Altium Investment Strategies LLC has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm's principal executive office as 2211 Ashley Oaks Circle in Wesley Chapel, Florida. The report was submitted on October 19, 2026, and lists Aryn Sands as the agent responsible for the filing.
The portfolio consists of 31 individual equity positions. The largest holding by number of shares is the First Trust Exchange-Traded Fund Core Investment, with 79,347 shares. This is followed by the First Trust Exchange-Traded Fund Limited Duration Investment ETF, which holds 87,600 shares. The First Trust Exchange-Traded Fund First Trust Enhanced New York 30 Plus Index Fund is the third-largest position, with 218,879 shares.
Among the individual company holdings, Procter & Gamble Co. is the largest position by share count, with 100,702 shares. The filing also lists significant positions in the First Trust Exchange-Traded Fund First Trust Enhanced New York 30 Plus Index Fund and the Invesco Exchange Traded Fund Invesco S&P 500 Pure Growth ETF, with 218,879 and 122,348 shares, respectively.
The filing details a total of 31 positions. Other notable individual stock holdings include Johnson & Johnson with 840 shares, Kopin Corp with 10,000 shares, and NVIDIA Corporation with 1,277 shares. The portfolio also includes various exchange-traded funds, including the Invesco Exchange Traded Fund Invesco S&P 500 Pure Growth ETF, the Invesco Exchange Traded Fund Invesco S&P 500 Pure Value ETF, and the Invesco Exchange Traded Fund Invesco S&P 500 Pure Growth 26 ETF.
