Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FTSMFirst Tr Exchange-traded Fd | $16.1M | 23.2% | +45.4% |
| PGProcter & Gamble Co | $14.8M | 21.3% | New |
| CLIPGlobal X Fds | $12.4M | 17.8% | +92.3% |
| BSJRInvesco Exch Trd Slf Idx Fd | $10.6M | 15.3% | +75.5% |
| BOXXEa Series Trust | $3.5M | 5.0% | +61.0% |
| BSJQInvesco Exch Trd Slf Idx Fd | $2.5M | 3.6% | −20.9% |
| FSIGFirst Tr Exchange-traded Fd | $1.7M | 2.4% | +42.8% |
| FTCBFirst Tr Exchange-traded Fd | $1.6M | 2.4% | +42.6% |
| BSJSInvesco Exch Trd Slf Idx Fd | $1.2M | 1.7% | +237.6% |
| RPGInvesco Exchange Traded Fd T | $964K | 1.4% | |
| RWLInvesco Exch Traded Fd Tr II | $683K | 1.0% | |
| JBBBJanus Detroit Str Tr | $506K | 0.7% | New |
| FLRTPacer Fds Tr | $502K | 0.7% | New |
| PFXFVaneck Etf Trust | $488K | 0.7% | New |
| GOOGAlphabet Inc | $471K | 0.7% | |
| AMZNAmazon Com Inc | $439K | 0.6% | |
| UJULInnovator Etfs Trust | $377K | 0.5% | New |
| MINTPimco Etf Tr | $362K | 0.5% | New |
| PURRHyperliquid Strategies Inc | $128K | 0.2% | New |
| GLNKGrayscale Chainlink Tr Etf | $105K | 0.2% | +50.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RPGInvesco Exchange Traded Fd T | March 31, 2026 | +36.6% | $964K |
| GOOGAlphabet Inc | March 31, 2026 | +23.2% | $471K |
| AMZNAmazon Com Inc | March 31, 2026 | +14.4% | $439K |
| RWLInvesco Exch Traded Fd Tr II | March 31, 2026 | +11.2% | $683K |
| BOXXEa Series Trust | March 31, 2026 | +0.7% | $3.5M |
| BSJSInvesco Exch Trd Slf Idx Fd | March 31, 2026 | +0.3% | $1.2M |
| CLIPGlobal X Fds | March 31, 2026 | −0.0% | $12.4M |
| FTSMFirst Tr Exchange-traded Fd | March 31, 2026 | −0.1% | $16.1M |
| BSJRInvesco Exch Trd Slf Idx Fd | March 31, 2026 | −0.1% | $10.6M |
| FSIGFirst Tr Exchange-traded Fd | March 31, 2026 | −0.4% | $1.7M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.3% | +14.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Altium Investment Strategies LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2131949&type=13F-HR&dateb=&owner=include&count=40CIK 2131949
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2131949/000175496026000530/Filed July 15, 2026 · accession 0001754960-26-000530