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Portfolio (Quarterly) Guide ↗

CHARTIST INC /CA/

· CIK 0001129770
13F Portfolio $148M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHW SPDR S&P 500 Basic Materials 87,035.0 $59.4M 40.22% NEW $681.92 -54.9%
2 Invesco QQQ TRUST 53,783.0 $33.0M 22.39% NEW $614.31
3 DIA SPDR Dow Jones Ind Financial Services 60,982.0 $29.3M 19.86% NEW $480.57 +4.7%
4 IWB Ishares Russell 39,795.0 $14.9M 10.07% NEW $373.44 +8.4%
5 MDYG SPDR S&P Mid-Cap 4 5,183.0 $3.1M 2.12% NEW $603.28 -82.5%
6 IWM iShares Russell 20 4,890.0 $1.2M 0.82% NEW $246.16 +14.8%
7 XHB SPDR S&P Homebuild 10,001.0 $1.0M 0.70% NEW $102.96 -3.3%
8 AMZN Amazon Com Inc Consumer Cyclical 4,099.0 $946K 0.64% NEW $230.82 +16.3%
9 XLI SPDR Industrial Se 5,026.0 $780K 0.53% NEW $155.11 +9.9%
10 TJX T J X Cos Inc Consumer Cyclical 3,742.0 $575K 0.39% NEW $153.60 +3.7%
11 ALL Allstate Corporati Financial Services 2,408.0 $501K 0.34% NEW $208.16 +3.0%
12 HD Home Depot Inc Consumer Cyclical 1,241.0 $427K 0.29% NEW $344.00 -8.8%
13 PEG Pub Svc Enterpise Utilities 5,204.0 $418K 0.28% NEW $80.30 -2.3%
14 NJR New Jersey Resourc Utilities 8,480.0 $391K 0.27% NEW $46.12 +24.0%
15 Equinix Inc New 441.0 $338K 0.23% NEW $766.71
16 AAPL Apple Inc Technology 1,018.0 $277K 0.19% NEW $271.75 +12.2%
17 V Visa Inc Cl A Financial Services 770.0 $270K 0.18% NEW $350.71 -5.7%
18 Microsoft Corp 542.0 $262K 0.18% NEW $483.66
19 VUG Vanguard Growth Et 497.0 $242K 0.16% NEW $487.86 -82.1%
20 IXN Ishares Global Tec 2,049.0 $215K 0.15% NEW $105.00 +28.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 64.2%
Financial Services 32.5%
Consumer Cyclical 2.1%
Utilities 0.9%
Technology 0.3%