Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CHARTIST INC /CA/ (CIK 1129770) reported $139.2M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHW ($55.6M, 39.97%), QQQ ($30.6M, 21.98%), DIA ($28.1M, 20.16%), IWB ($14.0M, 10.05%), MDYG ($3.2M, 2.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHW | SPDR S&P 500 | $55.6M | 39.97% | 85,568 | Trimmed |
| 2 | QQQ | Invesco QQQ TRUST | $30.6M | 21.98% | 53,009 | Trimmed |
| 3 | DIA | SPDR Dow Jones Ind | $28.1M | 20.16% | 60,607 | Trimmed |
| 4 | IWB | Ishares Russell | $14.0M | 10.05% | 39,253 | Trimmed |
| 5 | MDYG | SPDR S&P Mid-Cap 4 | $3.2M | 2.30% | 5,183 | Hold |
| 6 | IWM | iShares Russell 20 | $1.2M | 0.88% | 4,965 | Added |
| 7 | XHB | SPDR S&P Homebuild | $971,167 | 0.70% | 9,838 | Trimmed |
| 8 | XLI | SPDR Industrial Se | $801,833 | 0.58% | 4,958 | Trimmed |
| 9 | AMZN | Amazon Com Inc | $793,300 | 0.57% | 3,809 | Trimmed |
| 10 | TJX | T J X Cos Inc | $597,559 | 0.43% | 3,742 | Hold |
| 11 | ALL | Allstate Corporati | $499,305 | 0.36% | 2,408 | Hold |
| 12 | NJR | New Jersey Resourc | $465,722 | 0.33% | 8,480 | Hold |
| 13 | EQIX | Equinix Inc New | $430,648 | 0.31% | 439 | Trimmed |
| 14 | PEG | Pub Svc Enterpise | $421,264 | 0.30% | 5,204 | Hold |
| 15 | HD | Home Depot Inc | $407,071 | 0.29% | 1,238 | Trimmed |
| 16 | AAPL | Apple Inc | $244,430 | 0.18% | 963 | Trimmed |
| 17 | V | Visa Inc Cl A | $232,725 | 0.17% | 770 | Hold |
| 18 | VUG | Vanguard Growth Et | $217,085 | 0.16% | 497 | Hold |
| 19 | IXN | Ishares Global Tec | $204,839 | 0.15% | 2,049 | Hold |
| 20 | Microsoft Corp | $201,032 | 0.14% | 543 | Added |
Source: SEC Form 13F filings · as of 2026-03-31