CHARTIST INC /CA/ - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, CHARTIST INC /CA/ held in its portfolio 20 assets valued at $147,559,903 (i.e. $147.56M).

The most valuable assets in the portfolio included: SPDR S&P 500 ($59.35M), Invesco QQQ TRUST ($33.04M), and SPDR Dow Jones Ind ($29.31M).

The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in CHARTIST INC /CA/ Portfolio

SPDR S&P 500

Invesco QQQ TRUST

SPDR Dow Jones Ind

Ishares Russell

SPDR S&P Mid-Cap 4

iShares Russell 20

SPDR S&P Homebuild

Amazon Com Inc

SPDR Industrial Se

T J X Cos Inc

CHARTIST INC /CA/ - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
SPDR S&P 500	87035	59351137	COM
Invesco QQQ TRUST	53783	33039274	COM
SPDR Dow Jones Ind	60982	29306265	COM
Ishares Russell	39795	14860867	COM
SPDR S&P Mid-Cap 4	5183	3126800	COM
iShares Russell 20	4890	1203722	COM
SPDR S&P Homebuild	10001	1029657	COM
Amazon Com Inc	4099	946131	COM
SPDR Industrial Se	5026	779593	COM
T J X Cos Inc	3742	574764	COM
Allstate Corporati	2408	501242	COM
Home Depot Inc	1241	426905	COM
Pub Svc Enterpise	5204	417881	COM
New Jersey Resourc	8480	391098	COM
Equinix Inc New	441	338120	COM
Apple Inc	1018	276645	COM
Visa Inc Cl A	770	270047	COM
Microsoft Corp	542	262144	COM
Vanguard Growth Et	497	242466	COM
Ishares Global Tec	2049	215145	COM