Altium Investment Strategies

WESLEY CHAPEL, FLfiles as Altium Investment Strategies LLC

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$69m in 20 US stocks at the end of 30 June 2026. The top 10 are 94.1% of the money. It changed about 25.4% of the portfolio this quarter.

Value

$69m

Stocks

20

Top 10 share

94.1%

Turnover

25.4%

What changed this quarter

New

Bought for the first time this quarter.

Procter & GamblePG
21.3% of the fund
Janus Detroit STR TRJBBB
0.7% of the fund
Pacer FDS TRFLRT
0.7% of the fund
Vaneck ETF TrustPFXF
0.7% of the fund
Innovator Etfs TrustUJUL
0.5% of the fund
Pimco ETF TRMINT
0.5% of the fund
Hyperliquid StrategiesPURR
0.2% of the fund

Added

Bought more of a stock they already held.

First TR Exchange-Traded FDFTSM
23.2% of the fund
+45%
Global X FDSCLIP
17.8% of the fund
+92%
Invesco Exch TRD SLF IDX FDBSJR
15.3% of the fund
+75%
EA Series TrustBOXX
5.0% of the fund
+61%
First TR Exchange-Traded FDFSIG
2.4% of the fund
+43%
First TR Exchange-Traded FDFTCB
2.4% of the fund
+43%
Invesco Exch TRD SLF IDX FDBSJS
1.7% of the fund
+238%
Grayscale Chainlink TR ETFGLNK
0.2% of the fund
+50%

Cut

Sold some of their stake.

Invesco Exch TRD SLF IDX FDBSJQ
3.6% of the fund
-21%

Sold out

Sold their entire stake.

None this quarter.

Holdings

First TR Exchange-Traded FDFTSM
Share
23.2%
Value
$16m
Shares
269,789
+45%
Procter & GamblePG
Share
21.3%
Value
$15m
Shares
100,702
New
Global X FDSCLIP
Share
17.8%
Value
$12m
Shares
123,364
+92%
Invesco Exch TRD SLF IDX FDBSJR
Share
15.3%
Value
$11m
Shares
475,561
+75%
EA Series TrustBOXX
Share
5.0%
Value
$3m
Shares
29,670
+61%
Invesco Exch TRD SLF IDX FDBSJQ
Share
3.6%
Value
$2m
Shares
108,725
-21%
First TR Exchange-Traded FDFSIG
Share
2.4%
Value
$2m
Shares
87,600
+43%
First TR Exchange-Traded FDFTCB
Share
2.4%
Value
$2m
Shares
79,347
+43%
Invesco Exch TRD SLF IDX FDBSJS
Share
1.7%
Value
$1m
Shares
54,672
+238%
Invesco Exchange Traded FD TRPG
Share
1.4%
Value
$963,930
Shares
15,875
Held
Invesco Exch Traded FD TR IIRWL
Share
1.0%
Value
$683,319
Shares
5,245
Held
Janus Detroit STR TRJBBB
Share
0.7%
Value
$506,481
Shares
10,683
New
Pacer FDS TRFLRT
Share
0.7%
Value
$502,020
Shares
10,743
New
Vaneck ETF TrustPFXF
Share
0.7%
Value
$488,482
Shares
27,412
New
AlphabetGOOG
Share
0.7%
Value
$471,480
Shares
1,328
Held
Amazon.comAMZN
Share
0.6%
Value
$439,404
Shares
1,791
Held
Innovator Etfs TrustUJUL
Share
0.5%
Value
$376,904
Shares
9,213
New
Pimco ETF TRMINT
Share
0.5%
Value
$362,253
Shares
3,602
New
Hyperliquid StrategiesPURR
Share
0.2%
Value
$128,350
Shares
17,000
New
Grayscale Chainlink TR ETFGLNK
Share
0.2%
Value
$105,450
Shares
15,000
+50%

Company	Share of fund	Value	Shares	Change
First TR Exchange-Traded FDFTSM	23.2%	$16m	269,789	+45%
Procter & GamblePG	21.3%	$15m	100,702	New
Global X FDSCLIP	17.8%	$12m	123,364	+92%
Invesco Exch TRD SLF IDX FDBSJR	15.3%	$11m	475,561	+75%
EA Series TrustBOXX	5.0%	$3m	29,670	+61%
Invesco Exch TRD SLF IDX FDBSJQ	3.6%	$2m	108,725	-21%
First TR Exchange-Traded FDFSIG	2.4%	$2m	87,600	+43%
First TR Exchange-Traded FDFTCB	2.4%	$2m	79,347	+43%
Invesco Exch TRD SLF IDX FDBSJS	1.7%	$1m	54,672	+238%
Invesco Exchange Traded FD TRPG	1.4%	$963,930	15,875	Held
Invesco Exch Traded FD TR IIRWL	1.0%	$683,319	5,245	Held
Janus Detroit STR TRJBBB	0.7%	$506,481	10,683	New
Pacer FDS TRFLRT	0.7%	$502,020	10,743	New
Vaneck ETF TrustPFXF	0.7%	$488,482	27,412	New
AlphabetGOOG	0.7%	$471,480	1,328	Held
Amazon.comAMZN	0.6%	$439,404	1,791	Held
Innovator Etfs TrustUJUL	0.5%	$376,904	9,213	New
Pimco ETF TRMINT	0.5%	$362,253	3,602	New
Hyperliquid StrategiesPURR	0.2%	$128,350	17,000	New
Grayscale Chainlink TR ETFGLNK	0.2%	$105,450	15,000	+50%

Over time and by industry

Value over time

Jun '26

Value is up 104.2% since 31 March 2026.

Where the money is

Everyday goods21.3%

Media & telecom0.7%

Retail & consumer0.6%

Financial services0.2%

Other77.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.