Altium Investment Strategies LLC
Long book
$34.0M
Q1 2026
Positions
13
Top-10 weight
97%
concentration
Last quarter
+2.2%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsAltium Investment Strategies LLC is a wealth-management firm allocating client money, running a $34.0M US long book across 13 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: FIRST TRUST ENH SHORT MAT FD, GLOBAL X 1-3 MONTH T-BILL, INVESCO BULLETSHARES 2027 HY, INVESCO BULLETSHARES 2026 HY, ALPHA ARCHITECT 1-3 MNTH BOX.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Consumer discretionary 50%
Technology 50%
Long book by quarter
What does Altium Investment own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 13 | $34.0M | canonical | SEC ↗ |