CHARTIST INC /CA/
RIA/Wealth
CHARTIST INC /CA/ is a RIA/Wealth based in New York, NY led by Christopher Kier Mais, reporting $179.1M in AUM as of Q3 2025 with 57% ETF concentration, 98% concentrated in top 10 holdings, and 40% allocation to SHW.
PresidentChristopher Kier Mais
- Portfolio Value
- $146.2M
- Positions
- 20
- Top Holding
- SHW at 40.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CHARTIST INC /CA/'s portfolio (97.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Chemicals - Specialty Basic Materials | $58.8M | 40.20% | +$2.7M Bought | 0.04% 88.2K shares | |
ETF ETF | $32.8M | 22.42% | +$14.8M Bought | — 54.6K shares | |
ETF ETF | $28.6M | 19.54% | -$39.3M Sold | — 61.6K shares | |
ETF ETF | $14.9M | 10.19% | -$4.2M Sold | — 40.8K shares | |
ETF ETF | $3.1M | 2.10% | +$3.1M Bought | — 5.2K shares | |
ETF ETF | $1.1M | 0.78% | -$123.9K Sold | — 10.3K shares | |
ETF ETF | $1.1M | 0.78% | -$5.0M Sold | — 4.7K shares | |
Specialty Retail Consumer Cyclical | $904.4K | 0.62% | -$182.2K Sold | 0.00% 4.1K shares | |
ETF ETF | $785.9K | 0.54% | -$130.3K Sold | — 5.1K shares | |
Apparel - Retail Consumer Cyclical | $542.6K | 0.37% | -$45.8K Sold | 0.00% 3.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CHARTIST INC /CA/'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+82.54% | |
+4.77% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-91.3% | |
-81.6% | |
-57.93% | |
-43.1% | |
-25.86% |
Analytics
Portfolio insights and performance metrics for CHARTIST INC /CA/
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