CHARTIST INC /CA/
All 13F Filings
- Location
- Seal Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 160,199
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 21 | 160,199 | 13F-HR | CHARTIST INC /CA/ |
| Q1 2026 | 5/14/2026 | 20 | 139,229 | 13F-HR | CHARTIST INC /CA/ |
| Q4 2025 | 2/10/2026 | 20 | 147,560 | 13F-HR | CHARTIST INC /CA/ |
| Q3 2025 | 11/20/2025 | 21 | 146,499 | 13F-HR | CHARTIST INC /CA/ |
| Q2 2014 | 7/29/2014 | 62 | 204,611 | 13F-HR | CHARTIST INC /CA/ |
| Q1 2014 | 4/17/2014 | 44 | 187,313 | 13F-HR | CHARTIST INC /CA/ |
| Q4 2013 | 2/7/2014 | 50 | 192,693 | 13F-HR | CHARTIST INC /CA/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.509 K | 2.8% | 216 | 0 | 216 |
| ETFs | 155.7 K | 97.2% | 20.76 K | 0 | 20.76 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
160,199
Holdings
21
QoQ value change ($000)
20,970
(15.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.