Investor
CHARTIST INC /CA/
CIK 0001129770 · filed 2026-02-10 · SEC filing
13F book
$147.6M
Positions
20
Largest name
40.2%
Sherwin Williams Co · SHW
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Sherwin Williams Co | SHW | 87K | $59.4M | 40.2% | — | Held |
| Invsc Qqq Trust Srs 1 Etf | — | 53.8K | $33M | 22.4% | — | Held |
| Spdr Dow Jones Indl Average | — | 61K | $29.3M | 19.9% | — | Held |
| Ishares Tr | — | 39.8K | $14.9M | 10.1% | — | Held |
| Spdr Series Trust | — | 5.18K | $3.13M | 2.1% | — | Held |
| Ishares Tr | — | 4.89K | $1.2M | 0.8% | — | Held |
| Spdr Series Trust | — | 10K | $1.03M | 0.7% | — | Held |
| Amazon Com Inc | AMZN | 4.1K | $946.1K | 0.6% | — | Held |
| Select Sector Spdr Tr | — | 5.03K | $779.6K | 0.5% | — | Held |
| Tjx Cos Inc New | — | 3.74K | $574.8K | 0.4% | — | Held |
| Allstate Corp | — | 2.41K | $501.2K | 0.3% | — | Held |
| Home Depot, Inc. | HD | 1.24K | $426.9K | 0.3% | — | Held |
| Public Svc Enterprise Grp In | — | 5.2K | $417.9K | 0.3% | — | Held |
| New Jersey Res Corp | — | 8.48K | $391.1K | 0.3% | — | Held |
| Equinix Inc Reit | — | 441 | $338.1K | 0.2% | — | Held |
| Apple Inc. | AAPL | 1.02K | $276.6K | 0.2% | — | Held |
| Visa Inc. | V | 770 | $270K | 0.2% | — | Held |
| Microsoft Corp | MSFT | 542 | $262.1K | 0.2% | — | Held |
| Vanguard Growth Etf | — | 497 | $242.5K | 0.2% | — | Held |
| Ishares Tr | — | 2.05K | $215.1K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.