Altium Investment Strategies LLC

Q1 2026 13F-HR Holdings

Location
Wesley Chapel, FL
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
13
Total value ($000)
$34,012
Net value change ($000)
—
New positions
13
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTSM 11,108 —
CLIP 6,425 —
BSJR 6,091 —
BSJQ 3,194 —
BOXX 2,144 —
FTCB 1,171 —
FSIG 1,165 —
RPG 813 —
RWL 621 —
AMZN 427 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type