Universe · entity
CHARTIST INC /CA/
Institutional manager (13F) · CIK 1129770
13F holdings · as of 2026-03-31 · top 20 · reported portfolio $139M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR S&P 500 | $56M | 85,568 |
| 2 | Invesco QQQ TRUST | $31M | 53,009 |
| 3 | SPDR Dow Jones Ind | $28M | 60,607 |
| 4 | Ishares Russell | $14M | 39,253 |
| 5 | SPDR S&P Mid-Cap 4 | $3M | 5,183 |
| 6 | iShares Russell 20 | $1M | 4,965 |
| 7 | SPDR S&P Homebuild | $971k | 9,838 |
| 8 | SPDR Industrial Se | $802k | 4,958 |
| 9 | Amazon Com Inc | $793k | 3,809 |
| 10 | T J X Cos Inc | $598k | 3,742 |
| 11 | Allstate Corporati | $499k | 2,408 |
| 12 | New Jersey Resourc | $466k | 8,480 |
| 13 | Equinix Inc New | $431k | 439 |
| 14 | Pub Svc Enterpise | $421k | 5,204 |
| 15 | Home Depot Inc | $407k | 1,238 |
| 16 | Apple Inc | $244k | 963 |
| 17 | Visa Inc Cl A | $233k | 770 |
| 18 | Vanguard Growth Et | $217k | 497 |
| 19 | Ishares Global Tec | $205k | 2,049 |
| 20 | Microsoft Corp | $201k | 543 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.