John Valentini
@Altfest L J & Co Inc
Latest period2024 - Q3ReportedManaged Assets$751.234MTotal holdings332
Assets growth rate2.64%Assets growth rate (2-Q avg)3.14%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Altfest L J & Co Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 332 positions.
Assets under management
The assets under management (AUM) of Altfest L J & Co Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 751.234M in assets, with a quarterly growth rate of 2.64% and a 2-quarter average growth rate of 3.14%. The portfolio is managed by John Valentini, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PYPLPaypal Hldgs Inc
| 0.09% | $662,000 8,485 shares@ $78.03 avg price | New Position |
YMMFull Truck Alliance Co Ltd
| 0.09% | $606,000 67,290 shares@ $9.01 avg price | New Position |
ECPGEncore Cap Group Inc
| 0.08% | $564,000 11,937 shares@ $47.25 avg price | New Position |
TRUTransunion
| 0.08% | $529,000 5,048 shares@ $104.8 avg price | New Position |
XOPSpdr Ser Tr
| 0.06% | $435,000 3,310 shares@ $131.42 avg price | New Position |
NVONovo-nordisk A S
| 0.06% | $426,000 3,578 shares@ $119.07 avg price | New Position |
XELXcel Energy Inc
| 0.06% | $416,000 6,371 shares@ $65.3 avg price | New Position |
DASHDoordash Inc
| 0.06% | $412,000 2,884 shares@ $142.86 avg price | New Position |
AMKRAmkor Technology Inc
| 0.06% | $382,000 12,484 shares@ $30.6 avg price | New Position |
PLTRPalantir Technologies Inc
| 0.05% | $373,000 10,029 shares@ $37.2 avg price | New Position |