Chartist Inc Portfolio Holdings

Chartist Inc

  • $133 Million
  • Q3 2024

Chartist Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $133 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Dow Jones Industrial Average ETF Trust with a value of $64.1M, Sherwin Williams CO with a value of $32.4M, Ishares Tr Russell 1000 ETF with a value of $16.7M, Ishares Russell 2000 ETF with a value of $5.68M, and Spdr S&P 400 Mid Cap Growth Et with a value of $5.36M.

Examining the 13F form we can see an increase of $9.43M in the current position value, from $124M to 133M.

Chartist Inc is based out at Seal Beach, CA

Below you can find more details about Chartist Inc portfolio as well as his latest detailed transactions.

Portfolio value $133 Million
ETFs: $97.1 Million
Basic Materials: $32.4 Million
Consumer Cyclical: $2 Million
Utilities: $864,000
Financial Services: $706,000
Technology: $248,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.49B
$400,000 0.3% of portfolio
8,480
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $133 Million
  • Prior Value $124 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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