Notify me when CHARTIST INC /CA/ files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 20 | $85,081,966 | +$264,861 | -$1,846,736 | -$1,581,875 | QQQ, DIA, IWB, IWM, XHB | 13F-HR | 10 Feb 2026, 12:56 |
| Q3 2025 | 21 | $84,641,326 | $0 | $0 | $0 | QQQ, DIA, IWB, XHB, IWM | 13F-HR | 20 Nov 2025, 16:33 |
| Q4 2024 | 25 | $109,848,608 | +$5,019 | -$2,823,049 | -$2,818,030 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 12 Feb 2025, 11:41 |
| Q3 2024 | 25 | $111,149,144 | +$430 | -$6,100,579 | -$6,100,149 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 14 Nov 2024, 16:07 |
| Q2 2024 | 28 | $109,582,643 | +$227,081 | -$2,099,477 | -$1,872,396 | DIA, QQQ, IWB, IWM, XHB | 13F-HR | 06 Aug 2024, 13:02 |
| Q1 2024 | 26 | $111,021,031 | +$676,765 | -$2,986,645 | -$2,309,880 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 14 May 2024, 16:45 |
| Q4 2023 | 27 | $106,465,161 | +$754,768 | -$3,419,386 | -$2,664,618 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 13 Feb 2024, 15:04 |
| Q3 2023 | 26 | $96,863,392 | +$590,121 | -$8,495,773 | -$7,905,652 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 13 Nov 2023, 15:19 |
| Q2 2023 | 26 | $107,812,203 | +$33,475,680 | -$31,415,211 | +$2,060,469 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 14 Aug 2023, 16:40 |
| Q1 2023 | 22 | $89,805,346 | $0 | $0 | $0 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 10 May 2023, 14:24 |
| Q2 2022 | 23 | $90,131,207 | +$688,093 | -$7,952,879 | -$7,264,786 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 15 Aug 2022, 14:30 |
| Q1 2022 | 33 | $116,438,295 | +$308 | -$4,021,988 | -$4,021,680 | DIA, IWB, QQQ, IWM, IWO | 13F-HR | 12 May 2022, 12:52 |
| Q4 2021 | 35 | $129,093,870 | +$4,286,608 | -$1,027,735 | +$3,258,873 | DIA, IWB, QQQ, IWM, IWO | 13F-HR | 14 Feb 2022, 13:37 |
| Q3 2021 | 35 | $116,693,058 | +$1,096,327 | -$3,861,437 | -$2,765,110 | DIA, IWB, QQQ, IWM, IWO | 13F-HR | 15 Nov 2021, 14:55 |
| Q2 2021 | 34 | $121,363,457 | +$8,154,026 | -$1,227,248 | +$6,926,778 | DIA, IWB, QQQ, IWM, IWO | 13F-HR | 11 Aug 2021, 14:13 |
| Q1 2021 | 26 | $107,107,055 | +$516,849 | -$4,807,426 | -$4,290,577 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 13 May 2021, 13:47 |
| Q4 2020 | 26 | $104,840,068 | +$3,222 | -$5,868,500 | -$5,865,278 | DIA, IWB, QQQ, IWM, AMZN | 13F-HR | 11 Feb 2021, 16:43 |
| Q3 2020 | 27 | $97,519,720 | $0 | $0 | $0 | DIA, IWB, QQQ, IWM, AMZN | 13F-HR | 10 Nov 2020, 14:26 |
| Q4 2019 | 29 | $83,412,533 | +$700,392 | -$3,154,223 | -$2,453,831 | IWM, QQQ, DIA, VTI, IWB | 13F-HR | 05 Feb 2020, 13:04 |
| Q3 2019 | 31 | $79,103,648 | +$2,029,043 | -$2,554,219 | -$525,176 | IWM, QQQ, DIA, VTI, AXDX | 13F-HR | 14 Nov 2019, 12:49 |
| Q2 2019 | 26 | $79,977,701 | +$23,827,167 | -$7,931,587 | +$15,895,580 | IWM, QQQ, DIA, AXDX, VTI | 13F-HR | 15 Aug 2019, 13:33 |
