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Portfolio (Quarterly) Guide ↗

CHARTIST INC /CA/

· CIK 0001129770
13F Portfolio $139M AUM 20 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 Added 8 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHW SPDR S&P 500 Basic Materials 85,568.0 $55.6M 39.97% -1K -1.7% $650.34 -52.7%
2 Invesco QQQ TRUST 53,009.0 $30.6M 21.98% -774.0 -1.4% $577.18
3 DIA SPDR Dow Jones Ind Financial Services 60,607.0 $28.1M 20.16% -375.0 -0.6% $463.19 +8.6%
4 IWB Ishares Russell 39,253.0 $14.0M 10.05% -542.0 -1.4% $356.56 +13.6%
5 MDYG SPDR S&P Mid-Cap 4 5,183.0 $3.2M 2.30% $616.76 -82.9%
6 IWM iShares Russell 20 4,965.0 $1.2M 0.88% +75.0 +1.5% $248.00 +13.9%
7 XHB SPDR S&P Homebuild 9,838.0 $971K 0.70% -163.0 -1.6% $98.72 +0.9%
8 XLI SPDR Industrial Se 4,958.0 $802K 0.58% -68.0 -1.4% $161.73 +5.4%
9 AMZN Amazon Com Inc Consumer Cyclical 3,809.0 $793K 0.57% -290.0 -7.1% $208.27 +28.9%
10 TJX T J X Cos Inc Consumer Cyclical 3,742.0 $598K 0.43% $159.69 -0.3%
11 ALL Allstate Corporati Financial Services 2,408.0 $499K 0.36% $207.35 +3.4%
12 NJR New Jersey Resourc Utilities 8,480.0 $466K 0.34% $54.92 +4.1%
13 Equinix Inc New 439.0 $431K 0.31% $980.97
14 PEG Pub Svc Enterpise Utilities 5,204.0 $421K 0.30% $80.95 -3.1%
15 HD Home Depot Inc Consumer Cyclical 1,238.0 $407K 0.29% $328.81 -4.6%
16 AAPL Apple Inc Technology 963.0 $244K 0.18% -55.0 -5.4% $253.82 +20.2%
17 V Visa Inc Cl A Financial Services 770.0 $233K 0.17% $302.24 +9.4%
18 VUG Vanguard Growth Et 497.0 $217K 0.16% $436.79 -80.0%
19 IXN Ishares Global Tec 2,049.0 $205K 0.15% $99.97 +34.6%
20 Microsoft Corp 543.0 $201K 0.14% $370.22

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 63.7%
Financial Services 33.0%
Consumer Cyclical 2.1%
Utilities 1.0%
Technology 0.3%