244MAXLINEAR INCMXL24,340$424,2460.05%
245GOLDMAN SACHS GROUP INCGSCE478$420,0200.05%
246HOME DEPOT INCHD1,218$419,1960.05%
247ISHARES TR4642883567,145$410,5520.04%
248NEUROCRINE BIOSCIENCES INCNBIX2,835$402,0880.04%
249URBAN EDGE PPTYS91704F10420,598$395,2760.04%
250ISHARES TR4642888106,330$393,4010.04%
251AUTOMATIC DATA PROCESSING INADP1,507$387,6460.04%
252INNOVATOR ETFS TRUSTINHD7,056$387,5160.04%
253BOOKING HOLDINGS INCBKNG71$380,2280.04%
254ISHARES INC46434G7645,193$377,4270.04%
255INNOVATOR ETFS TRUSTINHD18,921$376,7220.04%
256VANGUARD SCOTTSDALE FDS92206C5734,850$376,5630.04%
257ISHARES TR4642888514,218$376,5140.04%
258EXELIXIS INCEXEL8,511$373,0370.04%
259ARCUTIS BIOTHERAPEUTICS INCARQT12,830$372,5830.04%
260VANGUARD WORLD FD92204A702494$372,4250.04%
261XENON PHARMACEUTICALS INCXENE8,232$368,9580.04%
262VANGUARD INDEX FDS9229085534,144$366,7090.04%
263CSX CORPCSX9,982$361,8490.04%
264SPDR S&P MIDCAP 400 ETF TRMDY592$357,3540.04%
265DIMENSIONAL ETF TRUST25434V8077,079$353,2400.04%
266SELECT SECTOR SPDR TR81369Y6056,326$346,5010.04%
267ISHARES TR4642875562,050$346,0570.04%
268VANGUARD INDEX FDS9229087441,797$343,2390.04%
269ISHARES TR4642875075,163$340,7340.04%
270VANGUARD WORLD FD92204A6031,122$334,8490.04%
271BLACKSTONE INCBX2,167$334,0820.04%
272INNOVATOR ETFS TRUSTINHD8,595$333,0560.04%
273PROFESIONALLY MANAGED PORTFO74316P5795,060$331,4810.04%
274SELECT SECTOR SPDR TR81369Y8032,296$330,5730.04%
275VANGUARD SCOTTSDALE FDS92206C1025,617$329,8940.04%
276ISHARES TR4642871502,214$329,2460.04%
277ORUKA THERAPEUTICS INCORKA10,857$329,0760.04%
278LISTED FDS TR53656G4984,953$326,7070.04%
279KRANESHARES TRUST5007673069,338$317,9530.03%
280TESLA INCTSLA704$316,6030.03%
281STARBUCKS CORPSBUX3,713$312,6650.03%
282MORNINGSTAR INCMORN1,423$309,2320.03%
283VIRIDIAN THERAPEUTICS INCVRDN9,767$303,9490.03%
284AMERICAN ELEC PWR CO INC0255371012,622$302,3430.03%
285INNOVATOR ETFS TRUSTINHD8,900$300,7310.03%
286ISHARES TR4642884063,601$296,5000.03%
287ISHARES TR4642888852,473$281,7240.03%
288MATTHEWS ASIA FDS5771258349,967$281,1200.03%
289BROWN FORMAN CORPBF-B10,749$280,1190.03%
290SYNOPSYS INCSNPS594$279,0140.03%
291QUALCOMM INCQCOM1,589$271,7830.03%
292PROGRESSIVE CORP7433151031,192$271,4420.03%
293INTUITINTU409$270,9300.03%
294ELEVANCE HEALTH INC FORMERLYELV767$268,9650.03%
295LAM RESEARCH CORPLRCX1,546$264,6440.03%
296ADVANCE AUTO PARTS INCAAP6,710$263,6920.03%
297SPDR SERIES TRUST78468R5313,975$262,9430.03%
298SPDR SERIES TRUST78464A8882,536$261,1380.03%
299VANGUARD SPECIALIZED FUNDS9219088441,188$261,1200.03%
300TRAVELERS COMPANIES INCTRV878$254,6100.03%
301ALAMOS GOLD INC NEWAGI6,598$254,5510.03%
302INVESCO CURRENCYSHARES EUROFXE2,344$254,2190.03%
303MERCADOLIBRE INCMELI126$253,8030.03%
304PIMCO ETF TR72201R8664,798$251,4630.03%
305ISHARES TR464287614531$251,3220.03%
306PARKER-HANNIFIN CORPPH286$251,0420.03%
307T ROWE PRICE ETF INC87283Q7015,027$250,5960.03%
308VANGUARD INTL EQUITY INDEX F9220428584,520$243,0100.03%
309GILEAD SCIENCES INCGILD1,915$235,0820.03%
310SERITAGE GROWTH PPTYS81752R10071,672$232,9340.03%
311ALCON AGALC2,896$228,2340.02%
312NEW YORK TIMES CONYT3,265$226,6560.02%
313ISHARES TR46435U5494,625$221,3110.02%
314ISHARES GOLD TRIAU2,709$219,8900.02%
315DIMENSIONAL ETF TRUST25434V3026,699$218,1860.02%
316COMCAST CORP NEWCCZ7,287$217,8030.02%
317BANK MONTREAL QUE0636711011,620$210,2600.02%
318APPLOVIN CORPAPP308$207,5370.02%
319EXCHANGE TRADED CONCEPTS TRU3015057072,980$206,5760.02%
320CONOCOPHILLIPSCOP2,197$205,6260.02%
321AGNICO EAGLE MINES LTDAEM1,212$205,5110.02%
322ISHARES TR4642885882,131$202,9480.02%
323BP PLCBPPFF5,830$202,4630.02%
324METLIFE INCMET-PF2,549$201,2090.02%
325NEW GOLD INC CDA64453510622,963$200,0080.02%
326BANCO BRADESCO S A05946030358,071$193,3780.02%
327NUVEEN AMT FREE QLTY MUN INCNU15,739$183,0470.02%
328ALIGHT INCALIT72,042$140,4820.02%
329TOPGOLF CALLAWAY BRANDS CORP13119310410,530$122,8850.01%
330MAGNACHIP SEMICONDUCTOR CORPMX47,809$121,9130.01%