| Q1 2019 | 35 | $63,023,146 | +$35,132,040 | -$1,042,960 | +$34,089,080 | IWM, DIA, AXDX, NJR, KRE | 13F-HR | 08 May 2019, 17:45 |
| Q4 2018 | 30 | $25,460,582 | +$117,164 | -$83,435,271 | -$83,318,107 | DIA, IWM, KRE, AXDX, XLI | 13F-HR | 05 Feb 2019, 13:48 |
| Q3 2018 | 41 | $128,117,077 | +$1,483,402 | -$4,828,454 | -$3,345,052 | DIA, IWM, QQQ, AXDX, IJR | 13F-HR | 07 Nov 2018, 13:23 |
| Q2 2018 | 38 | $123,423,291 | +$1,462,662 | -$921,421 | +$541,241 | DIA, IWM, QQQ, AXDX, IJR | 13F-HR | 07 Aug 2018, 15:55 |
| Q1 2018 | 36 | $119,098,353 | +$376,625 | -$5,839,570 | -$5,462,945 | DIA, IWM, QQQ, AXDX, KRE | 13F-HR | 08 May 2018, 15:43 |
| Q4 2017 | 38 | $126,355,895 | +$3,163,942 | -$2,418,984 | +$744,958 | DIA, IWM, QQQ, AXDX, XHB | 13F-HR | 08 Feb 2018, 14:02 |
| Q3 2017 | 32 | $116,424,518 | +$434,276 | -$871,867 | -$437,591 | DIA, IWM, QQQ, AXDX, KRE | 13F-HR | 14 Nov 2017, 13:31 |
| Q2 2017 | 32 | $111,736,782 | +$11,530,805 | -$4,422,651 | +$7,108,154 | DIA, IWM, QQQ, AXDX, KRE | 13F-HR | 14 Aug 2017, 17:43 |
| Q1 2017 | 36 | $101,525,906 | +$1,032,276 | -$74,008,293 | -$72,976,017 | DIA, IWM, AXDX, IBB, KRE | 13F-HR | 11 May 2017, 12:49 |
| Q4 2016 | 36 | $150,838,626 | +$53,097,904 | -$3,138,428 | +$49,959,476 | SHW, DIA, IWM, AXDX, KRE | 13F-HR | 06 Feb 2017, 14:05 |
| Q3 2016 | 38 | $94,197,527 | +$243,884 | -$12,013,181 | -$11,769,297 | DIA, IWM, AXDX, IBB, XHB | 13F-HR | 31 Oct 2016, 12:28 |
| Q2 2016 | 44 | $101,378,895 | +$27,618,681 | -$46,652,784 | -$19,034,103 | DIA, IWM, QQQ, IBB, XHB | 13F-HR | 02 Aug 2016, 14:52 |
| Q4 2015 | 58 | $119,470,916 | +$111,471,139 | -$8,226,443 | +$103,244,696 | VTI, DIA, IWM, IBB, XHB | 13F-HR | 29 Jan 2016, 13:46 |
| Q3 2015 | 12 | $13,850,000 | +$3,909,007 | -$133,091,596 | -$129,182,589 | SHW, IWM, XHB, VTI, KRE | Restatement | 30 Oct 2015, 15:50 |
| Q2 2015 | 40 | $166,311,000 | +$4,690,254 | -$48,019,665 | -$43,329,411 | MDYG, IBB, IWM, VTI, XHB | 13F-HR | 17 Jul 2015, 13:14 |
| Q1 2015 | 41 | $194,396,000 | +$1,092,583 | -$11,648,382 | -$10,555,799 | S P D R S&P 500 ETF TR EXPIRES 01/22/2118, IBB, IWM, VTI, XHB | 13F-HR | 28 Apr 2015, 12:42 |
| Q4 2014 | 58 | $198,169,000 | +$14,068,759 | -$4,322,133 | +$9,746,626 | S P D R S&P 500 ETF TR EXPIRING 01/22/2118, IBB, IWM, VTI, DIA | 13F-HR | 27 Jan 2015, 17:18 |
| Q3 2014 | 44 | $175,763,000 | +$859,590 | -$6,959,377 | -$6,099,787 | S P D R S&P 500 ETF TR EXPIRING 01/22/2118, IBB, IWM, VTI, DIA | 13F-HR | 20 Oct 2014, 12:48 |
| Q2 2014 | 62 | $188,236,000 | +$14,914,871 | -$7,311,135 | +$7,603,736 | S P D R S&P 500 ETF TR EXPIRING 01/22/2118, IWM, IBB, VTI, DIA | 13F-HR | 29 Jul 2014, 12:47 |
| Q1 2014 | 44 | $186,855,000 | +$7,036,000 | -$12,655,395 | -$5,619,395 | S P D R S&P 500 ETF TR EXPIRING 01/22/2118, MDYG, IWM, IBB, VTI | 13F-HR | 17 Apr 2014, 15:39 |
| Q4 2013 | 50 | $177,324,000 | $0 | $0 | $0 | S P D R S&P 500 ETF TR EXPIRING 01/22/2118, IWM, IBB, VTI, XHB | 13F-HR | 07 Feb 2014, 13:29 |