Altium Investment Strategies LLC has disclosed its latest holdings in a filing with the SEC, revealing a total investment value exceeding $87 million as of September 30, 2026. This update is significant as it provides insight into the company's investment strategy and highlights its focus on key sectors, particularly technology and consumer goods.
Altium Investment Strategies LLC, incorporated in Florida, operates in the investment management sector. The firm has recently filed various forms with the SEC, including its most recent 13F-HR on October 20, 2026, with the accession number 0001754960-26-000915. The company is categorized under the entity type 'other' and has not specified a SIC code in its filings.
The filing indicates that Altium holds positions in 25 different securities, with a total value of $87,420,020. Notable investments include:
"The filing includes significant stakes in major companies such as Apple Inc., Amazon.com Inc., and Procter & Gamble Co., showcasing a diversified portfolio strategy focused on high-value sectors."
Among the top holdings, Altium has invested:
- Apple Inc. - $2,754,611
- Amazon.com Inc. - $793,582
- Procter & Gamble Co. - $15,411,434
- ExxonMobil Holdings Corp. - $10,967,040
- NVIDIA Corporation - $291,918
This strategic positioning may affect various stakeholders, including investors and competitors in the investment management industry. The focus on established companies in the tech and consumer sectors reflects broader market trends and investor preferences.
Looking ahead, the filing does not specify what actions Altium Investment Strategies will take next. Investors will be keen to monitor future filings for any changes in strategy or portfolio adjustments.