
Robert Olstein
Olstein Capital Management, L.P.
Robert A. Olstein is the Chairman and Chief Investment Officer of the Olstein Financial Alert Fund (OFALX). He is considered to be an expert in corporate financial disclosure and reporting practices. In 1971, he co-founded the "Quality of Earnings Report" service, which pioneered the concept of using inferential financial screening techniques to analyze balance sheets and income statements to alert institutional portfolio managers to positive or negative factors affecting a company's future earnings power and value of a company's stock.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Healthcare Equipment & Supplies
Machinery, Tools, Heavy Vehicles, Trains & Ships
Automobiles & Auto Parts
Banking Services
Professional & Commercial Services
Software & IT Services
Electronic Equipment & Parts
Media & Publishing
Healthcare Providers & Services
Semiconductors & Semiconductor Equipment
Aerospace & Defense
Other
Holdings
2025Q2
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
2.04%
-79.00K
$11.05M
$11.05M
367.00K
Electronic Equipment & Parts
2025-06-30
1.85%
+15.97K
$10.01M
$10.01M
211.97K
Professional & Commercial Services
2025-06-30
1.62%
+8.00K
$8.78M
$8.78M
51.00K
Healthcare Equipment & Supplies
2025-06-30
1.58%
+1.00K
$8.55M
$8.55M
253.00K
Oil & Gas Related Equipment and Services
2025-06-30